Connect Ploomes and ClickUp
Integrate Ploomes with ClickUp to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Popular Ploomes + ClickUp flows
Start from a real workflow other teams are already running.
Choose a trigger
Ploomes
When this happens...
Create Deal
Deal Updated
New Contact
Contact Updated
Create Document
Update Document
Choose an action
ClickUp
Automatically do this!
Find Lists in Space
List Workspaces
List Spaces
List Tasks
List Folders
Create Task
Get User Profile
Create List
Update Task
Update a List
Add Checklist and Items to a Task
Get Task
Add Time Entry
Archive or Permanently Delete Task
Update Custom Field Value
Find Custom Fields
Add Comment to Task
Create Subtask
Find Lists in Space in ClickUp when Create Deal in Ploomes
Use this flowList Workspaces from ClickUp when Create Deal in Ploomes
Use this flowList Spaces in ClickUp when Create Deal in Ploomes
Use this flowList Tasks from ClickUp when Create Deal in Ploomes
Use this flowList Folders in ClickUp when Create Deal in Ploomes
Use this flowCreate Task in ClickUp when Create Deal in Ploomes
Use this flowGet User Profile from ClickUp when Create Deal in Ploomes
Use this flowCreate List in ClickUp when Create Deal in Ploomes
Use this flowUpdate Task in ClickUp when Create Deal in Ploomes
Use this flowUpdate a List in Clickup when Create Deal in Ploomes
Use this flowSupported Triggers & Actions
Everything you can automate between Ploomes and ClickUp.
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 Ploomes integrations.
Create Custom Field
Add a new custom field to a selected Ploomes entity, specifying its name, data type, and whether it is required.
Update contact
Update an existing contact by ID with new details and custom fields.
Find contact
Find a contact by ID or return your full contact list when no ID is provided.
Create Deal
Create a new deal with title, contact or person, stage, owner, currency, amount and optional custom fields.
Update Deal
Updates a Deal
Find Deals
Get a deal by ID or get all deals with related contact, owner, stage, tasks, products, quotes and documents.
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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AI will build it for you
Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
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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.
Learn moreAbout ClickUp
Plan, track, and manage any type of work with project management that flexes to your team's needs.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Ploomes and ClickUp accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between Ploomes and ClickUp as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach ClickUp. No coding required.
Yes. You can set up a workflow where Ploomes triggers actions in ClickUp, and a separate workflow where ClickUp triggers actions in Ploomes. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between Ploomes and ClickUp. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Ploomes and ClickUp integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
