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Ploomes

CRM and sales pipeline management for B2B teams.

8 triggers8 searches30 actionsInstant (webhooks)Auth: API key

AI-assisted documentation17 min read

This documentation is compiled from our integration source code, internal specs for Ploomes, its official API documentation and anonymized requests logs we collect from our support team[2].

Open Ploomes on WEXTL →

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]

  • API KeypasswordRequired

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

    [1]
  1. 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.
  2. Optional: In the Credential name field, enter a name for the credential.
  3. Enter the authentication credentials you copied from your Ploomes account, or follow the on-screen instructions to create the credential.
  4. If prompted, authenticate your account and confirm access.
  5. 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 →

Watch ContactsTrigger
Output fields[3]
FieldType
IDnumber
Type IDnumber
Nametext
Legal nametext
Registertext
CNPJtext
CNPJtext
Status IDnumber
Company IDtext
Relationship IDtext
Line of business IDtext
Origin IDtext
Number of employees IDtext
Class IDnumber
Owner IDnumber
Birthdaytext
Next anniversarytext
Previous anniversarytext
Notetext
Emailemail
50other output fields
Watch DealsTrigger
Output fields[3]
FieldType
IDnumber
Titletext
Account IDnumber
Contact IDnumber
Contact nametext
Person IDtext
Person nametext
Pipeline IDnumber
Stage IDnumber
Status IDnumber
First task IDtext
First task datetext
First task no timetext
Has scheduled tasksboolean
Tasks ordinationnumber
Contact product IDtext
Last quote IDtext
Is last quote approvedboolean
Won quote IDtext
Last stage IDtext
38other output fields
Watch DocumentsTrigger
Output fields[3]
FieldType
IDnumber
Titletext
Watch EventsTrigger

No fields documented.

