Full list

Supported Triggers & Actions

Everything you can automate between Typeform and Ploomes.

When this happensTriggers

A trigger is an event that starts a workflow.

When a form is submitted

When a form is submitted

Runs the workflow automatically whenever the selected form is submitted.

Create Deal

Create Deal

Triggers when new deal is created in Ploomes.

Deal Updated

Deal Updated

Fires when an existing deal is updated in Ploomes and provides the updated deal information.

New Contact

New Contact

Add a new contact to Ploomes CRM using the provided contact details.

Contact Updated

Contact Updated

Triggered when an existing contact is updated in Ploomes and returns the contact's updated details.

Create Document

Create Document

Create a new document in Ploomes and attach it to a CRM record (contact, deal, or company).

Do thisActions

Action is the task that follows automatically within your Typeform integrations.

Create an Empty Form

Create an Empty Form

Creates a new empty form.

Duplicate an Existing Form

Duplicate an Existing Form

Duplicates an existing form

Lookup Responses

Lookup Responses

Look up responses for a given criteria

Create Custom Field

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 contact

Update an existing contact by ID with new details and custom fields.

Find contact

Find contact

Find a contact by ID or return your full contact list when no ID is provided.

How to build your first workflow with viaSocket
2-Minute Guide

Learn how to build your first workflow

Follow a simple walkthrough to create, test, and launch your first automation.

  1. 1

    Connect your apps

    Link the apps you want to automate.

  2. 2

    Configure your workflow

    Set up triggers, actions, and map your data.

  3. 3

    Test & publish

    Test your workflow and publish it.

Trusted by Thousands. Recognized by the Best.

Recognized by leading review platforms and trusted by 10,000+ businesses worldwide.

Workflow: Auto Close Inactive viaSocket Connections
YOU
AI Workflow Builder

From idea to automation.
AI will build it for you

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.

No coding required|Review before publishing|Works with 2,000+ apps
Create with AI
Watch & learn

Learn to build automation

Step-by-step video tutorials to help you connect apps, automate workflows, and save time.

View all tutorials
Video 1

Learn how to automate Typeform and Ploomes workflows.

Need help building your workflow?

Get help instantly from AI or reach out to our support team.

viaSocket Support

We're here to help

Online
Support agent
What can I help you with?
How can I set trigger?
10:30 AM ✓

Instant answers

AI assistant available 24/7

Expert support

Connect with our specialists

Trusted & secure

Your data is safe with us

Start automating Typeform and Ploomes free

No credit card required. Set up your first workflow in minutes.

Integrations Typeform
Typeform + Ploomes
Typeform logo

About Typeform

Typeform makes collecting and sharing information comfortable and conversational. It's a web based platform you can use to create anything from surveys to apps, without needing to write a single line of code.

Learn more
Integrations Ploomes
Ploomes + Typeform
Ploomes logo

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 more

Frequently Asked Questions

How do I connect Typeform and Ploomes?

Sign up for a free viaSocket account, then authorize both your Typeform 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.

Does this integration work in real time?

Yes. viaSocket uses instant triggers where available, so data moves between Typeform and Ploomes as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.

Can I control which data gets sent from Typeform to Ploomes?

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.

Can the integration run in both directions?

Yes. You can set up a workflow where Typeform triggers actions in Ploomes, and a separate workflow where Ploomes triggers actions in Typeform. Both run independently and in real time.

What happens if a step in the workflow fails?

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.

Is viaSocket free to use?

Yes, there is a free plan that covers basic workflows between Typeform and Ploomes. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.

Do I need to know how to code to set this up?

No. The entire Typeform 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.