Connect Trackabi and Ploomes
Integrate Trackabi with Ploomes to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Popular Trackabi + Ploomes flows
Start from a real workflow other teams are already running.
Choose a trigger
Trackabi
When this happens...
- Request a new Trigger for Trackabi
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
Get Company Profile from Trackabi when Create Deal in Ploomes
Use this flowList Tasks from Trackabi when Create Deal in Ploomes
Use this flowCreate Client in Trackabi when Create Deal in Ploomes
Use this flowUpdate Client in Trackabi when Create Deal in Ploomes
Use this flowList Clients from Trackabi when Create Deal in Ploomes
Use this flowCreate a Project in Trackabi when Create Deal in Ploomes
Use this flowList Projects from Trackabi when Create Deal in Ploomes
Use this flowCreate Time Entry in Trackabi when Create Deal in Ploomes
Use this flowFind Time Entries in Trackabi when Create Deal in Ploomes
Use this flowGet Time Entry from Trackabi when Create Deal in Ploomes
Use this flowSupported Triggers & Actions
Everything you can automate between Trackabi 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 Trackabi integrations.
Get Company Profile
Get your Trackabi company profile and details.
List Tasks
Find tasks by ID, name, or project, or list tasks with optional sorting and pagination.
Create Client
Create a client record with name, contact details, address, notes, and optional billing (currency and hourly rates).
Update Client
Update a client's contact, billing, and profile information.
List Clients
Retrieve clients with optional search by ID, name, or email, and support for sorting and pagination.
Create a Project
Add a project to your Trackabi workspace, including client, start/end dates, and billing details.
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 Trackabi
Trackabi is a comprehensive time tracking and employee management software designed to streamline business operations. It offers features such as time tracking, project management, and employee monitoring, making it an ideal solution for businesses looking to enhance productivity and manage their workforce efficiently.
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 Trackabi 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 Trackabi 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 Trackabi triggers actions in Ploomes, and a separate workflow where Ploomes triggers actions in Trackabi. 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 Trackabi and Ploomes. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Trackabi 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.
