
When this happens...
Create Deal
Deal Updated
New Contact
Contact Updated
Create Document
Update Document

Automatically do this!
Get all Tasks
List all Users
List all Product Items
List Products
List Commitments
List Invoice Items
List Invoices
List Organizations
List Contacts
List Leads
List Accounts
Get Tasks List
Create Account
Delete Account
Delete Workflow Tasks
Delete Unit
Delete Product Manufacturer
Delete Price ITem List
Delete CRM Relation
Delete Task List
Delete Estimate Contact
Delete Estimate
Delete Invoice Contact
Delete Organization
Delete Portfolio
Delete CRM Source
Delete Contact
Delete CRM Industry
Delete CRM Lead
Delete Transaction
Delete Custom Field
Delete Invoice Item
Delete Bank Account
Delete Calendar
Delete Loss Reason
Delete Customer Payment
Delete Custom Field Option
Delete Task
Explore more automations built by businesses and experts
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 Ploomes integrations.
Add a new custom field to a selected Ploomes entity, specifying its name, data type, and whether it is required.
Update an existing contact by ID with new details and custom fields.
Find a contact by ID or return your full contact list when no ID is provided.
Create a new deal with title, contact or person, stage, owner, currency, amount and optional custom fields.
Updates a Deal
Get a deal by ID or get all deals with related contact, owner, stage, tasks, products, quotes and documents.

Gain insights into how viaSocket functions through our detailed guide. Understand its key features and benefits to maximize your experience and efficiency.

Unlock your team's potential with 5 straightforward automation hacks designed to streamline processes and free up valuable time for more important work.

Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
To start, connect both your Ploomes and Flowlu accounts to viaSocket. Once connected, you can set up a workflow where an event in Ploomes triggers actions in Flowlu (or vice versa).
Absolutely. You can customize how Ploomes data is recorded in Flowlu. This includes choosing which data fields go into which fields of Flowlu, setting up custom formats, and filtering out unwanted information.
The data sync between Ploomes and Flowlu 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 Ploomes and Flowlu. 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.
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 MoreFlowlu is a comprehensive business management software that offers a suite of tools for project management, CRM, invoicing, and team collaboration. It is designed to streamline business processes and enhance productivity.
Learn More