Connect Taskade and Ploomes
Integrate Taskade with Ploomes to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Popular Taskade + Ploomes flows
Start from a real workflow other teams are already running.
Choose a trigger
Taskade
When this happens...
- Request a new Trigger for Taskade
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 Project in Taskade when Create Deal in Ploomes
Use this flowUpdate Task Content in Taskade when Create Deal in Ploomes
Use this flowList All Workspaces from Taskade when Create Deal in Ploomes
Use this flowCreate Task or Subtask in Taskade when Create Deal in Ploomes
Use this flowGet All Folders from Taskade when Create Deal in Ploomes
Use this flowGet Projects in Folder from a folder in Taskade when Create Deal in Ploomes
Use this flowChange Task Status in Taskade when Create Deal in Ploomes
Use this flowList Project Tasks from Taskade when Create Deal in Ploomes
Use this flowCreate Project in Taskade when Deal Updated in Ploomes
Use this flowUpdate Task Content in Taskade when Deal Updated in Ploomes
Use this flowSupported Triggers & Actions
Everything you can automate between Taskade and Ploomes.
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 Taskade integrations.
Create Project
Initiate a fresh project in your workspace for efficient team collaboration and organization.
Update Task Content
Update a task's content within a project.
List All Workspaces
Get a complete overview of all your workspaces.
Create Task or Subtask
Create one or more tasks or subtasks in a project and place them before or after an existing task.
Get All Folders
Retrieve a list of folders within a Taskade workspace to help organize and manage tasks.
Get Projects in Folder
Collect all projects from a chosen folder in Taskade.
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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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 Taskade
Taskade is a collaborative task management and mind mapping tool designed to help teams organize, plan, and execute projects efficiently. It offers features such as real-time collaboration, task assignments, and project templates to streamline 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 Taskade 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 Taskade 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 Taskade triggers actions in Ploomes, and a separate workflow where Ploomes triggers actions in Taskade. 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 Taskade and Ploomes. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Taskade 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.
