Connect RouteLogic and Ploomes to Build Intelligent Automations
Choose a Trigger
When this happens...
New Task
Task Updated
Task Deleted
Sending Notifications
Choose an Action
Automatically do this!
Create Custom Field
Update contact
Get contact
Create Deal
Update Deal
Get deal details
Create document
Update document
Get document by ID
Ready to use RouteLogic and Ploomes automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Task
Triggers when a new task is created.
Task Updated
Triggers when a task is updated.
Task Deleted
Trigger's when a task is deleted.
Sending Notifications
Triggers when a new notifications is sent.
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.
Do thisActions
Action is the task that follows automatically within your RouteLogic integrations.
Create Products Task
Create a new product task.
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.
Get contact
Retrieve a contact by its ID, or return all contacts when no ID is provided.
Create Deal
Create a new deal with title, contact or person, stage, owner, currency, amount and optional custom fields.
Update Deal
Updates a Deal
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Frequently Asked Questions
To start, connect both your RouteLogic and Ploomes accounts to viaSocket. Once connected, you can set up a workflow where an event in RouteLogic triggers actions in Ploomes (or vice versa).
Absolutely. You can customize how RouteLogic 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 RouteLogic 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 RouteLogic 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 RouteLogic
Routelogic is a comprehensive route optimization and logistics management platform designed to streamline transportation operations. It offers advanced tools for planning, scheduling, and optimizing delivery routes, ensuring efficient and cost-effective logistics solutions for businesses.
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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