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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 zenduty integrations.
Create Team
Creates a Team.
Update Team
Update an existing team.
Create Tag
Create a tag.
Create Custom Role
Creates a custom role.
Update Custom Role
Update an existing custom role.
Create Global Router
Creates a global router.
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Frequently Asked Questions
To start, connect both your zenduty and Ploomes accounts to viaSocket. Once connected, you can set up a workflow where an event in zenduty triggers actions in Ploomes (or vice versa).
Absolutely. You can customize how zenduty 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 zenduty 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 zenduty 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 zenduty
Zenduty is an incident management platform designed to help teams respond to critical issues faster and more efficiently. It provides real-time alerts, on-call scheduling, and incident tracking to ensure that your team can quickly address and resolve any problems that arise. With Zenduty, you can streamline your incident response process and improve your team's overall productivity.
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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