What actions can I run in Ploomes?

38 actions are available, including "Search Contacts", "Search Deals", and "Search Documents", and more. Run them from any trigger in your automation stack — map fields once and they execute automatically.

Do I need to write code to automate this?

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 it is never required.

Is the integration secure?

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

Ploomes Integrations

CRM and sales pipeline management for B2B teams. Wire Ploomes into AI-driven workflows so CRM busywork stops being manual.

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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 an OrderCreates a new order.
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.
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 an OrderDeletes an order.
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.
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 an OrderUpdates a single order's details.
Update a ProductUpdates an existing product.
Update a QuoteUpdates an existing quote.
Update a TaskUpdates an existing task.
Update a UserUpdates an existing user.

When to use Ploomes

Common scenarios where Ploomes automation saves time and reduces manual work.

Trigger workflows automatically when "Watch Contacts" fires in Ploomes — start multi-step automations without polling or manual checks.
Automate "Search Deals" in Ploomes as a workflow step — combine it with triggers, filters, and AI steps for full-pipeline coverage.
Layer "Watch Documents" from Ploomes with filters, transforms, and AI steps to build automations that match your exact business logic.

Use in workflow automation

Start from Ploomes’s Watch Deals trigger and the run begins the moment there’s something new — no cron job to babysit, no one remembering to check.

Add Delete a Deal as the next step, then branch, filter or hand off to the rest of your stack. The whole path stays on one canvas your team can read.

This integration brings 46 ready-made steps for CRM work, and every run records what went in and what came back.

Ploomes workflow on the canvas: Watch Deals then Delete a Deal

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. Use them to start workflows the moment Ploomes events fire — no polling required.

Use in workflow automation

Start from Ploomes’s Watch Deals trigger and the run begins the moment there’s something new — no cron job to babysit, no one remembering to check.

Add Delete a Deal as the next step, then branch, filter or hand off to the rest of your stack. The whole path stays on one canvas your team can read.

This integration brings 46 ready-made steps for CRM work, and every run records what went in and what came back.

Ploomes Integrations

When to use Ploomes

Use in workflow automation

Frequently asked questions

Ploomes Integrations

When to use Ploomes

Connect Ploomes to any app in workflows

Use in workflow automation

Frequently asked questions

Connect Ploomes to any app in workflows

Connect Ploomes to any app in workflows

Connect Ploomes to any app in workflows

Ploomes Integrations

Ploomes triggers and actions

When to use Ploomes

Use in workflow automation

Frequently asked questions

What triggers does Ploomes support?

What actions can I run in Ploomes?

Do I need to write code to automate this?

Is the integration secure?

Ploomes Integrations

Ploomes triggers and actions

When to use Ploomes

Connect Ploomes to any app in workflows

Use in workflow automation

Frequently asked questions

What triggers does Ploomes support?

What actions can I run in Ploomes?

Do I need to write code to automate this?

Is the integration secure?

Connect Ploomes to any app in workflows

Connect Ploomes to any app in workflows

Connect Ploomes to any app in workflows