Requirements
Ploomes requires an active account and an API access token from your account settings to connect — both are set up on its own site.[3]
Get your Ploomes credentials
- API KeypasswordRequired
In your account, navigate to Administration -> Integrations Users -> Create a new user and copy the API Key.
[1]
Connect Ploomes in WEXTL
- Log in to your WEXTL account, add the Ploomes node module to your workflow, and click Create new credential.Instant triggers use webhooks — click Create a webhook first when adding one, then create the credential.
- Optional: In the Credential name field, enter a name for the credential.
- Enter the authentication credentials you copied from your Ploomes account, or follow the on-screen instructions to create the credential.
- If prompted, authenticate your account and confirm access.
- If you want to make changes to your credential in the future, follow the steps in Manage credentials →
Notes
Credentials are org-scoped; share them with teammates from the Credentials picker on any of its nodes.For detailed information on connecting an application, see Connect an application →
Ploomes node modules
The list below is a reference of every Ploomes node module the integration supports. You will be able to pick any of them on the workflow canvas while building automations.
Browse every Ploomes node module below — each one opens to show its input parameters, outputs, and connection requirements.
Watch ContactsTrigger
| Field | Type |
|---|---|
| ID | number |
| Type ID | number |
| Name | text |
| Legal name | text |
| Register | text |
| CNPJ | text |
| CNPJ | text |
| Status ID | number |
| Company ID | text |
| Relationship ID | text |
| Line of business ID | text |
| Origin ID | text |
| Number of employees ID | text |
| Class ID | number |
| Owner ID | number |
| Birthday | text |
| Next anniversary | text |
| Previous anniversary | text |
| Note | text |
Watch DealsTrigger
| Field | Type |
|---|---|
| ID | number |
| Title | text |
| Account ID | number |
| Contact ID | number |
| Contact name | text |
| Person ID | text |
| Person name | text |
| Pipeline ID | number |
| Stage ID | number |
| Status ID | number |
| First task ID | text |
| First task date | text |
| First task no time | text |
| Has scheduled tasks | boolean |
| Tasks ordination | number |
| Contact product ID | text |
| Last quote ID | text |
| Is last quote approved | boolean |
| Won quote ID | text |
| Last stage ID | text |
Watch DocumentsTrigger
| Field | Type |
|---|---|
| ID | number |
| Title | text |
Watch EventsTrigger
No fields documented.
Watch OrdersTrigger
| Field | Type |
|---|---|
| ID | number |
| Contact ID | number |
| Products | array |
| Currency ID | number |
| Amount | number |
| Other properties | array |
Watch ProductsTrigger
| Field | Type |
|---|---|
| ID | number |
| Group ID | number |
| Family ID | text |
| Name | text |
| Code | text |
| Measurement unit | text |
| Image URL | url |
| Currency ID | text |
| Unit price | number |
| Create import ID | text |
| Update import ID | text |
| Editable | boolean |
| Deletable | boolean |
| Suspended | boolean |
| Creator ID | number |
| Updater ID | text |
| Create date | date |
| Last update date | date |
| Importation ID create | text |
| Importation ID update | text |
Watch QuotesTrigger
| Field | Type |
|---|---|
| ID | number |
| Contact ID | number |
| Account ID | number |
| Contact name | text |
| Deal ID | number |
| Owner ID | number |
| Template ID | number |
| Is template | boolean |
| Date | text |
| Quote number | number |
| Review number | number |
| Last review | boolean |
| Last review ID | number |
| Approver | boolean |
| Approval status ID | text |
| Approval level ID | text |
| Person ID | text |
| Person name | text |
| Currency ID | number |
| Amount | number |
Watch TasksTrigger
| Field | Type |
|---|---|
| ID | number |
| Title | text |
| Description | text |
| Date time | date |
| Contact ID | number |
| Other properties | array |
Search ContactsSearch
| Field | Type |
|---|---|
| Filter Criteria | text |
| Custom Filter | text |
| Order By | choice |
| Expand | choice |
| Limit | number |
| Field | Type |
|---|---|
| ID | number |
| Type ID | number |
| Name | text |
| Legal name | text |
| Register | text |
| CNPJ | text |
| CNPJ | text |
| Status ID | number |
| Company ID | text |
| Relationship ID | text |
| Line of business ID | text |
| Origin ID | text |
| Number of employees ID | text |
