Connect Agendor with Omie ERP

Unlock the superpowers of Agendor + Omie ERP and automate your tasks without having to write a single line of code.

Agendor and Omie ERP
your way

Check out the available triggers and actions in the integration of apps Agendor + Omie ERP and build your automation

Agendor-icon

Deal reaches pipeline stage

When a deal reaches a certain funnel stage on Agendor

Trigger

Information from Agendor that can be used and sent to other apps.

ID

Status

Stage

Ranking

Registration date/time

Registration date (formatted in YYYY-MM-DD)

Registration date (formatted in DD/MM/YY)

Title

Nome do autor

Total amount

Start date

Date of the conclusion

Description

Nome do responsável pelo negócio

Email of the person responsible for the deal

Related products and services

Product name

Product price

Product category

Quantity of each product

Name and quantity of each product

Name, price and quantity of each product

Total quantity of products

Subtotal of products

Name, category and quantity of each product

Endereço de e-mail para o qual você pode enviar uma cópia, para registrar tarefas.

Person: id

Person: name

Person: email

Person: cpf

Person: position

Person: ranking

Person: description

Person: birthday

Person: full birthday in 'day/month/year' format

Person: full birthday in 'year-month-day' format

Person: category

Person: origin

Person: responsible

Person: from which company?

Person: phone

Person: cell phone

Person: fax

Person: extension

Person: radio

Person: whatsapp

Person: facebook

Person: twitter

Person: linkedin

Person: skype

Person: instagram

Person: related products and services

Person: country

Person: neighborhood

Person: street

Person: street number

Person: complement

Person: Zip Code

Person: state

Person: city

Company: id

Company: name

Company: corporate name

Company: email

Company: cnpj

Company: website

Company: ranking

Company: description

Company: category

Company: origin

Company: responsible

Company: sector

Company: phone

Company: cell phone

Company: fax

Company: extension

Company: radio

Company: whatsapp

Company: facebook

Company: twitter

Company: linkedin

Company: skype

Company: instagram

Company: related products and services

Company: country

Company: neighborhood

Company: street

Company: street number

Company: complement

Company: Zip Code

Company: state

Company: city

Company: people from that company

Company: People from that company (name - email - telephone - position)

Company: first name of people in this company

Company: first email of people from this company

Company: first phone number for people in this company

Company: first position of people in this company

Agendor-icon

Lost deal

For each lost deal on Agendor

Trigger

Information from Agendor that can be used and sent to other apps.

Reason for loss

Description of the loss

ID

Status

Stage

Ranking

Registration date/time

Registration date (formatted in YYYY-MM-DD)

Registration date (formatted in DD/MM/YY)

Title

Responsible

Total amount

Start date

Completion/loss date

Description

Email of the person responsible for the deal

Related products and services

Product name

Product price

Product category

Quantity of each product

Name and quantity of each product

Name, price and quantity of each product

Total quantity of products

Subtotal of products

Name, category and quantity of each product

Person: id

Person: name

Person: email

Person: cpf

Person: position

Person: ranking

Person: description

Person: birthday

Person: full birthday in 'day/month/year' format

Person: full birthday in 'year-month-day' format

Person: category

Person: origin

Person: responsible

Person: from which company?

Person: phone

Person: cell phone

Person: fax

Person: extension

Person: radio

Person: whatsapp

Person: facebook

Person: twitter

Person: linkedin

Person: skype

Person: instagram

Person: related products and services

Person: country

Person: neighborhood

Person: street

Person: street number

Person: complement

Person: Zip Code

Person: state

Person: city

Company: id

Company: name

Company: corporate name

Company: email

Company: cnpj

Company: website

Company: ranking

Company: description

Company: category

Company: origin

Company: responsible

Company: sector

Company: phone

Company: cell phone

Company: fax

Company: extension

Company: radio

Company: whatsapp

Company: facebook

Company: twitter

Company: linkedin

Company: skype

Company: instagram

Company: related products and services

Company: country

Company: neighborhood

Company: street

Company: street number

Company: complement

Company: Zip Code

Company: state

Company: city

Company: people from that company

Company: People from that company (name - email - telephone - position)

Company: first name of people in this company

Company: first email of people from this company

Company: first phone number for people in this company

Company: first position of people in this company

Agendor-icon

Created task

When a task is created on Agendor

Trigger

Information from Agendor that can be used and sent to other apps.

