Connect Ploomes and Redbooth
Integrate Ploomes with Redbooth to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Popular Ploomes + Redbooth 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
Redbooth
Automatically do this!
Create Comment
Create Subtask
Create Task
Create TaskList
Create Conversation
Create Note
Create Organization
Find a Task
Get a Tasklist
Get a Project
Get an Organization
Update Task
Update Tasklist
Update Subtask
Update Project
Update Note
Update File
Update Conversation
Delete Subtask
Delete Project
Delete Organization
Delete Note
Delete File
Delete Conversation
Create Workspace
Delete Task
List All Activities
List All Notes
List All Conversation
List All Files
List All Memberships
List All Notifications
List All People
List All Project
List All Tags
List All Tasklist
List All Task
List All Users
Create Comment in Redbooth when Create Deal in Ploomes
Use this flowCreate Subtask in Redbooth when Create Deal in Ploomes
Use this flowCreate Task in Redbooth when Create Deal in Ploomes
Use this flowCreate TaskList in Redbooth when Create Deal in Ploomes
Use this flowCreate Conversation in Redbooth when Create Deal in Ploomes
Use this flowCreate Note in Redbooth when Create Deal in Ploomes
Use this flowCreate Organization in Redbooth when Create Deal in Ploomes
Use this flowFind a Task in Redbooth when Create Deal in Ploomes
Use this flowGet a Tasklist in Redbooth when Create Deal in Ploomes
Use this flowGet a Project in Redbooth when Create Deal in Ploomes
Use this flowSupported Triggers & Actions
Everything you can automate between Ploomes and Redbooth.
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 Redbooth
Redbooth is an easy-to-use online task and project management software for busy teams. With Redbooth, teams can collaborate on projects, manage tasks, and communicate in real-time, boosting productivity and streamlining workflows.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Ploomes and Redbooth 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 Redbooth 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 Redbooth. No coding required.
Yes. You can set up a workflow where Ploomes triggers actions in Redbooth, and a separate workflow where Redbooth 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 Redbooth. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Ploomes and Redbooth integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
