Connect Time Doctor and Ploomes to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Time Doctor
Choose an Action
Automatically do this!
Create Contact
Create Custom Field
Update Contact
Get Contact
Create Deal
Get Deal
Create Document
Update Document
Get Document
Ready to use Time Doctor and Ploomes automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
Create Deal
Create a new sales deal in Ploomes to track an opportunity with details such as title, value, and status.
Deal Updated
Fires when an existing deal is updated in Ploomes and provides the updated deal information.
Create Contact
Create a new contact record in 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 link it to a CRM record (contact, deal, or company).
Update Document
Update an existing document in Ploomes CRM to change its content or metadata.
Do thisActions
Action is the task that follows automatically within your Time Doctor integrations.
Create Company
This action creates a new company.
Create Project
Create a new project.
Create Task
This action creates a new task.
Create Contact
Creates a new contact in Ploomes CRM using the provided details (name, type, status, contact info, address, phones and custom fields).
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 an existing Ploomes contact by ID with the provided details (name, email, address, phones, status, owner, custom fields, etc.).
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Frequently Asked Questions
To start, connect both your Time Doctor and Ploomes accounts to viaSocket. Once connected, you can set up a workflow where an event in Time Doctor triggers actions in Ploomes (or vice versa).
Absolutely. You can customize how Time Doctor 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 Time Doctor 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 Time Doctor 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.
About Time Doctor
Time Doctor is a comprehensive time tracking and productivity management tool designed to help businesses and individuals monitor and optimize their work hours. It provides detailed insights into how time is spent, enabling users to improve efficiency and productivity.
Learn MoreAbout 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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