Task: ID

Task: Creator

Task: Title

Person: Name

Person: Email

Company: Name

Company: Email

Deal: Title

Task: Due date in format (DD/MM/YYYY - H:M:S)

Task: Due date in format (DD/MM/YYYY)

Task: Due date in format (H:M:S)

Task: Creation date and time

Task: Assigned Users

Deal: Associated metrics

Task: Type

Deal: ID

Deal: Status

Deal: Stage

Deal: Ranking

Deal: Registration date and time

Deal: Registration date (formatted in YYYY-MM-DD)

Deal: Registration date (formatted in DD/MM/YY)

Deal: Title

Deal: Responsible

Deal: Total amount

Deal: Start date

Deal: Completion date

Deal: Description

Deal: Email of the person responsible

Deal: Related products and services

Deal: Products name

Deal: Price of products

Deal: Product categories

Deal: Quantity of each product

Deal: Name and quantity of each product

Deal: Name, price and quantity of each product

Deal: Total quantity of products

Deal: Subtotal of products

Deal: Name, category and quantity of each product

Person: ID

Person: Name

Person: Email

Person: CPF

Person: Position

Person: Ranking

Person: Description

Person: Birthday date

Person: Full birthday 'Day/month/year'

Person: Birthday date in 'year-month-day' format

Person: Category

Person: Origin

Person: Responsible

Person: Company

Person: Phone

Person: Cell phone

Person: Fax

Person: Extension

Person: Radio

Person: Whatsapp

Person: Facebook

Person: Twitter

Person: Linkedin

Person: Skype

Person: Instagram

Person: Related products and services

Person: Country

Person: Neighborhood

Person: Street

Person: Address number

Person: Complement address

Person: Zip Code

Person: State

Person: City

Company: ID

Company: Name

Company: Corporate name

Company: Email

Company: CNPJ

Company: Website

Company: Ranking

Company: Description

Company: Category

Company: Origin

Company: Responsible

Company: Sector

Company: Telephone

Company: Cellular

Company: Fax

Company: Ramal

Company: Radio

Company: Whatsapp

Company: Facebook

Company: Twitter

Company: Linkedin

Company: Skype

Company: Instagram

Company: Related products and services

Company: Country

Company: Neighborhood

Company: Rua

Company: Address number

Company: Address complement

Company: Zip Code

Company: State

Company: City

Company: Related people (name and email)

Company: Related people (name, email, telephone and position)

Company: Name of related people

Company: Email of related people

Company: Telephone number of related people

Company: Position of related people

Omie ERP-icon

Invoiced Sales order

For every billed sales order on Omie ERP

Trigger Premium

Information from Omie ERP that can be used and sent to other apps.

Customer Code

Customer: Full name / Company name

Customer: CNPJ / CPF

Customer: Fantasy Name

Customer: Telephone (DDD)

Customer: Telephone (number)

Customer: Contact name

Address: Public place

Address: Number

Address neighborhood

Full address

Address: State

Address: City

Address: Zip Code

Address: Country Code

Customer: Telephone 2 (DDD)

Customer: Telephone 2 (number)

Customer: Fax (DDD)

Customer: Fax (number)

Customer: Email

Customer: first email

Customer: Comma separated tags

Sales order ID

Sales order number

Expected billing date

Quantity of items

Installment code / Payment terms

Number of installments

Order origin

Products: Code (comma separated)

Products: Sales order description (comma separated)

Products: Code and description (separated by hyphen and comma)

Products: Description and quantity (separated by comma)

Products: Description, price and quantity (separated by hyphen and comma)

Products: CFOP (comma separated)

Products: NCM (comma separated)

Products: merchandise amount (unit amount x quantity, separated by a comma)

Products: Description and quantity (separated by line break)

Products: Code, description and quantity (separated by line break)

Product price table codes (separated by comma)

Total sales order amount

Departments: Codes

Departments: Description of departments

Departments: Percentage of departments

Departments: Amounts two departments

Additional Information: Contact

Additional Information: Additional Invoice Data

Additional Information: Seller Code

Additional Information: Project Code

Additional Information: Customer order number

Seller's name

Carrier ID

Type of shipping

Cost of shipping

Insurance price

Own shipping vehicle

Sales order delivery forecast

Quantity of shipping volumes

Sales order delivery tracking code

Other shipping expenses

PIS amount

PIS ST value

COFINS amount

COFINS ST amount

CSLL amount

Total amount of ICMS

Amount of ICMS ST

INSS amount

IPI amount

IR amount

ISS value

Amount of deductions

Sales observation

Amount of discounts

Amount of goods

Sales contract number

Sales order stage

Billing date

Billing time

NFS-e number of the order separated by a comma

Omie ERP-icon

Accounts payable created

For each accounts payable created in Omie ERP

Trigger

Information from Omie ERP that can be used and sent to other apps.

