
When this happens...

Automatically do this!
Create Custom Field
Update contact
Find Contacts
Create Deal
Update Deal
Find Deals
Create document
Update document
Get document by ID
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When this happensTriggers
A trigger is an event that starts a workflow.
Triggers when new deal is created in Ploomes.
Fires when an existing deal is updated in Ploomes and provides the updated deal information.
Add a new contact to Ploomes CRM using the provided contact details.
Triggered when an existing contact is updated in Ploomes and returns the contact's updated details.
Create a new document in Ploomes and attach it to a CRM record (contact, deal, or company).
Modify an existing document in Ploomes CRM to change its content or metadata.
Action is the task that follows automatically within your WebScraping AI integrations.
Answers a question about a web page content using GPT Get Account Information.
Returns the HTML of the target page.
Get Selected HTML by URL.
Scrape a webpage URL and return the specific data fields you request (e.g., title, price).
Extract the visible text from a webpage URL. Choose output format (Plain, JSON, or XML) and optionally include links or use advanced options like JS rendering, headers, and proxy settings.
Add a new custom field to a selected Ploomes entity, specifying its name, data type, and whether it is required.

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Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
To start, connect both your WebScraping AI and Ploomes accounts to viaSocket. Once connected, you can set up a workflow where an event in WebScraping AI triggers actions in Ploomes (or vice versa).
Absolutely. You can customize how WebScraping AI 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 WebScraping AI 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 WebScraping AI 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.
WebScraping AI is a powerful tool designed to automate the process of extracting data from websites. It leverages artificial intelligence to efficiently gather and organize web data, making it accessible for analysis and integration into various applications. This service is ideal for businesses and developers looking to streamline data collection and enhance their data-driven decision-making processes.
Learn MorePloomes 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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