Connect VATlayer and Ploomes to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for VATlayer
Choose an Action
Automatically do this!
Create Custom Field
Update contact
Get contact
Create Deal
Update Deal
Get deal details
Create document
Update document
Get document by ID
Ready to use VATlayer and Ploomes automations
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Actions and Triggers
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 VATlayer integrations.
Validate VAT number
Check whether a VAT number is valid and return its country and status
Get VAT rate
Get the current VAT rate for a country or VAT number.
Get VAT rates
Retrieve current VAT rates (standard and reduced) for countries.
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 contact by ID with new details and custom fields.
Get contact
Retrieve a contact by its ID, or return all contacts when no ID is provided.
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Frequently Asked Questions
To start, connect both your VATlayer and Ploomes accounts to viaSocket. Once connected, you can set up a workflow where an event in VATlayer triggers actions in Ploomes (or vice versa).
Absolutely. You can customize how VATlayer 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 VATlayer 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 VATlayer 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 VATlayer
VATlayer provides a reliable and easy-to-use API for VAT number validation, VAT rates, and VAT compliance. It is designed to help businesses manage their VAT obligations efficiently and accurately.
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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