IntegrationsSynthflow AIPloomes
Synthflow AI + Ploomes

Connect Synthflow AI and Ploomes to Build Intelligent Automations

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Synthflow AI

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Ploomes

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Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

Create Deal

Create Deal

Create a new sales deal in Ploomes to track an opportunity with details such as title, value, and status.

Deal Updated

Deal Updated

Fires when an existing deal is updated in Ploomes and provides the updated deal information.

Create Contact

Create Contact

Create a new contact record in Ploomes CRM using the provided contact details.

Contact Updated

Contact Updated

Triggered when an existing contact is updated in Ploomes and returns the contact's updated details.

Create Document

Create Document

Create a new document in Ploomes and link it to a CRM record (contact, deal, or company).

Update Document

Update Document

Update an existing document in Ploomes CRM to change its content or metadata.

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Do thisActions

Action is the task that follows automatically within your Synthflow AI integrations.

Create SMS Action

Create SMS Action

Creates a SMS action

Create Transfer Call Action

Create Transfer Call Action

Creates a transfer call action

Create Information Extractor Yes No Action

Create Information Extractor Yes No Action

Creates an action of type information extractor yes no

Create Information Extractor Open Question Action

Create Information Extractor Open Question Action

Creates an action for open questions

Create Call

Create Call

Initiates a real-time voice call through the AI assistant.

Create Contact

Create Contact

Creates a new contact in Ploomes CRM using the provided details (name, type, status, contact info, address, phones and custom fields).

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Frequently Asked Questions

How do I start an integration between Synthflow AI and Ploomes?

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

Can we customize how data from Synthflow AI is recorded in Ploomes?

Absolutely. You can customize how Synthflow AI 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 Synthflow AI and Ploomes?

The data sync between Synthflow AI 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 Synthflow AI 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 Synthflow AI and Ploomes?

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

Synthflow AI

About Synthflow AI

Synthflow AI is a no-code platform for creating voice AI agents that automate inbound and outbound phone calls, from answering questions to booking appointments and sending SMS follow-ups at scale. It targets contact centers and BPOs with enterprise-ready, white-label agents, 200+ integrations, and multilingual support to reduce costs and improve response rates

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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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