Ploomes Integration

CRM and sales pipeline management for B2B teams. Connect Ploomes to AI driven workflows so CRM updates and follow ups happen automatically. Start from Watch Contacts and let Search Contacts or Search Deals handle the next step.

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Supported triggers and actions for Ploomes integration

Triggers can detect changes in Ploomes and run actions that can create, search or modify data inside Ploomes automatically [3] — exactly how you set them.

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.
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.
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.
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.

How to integrate Ploomes in automation workflow?

3 simple steps to make your Ploomes connected with other apps in automation workflows on WEXTL. Up to 10 minutes integration set up.

STEP 1

Select Ploomes in workflow

Pick Ploomes app in the workflow builder [4] - just one click to select the app.

STEP 2

Connect Ploomes

When prompted, authorize access to Ploomes in WEXTL once. Ploomes credentials are encrypted and never shared with WEXTL. Authorization will be reused in any future API calls [3].

WEXTL wants to integrate with your Ploomes account. Approve?

STEP 3

Build a workflow

Build your workflow with Ploomes yourself or with WEXTL® AI Builder. Connect Ploomes to any available integrations [5], or use HTTP node to go beyond them.

Ploomes

How Ploomes connects and integrates with WEXTL

Save and approve your credentials once — WEXTL® stores authorization information encrypted and reuses the authentication whenever Ploomes app is called in workflows. That allows your crm automations to run without your attention, per defined schedule [7]. Explore documentation [6] for a detailed list of fields that Ploomes supports.

Full Ploomes API documentation

The following table illustrates what fields Ploomes integration require during authorization flow inside our workflow builder [4].

Demonstration of Ploomes connection step inside WEXTL Workflow Builder [4].

Field	Type	Help
API KeyRequired	password	In your account, navigate to Administration -> Integrations Users -> Create a new user and copy the API Key.

Connect Ploomes to popular apps on WEXTL

Enter a name of the other app you want to sync with Ploomes below. Click on selected app to explore integration options with Ploomes. If the app you search for is not available in WEXTL yet, you can use HTTP node [10] instead to integrate it directly.

Example automation with Ploomes integration

Select Watch Deals trigger from Ploomes - this will be a starting point in your automation. Whenever event happens in Ploomes, workflow will start [7] from Watch Deals node.

Search for Delete a Deal, connect it as the next step of integration sequence. You can use filters between Watch Deals and Delete a Deal, so only important data pass from Watch Deals to the next step. WEXTL gives you full control over the process of Ploomes automation. All parts of workflow are visible on the canvas [4].

Ploomes on WEXTL has 46 modules for combining crm automations. Explore Ploomes documentation for more.

Video slide demonstrates how Watch Deals and Delete a Deal nodes are used in Ploomes workflow.

Video slide demonstrates how Watch Deals and Delete a Deal [6] nodes are used in Ploomes workflow.

Frequently asked questions

Common questions about automating Ploomes in your workflows.

Ploomes has 8 triggers, including "Watch Contacts", "Watch Deals", and "Watch Documents", and more. Triggers are start points of the workflow, and automations may start from them.

Integration has 38 actions, including "Search Contacts", "Search Deals", and "Search Documents", and more. Refer to our Ploomes Documentation for detailed inputs and outputs.

No. Most automations are built visually on the canvas by picking triggers, actions, and mapping fields. You can add custom JavaScript with Functions when advanced logic is needed — but our customers do that in rare cases [4].

Yes. Connections are authenticated per account, credentials are encrypted at rest, and you can enforce approvals and team-level access controls on any automation.

The Ploomes integration on WEXTL runs directly on its vendor public API — every field name, authentication method, and rate limit is controlled by Ploomes official API and covered in documentation [3]. WEXTL handles the request signing and pagination for you.

Absolutely. Where Ploomes provides native webhooks, you can use instant triggers to eliminate polling delay. For custom webhooks, WEXTL offers Custom Webhook node, so you can start automation whenever Ploomes or any other service sends event to webhook URL.

WEXTL is an AI-first visual canvas. The platform allows you to describe automation in plain text — and AI will wire nodes for Ploomes inside the workflow builder [4]. You can also use built-in workflow nodes (AI Agent, Human in the Loop, Condition, Aggregate Results) in pair with Ploomes modules to craft complex integration flows with branches, filtering, and conditional logic. There are absolutely no limits of what you can build.

References

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

Ploomes integration source code, module specs and credentials implementation.
Internal Ploomes integration documentation, structured input and output parameters, scopes, and authentication methods.
Official Ploomes vendor API documentation — 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.
WEXTL® Apps Library
WEXTL® Ploomes App Documentation
WEXTL® Workflow Scheduler
WEXTL® HTTP node documentation

Ploomes Integration

Supported triggers and actions for Ploomes integration