| Class ID | number |
| Owner ID | number |
| Birthday | text |
| Next anniversary | text |
| Previous anniversary | text |
| Note | text |
Search DealsSearch
| Field | Type |
|---|---|
| Filter Criteria | text |
| Custom Filter | text |
| Order By | choice |
| Expand | choice |
| Limit | number |
| Field | Type |
|---|---|
| ID | number |
| Title | text |
| Account ID | number |
| Contact ID | number |
| Contact name | text |
| Person ID | text |
| Person name | text |
| Pipeline ID | number |
| Stage ID | number |
| Status ID | number |
| First task ID | text |
| First task date | text |
| First task no time | text |
| Has scheduled tasks | boolean |
| Tasks ordination | number |
| Contact product ID | text |
| Last quote ID | text |
| Is last quote approved | boolean |
| Won quote ID | text |
| Last stage ID | text |
Search DocumentsSearch
Search OrdersSearch
Search ProductsSearch
| Field | Type |
|---|---|
| Filter Criteria | text |
| Custom Filter | text |
| Order By | choice |
| Expand | choice |
| Limit | number |
| Field | Type |
|---|---|
| ID | number |
| Group ID | number |
| Family ID | text |
| Name | text |
| Code | text |
| Measurement unit | text |
| Image URL | url |
| Currency ID | text |
| Unit price | number |
| Create import ID | text |
| Update import ID | text |
| Editable | boolean |
| Deletable | boolean |
| Suspended | boolean |
| Creator ID | number |
| Updater ID | text |
| Create date | date |
| Last update date | date |
| Importation ID create | text |
| Importation ID update | text |
Search QuotesSearch
| Field | Type |
|---|---|
| Filter Criteria | text |
| Custom Filter | text |
| Order By | choice |
| Expand | choice |
| Limit | number |
| Field | Type |
|---|---|
| ID | number |
| Contact ID | number |
| Account ID | number |
| Contact name | text |
| Deal ID | number |
| Owner ID | number |
| Template ID | number |
| Is template | boolean |
| Date | text |
| Quote number | number |
| Review number | number |
| Last review | boolean |
| Last review ID | number |
| Approver | boolean |
| Approval status ID | text |
| Approval level ID | text |
| Person ID | text |
| Person name | text |
| Currency ID | number |
| Amount | number |
Search TasksSearch
Search UsersSearch
| Field | Type |
|---|---|
| Filter Criteria | text |
| Custom Filter | text |
| Order By | choice |
| Expand | choice |
| Limit | number |
| Field | Type |
|---|---|
| ID | number |
| Account ID | number |
| Name | text |
| text | |
| Phone | text |
| Avatar URL | url |
| Role ID | text |
| Profile ID | number |
| text | |
| Linked in | text |
| Birthday | text |
| Next anniversary | text |
| Previous anniversary | text |
| Integration | boolean |
| Native integration | boolean |
| Google authenticator configured | text |
| User key | text |
| Last login | text |
| Frequency | text |
| Account owner | boolean |
Create a ContactAction
| Field | Type |
|---|---|
NameRequired | text |
| Neighborhood | text |
| Owner ID | choice |
| Note | text |
| CNPJ | text |
| Cnae code | text |
| Cnae name | text |
| Cnae secondary | text |
| Latitude | text |
| Longitude | text |
| Website | url |
| Avatar URL | url |
| Zip Code | number |
| Key | text |
| Register | text |
| City ID | choice |
| State ID | choice |
| Country ID | choice |
| Currency ID | choice |
| Field | Type |
|---|---|
| ID | number |
| Type ID | number |
| Name | text |
| Legal name | text |
| Register | text |
| CNPJ | text |
| Status ID | number |
| Company ID | text |
| Relationship ID | text |
| Line of business ID | text |
| Origin ID | text |
| Number of employees ID | text |
| Class ID | number |
| Owner ID | number |
| Birthday | text |
| Next anniversary | text |
| Previous anniversary | text |
| Note | text |
| text | |
| Website | text |
Create a DealAction
| Field | Type |
|---|---|
TitleRequired | text |
| Contact ID | choice |
| Amount | number |
| Stage ID | choice |
| Other Properties | array |
| Field | Type |
|---|---|
| ID | number |
| Type ID | number |
| Name | text |
| Legal name | text |
| Register | text |
| CNPJ | text |
| CNPJ | text |
| Status ID | number |
| Company ID | text |
| Relationship ID | text |
| Line of business ID | text |
| Origin ID | text |
| Number of employees ID | text |
| Class ID | number |
| Owner ID | number |
| Birthday | text |
| Next anniversary | text |
| Previous anniversary | text |
| Note | text |
| text |
Create a DocumentAction
Create a ProductAction
