Connect Ploomes and Preset Cloud
Integrate Ploomes with Preset Cloud to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
List All Teams in Preset Cloud when Create Deal in Ploomes
Get Team Members in Presetcloud9 when Create Deal in Ploomes
Delete a Team Member in Presetcloud9 when Create Deal in Ploomes
List All Teams in Preset Cloud when Deal Updated in Ploomes
Get Team Members in Presetcloud9 when Deal Updated in Ploomes
Popular Ploomes + Preset Cloud 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
Preset Cloud
Automatically do this!
List All Teams
Get Team Members
Delete a Team Member
List All Teams in Preset Cloud when Create Deal in Ploomes
Use this flowGet Team Members in Presetcloud9 when Create Deal in Ploomes
Use this flowDelete a Team Member in Presetcloud9 when Create Deal in Ploomes
Use this flowList All Teams in Preset Cloud when Deal Updated in Ploomes
Use this flowGet Team Members in Presetcloud9 when Deal Updated in Ploomes
Use this flowDelete a Team Member in Presetcloud9 when Deal Updated in Ploomes
Use this flowList All Teams in Preset Cloud when New Contact in Ploomes
Use this flowGet Team Members in Presetcloud9 when New Contact in Ploomes
Use this flowDelete a Team Member in Presetcloud9 when New Contact in Ploomes
Use this flowList All Teams in Preset Cloud when Contact Updated in Ploomes
Use this flowSupported Triggers & Actions
Everything you can automate between Ploomes and Preset Cloud.
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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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 Preset Cloud
Preset Cloud is a powerful platform for data exploration and visualization, enabling users to create interactive dashboards and gain insights from their data effortlessly.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Ploomes and Preset Cloud 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 Preset Cloud 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 Preset Cloud. No coding required.
Yes. You can set up a workflow where Ploomes triggers actions in Preset Cloud, and a separate workflow where Preset Cloud 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 Preset Cloud. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Ploomes and Preset Cloud integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
