Connect Pantry and Ploomes to Build Intelligent Automations

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Pantry

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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.

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Do thisActions

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

Create and/or Replace Basket

Create and/or Replace Basket

Given a basket name as provided in the url, this will either create a new basket inside your pantry, or replace an existing one.

Get Contents

Get Contents

Given a basket name, return the full contents of the basket.

Update Contents

Update Contents

Given a basket name, this will update the existing contents and return the contents of the newly updated basket.

Get Details

Get Details

Given a PantryID, return the details of the pantry, including a list of baskets currently stored inside it.

Update Details

Update Details

Update Details in Pantry.

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.

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Frequently Asked Questions

How do I start an integration between Pantry and Ploomes?

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

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

Absolutely. You can customize how Pantry 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 Pantry and Ploomes?

The data sync between Pantry 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 Pantry 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 Pantry and Ploomes?

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

Pantry

About Pantry

Pantry is a cloud-based service that provides a simple and efficient way to store and manage data. It is designed to help developers and businesses easily manage their data storage needs with a focus on simplicity and ease of use.

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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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