STEP 1
Connect Clientify 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.
Clientify and Ploomes Integration
Connect Clientify and Ploomes to automate crm workflows. Trigger events from one app, run actions in the other and use AI to make smart decisions. Integrate apps in 3 simple steps - no code required.
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Learn about Clientify and Ploomes
Detailed info you need to know about Clientify and Ploomes integrations in WEXTL. Explore which modules apps support and how you connect them.
How to connect Clientify to Ploomes
Set up your Clientify and Ploomes integration in 3 simple steps [2] — no coding required. Up to 10 minutes setup.
STEP 2
Build a workflow
Paste selected Clientify 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 Clientify and Ploomes. Use filters or leverage a JS custom code step in between — everything is on the canvas.
How does the integration between Clientify and Ploomes work in WEXTL?
WEXTL exposes actions and triggers for Clientify 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.
Clientify triggersPloomes actions
Clientify modules
- Add a Contact NoteCreates a new note on a specified contact.
- Add a Contact TagAdds a tag to a specified contact.
- Add a Deal NoteCreates a new note on a deal.
- Add a Deal TagAdds a tag to a specified deal.
- Close a DealCloses a deal by ID.
- Create a ContactCreates a new contact in the specified service.
- Create a DealCreates a new deal.
- Create an OrderCreates a new order.
- Delete a ContactDeletes an existing contact.
- Delete a DealDeletes an existing deal.
- Get a ContactRetrieves a single contact's details.
- Get a DealRetrieves a single deal.
- List OrdersRetrieves a list of orders.
- Make an API CallPerforms an arbitrary authorized API call.
- Search ContactsSearches for contacts.
- Search DealsSearches for deals available in the system.
- Update a ContactUpdates a contact by ID.
- Update a DealUpdates the details of a deal.
- Watch ContactsTriggers when a contact is created or modified.
- Watch DealsTriggers when a deal has been created or modified.
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.
Explore alternative integrations
There are other apps [9] supported by WEXTL that can be paired with Clientify and Ploomes integrations. Pick any from the list below if the current combination isn't the one you need.
Frequently asked questions
Common questions about connecting Clientify and Ploomes.
Connect your Clientify 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 Clientify's "Watch Contacts" fires, WEXTL can "Create a Contact" in Ploomes. Clientify has 2 triggers (including Watch Contacts and Watch Deals); 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. Clientify-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 Clientify (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 Clientify + 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 Clientify and Ploomes integration.
- Clientify and Ploomes integration source code, module specs and credentials implementation.
- Our Clientify and Ploomes integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official vendor API documentation for Clientify 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.
- Clientify integration information
- Ploomes integration information
- WEXTL® Scheduling
- WEXTL® Pricing and Trial
- WEXTL® Apps Library