Connect RD Station and Ploomes
Integrate RD Station with Ploomes to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create or Update Contact in RD Station when Create Deal in Ploomes
Create Contact in RD Station when Create Deal in Ploomes
List Segmentations from RD Station when Create Deal in Ploomes
List Contacts in Segmentation in RD Station Segmentation when Create Deal in Ploomes
Create or Update Contact in RD Station when Deal Updated in Ploomes
Popular RD Station + Ploomes flows
Start from a real workflow other teams are already running.
Choose a trigger
RD Station
When this happens...
New Contact Converted
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 or Update Contact in RD Station when Create Deal in Ploomes
Use this flowCreate Contact in RD Station when Create Deal in Ploomes
Use this flowList Segmentations from RD Station when Create Deal in Ploomes
Use this flowList Contacts in Segmentation in RD Station Segmentation when Create Deal in Ploomes
Use this flowCreate or Update Contact in RD Station when Deal Updated in Ploomes
Use this flowCreate Contact in RD Station when Deal Updated in Ploomes
Use this flowList Segmentations from RD Station when Deal Updated in Ploomes
Use this flowList Contacts in Segmentation in RD Station Segmentation when Deal Updated in Ploomes
Use this flowCreate or Update Contact in RD Station when New Contact in Ploomes
Use this flowCreate Contact in RD Station when New Contact in Ploomes
Use this flowSupported Triggers & Actions
Everything you can automate between RD Station and Ploomes.
When this happensTriggers
A trigger is an event that starts a workflow.
New Contact Converted
Runs when a contact converts via a chosen form or landing page.
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).
Do thisActions
Action is the task that follows automatically within your RD Station integrations.
Create or Update Contact
Create or update a contact using email; set name, phone, tags, and legal bases.
Create Contact
Create a new contact in RD Station with name, email, phone, tags, custom fields, and legal bases.
List Segmentations
List segmentations and paginate results by page and page size.
List Contacts in Segmentation
List contacts in a chosen segmentation; select segmentation, page, page size, and order.
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 RD Station
RD Station Marketing is Brazil's leading marketing automation platform. Manage contacts, run automation workflows, track conversions, and send targeted campaigns.
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 RD Station 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 RD Station 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 RD Station triggers actions in Ploomes, and a separate workflow where Ploomes triggers actions in RD Station. 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 RD Station and Ploomes. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire RD Station 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.
