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

Automatically do this!
List Account Types
Create team
Create workbook
List Datasets
List All Connections
Create file in Sigma
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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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Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
To start, connect both your Ploomes and Sigma Computing accounts to viaSocket. Once connected, you can set up a workflow where an event in Ploomes triggers actions in Sigma Computing (or vice versa).
Absolutely. You can customize how Ploomes data is recorded in Sigma Computing. This includes choosing which data fields go into which fields of Sigma Computing, setting up custom formats, and filtering out unwanted information.
The data sync between Ploomes and Sigma Computing 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 Sigma Computing. 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 MoreSigma Computing offers a powerful cloud-based analytics platform designed to empower teams with data-driven insights. It enables users to explore, analyze, and visualize data without the need for complex coding, making it accessible for everyone in the organization.
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