
When this happens...
New User
New Appointment
Appointment Changes
User Is Created, Updated, or Deleted
New Form
Credit Purchase
Send Mail
Reminder or Follow Up Arrives

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
When this happensTriggers
A trigger is an event that starts a workflow.
Runs when user creates new login
Runs when new appointment is created
Runs when appointment is created, changed, or deleted
Runs when User Is Created, Updated, or Deleted
Runs when Stand-Alone Form Is Submitted
Runs when credit purchase
Action is the task that follows automatically within your SuperSaaS integrations.
Add a new custom field to a selected Ploomes entity, specifying its name, data type, and whether it is required.
Update an existing contact by ID with new details and custom fields.
Find a contact by ID or return your full contact list when no ID is provided.
Create a new deal with title, contact or person, stage, owner, currency, amount and optional custom fields.
Updates a Deal
Get a deal by ID or get all deals with related contact, owner, stage, tasks, products, quotes and documents.

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