Connect Polar and Ploomes to Build Intelligent Automations
Choose a Trigger
When this happens...
New Product
Product Updated
Customer Created
Customer Updated
Customer Deleted
Checkout Created
Checkout Updated
Order Created
Benefit Created
Benefit Updated
Customer State Changed
Order Paid
Order Updated
New Subscription
Subscription Updated
Subscription Canceled
Refund Created
Order Refunded
Organization Updated
Choose an Action
Automatically do this!
Create Custom Field
Update Contact
Get Contact
Create Deal
Update Deal
Get Deal
Create Document
Update Document
Get Document
Ready to use Polar and Ploomes automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Product
Triggered when a new product is created in Polar.
Product Updated
Triggers when a product is updated.
Customer Created
Triggers when a new customer is created.
Customer Updated
Trigger When customer is updated.
Customer Deleted
Triggera when a customer is deleted.
Checkout Created
Trigger when a new checkout is created.
Do thisActions
Action is the task that follows automatically within your Polar integrations.
Create a Product
Create a new product in Polar.
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 Ploomes contact by ID with the provided details (name, email, address, phones, status, owner, custom fields, etc.).
Get Contact
Retrieve a Ploomes contact by the provided Contact Id. Returns the contact record or a 'No contact found' message.
Create Deal
Create a new deal in Ploomes with title, contact, stage, currency, amount, owner and optional custom fields; returns the created deal record.
Update Deal
Updates a Deal
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Frequently Asked Questions
To start, connect both your Polar and Ploomes accounts to viaSocket. Once connected, you can set up a workflow where an event in Polar triggers actions in Ploomes (or vice versa).
Absolutely. You can customize how Polar data is recorded in Ploomes. This includes choosing which data fields go into which fields of Ploomes, setting up custom formats, and filtering out unwanted information.
The data sync between Polar and Ploomes 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 Polar and Ploomes. 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.
About Polar
Polar is a comprehensive platform designed to streamline and enhance the process of managing and analyzing data. It offers tools for data visualization, collaboration, and insights generation, making it an essential tool for businesses and teams looking to leverage data for informed decision-making.
Learn MoreAbout 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.
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