Connect mite and Ploomes to Build Intelligent Automations

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Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

Create Deal

Create Deal

Triggers when new deal is created in Ploomes.

Deal Updated

Deal Updated

Fires when an existing deal is updated in Ploomes and provides the updated deal information.

New Contact

New Contact

Add a new contact to Ploomes CRM using the provided contact details.

Contact Updated

Contact Updated

Triggered when an existing contact is updated in Ploomes and returns the contact's updated details.

Create Document

Create Document

Create a new document in Ploomes and attach it to a CRM record (contact, deal, or company).

Update Document

Update Document

Modify an existing document in Ploomes CRM to change its content or metadata.

Request a new Trigger for mite

Do thisActions

Action is the task that follows automatically within your mite integrations.

Create Service

Create Service

Creates a service.

Create Customer

Create Customer

Creates a Customer.

Create project

Create project

Creates a Project.

Delete Customer

Delete Customer

Delete an existing customer.

Delete Service

Delete Service

Delete an existing service.

Delete Project

Delete Project

Delete an existing Project.

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Frequently Asked Questions

How do I start an integration between mite and Ploomes?

To start, connect both your mite and Ploomes accounts to viaSocket. Once connected, you can set up a workflow where an event in mite triggers actions in Ploomes (or vice versa).

Can we customize how data from mite is recorded in Ploomes?

Absolutely. You can customize how mite data is recorded in Ploomes. This includes choosing which data fields go into which fields of Ploomes, setting up custom formats, and filtering out unwanted information.

How often does the data sync between mite and Ploomes?

The data sync between mite and Ploomes typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from mite to Ploomes?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between mite and Ploomes?

Yes, you can set conditional logic to control the flow of data between mite and Ploomes. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.

mite

About mite

Mite is a time tracking tool designed to help businesses and freelancers efficiently manage their time and projects. It offers features such as time tracking, reporting, and invoicing, making it easier to keep track of work hours and project progress.

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Ploomes

About Ploomes

Ploomes is a comprehensive CRM platform designed to streamline sales processes and enhance customer relationship management. It offers tools for managing leads, automating workflows, and generating insightful reports to boost sales efficiency.

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