Customer: Code

Customer: Full Name/Legal Name

Customer: CNPJ/CPF

Customer: Trading Name

Customer: DDD Telephone

Customer: Telephone

Customer: Contact name

Customer: Address - Street

Customer: Address - Number

Customer: Address - Neighborhood

Customer: Address - Additional Information

Customer: Address - State

Customer: Address - City

Customer: Address - CEP

Cliente: Address - Country code

Customer: DDD Telephone 2

Customer: Telephone 2

Customer: DDD Fax

Customer: Fax

Customer: Email

Customer: First email

Customer: Tags (separated by comma)

Accounts payable: Category code

Accounts payable: Integration code

Accounts payable: ID

Accounts payable: Issuance date

Accounts payable: Payment due date

Accounts payable: Due date

ID da conta corrente

Accounts payable: Document number

Accounts payable: Fiscal document number

Accounts payable: Installment number

Accounts payable: Order number

Observations

Accounts payable: COFINS withholding

Accounts payable: CSLL withholding

Accounts payable: IR withholding

Accounts payable: ISS withholding

Accounts payable: PIS withholding

Accounts payable: Payment status

Accounts payable: COFINS value

Accounts payable: CSLL value

Accounts payable: Amount

Accounts payable: INSS amount

Accounts payable: IR amount

Accounts payable: ISS amount

Accounts payable: PIS amount

Departments: ID (separated by comma)

Departments: Descriptions (separated by comma)

Departments: Division percentages (separated by comma)

Departments: Values (separated by comma)

Accounts payable: Total tax amount

Omie ERP-icon

Accounts receivable created

When an accounts receivable is created in Omie ERP

Trigger

Information from Omie ERP that can be used and sent to other apps.

Accounts Receivable: ID

Accounts Receivable: Integration-generated posting code

Contact: Customer/Supplier Code

Contact: Code provided by the integrator

Accounts receivable: Posting amount

Accounts receivable: Category code

Accounts receivable: Current account ID

Accounts receivable: Document number

Accounts receivable: Installment number

Accounts receivable: Document type code

Accounts receivable: Fiscal document number

Accounts receivable: Order number

Accounts receivable: NFE access key

Accounts receivable: Clearance note

Accounts receivable: Compensation slip barcode

Accounts receivable: Check CMC7 code

Data de emissão

Data de emissão (aaaa-mm-dd)

Data de registro

Data de registro (aaaa-mm-dd)

Accounts receivable: Forecast date

Data de previsão (aaaa-mm-dd)

Data de vencimento

Data de vencimento (aaaa-mm-dd)

Accounts receivable: Origin code

Accounts receivable: PIS Value

Accounts receivable: PIS withholding

Accounts receivable: COFINS value

Accounts receivable: COFINS withholding

Accounts receivable: CSLL value

Accounts receivable: CSLL withholding

Accounts receivable: Income tax value

Accounts receivable: Income tax withholding

Accounts receivable: ISS value

Accounts receivable: ISS withholding

Accounts receivable: Posting block (S/N)

Accounts receivable: Status

Accounts receivable: INSS value

Accounts receivable: Salesperson code

Contact: Customer code

Contact: Name/Legal Name

Contact: CNPJ/CPF

Contact: Trade name

Contact: Phone area code

Contact: Telephone

Contact: Name

Address: Street

Address: Number

Address: Neighborhood

Address: Complement

Address: State

Address: City

Address: ZIP Code

Address: Country code

Contact: Telephone code 2

Contact: Phone number 2

Contact: Fax area code

Contact: Fax

Contact: Email

Contact: Primary email

Contact: Tags (comma-separated)

Agendor-icon

Won deal

For each won deal on Agendor

Trigger

Information from Agendor that can be used and sent to other apps.

