Query Ploomes CRM contacts, deals, orders, quotes, products, tasks and settings with OData, and delete records.
Explore 73 workflow actions for Ploomes CRM, including account permissions and operation limits.
49 read actions24 write actions
WORKFLOW ACTIONS
What you can configure.
Choose an action in the workflow builder, connect an account, and map its inputs. These actions are available in the catalog; your account access and a successful test determine whether they work for your setup.
Delete contact
Write
Delete a customer.
Permissions and limits
Account permissions
A Ploomes integration user's User-Key (Administration, Integrations, Integration users)
A repeated request may repeat the external action. Review the previous result before retrying a write.
Delete contact origin
Write
Delete a customer origin, a field of pre-registered options.
Permissions and limits
Account permissions
A Ploomes integration user's User-Key (Administration, Integrations, Integration users)
A repeated request may repeat the external action. Review the previous result before retrying a write.
Delete contact product
Write
Delete a customer product in the account (If the module is available in the account).
Permissions and limits
Account permissions
A Ploomes integration user's User-Key (Administration, Integrations, Integration users)
A repeated request may repeat the external action. Review the previous result before retrying a write.
Delete custom field
Write
Delete a custom field.
Permissions and limits
Account permissions
A Ploomes integration user's User-Key (Administration, Integrations, Integration users)
A repeated request may repeat the external action. Review the previous result before retrying a write.
Delete deal
Write
Delete a deal.
Permissions and limits
Account permissions
A Ploomes integration user's User-Key (Administration, Integrations, Integration users)
A repeated request may repeat the external action. Review the previous result before retrying a write.
Delete deal pipeline
Write
Delete a deal funnel.
Permissions and limits
Account permissions
A Ploomes integration user's User-Key (Administration, Integrations, Integration users)
A repeated request may repeat the external action. Review the previous result before retrying a write.
Delete department
Write
Delete a department.
Permissions and limits
Account permissions
A Ploomes integration user's User-Key (Administration, Integrations, Integration users)
A repeated request may repeat the external action. Review the previous result before retrying a write.
Delete document
Write
Delete a document.
Permissions and limits
Account permissions
A Ploomes integration user's User-Key (Administration, Integrations, Integration users)
A repeated request may repeat the external action. Review the previous result before retrying a write.
Delete field option
Write
Delete an option in the option table of a field (Field of pre-registered options).
Permissions and limits
Account permissions
A Ploomes integration user's User-Key (Administration, Integrations, Integration users)
A repeated request may repeat the external action. Review the previous result before retrying a write.
Delete interaction record
Write
Delete an interaction record on the account.
Permissions and limits
Account permissions
A Ploomes integration user's User-Key (Administration, Integrations, Integration users)
A repeated request may repeat the external action. Review the previous result before retrying a write.
Delete line of business
Write
Delete customer Line of Business, a field of pre-registered options.
Permissions and limits
Account permissions
A Ploomes integration user's User-Key (Administration, Integrations, Integration users)
A repeated request may repeat the external action. Review the previous result before retrying a write.
Delete number of employees option
Write
Delete an option of the number of employees of the account, a field of pre-registered options.
Permissions and limits
Account permissions
A Ploomes integration user's User-Key (Administration, Integrations, Integration users)
A repeated request may repeat the external action. Review the previous result before retrying a write.
Delete order
Write
Delete an order.
Permissions and limits
Account permissions
A Ploomes integration user's User-Key (Administration, Integrations, Integration users)
A repeated request may repeat the external action. Review the previous result before retrying a write.
Delete order stage
Write
Delete a orders stage Orders stages are available in the web orders configuration tab.
Permissions and limits
Account permissions
A Ploomes integration user's User-Key (Administration, Integrations, Integration users)
A repeated request may repeat the external action. Review the previous result before retrying a write.
Delete product
Write
Delete a product in the account.
Permissions and limits
Account permissions
A Ploomes integration user's User-Key (Administration, Integrations, Integration users)
A repeated request may repeat the external action. Review the previous result before retrying a write.
Delete product family
Write
Delete an account product family.
Permissions and limits
Account permissions
A Ploomes integration user's User-Key (Administration, Integrations, Integration users)
A repeated request may repeat the external action. Review the previous result before retrying a write.
Delete product group
Write
Delete an account product group.
Permissions and limits
Account permissions
A Ploomes integration user's User-Key (Administration, Integrations, Integration users)
A repeated request may repeat the external action. Review the previous result before retrying a write.
Delete product part
Write
Delete a link (or part) of the account.
Permissions and limits
Account permissions
A Ploomes integration user's User-Key (Administration, Integrations, Integration users)
A repeated request may repeat the external action. Review the previous result before retrying a write.
Delete quote
Write
Delete a quote.
Permissions and limits
Account permissions
A Ploomes integration user's User-Key (Administration, Integrations, Integration users)
A repeated request may repeat the external action. Review the previous result before retrying a write.
