folk and Ploomes Integration

folk icon
Ploomes icon
folk
Ploomes

Demonstration of how apps are integrated in WEXTL workflow builder [4]

Keep folk and Ploomes in sync by integrating their events and actions. When crm events happen in folk, update the Ploomes automatically - without any line of code in visual workflow builder.

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Learn about folk and Ploomes

Detailed info you need to know about folk and Ploomes integrations in WEXTL. Explore which modules apps support and how you connect them.

folk

folk icon

CRM19 triggers22 searches35 actionsCRM for relationships in a service business. [5]

Ploomes

Ploomes icon

CRM8 triggers8 searches30 actionsCRM and sales pipeline management for B2B teams. [6]

How to connect folk to Ploomes

Set up your folk and Ploomes integration in 3 simple steps [2] — no coding required. Up to 10 minutes setup.

How does the integration between folk and Ploomes work in WEXTL?

WEXTL exposes actions and triggers for folk 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.

folk triggersPloomes actions

folk modules
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    Add a Group MemberAdds a member to a group.
  • folk icon
    Create a CompanyCreates a company in the workspace.
  • folk icon
    Create a GroupCreates a group in the workspace.
  • folk icon
    Create a Group Custom FieldCreates a custom field on a group.
  • folk icon
    Create a NoteCreates a note on a person, company, or object.
  • folk icon
    Create a PersonCreates a person in the workspace.
  • folk icon
    Create a ReminderCreates a reminder on a record.
  • folk icon
    Create a TaskCreates a task on a record.
  • folk icon
    Create an InteractionLogs an interaction with a person or a company.
  • folk icon
    Create an ObjectCreates an object in a group.
  • folk icon
    Create People in BatchCreates several people in one request.
  • folk icon
    Delete a CompanyDeletes a company from the workspace.
  • folk icon
    Delete a NoteDeletes a note.
  • folk icon
    Delete a PersonDeletes a person from the workspace.
  • folk icon
    Delete a ReminderDeletes a reminder.
  • folk icon
    Delete a TaskDeletes a task.
  • folk icon
    Delete an InteractionDeletes a logged interaction.
  • folk icon
    Delete an ObjectDeletes an object from a group.
  • folk icon
    Delete Companies in BatchDeletes several companies in one request.
  • folk icon
    Delete Objects in BatchDeletes several objects of one type in one request.
  • folk icon
    Delete People in BatchDeletes several people in one request.
  • folk icon
    Get a CompanyReturns a single company.
  • folk icon
    Get a Group Custom FieldReturns a single custom field.
  • folk icon
    Get a NoteReturns a single note.
  • folk icon
    Get a PersonReturns a single person.
  • folk icon
    Get a ReminderReturns a single reminder.
  • folk icon
    Get a TaskReturns a single task.
  • folk icon
    Get a UserReturns a single workspace user.
  • folk icon
    Get an InteractionReturns a single interaction.
  • folk icon
    Get an ObjectReturns a single object.
  • folk icon
    Get the Current UserReturns the user for this API key.
  • folk icon
    List CompaniesRetrieves a list of companies.
  • folk icon
    List Group Custom FieldsRetrieves the custom fields for one entity type in a group.
  • folk icon
    List Group MembersRetrieves the members of a group.
  • folk icon
    List GroupsRetrieves a list of groups.
  • folk icon
    List NotesRetrieves a list of notes.
  • folk icon
    List ObjectsRetrieves the objects of one type in a group.
  • folk icon
    List Past InteractionsRetrieves past interactions for one record.
  • folk icon
    List PeopleRetrieves a list of people.
  • folk icon
    List RemindersRetrieves a list of reminders.
  • folk icon
    List TasksRetrieves a list of tasks.
  • folk icon
    List Upcoming InteractionsRetrieves upcoming interactions for one record.
  • folk icon
    List UsersRetrieves the users in the workspace.
  • folk icon
    Make an API CallPerforms an arbitrary authorized API call.
  • folk icon
    Mark a Task as DoneRecords a task as finished.
  • folk icon
    Mark a Task as to DoReturns a finished task to the to-do list.
  • folk icon
    Remove a Group MemberRemoves a member from a group.
  • folk icon
    Update a CompanyUpdates a company in the workspace.