Earning date

ID

Status

Stage

Ranking

Registration date/time

Registration date (formatted in YYYY-MM-DD)

Registration date (formatted in DD/MM/YY)

Title

Nome do autor

Total amount

Start date

Completion/earning date

Description

Nome do responsável pelo negócio

Email of the person responsible for the deal

Related products and services

Product name

Product price

Product category

Quantity of each product

Name and quantity of each product

Name, price and quantity of each product

Total quantity of products

Subtotal of products

Name, category and quantity of each product

Endereço de e-mail para o qual você pode enviar uma cópia, para registrar tarefas.

Person: id

Person: name

Person: email

Person: cpf

Person: position

Person: ranking

Person: description

Person: birthday

Person: full birthday in 'day/month/year' format

Person: full birthday in 'year-month-day' format

Person: category

Person: origin

Person: responsible

Person: from which company?

Person: phone

Person: cell phone

Person: fax

Person: extension

Person: radio

Person: whatsapp

Person: facebook

Person: twitter

Person: linkedin

Person: skype

Person: instagram

Person: related products and services

Person: country

Person: neighborhood

Person: street

Person: street number

Person: complement

Person: Zip Code

Person: state

Person: city

Company: id

Company: name

Company: corporate name

Company: email

Company: cnpj

Company: website

Company: ranking

Company: description

Company: category

Company: origin

Company: responsible

Company: sector

Company: phone

Company: cell phone

Company: fax

Company: extension

Company: radio

Company: whatsapp

Company: facebook

Company: twitter

Company: linkedin

Company: skype

Company: instagram

Company: related products and services

Company: country

Company: neighborhood

Company: street

Company: street number

Company: complement

Company: Zip Code

Company: state

Company: city

Company: people from that company

Company: People from that company (name - email - telephone - position)

Company: first name of people in this company

Company: first email of people from this company

Company: first phone number for people in this company

Company: first position of people in this company

Pessoa vinculada à empresa: Id

Pessoa vinculada à empresa: Nome

Pessoa vinculada à empresa: E-mail

Pessoa vinculada à empresa: Cpf

Pessoa vinculada à empresa: Cargo

Pessoa vinculada à empresa: Ranking

Pessoa vinculada à empresa: Descrição

Pessoa vinculada à empresa: Data de aniversário

Pessoa vinculada à empresa: Data de aniversário completa no formato 'Dia/mês/ano'

Pessoa vinculada à empresa: Data de aniversário completa no formato 'ano-mês-dia'

Pessoa vinculada à empresa: Categoria

Pessoa vinculada à empresa: Origem

Pessoa vinculada à empresa: Responsável

Pessoa vinculada à empresa: De qual empresa?

Pessoa vinculada à empresa: Telefone

Pessoa vinculada à empresa: Celular

Pessoa vinculada à empresa: Fax

Pessoa vinculada à empresa: Ramal

Pessoa vinculada à empresa: Radio

Pessoa vinculada à empresa: Whatsapp

Pessoa vinculada à empresa: Facebook

Pessoa vinculada à empresa: Twitter

Pessoa vinculada à empresa: Linkedin

Pessoa vinculada à empresa: Skype

Pessoa vinculada à empresa: Instagram

Pessoa vinculada à empresa: Produtos e serviços relacionados

Pessoa vinculada à empresa: País

Pessoa vinculada à empresa: Bairro

Pessoa vinculada à empresa: Rua

Pessoa vinculada à empresa: Nº da rua

Pessoa vinculada à empresa: Complemento

Pessoa vinculada à empresa: Cep

Pessoa vinculada à empresa: Estado

Pessoa vinculada à empresa: Cidade

Agendor-icon

Created person

For each created person on Agendor

Trigger

Information from Agendor that can be used and sent to other apps.