Watch OrdersTrigger
Output fields[3]
FieldType
IDnumber
Contact IDnumber
Productsarray
Currency IDnumber
Amountnumber
Other propertiesarray
Watch ProductsTrigger
Output fields[3]
FieldType
IDnumber
Group IDnumber
Family IDtext
Nametext
Codetext
Measurement unittext
Image URLurl
Currency IDtext
Unit pricenumber
Create import IDtext
Update import IDtext
Editableboolean
Deletableboolean
Suspendedboolean
Creator IDnumber
Updater IDtext
Create datedate
Last update datedate
Importation ID createtext
Importation ID updatetext
Watch QuotesTrigger
Output fields[3]
FieldType
IDnumber
Contact IDnumber
Account IDnumber
Contact nametext
Deal IDnumber
Owner IDnumber
Template IDnumber
Is templateboolean
Datetext
Quote numbernumber
Review numbernumber
Last reviewboolean
Last review IDnumber
Approverboolean
Approval status IDtext
Approval level IDtext
Person IDtext
Person nametext
Currency IDnumber
Amountnumber
40other output fields
Watch TasksTrigger
Output fields[3]
FieldType
IDnumber
Titletext
Descriptiontext
Date timedate
Contact IDnumber
Other propertiesarray
Search ContactsSearch
Input fields[3]
FieldType
Filter Criteriatext
Custom Filtertext
Order Bychoice
Expandchoice
Limitnumber
Output fields[3]
FieldType
IDnumber
Type IDnumber
Nametext
Legal nametext
Registertext
CNPJtext
CNPJtext
Status IDnumber
Company IDtext
Relationship IDtext
Line of business IDtext
Origin IDtext
Number of employees IDtext
Class IDnumber
Owner IDnumber
Birthdaytext
Next anniversarytext
Previous anniversarytext
Notetext
Emailemail
50other output fields
Search DealsSearch
Input fields[3]
FieldType
Filter Criteriatext
Custom Filtertext
Order Bychoice
Expandchoice
Limitnumber
Output fields[3]
FieldType
IDnumber
Titletext
Account IDnumber
Contact IDnumber
Contact nametext
Person IDtext
Person nametext
Pipeline IDnumber
Stage IDnumber
Status IDnumber
First task IDtext
First task datetext
First task no timetext
Has scheduled tasksboolean
Tasks ordinationnumber
Contact product IDtext
Last quote IDtext
Is last quote approvedboolean
Won quote IDtext
Last stage IDtext
38other output fields
Search DocumentsSearch
Input fields[3]
FieldType
Filter Criteriatext
Custom Filtertext
Order Bychoice
Expandchoice
Limitnumber
Output fields[3]
FieldType
IDnumber
Titletext
Search OrdersSearch
Input fields[3]
FieldType
Filter Criteriatext
Custom Filtertext
Order Bychoice
Expandchoice
Limitnumber
Output fields[3]
FieldType
IDnumber
Contact IDnumber
Productsarray
Currency IDnumber
Amountnumber
Other propertiesarray
Search ProductsSearch
Input fields[3]
FieldType
Filter Criteriatext
Custom Filtertext
Order Bychoice
Expandchoice
Limitnumber
Output fields[3]
FieldType
IDnumber
Group IDnumber
Family IDtext
Nametext
Codetext
Measurement unittext
Image URLurl
Currency IDtext
Unit pricenumber
Create import IDtext
Update import IDtext
Editableboolean
Deletableboolean
Suspendedboolean
Creator IDnumber
Updater IDtext
Create datedate
Last update datedate
Importation ID createtext
Importation ID updatetext
Search QuotesSearch
Input fields[3]
FieldType
Filter Criteriatext
Custom Filtertext
Order Bychoice
Expandchoice
Limitnumber
Output fields[3]
FieldType
IDnumber
Contact IDnumber
Account IDnumber
Contact nametext
Deal IDnumber
Owner IDnumber
Template IDnumber
Is templateboolean
Datetext
Quote numbernumber
Review numbernumber
Last reviewboolean
Last review IDnumber
Approverboolean
Approval status IDtext
Approval level IDtext
Person IDtext
Person nametext
Currency IDnumber
Amountnumber
40other output fields
Search TasksSearch
Input fields[3]
FieldType
Filter Criteriatext
Custom Filtertext
Order Bychoice
Expandchoice
Limitnumber
Output fields[3]
FieldType
IDnumber
Titletext
Descriptiontext
Date timedate
Contact IDnumber
Other propertiesarray
Search UsersSearch
Input fields[3]
FieldType
Filter Criteriatext
Custom Filtertext
Order Bychoice
Expandchoice
Limitnumber
Output fields[3]
FieldType
IDnumber
Account IDnumber
Nametext
Emailtext
Phonetext
Avatar URLurl
Role IDtext
Profile IDnumber
Facebooktext
Linked intext
Birthdaytext
Next anniversarytext
Previous anniversarytext
Integrationboolean
Native integrationboolean
Google authenticator configuredtext
User keytext
Last logintext
Frequencytext
Account ownerboolean
21other output fields
Create a ContactAction
Input fields[3]
FieldType
NameRequired
text
Neighborhoodtext
Owner IDchoice
Notetext
Emailemail
CNPJtext
Cnae codetext
Cnae nametext
Cnae secondarytext
Latitudetext
Longitudetext
Websiteurl
Avatar URLurl
Zip Codenumber
Keytext
Registertext
City IDchoice
State IDchoice
Country IDchoice
Currency IDchoice
20other input fields
Output fields[3]
FieldType
IDnumber