Delete tag
Write
Delete a tag.
Permissions and limits
Account permissions
A Ploomes integration user's User-Key (Administration, Integrations, Integration users)
A repeated request may repeat the external action. Review the previous result before retrying a write.
Delete task
Write
Delete a task.
Permissions and limits
Account permissions
A Ploomes integration user's User-Key (Administration, Integrations, Integration users)
A repeated request may repeat the external action. Review the previous result before retrying a write.
Delete team
Write
Delete a team on the account.
Permissions and limits
Account permissions
A Ploomes integration user's User-Key (Administration, Integrations, Integration users)
A repeated request may repeat the external action. Review the previous result before retrying a write.
Delete user
Write
Delete an user.
Permissions and limits
Account permissions
A Ploomes integration user's User-Key (Administration, Integrations, Integration users)
A repeated request may repeat the external action. Review the previous result before retrying a write.
Delete webhook
Write
Delete a webhook.
Permissions and limits
Account permissions
A Ploomes integration user's User-Key (Administration, Integrations, Integration users)
A repeated request may repeat the external action. Review the previous result before retrying a write.
Get Account
Read
Get your Company information, related to the account you are using, such as Id, name, active modules, changes in entity names, other customizations, etc.
Permissions and limits
Account permissions
A Ploomes integration user's User-Key (Administration, Integrations, Integration users)
List cities
Read
Query the account cities base, according to the ISO 3166-1
Permissions and limits
Account permissions
A Ploomes integration user's User-Key (Administration, Integrations, Integration users)
List cities countries
Read
Query account countries base, according to the ISO 3166-1
Permissions and limits
Account permissions
A Ploomes integration user's User-Key (Administration, Integrations, Integration users)
List cities countries states
Read
Query account states base, according to the ISO 3166-1
Permissions and limits
Account permissions
A Ploomes integration user's User-Key (Administration, Integrations, Integration users)
List contacts
Read
Query account customers.
Permissions and limits
Account permissions
A Ploomes integration user's User-Key (Administration, Integrations, Integration users)
List contacts lines of business
Read
Query customer Lines Of Business, a field of pre-registered options.
Permissions and limits
Account permissions
A Ploomes integration user's User-Key (Administration, Integrations, Integration users)
List contacts numbers of employees
Read
Query the number of employees in the account, a field of pre-registered options type.
Permissions and limits
Account permissions
A Ploomes integration user's User-Key (Administration, Integrations, Integration users)
List contacts origins
Read
Query customer origins, a field of pre-registered options .
Permissions and limits
Account permissions
A Ploomes integration user's User-Key (Administration, Integrations, Integration users)
List contacts products
Read
Query the account's customer products (If the module is available in the account).
Permissions and limits
Account permissions
A Ploomes integration user's User-Key (Administration, Integrations, Integration users)
List contacts relationships
Read
Query customer relations, a field of pre-registered options.
Permissions and limits
Account permissions
A Ploomes integration user's User-Key (Administration, Integrations, Integration users)
List contacts status
Read
Query the available customer status, a field of pre-registered options.
Permissions and limits
Account permissions
A Ploomes integration user's User-Key (Administration, Integrations, Integration users)
List contacts types
Read
Query the customer types
Permissions and limits
Account permissions
A Ploomes integration user's User-Key (Administration, Integrations, Integration users)
List currencies
Read
Query the currency base.
Permissions and limits
Account permissions
A Ploomes integration user's User-Key (Administration, Integrations, Integration users)
List deals
Read
Query the deals base.
Permissions and limits
Account permissions
A Ploomes integration user's User-Key (Administration, Integrations, Integration users)
List deals loss reasons
Read
Query the available loss reasons base.
Permissions and limits
Account permissions
A Ploomes integration user's User-Key (Administration, Integrations, Integration users)
List deals pipelines
Read
Query the deals funnels.
Permissions and limits
Account permissions
A Ploomes integration user's User-Key (Administration, Integrations, Integration users)
List deals stages
Read
Query the stages of the funnel.
Permissions and limits
Account permissions
A Ploomes integration user's User-Key (Administration, Integrations, Integration users)
List deals status
Read
Query the status base of available deals.
Permissions and limits
Account permissions
A Ploomes integration user's User-Key (Administration, Integrations, Integration users)
List departments
Read
Query the account's department base.
Permissions and limits
Account permissions
A Ploomes integration user's User-Key (Administration, Integrations, Integration users)
List document templates
Read
Query the base of templates for quotes, orders and documents.
Permissions and limits
Account permissions
A Ploomes integration user's User-Key (Administration, Integrations, Integration users)
List documents
Read
Query the account documents.
Permissions and limits
Account permissions
A Ploomes integration user's User-Key (Administration, Integrations, Integration users)
List fields
Read
Query the account fields.
