Connect Ploomes and Reply

Both apps 45Ploomes 22Reply 23

• 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.

• Trigger
  Inbox Category Set for Reply

  Triggers when an email reply in Reply is given an inbox category, automatically or by a user.

• Trigger
  New Email Opened

  Triggers when a contact opens a tracked email sent from Reply.

• Trigger
  New Emails Sent

  Triggers when Reply sends an email from a sequence step.

• Trigger
  New Link Clicked

  Triggers when a recipient clicks a tracked link in an email sent from Reply.

• Trigger
  New Person Bounce

  Triggers when an email sent from Reply bounces or is rejected by the recipient's mail server.

• Trigger
  New Person Opt Out

  Triggers when a contact opts out of outreach in Reply (unsubscribe link, manual opt-out, or marked Do Not Contact).

• Trigger
  Prospect Finished

  Triggers when a contact's participation in a Reply sequence ends — completed, replied, bounced, opted out, or finished manually.

• Action
  Add contact list

  Creates a new contact list in Reply, optionally shared with your team.

• Action
  Add note to contact

  Adds a note to a contact's timeline in Reply.

• Action
  Add sequence

  Creates a new sequence in Reply with its steps, schedule, sending accounts and settings.

• Action
  Create\Update Person

  Creates a Reply contact, or updates the existing contact with the same email address.

• Action
  Delete contact

  Deletes a contact from your Reply account.

• Action
  Find contacts by criteria

  Returns the contacts that match a search term and/or field rules, optionally scoped to a contact list, sequence or sequence step.

• Action
  Get contact

  Returns one Reply contact by its id, including profile details, owner, opt-out, call and meeting status, stage and custom fields.

• Action
  Get sequence

  Returns one sequence in full: name, status, owner, schedule, settings, connected email and LinkedIn accounts, and its steps.

• Action
  List contact lists

  Returns the contact lists you own plus those shared with your team, optionally filtered by name.

• Action
  List contacts

  Returns your Reply contacts, optionally narrowed to one email address or LinkedIn profile URL.

• Action
  List inbox categories

  Returns the inbox categories you can file conversations under.

• Action
  List Sequence Contacts

  Returns the contacts enrolled in a sequence, with each contact's status, current step, added date, opt-out and call status.

• Action
  List sequences

  Returns the sequences in your Reply account, optionally filtered by status, owner, folder, archive state or name.

• Action
  Mark as Finished

  Marks one or more contacts as finished in every sequence they are in, so they receive no further sequence steps.

• Action
  Remove Person From Campaign

  Removes a contact from a sequence so they stop progressing through it. The contact and their history stay in your Reply account.

• Action
  Send Test Webhook Event

  Sends a test event from an existing Reply webhook subscription to its configured URL.

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