Connect ViscribeAI and Ploomes to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for ViscribeAI
Choose an Action
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
Ready to use ViscribeAI and Ploomes automations
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 ViscribeAI integrations.
Ask a Question About An Image
Get a clear answer to a specific question about an image.
Classify Image
Classify an image based on general knowledge or predefined classes.
Compare images
Compare two images and return a clear summary of their similarities and differences.
Describe Image
Generate a short, plain‑language description and optional tags for an image provided as a URL or base64 string.
Extract Image Data
Extract specified text or numeric fields from an image (URL or base64) and return them as structured data.
Create Custom Field
Add a new custom field to a selected Ploomes entity, specifying its name, data type, and whether it is required.
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Frequently Asked Questions
To start, connect both your ViscribeAI and Ploomes accounts to viaSocket. Once connected, you can set up a workflow where an event in ViscribeAI triggers actions in Ploomes (or vice versa).
Absolutely. You can customize how ViscribeAI 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 ViscribeAI 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 ViscribeAI 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 ViscribeAI
ViscribeAI is a cutting-edge AI tool designed to enhance transcription and note-taking processes. Leveraging advanced machine learning algorithms, it provides accurate and efficient transcription services, making it ideal for professionals and businesses seeking to streamline their documentation tasks.
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.
Learn More
