Connect SimpleKPI and Ploomes to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for SimpleKPI
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 SimpleKPI 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 SimpleKPI integrations.
Add KPI entry
Add a KPI data entry with a date, actual and target values, and optional notes.
Update KPI entry
Update an existing KPI entry for a given date with new actual, target, or notes.
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 Ploomes contact by ID with the provided details (name, email, address, phones, status, owner, custom fields, etc.).
Get Contact
Retrieve a Ploomes contact by the provided Contact Id. Returns the contact record or a 'No contact found' message.
Create Deal
Create a new deal in Ploomes with title, contact, stage, currency, amount, owner and optional custom fields; returns the created deal record.
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Frequently Asked Questions
To start, connect both your SimpleKPI and Ploomes accounts to viaSocket. Once connected, you can set up a workflow where an event in SimpleKPI triggers actions in Ploomes (or vice versa).
Absolutely. You can customize how SimpleKPI 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 SimpleKPI 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 SimpleKPI 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 SimpleKPI
SimpleKPI is KPI Software for companies of all sizes who track Key Performance Indicators and metrics - complete with easy to use tools for visualizing data on dashboards, building engaging reports and analyzing performance.
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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