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When this happensTriggers
A trigger is an event that starts a workflow.
Trigger When new Application Upload
Triggers when new deal is created in Ploomes.
Fires when an existing deal is updated in Ploomes and provides the updated deal information.
Add a new contact to Ploomes CRM using the provided contact details.
Triggered when an existing contact is updated in Ploomes and returns the contact's updated details.
Create a new document in Ploomes and attach it to a CRM record (contact, deal, or company).
Action is the task that follows automatically within your NativeBridge integrations.
List all Devices
List User Uploaded Applications
Get all Session Details by ID
Delete a Session
Create a Session in NativeBridge.
Add a new custom field to a selected Ploomes entity, specifying its name, data type, and whether it is required.

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Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
To start, connect both your NativeBridge and Ploomes accounts to viaSocket. Once connected, you can set up a workflow where an event in NativeBridge triggers actions in Ploomes (or vice versa).
Absolutely. You can customize how NativeBridge 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.
The data sync between NativeBridge and Ploomes typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between NativeBridge 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.
NativeBridge is a platform designed to facilitate seamless integration and communication between various software applications and services. It provides tools and solutions to connect different systems, enabling efficient data exchange and workflow automation.
Learn MorePloomes 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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