Person: id

Person: name

Person: email

Person: cpf

Person: position

Person: ranking

Person: description

Person: birthday

Person: full birthday in 'day/month/year' format

Person: full birthday in 'year-month-day' format

Person: category

Person: origin

Person: responsible

Company: name

Person: phone

Person: cell phone

Person: fax

Person: extension

Person: radio

Person: whatsapp

Person: facebook

Person: twitter

Person: linkedin

Person: skype

Person: instagram

Person: related products and services

Person: country

Person: neighborhood

Person: street

Person: street number

Person: complement

Person: Zip Code

Person: state

Person: city

Company: id

Company: name

Company: corporate name

Company: email

Company: cnpj

Company: website

Company: ranking

Company: description

Company: category

Company: origin

Company: responsible

Company: sector

Company: phone

Company: cell phone

Company: fax

Company: extension

Company: radio

Company: whatsapp

Company: facebook

Company: twitter

Company: linkedin

Company: skype

Company: instagram

Company: related products and services

Company: country

Company: neighborhood

Company: street

Company: street number

Company: complement

Company: Zip Code

Company: state

Company: city

Company: People from that company (name - email)

Company: People from that company (name - email - telephone - position)

Company: First name of the people in this company

Company: First email of people from this company

Company: First phone number for people from this company

Company: First position of people in this company

Omie ERP-icon

Created customer or supplier

When a customer/supplier is created on Omie ERP

Trigger

Information from Omie ERP that can be used and sent to other apps.

Customer code - generated by Omie

Integration code

Customer's full name/deal name

CNPJ / CPF of the customer

Customer's trade name

Telephone (DDD)

Telephone number)

Contact name

Address: Public place

Address: Number

Address neighborhood

Full address

Address: State

Address: City

Address: Zip Code

Address: Country Code

Telephone 2 (DDD)

Telephone 2 (number)

Fax (DDD)

Fax (number)

E-mail

WebSite

State registration

Municipal registration

Suframa Registration

Applicant for Simples Nacional

Activity Type

CNAE Code - Tax

Rural Producer

Taxpayer

Internal Observation

Customer or Supplier Tags

Physical person

Total Credit Limit Amount

Block billing for the customer

Customer Recommendations: Email to Invoice

Customer recommendations: Generate Bank slip

Customer recommendations: Number of installments

Customer Recommendations: Seller Code

NIF - Tax Identification Number

Customer is inactive

Banking Details: Bank

Bank Details: Agency

Banking Details: Current account

Banking Data: CNPJ or CPF of the holder

Banking Details: Name of the account holder

Delivery Address: CNPJ / CPF of the Receiver

Delivery Address: Company Name

Delivery Address: Public Place

Delivery Address: Number

Delivery Address: Complement

Delivery Address: Neighborhood

Delivery Address: Zip Code

Delivery Address: UF

Delivery Address: City

Delivery Address: Telephone

Omie ERP-icon

Created sales order

For each created sales order on Omie ERP

Trigger

Information from Omie ERP that can be used and sent to other apps.

Customer Code

Customer: Full name / Company name

Customer: CNPJ / CPF

Customer: Fantasy Name

Customer: DDD Telephone

Customer: Contact Phone

Customer: Contact name

Address: Public place

Address: Number

Address neighborhood

Full address

Address: State

Address: City

Address: Zip Code

Address: Country Code

Customer: DDD Telephone 2

Customer: Phone 2

Customer: DDD Fax

Customer: Fax

Customer: Email

Customer: first email

Customer: Comma separated tags

Sales order ID

Sales order number

Expected billing date

Quantity of items

Installment code / Payment terms

Number of installments

Order origin

Products: Code (comma separated)

Products: Sales order description (comma separated)

Products: Code and description (separated by hyphen and comma)

Products: Description and quantity (separated by comma)

Products: Description, price and quantity (separated by hyphen and comma)

Products: CFOP (comma separated)

Products: NCM (comma separated)

Products: merchandise amount (unit amount x quantity, separated by a comma)

Products: Description and quantity (separated by line break)

Products: Code, description and quantity (separated by line break)

Product price table codes

Total sales order amount

Departments: Codes

Departments: Description of departments

Departments: Percentage of departments

Departments: Amounts two departments

Additional Information: Contact

Additional Information: Additional Invoice Data

Additional Information: Seller Code

Additional Information: Project Code

Additional Information: Customer order number

Seller's name

Carrier ID

Type of shipping

Cost of shipping

Insurance price

Own shipping vehicle

Sales order delivery forecast

Quantity of shipping volumes

Sales order delivery tracking code

Other shipping expenses

PIS amount

PIS ST value

COFINS amount

COFINS ST amount

CSLL amount

Total amount of ICMS

Amount of ICMS ST

INSS amount

IPI amount

IR amount

ISS value

Amount of deductions

Sales observation

Amount of discounts

Amount of goods

Sales contract number

Sales order stage

Omie ERP-icon

Sales order moved to a specific stage

When a sales order is moved to a specific stage in the Omie ERP

Trigger Premium

Information from Omie ERP that can be used and sent to other apps.

