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

Automatically do this!
Create Customer
Find a Customer
Create Order
Find Product Variant by Title
Get all Orders
Create Product
Update Customer
Find Order
Search Product byTitle
Find or Create customer
Update product variant
Get Order Status
Search Product
Create Draft Order
Update Cart Item Quantity
Delete Cart Item
Add Discount Coupon Code
Remove Discount Code
Get the product Inventory Stock
Get all Discount Coupon Codes
Add Tag to an Order
Cancel Order
Update Shopify Product
Adjust Inventory Quantity
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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.
Retrieve a contact by its ID, or return all contacts 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 return all deals, including related contact, person, stage, tasks, products, quotes and documents.

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To start, connect both your Ploomes and Shopify accounts to viaSocket. Once connected, you can set up a workflow where an event in Ploomes triggers actions in Shopify (or vice versa).
Absolutely. You can customize how Ploomes data is recorded in Shopify. This includes choosing which data fields go into which fields of Shopify, setting up custom formats, and filtering out unwanted information.
The data sync between Ploomes and Shopify 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 Shopify. 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 MoreShopify is a leading e-commerce platform that allows anyone to set up an online store and sell their products. Merchants can also sell their products in person with Shopify POS.
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