Connect Vyte and Ploomes to Build Intelligent Automations
Choose a Trigger
When this happens...
New Event Is Created
Event Is Updated
Event Is Confirmed
Event Cancelled
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 Vyte and Ploomes automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Event Is Created
Runs when new event is created
Event Is Updated
Runs when Event Is Updated
Event Is Confirmed
Runs when Event Is Confirmed
Event Cancelled
Runs when event is cancelled
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.
Do thisActions
Action is the task that follows automatically within your Vyte integrations.
Find Event
Find an event by title or invitee email.
Confirm Event
Confirm an event to finalize the booking
Cancel Event
Cancel a scheduled event.
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.
Find contact
Find a contact by ID or return your full contact list when no ID is provided.
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Frequently Asked Questions
To start, connect both your Vyte and Ploomes accounts to viaSocket. Once connected, you can set up a workflow where an event in Vyte triggers actions in Ploomes (or vice versa).
Absolutely. You can customize how Vyte 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 Vyte 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 Vyte 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 Vyte
Vyte is a tool that makes scheduling appointments, meetings, and customers bookings easy and user-friendly.
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
