Connect paycove and Ploomes to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for paycove
Choose an Action
Automatically do this!
Create Custom Field
Update Contact
Get Contact
Create Deal
Update Deal
Get Deal
Create Document
Update Document
Get Document
Ready to use paycove and Ploomes automations
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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 paycove integrations.
List Contacts
Get all existing contacts
Get Authorized User
Get the Authorized User.
Get All Deals
Get all the deals.
Get All Webhooks
Get all the webhooks.
Get All Organizations
Get all the organizations.
Get All Scheduled Payments
Get all the scheduled payments.
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Frequently Asked Questions
To start, connect both your paycove and Ploomes accounts to viaSocket. Once connected, you can set up a workflow where an event in paycove triggers actions in Ploomes (or vice versa).
Absolutely. You can customize how paycove 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 paycove 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 paycove 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 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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