
When this happens...

Automatically do this!
Create Custom Field
Update contact
Find contact
Create Deal
Update Deal
Find Deals
Create document
Update document
Get document by ID
List All Documents
When this happensTriggers
A trigger is an event that starts a workflow.
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).
Modify an existing document in Ploomes CRM to change its content or metadata.
Action is the task that follows automatically within your Play AI integrations.
Create a new PlayAI Agent.
Updates the properties of the agent with the specified ID.
Use this endpoint to create new external functions.
Updates the properties of the external function with the specified ID.
Delete external function with the specified ID.
Create a new PlayNote by providing a file URL.

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To start, connect both your Play AI and Ploomes accounts to viaSocket. Once connected, you can set up a workflow where an event in Play AI triggers actions in Ploomes (or vice versa).
Absolutely. You can customize how Play AI 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 Play AI 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 Play AI 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.
Play AI is a cutting-edge platform that leverages artificial intelligence to enhance gaming experiences. It offers tools and solutions for game developers to integrate AI-driven features, such as adaptive gameplay, intelligent NPCs, and personalized player experiences, into their games. With Play AI, developers can create more engaging and dynamic games that respond to player actions in real-time.
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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