Connect Busybusy and Ploomes

Both apps 55Busybusy 33Ploomes 22

• Trigger
  Certifications: Certification Updated

  Triggers when a certification is created or updated in Busybusy.

• Trigger
  Certifications: New Certification Created

  Triggers when a new certification type is created in Busybusy.

• Trigger
  Employee Created

  Triggers when a new employee (member) is added to your busybusy organization.

• Trigger
  Employee Updated

  Triggers when an employee in busybusy is created or changed.

• Trigger
  Project Created

  Triggers when a new project is created in busybusy.

• Trigger
  Project Updated

  Triggers when a project or subproject is created or changed in Busybusy, including when it is unarchived.

• Action
  Archive Employee

  Archives an employee (member) in busybusy by setting their archived date.

• Action
  Archive Project

  Archives a project in Busybusy by setting its archived date.

• Action
  Certifications: Create Certification

  Creates a certification type in your Busybusy organization that employees can later be certified against.

• Action
  Certifications: Create Employee Certification

  Records that an employee holds a certification, with its issue, renewal and expiry dates.

• Action
  Certifications: Delete Certification

  Deletes a certification from your Busybusy organization by marking it deleted.

• Action
  Certifications: Renew Employee Certification

  Renews an employee's certification record in busybusy by setting a new renewal date and, optionally, a new expiration date.

• Action
  Certifications: Search Certifications

  Searches certifications in Busybusy by name, ID or date filters and returns the matching certifications.

• Action
  Certifications: Update Certification

  Updates an existing certification's name, description, renewal period or documentation settings.

• Action
  Certifications: Update Employee Certification

  Updates an employee's certification record in busybusy, such as its issue, renewal or expiration date or the employee it belongs to.

• Action
  Create Break Entry

  Creates a break on an existing busybusy time entry, with its start time and optional end time.

• Action
  Create Budget

  Creates a cost budget for a busybusy project, optionally scoped to a cost code or piece of equipment.

• Action
  Create Cost Code Group

  Creates a cost code group in busybusy for organizing cost codes.

• Action
  Create Employee

  Creates a new employee (member) in your busybusy organization.

• Action
  Create Equipment

  Creates a piece of equipment in busybusy with its name, model, serial number and tracking options.

• Action
  Create Project

  Creates a new project in busybusy.

• Action
  Create Time Entry

  Creates a time entry (clock-in record) for an employee in busybusy, optionally against a project, cost code and equipment.

• Action
  Search Break Entries

  Returns the break entries that match the filters you supply, such as a time entry, start time or paid status.

• Action
  Search Employee (Single)

  Finds a single employee by ID and returns the first matching employee record.

• Action
  Search Employees (Multiple)

  Returns the employees that match the filters you supply, such as name, username, employee number or group.

• Action
  Search Projects (Multiple)

  Returns all projects matching the given title, parent project, ID or dates.

• Action
  Unarchive Cost Code

  Restores an archived cost code so it is active again.

• Action
  Unarchive Employee

  Restores an archived employee in busybusy so they are active again.

• Action
  Unarchive Project

  Restores an archived project in Busybusy so it is active again.

• Action
  Update Cost Code

  Updates an existing cost code's title, code, unit, group, insurance classes or custom fields.

• Action
  Update Employee

  Updates an existing busybusy employee's name, username, contact details, position, employee number or group.

• Action
  Update Equipment

  Updates an existing piece of equipment in busybusy, changing only the details you fill in.

• Action
  Update Project

  Updates an existing project's name, parent project, or archive date in busybusy.

• 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.