Connect Tookan and Ploomes
Integrate Tookan with Ploomes to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create a Pickup and Delivery Task in Tookan when Create Deal in Ploomes
Create a Pickup Task in Tookan when Create Deal in Ploomes
Create an Appointment Task in Tookan when Create Deal in Ploomes
Create an FOS Workflow Task in Tookan when Create Deal in Ploomes
Create a Team in Tookan when Create Deal in Ploomes
Popular Tookan + Ploomes flows
Start from a real workflow other teams are already running.
Choose a trigger
Tookan
When this happens...
- Request a new Trigger for Tookan
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 a Pickup and Delivery Task in Tookan when Create Deal in Ploomes
Use this flowCreate a Pickup Task in Tookan when Create Deal in Ploomes
Use this flowCreate an Appointment Task in Tookan when Create Deal in Ploomes
Use this flowCreate an FOS Workflow Task in Tookan when Create Deal in Ploomes
Use this flowCreate a Team in Tookan when Create Deal in Ploomes
Use this flowCreate a Manager in Tookan when Create Deal in Ploomes
Use this flowCreate a Delivery Task in Tookan when Create Deal in Ploomes
Use this flowCreate a Pickup and Delivery Task in Tookan when Deal Updated in Ploomes
Use this flowCreate a Pickup Task in Tookan when Deal Updated in Ploomes
Use this flowCreate an Appointment Task in Tookan when Deal Updated in Ploomes
Use this flowSupported Triggers & Actions
Everything you can automate between Tookan 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 Tookan integrations.
Create a Pickup and Delivery Task
Creates a Pick and Delivery Task.
Create a Pickup Task
Create a new Pick Up Task.
Create an Appointment Task
Create an Appointment Task.
Create an FOS Workflow Task
Creates an FOS workflow Task.
Create a Team
Create a New Team.
Create a Manager
Creates a Manager.
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 Tookan
Tookan is a comprehensive delivery management platform designed to streamline and optimize your delivery operations. It offers real-time tracking, route optimization, and efficient task management to ensure timely and accurate deliveries.
Learn more
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 Tookan 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 Tookan 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 Tookan triggers actions in Ploomes, and a separate workflow where Ploomes triggers actions in Tookan. 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 Tookan and Ploomes. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Tookan 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.
