Connect Breezy HR and Ploomes

Both apps 34Breezy HR 12Ploomes 22

• Trigger
  New Candidate

  Triggers when a new candidate is added to the selected position in Breezy HR.

• Trigger
  New Candidate in Stage

  Triggers when a candidate on the chosen position is in the chosen pipeline stage.

• Action
  Add candidate note

  Adds an internal team note to a candidate's activity stream on a position. The note is not visible to the candidate.

• Action
  Add position

  Creates a new position (job opening) in a Breezy HR company and returns the created position.

• Action
  Find candidates by criteria

  Returns candidates across the whole Breezy HR company that match a free-text search on name, email, phone, headline, tags, questionnaire answers, work history, education or position location.

• Action
  Get position

  Returns a single Breezy HR position with its full details, including name, type, state, location, department, description, application form and salary.

• Action
  List candidate activity

  Returns a candidate's activity stream on a position: stage moves, notes, interviews, documents, questionnaires and other events, newest first.

• Action
  List candidates

  Returns the candidates on a Breezy HR position, with each candidate's name, contact details, pipeline stage, source and score.

• Action
  List pipelines

  Returns the hiring pipelines configured for a Breezy HR company, including each pipeline's stages.

• Action
  List positions

  Returns the positions (job openings) in a Breezy HR company, optionally limited to one state such as published or draft.

• Action
  Update candidate stage

  Moves a candidate to a different stage in their position's hiring pipeline and returns the updated candidate.

• Action
  Update position

  Updates an existing Breezy HR position (job requisition). Only the details you fill in are changed; everything else on the position is left as it is.

• Trigger
  New contact

  Triggers when a new contact (person or company) is created in Ploomes.

• Trigger
  New deal

  Triggers when a new deal is created in Ploomes.

• Trigger
  New task

  Triggers when a new task is created in Ploomes.

• Action
  Add contact

  Creates a contact (a person or a company) in Ploomes and returns the new contact record.

• Action
  Add deal

  Creates a deal in Ploomes for a client, with its title, stage, owner, amount and custom field values.

• Action
  Add interaction record

  Creates an interaction record (a note, call or email log) on a Ploomes contact or deal.

• Action
  Add product

  Creates a product in your Ploomes account and returns the new product.

• Action
  Add quote

  Creates a quote (proposal) on a deal in Ploomes from a document template, optionally with product sections and custom field values.

• Action
  Add task

  Creates a task in Ploomes, optionally linked to a contact or deal.

• Action
  Delete contact

  Deletes a contact (person or company) from your Ploomes account.

• Action
  Delete deal

  Deletes a deal from your Ploomes account.

• Action
  Find contacts by criteria

  Returns the Ploomes contacts (people and companies) that match the criteria you give.

• Action
  Find deals by criteria

  Returns the deals that match the criteria you give, such as a title, stage or customer.

• Action
  Find interaction records by criteria

  Returns the interaction records (activity history entries) that match the criteria you give.

• Action
  Find tasks by criteria

  Returns the tasks that match the criteria you specify, such as title, contact or deal.

• Action
  Finish task

  Marks a Ploomes task as finished.

• Action
  Get quote

  Returns a single quote (proposal) by its ID, including its custom field values.

• Action
  Lose deal

  Marks a Ploomes deal as lost with the chosen loss reason and returns the updated deal.

• Action
  Update contact

  Updates an existing Ploomes contact (person or company). Only the fields you fill in are changed.

• Action
  Update deal

  Updates an existing deal in Ploomes. Only the fields you fill in are changed.

• Action
  Update task

  Updates an existing task in Ploomes. Only the fields you fill in are changed.

• Action
  Win deal

  Marks a Ploomes deal as won and returns the updated deal.

No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.