Connect workast and Ploomes to Build Intelligent Automations
Choose a Trigger
When this happens...
New Task Created
Choose an Action
Automatically do this!
Create Contact
Create Custom Field
Update Contact
Get Contact
Create Deal
Get Deal
Create Document
Update Document
Get Document
Ready to use workast and Ploomes automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Task Created
Triggers when a new task is created in your Workast account.
Create Deal
Create a new sales deal in Ploomes to track an opportunity with details such as title, value, and status.
Deal Updated
Fires when an existing deal is updated in Ploomes and provides the updated deal information.
Create Contact
Create a new contact record in 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 link it to a CRM record (contact, deal, or company).
Do thisActions
Action is the task that follows automatically within your workast integrations.
Create a Task
create a task in workast app.
Create a Space
create a new space in workast.
Creates a Subtask
Creates a new subtask on a task.
Update Space
Update an existing space.
Create a Tag
Create a new tag
Add Tag
Add a tag to a task
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Frequently Asked Questions
To start, connect both your workast and Ploomes accounts to viaSocket. Once connected, you can set up a workflow where an event in workast triggers actions in Ploomes (or vice versa).
Absolutely. You can customize how workast 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 workast 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 workast 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 workast
Workast is a productivity tool that helps teams capture tasks, manage projects and collaborate to get more work done.
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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