STEP 1
Connect Affinity and Ploomes
Save credentials in WEXTL once. We store them encrypted and reuse the authorization across every workflow [3]. No coding or API skills required.
Affinity and Ploomes Integration
Keep Affinity and Ploomes in sync by integrating their events and actions. When crm events happen in Affinity, update the Ploomes automatically - without any line of code in visual workflow builder.
3-day trialCancel anytimeUp to 10 minutes quick set up
- GDPR
- Data Encryption
- 2FA
- Local Data Region
Learn about Affinity and Ploomes
Detailed info you need to know about Affinity and Ploomes integrations in WEXTL. Explore which modules apps support and how you connect them.
How to connect Affinity to Ploomes
Set up your Affinity and Ploomes integration in 3 simple steps [2] — no coding required. Up to 10 minutes setup.
STEP 2
Build a workflow
Paste selected Affinity and Ploomes nodes onto the canvas [4], or describe what you want and WEXTL wires the flow together with AI Builder.
STEP 3
Map your data
Choose which fields need to sync between Affinity and Ploomes. Use filters or leverage a JS custom code step in between — everything is on the canvas.
How does the integration between Affinity and Ploomes work in WEXTL?
WEXTL exposes actions and triggers for Affinity and Ploomes that help you connect apps and automate repetitive tasks [1]. A trigger is an event that happens, an action — a step that performs when the event has occurred.
Affinity triggersPloomes actions
Affinity modules
- Create a NoteCreates a new note.
- Create a PersonCreates a new person.
- Create an OpportunityCreates a new opportunity.
- Create an OrganizationCreates a new organization.
- Delete a NoteDeletes an existing note by its id.
- Delete a PersonDeletes an existing person by its id.
- Delete an OpportunityDeletes an existing opportunity by its id.
- Get a CompanyRetrieves a single company by specified ID.
- Get a ListRetrieves a single list by id.
- Get a PersonRetrieves a single person by id.
- Get a Person ListsReturns lists of a specified person id.
- Get an OpportunityRetrieves a single opportunity.
- Get Company ListsRetrieves a lists for a specified company.
- Get Company Lists EntriesRetrieves a list entries for a specified company.
- Get ListsRetrieves metadata for all lists.
- List Custom Field ValuesRetrieves a custom field values for a specified entity id.
- List OpportunitiesRetrieves a list of opportunities.
- Make an API CallPerforms an arbitrary authorized API call.
- Search CompaniesRetrieves a list of companies by specified criteria.
- Search List EntriesSearches for list entries by specified criteria.
- Search List Entries from a Saved ViewSearches for list entries by specified criteria from a saved view.
- Search OrganizationsSearches for organizations.
- Search PersonsRetrieves a list of persons by specified criteria.
- Set a Custom Field ValueSets a custom field value to a specified entity.
- Update a Custom Field ValueUpdates a custom field value.
- Update a PersonUpdates an existing person by its id.
- Update an OpportunityUpdates an existing opportunity.
- Update an OrganizationUpdates an existing organization details.
- Watch EventsTriggers when a specified event occurs.
Ploomes modules
- Create a ContactCreates a new contact.
- Create a DealCreates a new deal.
- Create a DocumentCreates a new document.
- Create a ProductCreates a new product.
- Create a QuoteCreates a new quote.
- Create a Review in a QuoteCreates a review in a quote.
- Create a TaskCreates a new task.
- Create a UserCreates a new account user.
- Create an OrderCreates a new order.
- Delete a ContactDeletes a contact in the service.
- Delete a DealDeletes a single deal in the system.
- Delete a DocumentDeletes a single document from the service.
- Delete a ProductDeletes a single product.
- Delete a QuoteDeletes an existing quote.
- Delete a TaskDeletes an existing task.
- Delete a UserDeletes a user from an account.
- Delete an OrderDeletes an order.
- Finish a TaskFinishes a single task.
- Make an API CallPerforms an arbitrary authorized API call.
- Mark a Deal as LostMarks a deal as lost.
- Mark a Deal as WonMarks a deal as won in the system.
- Reopen a DealReopens a deal that was previously closed or marked as lost.
- Search ContactsSearches for contacts.
- Search DealsSearches for deals.
- Search DocumentsSearches for documents.
- Search OrdersSearches for orders in the system.
- Search ProductsSearches for products.
- Search QuotesSearches for quotes.
- Search TasksSearches for tasks.
- Search UsersSearches for users.
- Update a ContactUpdates an existing contact.
- Update a DealUpdates an existing deal.
- Update a DocumentUpdates an existing document.
- Update a ProductUpdates an existing product.
- Update a QuoteUpdates an existing quote.
- Update a TaskUpdates an existing task.
- Update a UserUpdates an existing user.
- Update an OrderUpdates a single order's details.
- Watch ContactsTriggers when a contact is created or updated.
- Watch DealsTriggers when a deal is created or updated.
- Watch DocumentsTriggers when a document is created or updated.
- Watch EventsTriggers when a specified event occurs.
- Watch OrdersTriggers when an order is created or updated.
- Watch ProductsTriggers when a product is created or updated.
- Watch QuotesTriggers when a quote is created or updated.
- Watch TasksTriggers when a task is created or updated.
Frequently asked questions
Common questions about connecting Affinity and Ploomes.
Connect your Affinity and Ploomes accounts once, pick a trigger in one app and an action in the other, then map the fields so data flows automatically between them. [3]
Example: when Affinity's "Watch Events" fires, WEXTL can "Create a Contact" in Ploomes. Affinity has 1 trigger (including Watch Events); Ploomes has 38 actions (including Create a Contact, Create a Deal, and Create a Document). Add filters and transforms between steps when you need them. [1]
Yes — the integration works in both directions. Use each app's triggers to start a workflow and the other app's actions to update it. [2]
No. Affinity-to-Ploomes automations are built visually on the canvas. You can optionally add custom JavaScript with Functions when you need advanced logic. [4]
Yes. Trigger-based automations start the moment Affinity (or Ploomes) fires a new event — webhook-backed apps run within seconds, and polling-only apps re-check on a schedule you control. [7]
A first automation typically takes 5–10 minutes: connect each app's credential once, drop a trigger + action onto the canvas, map the fields, and turn the workflow on.
You can build your Affinity + Ploomes automation on a 3-day trial with every feature unlocked. Cancel anytime. For your protection, a small deposit is charged to your card when your trial starts. It counts toward your first payment and is non-refundable. [8]
References
List of sources used to gather information about the Affinity and Ploomes integration.
- Affinity and Ploomes integration source code, module specs and credentials implementation.
- Our Affinity and Ploomes integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official vendor API documentation for Affinity and Ploomes — used to verify field meanings, authentication flows, and anything our own specs don't fully capture.
- WEXTL® visual workflow builder, anonymized data from our technical support team.
- Affinity integration information
- Ploomes integration information
- WEXTL® Scheduling
- WEXTL® Pricing and Trial
- WEXTL® Apps Library