Connect Ploomes and Folderit
Integrate Ploomes with Folderit to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Popular Ploomes + Folderit 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
Folderit
Automatically do this!
Create an Account
Update Account Information
Delete an Account
Create a Group
Update Group Name
Delete a Group
Update User Profile
Add a Person
Update a Person
Delete a Person
Create an Account in Folderit when Create Deal in Ploomes
Use this flowUpdate Account Information in Folderit when Create Deal in Ploomes
Use this flowDelete an Account in Folderit when Create Deal in Ploomes
Use this flowCreate a Group in Folderit when Create Deal in Ploomes
Use this flowUpdate Group Name in Folderit when Create Deal in Ploomes
Use this flowDelete a Group from Folderit when Create Deal in Ploomes
Use this flowUpdate User Profile in Folderit when Create Deal in Ploomes
Use this flowAdd a Person to Folderit when Create Deal in Ploomes
Use this flowUpdate a Person in Folderit when Create Deal in Ploomes
Use this flowDelete a Person from Folderit when Create Deal in Ploomes
Use this flowSupported Triggers & Actions
Everything you can automate between Ploomes and Folderit.
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.
Trusted by Thousands. Recognized by the Best.
Recognized by leading review platforms and trusted by 10,000+ businesses worldwide.
From idea to automation.
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.
Learn More About Automation
How viaSocket Works | A Complete Guide
Discover viaSocket, an AI-powered workflow automation platform with 2,000+ integrations. Learn what it is, how it works, and how to set up no-code automated workflows.
5 Simple Automation Hacks to Make Your Team Free
Five practical automation hacks to cut repetitive tasks and boost productivity using viaSocket, covering lead generation, onboarding, accounting, support, and HR.
What is Workflow Automation - Definition, Importance & Benefits | A Complete Guide
Explore workflow automation: its definition, benefits, how it works, real-world examples, and how to automate with viaSocket.
What are Webhooks - Definition, Working, Usage & Examples | A Complete Guide
Discover what webhooks are, how they work, and when to use them. Compare push-based webhooks with APIs and polling, with practical examples and ViaSocket integration.
viaSocket Support
We're here to help
Instant answers
AI assistant available 24/7
Expert support
Connect with our specialists
Trusted & secure
Your data is safe with us
Start automating Ploomes and Folderit free
No credit card required. Set up your first workflow in minutes.
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 Folderit
Folderit is a cloud-based document management system designed to help businesses and individuals securely store, manage, and share their documents online. It offers features such as document versioning, metadata tagging, approval workflows, and secure sharing options, making it an ideal solution for organizations looking to streamline their document management processes.
Learn moreFrequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Ploomes and Folderit 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 Folderit 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 Folderit. No coding required.
Yes. You can set up a workflow where Ploomes triggers actions in Folderit, and a separate workflow where Folderit 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 Folderit. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Ploomes and Folderit integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
