Connect SuperSaaS and Ploomes to Build Intelligent Automations

Choose a Trigger

SuperSaaS

When this happens...

Choose an Action

Ploomes

Automatically do this!

Ready to use SuperSaaS and Ploomes automations

Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New User

New User

Runs when user creates new login

New Appointment

New Appointment

Runs when new appointment is created

Appointment Changes

Appointment Changes

Runs when appointment is created, changed, or deleted

User Is Created, Updated, or Deleted

User Is Created, Updated, or Deleted

Runs when User Is Created, Updated, or Deleted

New Form

New Form

Runs when Stand-Alone Form Is Submitted

Credit Purchase

Credit Purchase

Runs when credit purchase

Do thisActions

Action is the task that follows automatically within your SuperSaaS integrations.

Create Custom Field

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 contact

Update an existing contact by ID with new details and custom fields.

Find contact

Find contact

Find a contact by ID or return your full contact list when no ID is provided.

Create Deal

Create Deal

Create a new deal with title, contact or person, stage, owner, currency, amount and optional custom fields.

Update Deal

Update Deal

Updates a Deal

Find Deals

Find Deals

Get a deal by ID or get all deals with related contact, owner, stage, tasks, products, quotes and documents.

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Frequently Asked Questions

How do I start an integration between SuperSaaS and Ploomes?

To start, connect both your SuperSaaS and Ploomes accounts to viaSocket. Once connected, you can set up a workflow where an event in SuperSaaS triggers actions in Ploomes (or vice versa).

Can we customize how data from SuperSaaS is recorded in Ploomes?

Absolutely. You can customize how SuperSaaS 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.

How often does the data sync between SuperSaaS and Ploomes?

The data sync between SuperSaaS and Ploomes typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from SuperSaaS to Ploomes?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between SuperSaaS and Ploomes?

Yes, you can set conditional logic to control the flow of data between SuperSaaS 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.

SuperSaaS

About SuperSaaS

Online appointment scheduling for any type of business. Flexible and affordable booking software that can be integrated into any site.

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Ploomes

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.

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