
When this happens...

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.
Triggers when new deal is created in Ploomes.
Fires when an existing deal is updated in Ploomes and provides the updated deal information.
Add a new contact to Ploomes CRM using the provided contact details.
Triggered when an existing contact is updated in Ploomes and returns the contact's updated details.
Create a new document in Ploomes and attach it to a CRM record (contact, deal, or company).
Modify an existing document in Ploomes CRM to change its content or metadata.
Action is the task that follows automatically within your Track-POD integrations.
Create a new order.
Delete an order until Arrived.
Update an existing order.
Search for route by code.
Search for order by number.
Get All Drivers.

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To start, connect both your Track-POD and Ploomes accounts to viaSocket. Once connected, you can set up a workflow where an event in Track-POD triggers actions in Ploomes (or vice versa).
Absolutely. You can customize how Track-POD 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 Track-POD 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 Track-POD 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.
Track-POD is a delivery management software that helps businesses streamline their delivery operations, track shipments in real-time, and ensure proof of delivery. It offers features like route optimization, electronic signatures, and real-time tracking to enhance delivery efficiency and customer satisfaction.
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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