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Connect Narrato and Ploomes

Integrate Narrato with Ploomes to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.

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Supported Triggers & Actions

Everything you can automate between Narrato and Ploomes.

When this happensTriggers

A trigger is an event that starts a workflow.

New Task

New Task

Triggers when a new task is created inside a project.

Update Task

Update Task

Triggers when task is updated.

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.

Do thisActions

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

Get all Project

Get all Project

Get details of all Projects in a Workspace

Get all Workspaces

Get all Workspaces

Get details all workspaces associated with a user.

Find Task

Find Task

Find a task inside the workspace and/or project to update the details optionally , create a task if not found.

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.

How to build your first workflow with viaSocket
2-Minute Guide

Learn how to build your first workflow

Follow a simple walkthrough to create, test, and launch your first automation.

  1. 1

    Connect your apps

    Link the apps you want to automate.

  2. 2

    Configure your workflow

    Set up triggers, actions, and map your data.

  3. 3

    Test & publish

    Test your workflow and publish it.

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Integrations Narrato
Narrato + Ploomes
Narrato logo

About Narrato

Narrato is a comprehensive content creation and collaboration platform designed to streamline the content production process. It offers tools for content planning, writing, editing, and team collaboration, making it ideal for content marketers, writers, and editors.

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Integrations Ploomes
Ploomes + Narrato
Ploomes logo

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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Frequently Asked Questions

How do I connect Narrato and Ploomes?

Sign up for a free viaSocket account, then authorize both your Narrato and Ploomes accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.

Does this integration work in real time?

Yes. viaSocket uses instant triggers where available, so data moves between Narrato and Ploomes as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.

Can I control which data gets sent from Narrato to Ploomes?

Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Ploomes. No coding required.

Can the integration run in both directions?

Yes. You can set up a workflow where Narrato triggers actions in Ploomes, and a separate workflow where Ploomes triggers actions in Narrato. Both run independently and in real time.

What happens if a step in the workflow fails?

viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.

Is viaSocket free to use?

Yes, there is a free plan that covers basic workflows between Narrato and Ploomes. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.

Do I need to know how to code to set this up?

No. The entire Narrato and Ploomes integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.