Type IDnumber
Nametext
Legal nametext
Registertext
CNPJtext
Status IDnumber
Company IDtext
Relationship IDtext
Line of business IDtext
Origin IDtext
Number of employees IDtext
Class IDnumber
Owner IDnumber
Birthdaytext
Next anniversarytext
Previous anniversarytext
Notetext
Emailtext
Websitetext
49other output fields
Create a DealAction
Input fields[3]
FieldType
TitleRequired
text
Contact IDchoice
Amountnumber
Stage IDchoice
Other Propertiesarray
Output fields[3]
FieldType
IDnumber
Type IDnumber
Nametext
Legal nametext
Registertext
CNPJtext
CNPJtext
Status IDnumber
Company IDtext
Relationship IDtext
Line of business IDtext
Origin IDtext
Number of employees IDtext
Class IDnumber
Owner IDnumber
Birthdaytext
Next anniversarytext
Previous anniversarytext
Notetext
Emailtext
50other output fields
Create a DocumentAction
Input fields[3]
FieldType
NameRequired
text
Template IDchoice
Contact IDchoice
Other Propertiesarray
Output fields[3]
FieldType
IDnumber
Titletext
Create a ProductAction
Input fields[3]
FieldType
NameRequired
text
Group IDchoice
Family IDchoice
Product Codetext
Measurement Unittext
Image URLurl
Currency IDchoice
Unit Pricenumber
Create Import IDnumber
Update Import IDnumber
Editableboolean
Deletableboolean
Suspendedboolean
Creator IDchoice
Updater IDchoice
Creation Datedate
Last Update Datedate
Importation ID on Createnumber
Importation ID on Updatenumber
Other Propertiesarray
Output fields[3]
FieldType
IDnumber
Group IDnumber
Family IDtext
Nametext
Codetext
Measurement unittext
Image URLurl
Currency IDtext
Unit pricenumber
Create import IDtext
Update import IDtext
Editableboolean
Deletableboolean
Suspendedboolean
Creator IDnumber
Updater IDtext
Create datedate
Last update datedate
Importation ID createtext
Importation ID updatetext
Create a QuoteAction
Input fields[3]
FieldType
Dealobject
TitleRequired
text
Contact IDchoice
Template IDchoice
Sectionsarray
Currency IDchoice
Amountnumber
Other Propertiesarray
Output fields[3]
FieldType
IDnumber
Contact IDnumber
Account IDnumber
Contact nametext
Deal IDnumber
Owner IDnumber
Template IDnumber
Is templateboolean
Datetext
Quote numbernumber
Review numbernumber
Last reviewboolean
Last review IDnumber
Approverboolean
Approval status IDtext
Approval level IDtext
Person IDtext
Person nametext
Currency IDnumber
Amountnumber
40other output fields
Create a Review in a QuoteAction
Input fields[3]
FieldType
Quote IDRequired
choice
Sectionsarray
Currency IDchoice
Amountnumber
Output fields[3]
FieldType
IDnumber
Contact IDnumber
Account IDnumber
Contact nametext
Deal IDnumber
Owner IDnumber
Template IDnumber
Is templateboolean
Datetext
Quote numbernumber
Review numbernumber
Last reviewboolean
Last review IDnumber
Approverboolean
Approval status IDtext
Approval level IDtext
Person IDtext
Person nametext
Currency IDnumber
Amountnumber
40other output fields
Create a TaskAction
Input fields[3]
FieldType
TitleRequired
text
Descriptiontext
Date and Timedate
Contact IDchoice
Other Propertiesarray
Output fields[3]
FieldType
IDnumber
Titletext
Descriptiontext
Date timedate
Contact IDnumber
Other propertiesarray
Create a UserAction
Input fields[3]
FieldType
NameRequired
text
EmailRequired
email
Profile IDchoice
Passwordtext
Other Propertiesarray
Output fields[3]
FieldType
IDnumber
Account IDnumber
Nametext
Emailtext
Phonetext
Avatar URLurl
Role IDtext
Profile IDnumber
Facebooktext
Linked intext
Birthdaytext
Next anniversarytext
Previous anniversarytext
Integrationboolean
Native integrationboolean
Google authenticator configuredtext
User keytext
Last logintext
Frequencytext
Account ownerboolean
21other output fields
Create an OrderAction
Input fields[3]
FieldType
Contact IDchoice
Productsarray
Currency IDchoice
Amountnumber
Other Propertiesarray
Output fields[3]
FieldType
IDnumber
Contact IDnumber
Productsarray
Currency IDnumber
Amountnumber
Other propertiesarray
Delete a ContactAction
Input fields[3]
FieldType
Contact IDRequired
choice
Delete a DealAction
Input fields[3]
FieldType
Deal IDRequired
choice
Delete a DocumentAction
Input fields[3]
FieldType
Document IDRequired
choice
Delete a ProductAction
Input fields[3]
FieldType
Product IDRequired
choice
Delete a QuoteAction
Input fields[3]
FieldType
Quote IDRequired
choice
Delete a TaskAction
Input fields[3]
FieldType
Task IDRequired
choice
Delete a UserAction
Input fields[3]
FieldType
User IDRequired
choice
Delete an OrderAction
Input fields[3]
FieldType
Order IDRequired
choice
Finish a TaskAction
Input fields[3]
FieldType
Task IDRequired
choice
Output fields[3]
FieldType
IDnumber
Titletext
Descriptiontext
Date timedate
Contact IDnumber
Other propertiesarray