Customer: Code

Customer Full name/Company Name

Customer: CNPJ/CPF

Customer: Trade Name

Customer: Area Code

Customer: Telephone

Customer: Name

Customer: Address - Street

Customer: Address - Number

Customer: Address - Neighborhood

Customer: Address - Complement

Customer: Address - State

Customer: Address - City

Customer: Address - CEP

Customer: Address - Country code

Customer: Area code telephone 2

Customer: Telephone 2

Customer: Area code fax

Customer: Fax

Customer: Email

Customer: Primeiro e-mail

Customer: Tags (separated by comma)

Order: ID

Order: Number

Order: Estimated billing date

Order: Quantity of items

Order: Payment terms

Order: Number of installments

Order: Origin

Products: Code (separated by comma)

Order: Description (separated by comma)

Product: Code and description (separated by hyphen and comma)

Product: Description and quantity (separated by comma)

Product: Description, price and quantity (separated by hyphen and comma)

Product: CFOP (separated by comma)

Product: NCM (separated by comma)

Product: Value (unit value x quantity, separated by comma)

Product: Description and quantity (separated by line break)

Product: Code, description, and quantity (separated by line break)

Product: Price table codes

Order: Total value

Departments: Codes

Departments: Description

Departments: Percentage

Departments: Values

Additional information: Contact

Additional information: Additional invoice data

Additional Information: Salesperson code

Additional Information: Project code

Additional Information: Order number

Order: Salesperson name

Shipping: Carrier ID

Shipping: Type

Shipping: Value

Shipping: Insurance value

Shipping: Own vehicle

Shipping: Estimated delivery date of the order

Shipping: Quantity of packages

Shipping: Tracking code of the order delivery

Shipping: Other expenses

Taxes: Valor do PIS

Taxes: PIS ST value

Taxes: COFINS value

Taxes: COFINS ST value

Taxes: CSLL value

Taxes: Total ICMS value

Taxes: ICMS ST value

Taxes: INSS value

Taxes: IPI value

Taxes: Income tax value

Taxes: ISS value

Taxes: Deductions value

Order: Sales note

Order: Discount value

Order: Goods value

Order: Sales contract number

Order: Sales order stage

Date on which the sale was moved

Time at which the sale was moved

Agendor-icon

Created deal

For each added deal on Agendor

Trigger

Information from Agendor that can be used and sent to other apps.

ID

Status

Stage

Ranking

Registration date/time

Registration date (formatted in YYYY-MM-DD)

Registration date (formatted in DD/MM/YY)

Title

Responsible

Total amount

Start date

Date of the conclusion

Description

Email of the person responsible for the deal

Related products and services

Product name

Product price

Product category

Quantity of each product

Name and quantity of each product

Name, price and quantity of each product

Total quantity of products

Subtotal of products

Name, category and quantity of each product

Person: id

Person: name

Person: email

Person: cpf

Person: position

Person: ranking

Person: description

Person: birthday

Person: full birthday in 'day/month/year' format

Person: full birthday in 'year-month-day' format

Person: category

Person: origin

Person: responsible

Person: from which company?

Person: phone

Person: cell phone

Person: fax

Person: extension

Person: radio

Person: whatsapp

Person: facebook

Person: twitter

Person: linkedin

Person: skype

Person: instagram

Person: related products and services

Person: country

Person: neighborhood

Person: street

Person: street number

Person: complement

Person: Zip Code

Person: state

Person: city

Company: id

Company: name

Company: corporate name

Company: email

Company: cnpj

Company: website

Company: ranking

Company: description

Company: category

Company: origin

Company: responsible

Company: sector

Company: phone

Company: cell phone

Company: fax

Company: extension

Company: radio

Company: whatsapp

Company: facebook

Company: twitter

Company: linkedin

Company: skype

Company: instagram

Company: related products and services

Company: country

Company: neighborhood

Company: street

Company: street number

Company: complement

Company: Zip Code

Company: state

Company: city

Company: people from that company

Company: People from that company (name - email - telephone - position)

Company: first name of people in this company

Company: first email of people from this company

Company: first phone number for people in this company

Company: first position of people in this company

Agendor-icon

Created company

For each created company on Agendor

Trigger

Information from Agendor that can be used and sent to other apps.

