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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
Create Deal
Triggers when new deal is created in Ploomes.
Deal Updated
Fires when an existing deal is updated in Ploomes and provides the updated deal information.
New Contact
Add a new contact to Ploomes CRM using the provided contact details.
Contact Updated
Triggered when an existing contact is updated in Ploomes and returns the contact's updated details.
Create Document
Create a new document in Ploomes and attach it to a CRM record (contact, deal, or company).
Update Document
Modify an existing document in Ploomes CRM to change its content or metadata.
Do thisActions
Action is the task that follows automatically within your Nifty integrations.
Create Task
Creates a new task in a specific project or workspace.
Create Project
Creates a new project within an organization or team.
Create Milestone
Creates a new milestone to track project progress.
Search User Details
This endpoint fetch the user information.
Create Portfolio
creates new portfolio
Create Document
creates a new document.
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Frequently Asked Questions
To start, connect both your Nifty and Ploomes accounts to viaSocket. Once connected, you can set up a workflow where an event in Nifty triggers actions in Ploomes (or vice versa).
Absolutely. You can customize how Nifty 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 Nifty 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 Nifty 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.
About Nifty
Nifty is a project management and team collaboration tool designed to streamline your workflow and enhance productivity. It offers features such as task management, time tracking, project timelines, and team communication to help you manage your projects efficiently.
Learn MoreAbout 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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