Ploomes CRM × AmbactiBring Ploomes CRM into
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Account2 capabilities+
- Get many account records
Retrieve many account records
- Update a account
Update an existing account
City1 capabilities+
- Get many city records
Retrieve many city records
Deal7 capabilities+
- Get many deal records
Retrieve many deal records
- Create a deal
Create a new deal
- Update a deal
Update an existing deal
- Delete a deal
- Win a deal
Mark a deal as won
- Lose a deal
Mark a deal as lost
- Reopen a deal
Reopen a closed deal
Deal Pipeline4 capabilities+
- Get many deal pipeline records
Retrieve many deal pipeline records
- Create a deal pipeline
Create a new deal pipeline
- Update a deal pipeline
Update an existing deal pipeline
- Delete a deal pipeline
Field4 capabilities+
- Get many field records
Retrieve many field records
- Create a field
Create a new field
- Update a field
Update an existing field
- Delete a field
Quote5 capabilities+
- Get many quote records
Retrieve many quote records
- Create a quote
Create a new quote
- Update a quote
Update an existing quote
- Delete a quote
- Review a quote
Submit a quote for review
Task5 capabilities+
- Get many task records
Retrieve many task records
- Create a task
Create a new task
- Update a task
Update an existing task
- Delete a task
- Finish a task
Mark a task as finished
Contact Relationship1 capabilities+
- Get many contact relationship records
Retrieve many contact relationship records
Contact Status1 capabilities+
- Get many contact status records
Retrieve many contact status records
Contact Type1 capabilities+
- Get many contact type records
Retrieve many contact type records
Country1 capabilities+
- Get many country records
Retrieve many country records
Currency1 capabilities+
- Get many currency records
Retrieve many currency records
Deal Loss Reason1 capabilities+
- Get many deal loss reason records
Retrieve many deal loss reason records
Deal Stage1 capabilities+
- Get many deal stage records
Retrieve many deal stage records
Deal Status1 capabilities+
- Get many deal status records
Retrieve many deal status records
Document Template1 capabilities+
- Get many document template records
Retrieve many document template records
Field Entity1 capabilities+
- Get many field entity records
Retrieve many field entity records
Field Type1 capabilities+
- Get many field type records
Retrieve many field type records
Operation1 capabilities+
- Get many operation records
Retrieve many operation records
Phone Type1 capabilities+
- Get many phone type records
Retrieve many phone type records
Quote Approval Status1 capabilities+
- Get many quote approval status records
Retrieve many quote approval status records
Relative Date1 capabilities+
- Get many relative date records
Retrieve many relative date records
State1 capabilities+
- Get many state records
Retrieve many state records
Task Email Reminder1 capabilities+
- Get many task email reminder records
Retrieve many task email reminder records
Task Repeat Interval Unit1 capabilities+
- Get many task repeat interval unit records
Retrieve many task repeat interval unit records
Task Type1 capabilities+
- Get many task type records
Retrieve many task type records
User Profile1 capabilities+
- Get many user profile records
Retrieve many user profile records
Webhook Action1 capabilities+
- Get many webhook action records
Retrieve many webhook action records
Contact4 capabilities+
- Get many contact records
Retrieve many contact records
- Create a contact
Create a new contact
- Update a contact
Update an existing contact
- Delete a contact
Contact Number of Employees4 capabilities+
- Get many contact number of employees records
Retrieve many contact number of employees records
- Create a contact number of employees
Create a new contact number of employees
- Update a contact number of employees
Update an existing contact number of employees
- Delete a contact number of employees
Contact Origin4 capabilities+
- Get many contact origin records
Retrieve many contact origin records
- Create a contact origin
Create a new contact origin
- Update a contact origin
Update an existing contact origin
- Delete a contact origin
Contact Line of Business4 capabilities+
- Get many contact line of business records
Retrieve many contact line of business records
- Create a contact line of business
Create a new contact line of business
- Update a contact line of business
Update an existing contact line of business
- Delete a contact line of business
Contact Product4 capabilities+
- Get many contact product records
Retrieve many contact product records
- Create a contact product
Create a new contact product
- Update a contact product
Update an existing contact product
- Delete a contact product
Department4 capabilities+
- Get many department records
Retrieve many department records
- Create a department
Create a new department
- Update a department
Update an existing department
- Delete a department
Document4 capabilities+
- Get many document records
Retrieve many document records
- Create a document
Create a new document
- Update a document
Update an existing document
- Delete a document
Interaction Record4 capabilities+
- Get many interaction record records
Retrieve many interaction record records
- Create a interaction record
Create a new interaction record
- Update a interaction record
Update an existing interaction record
- Delete a interaction record
Order4 capabilities+
- Get many order records
Retrieve many order records
- Create a order
Create a new order
- Update a order
Update an existing order
- Delete a order
Order Stage4 capabilities+
- Get many order stage records
Retrieve many order stage records
- Create a order stage
Create a new order stage
- Update a order stage
Update an existing order stage
- Delete a order stage
Product4 capabilities+
- Get many product records
Retrieve many product records
- Create a product
Create a new product
- Update a product
Update an existing product
- Delete a product
Product Family4 capabilities+
- Get many product family records
Retrieve many product family records
- Create a product family
Create a new product family
- Update a product family
Update an existing product family
- Delete a product family
Product Group4 capabilities+
- Get many product group records
Retrieve many product group records
- Create a product group
Create a new product group
- Update a product group
Update an existing product group
- Delete a product group
Product Part4 capabilities+
- Get many product part records
Retrieve many product part records
- Create a product part
Create a new product part
- Update a product part
Update an existing product part
- Delete a product part
Tag4 capabilities+
- Get many tag records
Retrieve many tag records
- Create a tag
Create a new tag
- Update a tag
Update an existing tag
- Delete a tag
Team4 capabilities+
- Get many team records
Retrieve many team records
- Create a team
Create a new team
- Update a team
Update an existing team
- Delete a team
Webhook4 capabilities+
- Get many webhook records
Retrieve many webhook records
- Create a webhook
Create a new webhook
- Update a webhook
Update an existing webhook
- Delete a webhook
User3 capabilities+
- Get many user records
Retrieve many user records
- Create a user
Create a new user
- Update a user
Update an existing user
Role2 capabilities+
- Get many role records
Retrieve many role records
- Create a role
Create a new role
Field Options Table2 capabilities+
- Get many field options table records
Retrieve many field options table records
- Create a field options table
Create a new field options table
Field Options Table Option2 capabilities+
- Get many field options table option records
Retrieve many field options table option records
- Create a field options table option
Create a new field options table option
Frequently asked
questions.
What could an Ambacti integration do with Ploomes CRM?
The documented operations include Account: Get many account records; Account: Update a account; City: Get many city records; Deal: Get many deal records.
Could I keep a workflow read-only?
For a read-only workflow, limit account permissions to reading data and exclude actions that create, update, or delete records.
Will every action run automatically?
Choose which steps could run on their own and which should pause for review. Changes should follow the permissions and approval rules you set.
Do I need to review actions in Ploomes CRM?
Decide which work could run on its own and which steps need your review.