Company: id

Company: name

Company: corporate name

Company: email

Company: cnpj

Company: website

Company: ranking

Company: description

Company: category

Company: lead source

Company: responsible

Company: sector

Company: phone

Company: cell phone

Company: fax

Company: extension

Company: radio

Company: whatsapp

Company: facebook

Company: twitter

Company: linkedin

Company: skype

Company: instagram

Company: related products and services

Company: country

Company: neighborhood

Company: street

Company: street number

Company: complement

Company: Zip Code

Company: state

Company: city

Company: people from that company (name - email)

Company: people from that company (name - email - telephone - position)

Company: first name of people in this company

Company: first email of people from this company

Company: first phone number for people in this company

Company: first position of people in this company

Omie ERP-icon

Invoiced Service order

For every billed service order on Omie ERP

Trigger Premium

Information from Omie ERP that can be used and sent to other apps.

Service Order Code

Service Order Number

Service Order Amount

Forecast Date

Seller Code

Seller's name

Number of installments

Service Order Inclusion Date

Time of inclusion of the Service Order

Additional Information: Category Code

Current Account Code

Additional Information: Contact

Additional Information: Additional Invoice Data

Additional Information: Work Code

Additional Information: ART Code

Additional Information: Project Code

Additional Information: City of Service Provision

Additional Information: Receipt Number generated

Customer Order Number

Service order observations

Departments: Codes

Departments: Description of departments

Departments: Percentage of departments

Departments: Amounts two departments

Number of Service NFS-e separated by comma

Description of Services separated by comma

Description and quantity of services separated by commas

Description and unit amount of services separated by commas

Description, unit amount and quantity of services separated by commas

Description and amount of Other Retentions for services separated by commas

Description and amount of surcharges and service fees separated by commas

Due date of installments in the format - 'installment nº: due date'. Separated by comma

Due date of installments separated by comma

Customer Code

Customer: Full name / Company name

Customer: CNPJ / CPF

Customer: Fantasy Name

Customer: Telephone (DDD)

Customer: Telephone (number)

Customer: Contact name

Address: Public place

Address: Number

Address neighborhood

Full address

Address: State

Address: City

Address: Zip Code

Address: Country Code

Customer: Telephone 2 (DDD)

Customer: Telephone 2 (number)

Customer: Fax (DDD)

Customer: Fax (number)

Customer: Email

Customer: first email

Customer: Comma separated tags

Billing Date

Billing Time

Additional Information: RPS Date

Omie ERP-icon

Issued invoice

For each issued invoice on Omie ERP

Trigger

Information from Omie ERP that can be used and sent to other apps.

Customer: Customer Code

Customer: Full name / Company name

Customer: CNPJ / CPF

Customer: Fantasy Name

Customer: DDD Telephone

Customer: Contact Phone

Customer: Contact name

Customer: Address - Street

Customer: Address - Number

Customer: Address - Neighborhood

Customer: Address - Complement

Customer: Address - State

Customer: Address - City

Customer: Address - Zip Code

Customer: Address - Country Code

Customer: DDD Telephone 2

Customer: Phone 2

Customer: DDD Fax

Customer: Fax

Customer: All emails

Customer: first email

Customer: Comma separated tags

Invoice ID

Invoice issuance date

Invoice issuance date formatted in dd/mm/yyyy

Product invoice: Sales order ID

Product invoice: Sales order number

Product invoice: Estimated billing date

Product invoice: Quantity of items

Product invoice: Installment code / Payment terms

Product invoice: Number of installments

Product invoice: Origin of order

Product invoice: Products: Code (separated by comma)

Product invoice: Products: Sales order description (separated by comma)

Product invoice: Products: Code and description (separated by hyphen and comma)

Product invoice: Products: Description and quantity (separated by comma)

Product invoice: Products: Description, price and quantity (separated by hyphen and comma)

Product invoice: Products: CFOP (separated by comma)

Product invoice: Products: NCM (separated by comma)

Product invoice: Products: merchandise amount (unit amount x quantity, separated by comma)

Product invoice: Products: Description and quantity (separated by line break)

