Connect SmartTask and Ploomes
Integrate SmartTask with Ploomes to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Popular SmartTask + Ploomes flows
Start from a real workflow other teams are already running.
Choose a trigger
SmartTask
When this happens...
New Contact
New Task
Task Completion
Task Comment Added
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 Custom Field in Ploomes when New Contact in SmartTask
Use this flowUpdate contact in Ploomes when New Contact in SmartTask
Use this flowFind contact in Ploomes when New Contact in SmartTask
Use this flowCreate Deal in Ploomes when New Contact in SmartTask
Use this flowUpdate Deal in Ploomes when New Contact in SmartTask
Use this flowFind Deals in Ploomes when New Contact in SmartTask
Use this flowCreate document in Ploomes when New Contact in SmartTask
Use this flowUpdate document in Ploomes when New Contact in SmartTask
Use this flowGet document by ID from Ploomes by ID when New Contact in SmartTask
Use this flowList All Documents from Ploomes when New Contact in SmartTask
Use this flowSupported Triggers & Actions
Everything you can automate between SmartTask and Ploomes.
When this happensTriggers
A trigger is an event that starts a workflow.
New Contact
Triggers when a new contact is added to the organization.
New Task
Triggers when a new task is added to the project.
Task Completion
Triggers when a task is marked completed.
Task Comment Added
Triggers when a comment is added on task .
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 SmartTask integrations.
List Organizations
Retrieve all the list of organizatons
Create Task
Creates a new task
List User
Retrieve the list of users
List Project
Retrieve list of all projects
Add Comment to Task
Adds a new comment to task
Create Contact
Creates a new contact
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 SmartTask
SmartTask is an online work management tool helping teams streamline their communication and workflows.
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 SmartTask 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 SmartTask 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 SmartTask triggers actions in Ploomes, and a separate workflow where Ploomes triggers actions in SmartTask. 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 SmartTask and Ploomes. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire SmartTask 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.