| Field | Type |
|---|---|
NameRequired | text |
| Group ID | choice |
| Family ID | choice |
| Product Code | text |
| Measurement Unit | text |
| Image URL | url |
| Currency ID | choice |
| Unit Price | number |
| Create Import ID | number |
| Update Import ID | number |
| Editable | boolean |
| Deletable | boolean |
| Suspended | boolean |
| Creator ID | choice |
| Updater ID | choice |
| Creation Date | date |
| Last Update Date | date |
| Importation ID on Create | number |
| Importation ID on Update | number |
| Other Properties | array |
| Field | Type |
|---|---|
| ID | number |
| Group ID | number |
| Family ID | text |
| Name | text |
| Code | text |
| Measurement unit | text |
| Image URL | url |
| Currency ID | text |
| Unit price | number |
| Create import ID | text |
| Update import ID | text |
| Editable | boolean |
| Deletable | boolean |
| Suspended | boolean |
| Creator ID | number |
| Updater ID | text |
| Create date | date |
| Last update date | date |
| Importation ID create | text |
| Importation ID update | text |
Create a QuoteAction
| Field | Type |
|---|---|
| Deal | object |
TitleRequired | text |
| Contact ID | choice |
| Template ID | choice |
| Sections | array |
| Currency ID | choice |
| Amount | number |
| Other Properties | array |
| Field | Type |
|---|---|
| ID | number |
| Contact ID | number |
| Account ID | number |
| Contact name | text |
| Deal ID | number |
| Owner ID | number |
| Template ID | number |
| Is template | boolean |
| Date | text |
| Quote number | number |
| Review number | number |
| Last review | boolean |
| Last review ID | number |
| Approver | boolean |
| Approval status ID | text |
| Approval level ID | text |
| Person ID | text |
| Person name | text |
| Currency ID | number |
| Amount | number |
Create a Review in a QuoteAction
| Field | Type |
|---|---|
Quote IDRequired | choice |
| Sections | array |
| Currency ID | choice |
| Amount | number |
| Field | Type |
|---|---|
| ID | number |
| Contact ID | number |
| Account ID | number |
| Contact name | text |
| Deal ID | number |
| Owner ID | number |
| Template ID | number |
| Is template | boolean |
| Date | text |
| Quote number | number |
| Review number | number |
| Last review | boolean |
| Last review ID | number |
| Approver | boolean |
| Approval status ID | text |
| Approval level ID | text |
| Person ID | text |
| Person name | text |
| Currency ID | number |
| Amount | number |
Create a TaskAction
Create a UserAction
| Field | Type |
|---|---|
NameRequired | text |
EmailRequired | |
| Profile ID | choice |
| Password | text |
| Other Properties | array |
| Field | Type |
|---|---|
| ID | number |
| Account ID | number |
| Name | text |
| text | |
| Phone | text |
| Avatar URL | url |
| Role ID | text |
| Profile ID | number |
| text | |
| Linked in | text |
| Birthday | text |
| Next anniversary | text |
| Previous anniversary | text |
| Integration | boolean |
| Native integration | boolean |
| Google authenticator configured | text |
| User key | text |
| Last login | text |
| Frequency | text |
| Account owner | boolean |
Create an OrderAction
Delete a ContactAction
| Field | Type |
|---|---|
Contact IDRequired | choice |
Delete a DealAction
| Field | Type |
|---|---|
Deal IDRequired | choice |
Delete a DocumentAction
| Field | Type |
|---|---|
Document IDRequired | choice |
Delete a ProductAction
| Field | Type |
|---|---|
Product IDRequired | choice |
Delete a QuoteAction
| Field | Type |
|---|---|
Quote IDRequired | choice |
Delete a TaskAction
| Field | Type |
|---|---|
Task IDRequired | choice |
Delete a UserAction
| Field | Type |
|---|---|
User IDRequired | choice |
Delete an OrderAction
| Field | Type |
|---|---|
Order IDRequired | choice |
Finish a TaskAction
Make an API Calluniversal
Mark a Deal as LostAction
| Field | Type |
|---|---|
Deal IDRequired | choice |
Mark a Deal as WonAction
| Field | Type |
|---|---|
Deal IDRequired | choice |
| Loss Reason ID | choice |
Reopen a DealAction
| Field | Type |
|---|---|
Deal IDRequired | choice |
| Loss Reason ID | choice |
Update a ContactAction
| Field | Type |
|---|---|
Contact IDRequired | choice |
| Owner ID | choice |
| Name | text |
| Neighborhood | text |
| Note | text |
| CNPJ | text |
| Cnae code | text |
| Cnae name | text |
| Cnae secondary | text |
| Latitude | text |
| Longitude | text |
| Website | url |
| Avatar URL | url |
| Zip Code | number |
| Key | text |
| Register | text |