Make an API Calluniversal
Input fields[3]
FieldType
URLRequired
text
MethodRequired
choice
Headersarray
Headerobject
Query Stringarray
Parameterobject
Bodytext
Output fields[3]
FieldType
Bodytext
Headersobject
Status codenumber
Mark a Deal as LostAction
Input fields[3]
FieldType
Deal IDRequired
choice
Mark a Deal as WonAction
Input fields[3]
FieldType
Deal IDRequired
choice
Loss Reason IDchoice
Reopen a DealAction
Input fields[3]
FieldType
Deal IDRequired
choice
Loss Reason IDchoice
Update a ContactAction
Input fields[3]
FieldType
Contact IDRequired
choice
Owner IDchoice
Nametext
Neighborhoodtext
Notetext
Emailemail
CNPJtext
Cnae codetext
Cnae nametext
Cnae secondarytext
Latitudetext
Longitudetext
Websiteurl
Avatar URLurl
Zip Codenumber
Keytext
Registertext
City IDchoice
State IDchoice
Country IDchoice
21other input fields
Output fields[3]
FieldType
IDnumber
Type IDnumber
Nametext
Legal nametext
Registertext
CNPJtext
CNPJtext
Status IDnumber
Company IDtext
Relationship IDtext
Line of business IDtext
Origin IDtext
Number of employees IDtext
Class IDnumber
Owner IDnumber
Birthdaytext
Next anniversarytext
Previous anniversarytext
Notetext
Emailtext
50other output fields
Update a DealAction
Input fields[3]
FieldType
Deal IDRequired
choice
Titletext
Contact IDchoice
Amountnumber
Stage IDchoice
Other Propertiesarray
Output fields[3]
FieldType
IDnumber
Type IDnumber
Nametext
Legal nametext
Registertext
CNPJtext
CNPJtext
Status IDnumber
Company IDtext
Relationship IDtext
Line of business IDtext
Origin IDtext
Number of employees IDtext
Class IDnumber
Owner IDnumber
Birthdaytext
Next anniversarytext
Previous anniversarytext
Notetext
Emailtext
50other output fields
Update a DocumentAction
Input fields[3]
FieldType
Document IDRequired
choice
Nametext
Contact IDchoice
Other Propertiesarray
Output fields[3]
FieldType
IDnumber
Titletext
Update a ProductAction
Input fields[3]
FieldType
Product IDRequired
choice
Nametext
Group IDchoice
Family IDchoice
Product Codetext
Measurement Unittext
Image URLurl
Currency IDchoice
Unit Pricenumber
Create Import IDnumber
Update Import IDnumber
Editableboolean
Deletableboolean
Suspendedboolean
Creator IDchoice
Updater IDchoice
Creation Datedate
Last Update Datedate
Importation ID on Createnumber
Importation ID on Updatenumber
1other input field
Output fields[3]
FieldType
IDnumber
Group IDnumber
Family IDtext
Nametext
Codetext
Measurement unittext
Image URLurl
Currency IDtext
Unit pricenumber
Create import IDtext
Update import IDtext
Editableboolean
Deletableboolean
Suspendedboolean
Creator IDnumber
Updater IDtext
Create datedate
Last update datedate
Importation ID createtext
Importation ID updatetext
Update a QuoteAction
Input fields[3]
FieldType
Quote IDRequired
choice
Dealobject
Titletext
Contact IDchoice
Template IDchoice
Sectionsarray
Currency IDchoice
Amountnumber
Other Propertiesarray
Output fields[3]
FieldType
IDnumber
Contact IDnumber
Account IDnumber
Contact nametext
Deal IDnumber
Owner IDnumber
Template IDnumber
Is templateboolean
Datetext
Quote numbernumber
Review numbernumber
Last reviewboolean
Last review IDnumber
Approverboolean
Approval status IDtext
Approval level IDtext
Person IDtext
Person nametext
Currency IDnumber
Amountnumber
40other output fields
Update a TaskAction
Input fields[3]
FieldType
Task IDRequired
choice
Titletext
Descriptiontext
Date and Timedate
Contact IDchoice
Other Propertiesarray
Output fields[3]
FieldType
IDnumber
Titletext
Descriptiontext
Date timedate
Contact IDnumber
Other propertiesarray
Update a UserAction
Input fields[3]
FieldType
User IDRequired
choice
Nametext
Emailemail
Profile IDchoice
Passwordtext
Other Propertiesarray
Output fields[3]
FieldType
IDnumber
Account IDnumber
Nametext
Emailtext
Phonetext
Avatar URLurl
Role IDtext
Profile IDnumber
Facebooktext
Linked intext
Birthdaytext
Next anniversarytext
Previous anniversarytext
Integrationboolean
Native integrationboolean
Google authenticator configuredtext
User keytext
Last logintext
Frequencytext
Account ownerboolean
21other output fields
Update an OrderAction
Input fields[3]
FieldType
Order IDRequired
choice
Contact IDchoice
Productsarray
Currency IDchoice
Amountnumber
Other Propertiesarray
Output fields[3]
FieldType
IDnumber
Contact IDnumber
Productsarray
Currency IDnumber
Amountnumber
Other propertiesarray

Look for Ploomes templates in the WEXTL template library.

Browse templates →
  1. WEXTL® Ploomes Source Code connector implementation.
  2. Our users use cases and automations.
  3. Official API Documentation for Ploomes.
  4. WEXTL® visual workflow builder data.

Last updated: Jul 24, 2026 18:12