  • folk icon
    Update a GroupUpdates a group's name or visibility.
  • folk icon
    Update a Group Custom FieldUpdates a custom field on a group.
Ploomes modules
  • Ploomes icon
    Create a ContactCreates a new contact.
  • Ploomes icon
    Create a DealCreates a new deal.
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    Create a DocumentCreates a new document.
  • Ploomes icon
    Create a ProductCreates a new product.
  • Ploomes icon
    Create a QuoteCreates a new quote.
  • Ploomes icon
    Create a Review in a QuoteCreates a review in a quote.
  • Ploomes icon
    Create a TaskCreates a new task.
  • Ploomes icon
    Create a UserCreates a new account user.
  • Ploomes icon
    Create an OrderCreates a new order.
  • Ploomes icon
    Delete a ContactDeletes a contact in the service.
  • Ploomes icon
    Delete a DealDeletes a single deal in the system.
  • Ploomes icon
    Delete a DocumentDeletes a single document from the service.
  • Ploomes icon
    Delete a ProductDeletes a single product.
  • Ploomes icon
    Delete a QuoteDeletes an existing quote.
  • Ploomes icon
    Delete a TaskDeletes an existing task.
  • Ploomes icon
    Delete a UserDeletes a user from an account.
  • Ploomes icon
    Delete an OrderDeletes an order.
  • Ploomes icon
    Finish a TaskFinishes a single task.
  • Ploomes icon
    Make an API CallPerforms an arbitrary authorized API call.
  • Ploomes icon
    Mark a Deal as LostMarks a deal as lost.
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    Mark a Deal as WonMarks a deal as won in the system.
  • Ploomes icon
    Reopen a DealReopens a deal that was previously closed or marked as lost.
  • Ploomes icon
    Search ContactsSearches for contacts.
  • Ploomes icon
    Search DealsSearches for deals.
  • Ploomes icon
    Search DocumentsSearches for documents.
  • Ploomes icon
    Search OrdersSearches for orders in the system.
  • Ploomes icon
    Search ProductsSearches for products.
  • Ploomes icon
    Search QuotesSearches for quotes.
  • Ploomes icon
    Search TasksSearches for tasks.
  • Ploomes icon
    Search UsersSearches for users.
  • Ploomes icon
    Update a ContactUpdates an existing contact.
  • Ploomes icon
    Update a DealUpdates an existing deal.
  • Ploomes icon
    Update a DocumentUpdates an existing document.
  • Ploomes icon
    Update a ProductUpdates an existing product.
  • Ploomes icon
    Update a QuoteUpdates an existing quote.
  • Ploomes icon
    Update a TaskUpdates an existing task.
  • Ploomes icon
    Update a UserUpdates an existing user.
  • Ploomes icon
    Update an OrderUpdates a single order's details.
  • Ploomes icon
    Watch ContactsTriggers when a contact is created or updated.
  • Ploomes icon
    Watch DealsTriggers when a deal is created or updated.
  • Ploomes icon
    Watch DocumentsTriggers when a document is created or updated.
  • Ploomes icon
    Watch EventsTriggers when a specified event occurs.
  • Ploomes icon
    Watch OrdersTriggers when an order is created or updated.
  • Ploomes icon
    Watch ProductsTriggers when a product is created or updated.
  • Ploomes icon
    Watch QuotesTriggers when a quote is created or updated.
  • Ploomes icon
    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 folk and Ploomes integrations. Pick any from the list below if the current combination isn't the one you need.

Alternative integrations to folk [5]

Alternative integrations to Ploomes [6]

Try folk and Ploomes on WEXTL®

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Frequently asked questions

Common questions about connecting folk and Ploomes.

References

List of sources used to gather information about the folk and Ploomes integration.

  1. folk and Ploomes integration source code, module specs and credentials implementation.
  2. Our folk and Ploomes integration documentation, structured input and output parameters, scopes, and authentication methods.
  3. Official vendor API documentation for folk and Ploomes — used to verify field meanings, authentication flows, and anything our own specs don't fully capture.
  4. WEXTL® visual workflow builder, anonymized data from our technical support team.
  5. folk integration information
  6. Ploomes integration information
  7. WEXTL® Scheduling
  8. WEXTL® Pricing and Trial
  9. WEXTL® Apps Library

Explore folk and Ploomes, or get started