Add Ploomes to Your Product
Give your customers access to Ploomes from within your product & agents. Use viaSocket to manage authentication, execute actions, and receive events from connected accounts.
Everything You Need to Manage Ploomes Integrations
Add Ploomes to your product & agents today. viaSocket runs the infrastructure; your AI coding assistant does the setup.
Managed Authentication
Let your customers connect their Ploomes accounts without building and maintaining OAuth flows yourself.
Customer-Specific Connections
Manage separate Ploomes connections for each customer in your product & agents.
Actions, Triggers and Webhooks
Execute supported Ploomes actions and receive events through a consistent integration interface.
Managed Data Mapping
Map data between your product & agents and the formats expected by Ploomes.
Monitoring and Debugging
Track executions, inspect errors, and troubleshoot integration issues.
Your Product & Agents, Your Experience
Offer Ploomes integrations under your own branding and within your existing product & agents.
Available Actions and Triggers for Ploomes
What You Can Do with Ploomes
Explore available actions to let your product & agents interact with Ploomes.
- Create Custom FieldAdd a new custom field to a selected Ploomes entity, specifying its name, data type, and whether it is required.
- Update contactUpdate an existing contact by ID with new details and custom fields.
- Find contactFind a contact by ID or return your full contact list when no ID is provided.
- Create DealCreate a new deal with title, contact or person, stage, owner, currency, amount and optional custom fields.
- Update DealUpdates a Deal
- Find DealsGet a deal by ID or get all deals with related contact, owner, stage, tasks, products, quotes and documents.
- Create documentCreate a new Ploomes document from a template and optionally attach it to a contact, person, or deal, set sharing, approval and custom fields. Returns the created document and its URL.
- Update documentUpdate an existing document’s details, template, pages, products, owner, and custom fields.
- Get document by IDRetrieve a document from Ploomes using its ID.
Respond to Events in Ploomes
Use triggers to let your product & agents respond to events from connected Ploomes accounts.
- Create DealTriggers when new deal is created in Ploomes.
- Deal UpdatedFires 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 UpdatedTriggered when an existing contact is updated in Ploomes and returns the contact's updated details.
- Create DocumentCreate a new document in Ploomes and attach it to a CRM record (contact, deal, or company).
- Update DocumentModify an existing document in Ploomes CRM to change its content or metadata.
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 more
About viaSocket
Connect 2,300+ apps to your product & agents with one prompt. Auth, events and actions handled. Free to start.
Learn moreFAQs about adding Ploomes to your product & agents
Find answers to common questions about integrating Ploomes into your product & agents, including authentication, supported actions, triggers, and implementation.
How can I integrate Ploomes into my product & agents?
You can use viaSocket to add Ploomes integration to your product & agents. viaSocket provides APIs, managed authentication, actions, and triggers to help you build integration features for your customers.
Do I need to build and maintain the integration infrastructure myself?
No. viaSocket manages the integration infrastructure, including authentication, customer connections, and supported actions and triggers.
Can my customers connect their own Ploomes accounts?
Yes. viaSocket supports customer-specific connections, allowing each customer to authorize their own Ploomes account.
Can I offer Ploomes integration under my own branding?
Yes. You can provide the integration experience under your own branding and within the existing interface of your product & agents.
Can I connect Ploomes with other apps?
Yes. viaSocket supports integrations with 2,300+ apps, allowing your product & agents to work with Ploomes and other supported services.
How do I execute actions in Ploomes?
Use viaSocket's supported actions and APIs to perform operations in connected Ploomes accounts. Available operations depend on the integration's supported capabilities and the permissions granted.
Can my product & agents respond to events from Ploomes?
Yes. You can use supported triggers and webhooks to receive events from Ploomes and respond within your product & agents.
Bring Ploomes Into Your Product & Agents
- Managed auth
- Per-customer connections
- Actions & triggers
- Data mapping
- Monitoring & logs
- Your branding