| City ID | choice |
| State ID | choice |
| Country ID | choice |
| Field | Type |
|---|---|
| ID | number |
| Type ID | number |
| Name | text |
| Legal name | text |
| Register | text |
| CNPJ | text |
| CNPJ | text |
| Status ID | number |
| Company ID | text |
| Relationship ID | text |
| Line of business ID | text |
| Origin ID | text |
| Number of employees ID | text |
| Class ID | number |
| Owner ID | number |
| Birthday | text |
| Next anniversary | text |
| Previous anniversary | text |
| Note | text |
| text |
Update a DealAction
| Field | Type |
|---|---|
Deal IDRequired | choice |
| Title | text |
| Contact ID | choice |
| Amount | number |
| Stage ID | choice |
| Other Properties | array |
| Field | Type |
|---|---|
| ID | number |
| Type ID | number |
| Name | text |
| Legal name | text |
| Register | text |
| CNPJ | text |
| CNPJ | text |
| Status ID | number |
| Company ID | text |
| Relationship ID | text |
| Line of business ID | text |
| Origin ID | text |
| Number of employees ID | text |
| Class ID | number |
| Owner ID | number |
| Birthday | text |
| Next anniversary | text |
| Previous anniversary | text |
| Note | text |
| text |
Update a DocumentAction
Update a ProductAction
| Field | Type |
|---|---|
Product IDRequired | choice |
| Name | text |
| Group ID | choice |
| Family ID | choice |
| Product Code | text |
| Measurement Unit | text |
| Image URL | url |
| Currency ID | choice |
| Unit Price | number |
| Create Import ID | number |
| Update Import ID | number |
| Editable | boolean |
| Deletable | boolean |
| Suspended | boolean |
| Creator ID | choice |
| Updater ID | choice |
| Creation Date | date |
| Last Update Date | date |
| Importation ID on Create | number |
| Importation ID on Update | number |
| Field | Type |
|---|---|
| ID | number |
| Group ID | number |
| Family ID | text |
| Name | text |
| Code | text |
| Measurement unit | text |
| Image URL | url |
| Currency ID | text |
| Unit price | number |
| Create import ID | text |
| Update import ID | text |
| Editable | boolean |
| Deletable | boolean |
| Suspended | boolean |
| Creator ID | number |
| Updater ID | text |
| Create date | date |
| Last update date | date |
| Importation ID create | text |
| Importation ID update | text |
Update a QuoteAction
| Field | Type |
|---|---|
Quote IDRequired | choice |
| Deal | object |
| Title | text |
| Contact ID | choice |
| Template ID | choice |
| Sections | array |
| Currency ID | choice |
| Amount | number |
| Other Properties | array |
| Field | Type |
|---|---|
| ID | number |
| Contact ID | number |
| Account ID | number |
| Contact name | text |
| Deal ID | number |
| Owner ID | number |
| Template ID | number |
| Is template | boolean |
| Date | text |
| Quote number | number |
| Review number | number |
| Last review | boolean |
| Last review ID | number |
| Approver | boolean |
| Approval status ID | text |
| Approval level ID | text |
| Person ID | text |
| Person name | text |
| Currency ID | number |
| Amount | number |
Update a TaskAction
Update a UserAction
| Field | Type |
|---|---|
User IDRequired | choice |
| Name | text |
| Profile ID | choice |
| Password | text |
| Other Properties | array |
| Field | Type |
|---|---|
| ID | number |
| Account ID | number |
| Name | text |
| text | |
| Phone | text |
| Avatar URL | url |
| Role ID | text |
| Profile ID | number |
| text | |
| Linked in | text |
| Birthday | text |
| Next anniversary | text |
| Previous anniversary | text |
| Integration | boolean |
| Native integration | boolean |
| Google authenticator configured | text |
| User key | text |
| Last login | text |
| Frequency | text |
| Account owner | boolean |
Templates
Look for Ploomes templates in the WEXTL template library.
Browse templates →Explore alternative apps
- Breakcold CRM[2]Lightweight CRM for sales teams to manage leads, pipelines, and customer relationships.
- AffinityRelationship intelligence CRM for deal flow, people, and organizations.
- ClientifyCRM and sales automation platform for managing contacts, deals, and customer communication.
- Agile CRMManage contacts, companies, and deals in Agile CRM.
- ApptivoAll-in-one CRM and business suite for contacts, deals, projects, and invoicing.
References
- WEXTL® Ploomes Source Code connector implementation.
- Our users use cases and automations.
- Official API Documentation for Ploomes.
- WEXTL® visual workflow builder data.
Last updated: Jul 24, 2026 18:12