Connect ponto and Ploomes
Integrate ponto with Ploomes to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Popular ponto + Ploomes flows
Start from a real workflow other teams are already running.
Choose a trigger
ponto
When this happens...
- Request a new Trigger for ponto
Choose an action
Ploomes
Automatically do this!
Create Custom Field
Update contact
Find contact
Create Deal
Update Deal
Find Deals
Create document
Update document
Get document by ID
List All Documents
Create Payment in Ponto when Create Deal in Ploomes
Use this flowRetrieve Payment Details from Ponto when Create Deal in Ploomes
Use this flowList Accounts from Ponto when Create Deal in Ploomes
Use this flowList Transactions from Ponto when Create Deal in Ploomes
Use this flowCreate Payment in Ponto when Deal Updated in Ploomes
Use this flowRetrieve Payment Details from Ponto when Deal Updated in Ploomes
Use this flowList Accounts from Ponto when Deal Updated in Ploomes
Use this flowList Transactions from Ponto when Deal Updated in Ploomes
Use this flowCreate Payment in Ponto when New Contact in Ploomes
Use this flowRetrieve Payment Details from Ponto when New Contact in Ploomes
Use this flowSupported Triggers & Actions
Everything you can automate between ponto and Ploomes.
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 ponto integrations.
Create Payment
Create a payment from a connected bank account, including amount, currency, creditor details, and optional execution date.
Retrieve Payment Details
Retrieve details for a specific payment on an account.
List Accounts
List connected accounts and choose which fields and how many accounts to return.
List Transactions
Retrieve transactions for a selected account. Configure page limit, cursors, selected fields, or fetch all.
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.
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 ponto
Ponto lets companies automate their finances by offering an API on top of 150+ European banks. Ponto is an Isabel Group product licensed in Belgium.
Learn moreSimilar apps
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 moreFrequently Asked Questions
Sign up for a free viaSocket account, then authorize both your ponto and Ploomes 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 ponto and Ploomes 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 Ploomes. No coding required.
Yes. You can set up a workflow where ponto triggers actions in Ploomes, and a separate workflow where Ploomes triggers actions in ponto. 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 ponto and Ploomes. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire ponto and Ploomes integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
