STEP 1
Connect Apptivo 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.
Apptivo and Ploomes Integration
Keep Apptivo and Ploomes in sync by integrating their events and actions. When crm events happen in Apptivo, update the Ploomes automatically - without any line of code in visual workflow builder.
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Learn about Apptivo and Ploomes
Detailed info you need to know about Apptivo and Ploomes integrations in WEXTL. Explore which modules apps support and how you connect them.
How to connect Apptivo to Ploomes
Set up your Apptivo and Ploomes integration in 3 simple steps [2] — no coding required. Up to 10 minutes setup.
STEP 2
Build a workflow
Paste selected Apptivo 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 Apptivo and Ploomes. Use filters or leverage a JS custom code step in between — everything is on the canvas.
How does the integration between Apptivo and Ploomes work in WEXTL?
WEXTL exposes actions and triggers for Apptivo 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.
Apptivo triggersPloomes actions
Apptivo modules
- Create a CaseCreates a new case in the system.
- Create a ContactCreates a new contact in the system.
- Create a LeadCreates a lead in the system with specified details.
- Create an OpportunityCreates an Opportunity.
- Create CustomerCreates a customer in the system.
- Delete a CaseDeletes a case by removing it from the system.
- Delete a ContactDeletes a contact from the system.
- Delete a CustomerDeletes a customer from the system.
- Delete a LeadDeletes a specified lead from the system.
- Delete an OpportunityDeletes an opportunity in the system.
- List CasesRetrieves a list of cases.
- List ContactsRetrieves a list of contacts.
- List CustomersRetrieves a list of customers.
- List LeadsRetrieves a list of leads.
- List OpportunitiesRetrieves a list of opportunities.
- Perform an API CallPerforms an arbitrary authorized API call.
- Update a CaseUpdates a case with new information or changes existing data within the case.
- Update a ContactUpdates a contact's information in the system.
- Update a CustomerUpdates a customer record with new information.
- Update a LeadUpdates a lead with specified details.
- Update an OpportunityUpdates an opportunity in the system.
- Watch CasesTriggers when a new case is available.
- Watch ContactsTriggers when new contacts are created or updated.
- Watch CustomersTriggers when a new customer is created.
- Watch LeadsTriggers when a new lead is created.
- Watch OpportunitiesTriggers when a new opportunity is created.
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 Apptivo and Ploomes.
Connect your Apptivo 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 Apptivo's "Watch Cases" fires, WEXTL can "Create a Contact" in Ploomes. Apptivo has 5 triggers (including Watch Cases, Watch Contacts, and Watch Customers); 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. Apptivo-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 Apptivo (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 Apptivo + 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 Apptivo and Ploomes integration.
- Apptivo and Ploomes integration source code, module specs and credentials implementation.
- Our Apptivo and Ploomes integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official vendor API documentation for Apptivo 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.
- Apptivo integration information
- Ploomes integration information
- WEXTL® Scheduling
- WEXTL® Pricing and Trial
- WEXTL® Apps Library