Connect Ploomes to Elastic Security

Both apps 32Ploomes 22Elastic Security 10

• 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.

• Action
  Add case comment

  Adds a user comment, or attaches an alert, to an existing Elastic Security case and returns the updated case.

• Action
  Add detection rule

  Creates a detection rule in Elastic Security (custom query, EQL, ES|QL, threshold, indicator match, new terms, saved query or machine learning).

• Action
  Add exception list item

  Creates an exception item in an existing Elastic Security exception list, so matching events stop producing detection alerts.

• Action
  Delete detection rule

  Deletes a detection rule, identified by its internal id or its stable rule ID, and returns the deleted rule.

• Action
  Find cases

  Searches cases by text in their title or description, optionally narrowed by status, severity, tags, owner, assignee, reporter, category or creation date.

• Action
  Find detection rules

  Finds detection rules in Elastic Security matching a filter, such as by name, tag or enabled state.

• Action
  Get detection rule

  Returns a detection rule's full details, looked up by its internal id or its stable rule_id.

• Action
  Get exception list item

  Returns one exception list item, looked up by its id or its human-readable item ID.

• Action
  Update case

  Updates an existing case's title, description, status, severity, tags, assignees and other fields.

• Action
  Update detection rule

  Updates selected settings of an existing detection rule, leaving any setting you leave blank unchanged. Returns the updated rule.

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