Connect Sigma Computing and Ploomes to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Sigma Computing
Choose an Action
Automatically do this!
Create Custom Field
Update Contact
Get Contact
Create Deal
Get Deal
Create Document
Update Document
Get Document
Ready to use Sigma Computing and Ploomes automations
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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 Sigma Computing integrations.
List Account Types
Retrieve all Sigma account types with their IDs, names, and descriptions.
Create Team
Creates a new team in Sigma Computing. Optionally add a description, invite members, create a team folder, and set visibility (public or private).
Create workbook
Create a new workbook and save it in the selected folder with an optional owner and description.
List Datasets
Retrieve all datasets available in your Sigma Computing account.
List connections
Retrieve all configured data connections (id, name, and type).
Create a File
Create a new workspace, folder, or workbook in your Sigma account.
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Frequently Asked Questions
To start, connect both your Sigma Computing and Ploomes accounts to viaSocket. Once connected, you can set up a workflow where an event in Sigma Computing triggers actions in Ploomes (or vice versa).
Absolutely. You can customize how Sigma Computing 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 Sigma Computing 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 Sigma Computing 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 Sigma Computing
Sigma Computing offers a powerful cloud-based analytics platform designed to empower teams with data-driven insights. It enables users to explore, analyze, and visualize data without the need for complex coding, making it accessible for everyone in the organization.
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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