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

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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 Are.na accounts to viaSocket. Once connected, you can set up a workflow where an event in Ploomes triggers actions in Are.na (or vice versa).
Absolutely. You can customize how Ploomes data is recorded in Are.na. This includes choosing which data fields go into which fields of Are.na, setting up custom formats, and filtering out unwanted information.
The data sync between Ploomes and Are.na 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 Are.na. 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 MoreAre.na is a platform designed for creative collaboration and content curation. It allows users to organize and connect ideas, projects, and resources in a visual and flexible way. Ideal for artists, designers, educators, and anyone looking to explore and share knowledge, Are.na provides a space to build collections of links, images, and text, fostering a community of shared learning and inspiration.
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