Permissions and limits
Account permissions
A Ploomes integration user's User-Key (Administration, Integrations, Integration users)
List fields entities
Read
Query system entities.
Permissions and limits
Account permissions
A Ploomes integration user's User-Key (Administration, Integrations, Integration users)
List fields options tables
Read
Query a table of options (Used in fields like 'pre-registered options').
Permissions and limits
Account permissions
A Ploomes integration user's User-Key (Administration, Integrations, Integration users)
List fields options tables options
Read
Query the options of an option table of a field (Field of pre-registered options).
Permissions and limits
Account permissions
A Ploomes integration user's User-Key (Administration, Integrations, Integration users)
List fields types
Read
Query the field types.
Permissions and limits
Account permissions
A Ploomes integration user's User-Key (Administration, Integrations, Integration users)
List interaction records
Read
Query account interaction records.
Permissions and limits
Account permissions
A Ploomes integration user's User-Key (Administration, Integrations, Integration users)
List operations
Read
Query the base of operations.
Permissions and limits
Account permissions
A Ploomes integration user's User-Key (Administration, Integrations, Integration users)
List orders
Read
Query account orders.
Permissions and limits
Account permissions
A Ploomes integration user's User-Key (Administration, Integrations, Integration users)
List orders stages
Read
Query the order stages The orders stages are available in the web order configuration tab.
Permissions and limits
Account permissions
A Ploomes integration user's User-Key (Administration, Integrations, Integration users)
List phone types
Read
Query the base of phone types.
Permissions and limits
Account permissions
A Ploomes integration user's User-Key (Administration, Integrations, Integration users)
List products
Read
Query the products of the account.
Permissions and limits
Account permissions
A Ploomes integration user's User-Key (Administration, Integrations, Integration users)
List products families
Read
Query the product families of the account.
Permissions and limits
Account permissions
A Ploomes integration user's User-Key (Administration, Integrations, Integration users)
List products groups
Read
Query the account's product groups.
Permissions and limits
Account permissions
A Ploomes integration user's User-Key (Administration, Integrations, Integration users)
List products parts
Read
Query the links (or parts) of the account.
Permissions and limits
Account permissions
A Ploomes integration user's User-Key (Administration, Integrations, Integration users)
List quotes
Read
Query the quotes of the account.
Permissions and limits
Account permissions
A Ploomes integration user's User-Key (Administration, Integrations, Integration users)
List quotes approval status
Read
Query the quote approval status base.
Permissions and limits
Account permissions
A Ploomes integration user's User-Key (Administration, Integrations, Integration users)
List relative dates
Read
Query the relative dates base.
Permissions and limits
Account permissions
A Ploomes integration user's User-Key (Administration, Integrations, Integration users)
List roles
Read
Query the roles of the account.
Permissions and limits
Account permissions
A Ploomes integration user's User-Key (Administration, Integrations, Integration users)
List tags
Read
Query account tags.
Permissions and limits
Account permissions
A Ploomes integration user's User-Key (Administration, Integrations, Integration users)
List tasks
Read
Query the account's tasks.
Permissions and limits
Account permissions
A Ploomes integration user's User-Key (Administration, Integrations, Integration users)
List tasks email reminders
Read
Query the email reminder types for tasks.
Permissions and limits
Account permissions
A Ploomes integration user's User-Key (Administration, Integrations, Integration users)
List tasks repeat interval units
Read
Query the base of task repeat interval units.
Permissions and limits
Account permissions
A Ploomes integration user's User-Key (Administration, Integrations, Integration users)
List tasks types
Read
Query the base of task types.
Permissions and limits
Account permissions
A Ploomes integration user's User-Key (Administration, Integrations, Integration users)
List teams
Read
Query account teams.
Permissions and limits
Account permissions
A Ploomes integration user's User-Key (Administration, Integrations, Integration users)
List users
Read
Query account users.
Permissions and limits
Account permissions
A Ploomes integration user's User-Key (Administration, Integrations, Integration users)
List users profiles
Read
Query user profiles It is recommended to carry out this configuration via the Web, since there are many different options and fields, for this reason the description of the fields was not detailed.
Permissions and limits
Account permissions
A Ploomes integration user's User-Key (Administration, Integrations, Integration users)
List webhooks
Read
Checks the account's webhooks.
Permissions and limits
Account permissions
A Ploomes integration user's User-Key (Administration, Integrations, Integration users)
List webhooks actions
Read
Queries the actions of webhooks.
Permissions and limits
Account permissions
A Ploomes integration user's User-Key (Administration, Integrations, Integration users)
SETUP
Start with a controlled test.
01Connect the intended account
Use the account and permissions required for your process. Review the connection check before configuring a workflow action.
02Review inputs and access
Select a listed operation and map its required inputs. Use test records and add a human approval before writes that need review.
03Confirm the result
Inspect step outputs and confirm the result in Ploomes CRM. A saved workflow is not a completed provider action.
CRM ยท CONNECTION
