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Actions and Triggers
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 Push by Techulus integrations.
Send Notification
Sends a notification.
Send notification to a device group
Sends notification to a device group.
Invite User to a Team
Invites users to a team.
Remove User from a Team
Removes Users from a Team.
Send Notification to a Team
Sends Notification to a Team.
Create Custom Field
Add a new custom field to a selected Ploomes entity, specifying its name, data type, and whether it is required.
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Frequently Asked Questions
To start, connect both your Push by Techulus and Ploomes accounts to viaSocket. Once connected, you can set up a workflow where an event in Push by Techulus triggers actions in Ploomes (or vice versa).
Absolutely. You can customize how Push by Techulus 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 Push by Techulus 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 Push by Techulus 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 Push by Techulus
Techulus Push is a powerful notification service that allows developers and businesses to send real-time notifications to their users across various platforms. It is designed to enhance user engagement by delivering timely and relevant messages directly to users' devices.
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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