Connect MyOperator and Ploomes to Build Intelligent Automations

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MyOperator

When this happens...

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Ploomes

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Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Call Received

New Call Received

Triggered when a new call is received in MyOperator.

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).

Do thisActions

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

Initiate user call

Initiate user call

Initiate call by user id.

Initiate Anonymous Call

Initiate Anonymous Call

Initiates anonymous Call by Agent number and caller number.

Create Custom Field

Create Custom Field

Add a new custom field to a selected Ploomes entity, specifying its name, data type, and whether it is required.

Update contact

Update contact

Update an existing contact by ID with new details and custom fields.

Find contact

Find contact

Find a contact by ID or return your full contact list when no ID is provided.

Create Deal

Create Deal

Create a new deal with title, contact or person, stage, owner, currency, amount and optional custom fields.

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Frequently Asked Questions

How do I start an integration between MyOperator and Ploomes?

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

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

Absolutely. You can customize how MyOperator 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 MyOperator and Ploomes?

The data sync between MyOperator 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 MyOperator 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 MyOperator and Ploomes?

Yes, you can set conditional logic to control the flow of data between MyOperator 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.

MyOperator

About MyOperator

MyOperator is a cloud-based call management system designed to streamline and enhance business communication. It offers features such as call tracking, call recording, and virtual numbers to help businesses manage their customer interactions efficiently. With MyOperator, businesses can improve their customer support and ensure seamless communication with clients.

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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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