Product invoice: Products: Code, description and quantity (separated by line break)

Product invoice: Product price table codes

Product invoice: Total amount of the sales order

Product invoice: Departments: Codes

Product invoice: Departments: Description of departments

Product invoice: Departments: Percentage of departments

Product invoice: Departments: Department amounts

Product invoice: Additional Information: Contact

Product invoice: Additional Information: Additional Invoice Data

Product invoice: Additional Information: Seller Code

Product invoice: Additional Information: Project Code

Product invoice: Additional Information: Customer order number

Product invoice: Seller’s name

Product invoice: Carrier ID

Product invoice: Shipping type

Product invoice: Shipping cost

Product invoice: Insurance amount

Product invoice: Own vehicle shipping

Product invoice: Sales order delivery forecast

Product invoice: Quantity of shipping volumes

Product invoice: Sales order delivery tracking code

Product invoice: Other shipping expenses

Product invoice: PIS amount

Product invoice: PIS ST amount

Product invoice: COFINS amount

Product invoice: COFINS ST amount

Product invoice: CSLL amount

Product invoice: Total ICMS amount

Product invoice: Amount of ICMS ST

Product invoice: INSS amount

Product invoice: IPI amount

Product invoice: IR amount

Product invoice: ISS amount

Product invoice: Amount of deductions

Product invoice: Sales note

Product invoice: Amount of discounts

Product invoice: Amount of goods

Product invoice: Invoice number

Product invoice: Invoice key

Invoice product: Danfe invoice

Product invoice: Tax invoice XML

Service invoice: Service Order Code

Service invoice: Service Order Number

Service invoice: Service Order Amount

Service invoice: Expected date

Service invoice: Seller Code

Service invoice: Seller's name

Service invoice: Number of Installments

Service invoice: Service Order Inclusion Date

Service invoice: Time of inclusion of the Service Order

Service invoice: Additional Information: Category Code

Service invoice: Current Account Code

Service invoice: Additional information: Contact

Service invoice: Additional Information: Additional Invoice Data

Service invoice: Additional Information: Work Code

Service invoice: Additional Information: ART Code

Service invoice: Additional Information: Project Code

Service invoice: Additional Information: City of Service Provision

Service invoice: Additional Information: Receipt Number generated

Service invoice: Customer Order Number

Service invoice: Service order observations

Service invoice: Departments: Codes

Service invoice: Departments: Description of departments

Service invoice: Departments: Percentage of departments

Service invoice: Departments: Department amounts

Service invoice: Number of Service NFS-e separated by comma

Service invoice: Description of Services separated by comma

Service invoice: Description and quantity of services separated by commas

Service invoice: Description and unit amount of services separated by commas

Service invoice: Description, unit amount and quantity of services separated by commas

Service invoice: Description and amount of Other Retentions for services separated by commas

Service invoice: Description and amount of surcharges and service fees separated by commas

Service invoice: Due date of installments in the format - 'installment no: due date'. Separated by comma

Service invoice: Due date of installments separated by comma

Service invoice: Invoice verification code

Service invoice: Invoice number

Service invoice: Tax invoice XML

Omie ERP-icon

Service order created

For each service order created in Omie ERP

Trigger Premium

Information from Omie ERP that can be used and sent to other apps.

Service order: Code

Service order: Number

Service order: Value

Service order: Forecasted Date

Service order: Salesperson code

Service order: Salesperson name

Service order: Number of installments

Service order: Inclusion date

Service order: Inclusion time

Additional information: Category code

Additional information: Checking account

Informações Adicionais: Contato

Additional information: Additional data of the invoice

Additional information: Work code

Additional information: ART code

Additional information: Project code

Additional information: City of service provision

Additional information: Generated receipt number

Service order: Customer order number

Service order: Observations

Departments: Codes

Departments: Description

Departments: Distribution percentage

Departments: Values

Service order: NFS-e and service numbers (separated by comma)

Service: Descriptions (separated by comma)

Service: Description and quantity (separated by comma)

Service: Description and unit price (separated by comma)

Service: Description, unit price, and quantity (separated by comma)

Descrição e valor de Outras Retenções dos serviços separados por vírgula

Service: Description and value of surcharges and fees (separated by comma)

Códigos municipais dos serviços separados por vírgula

Installments: Due date (in the format 'installment number: due date', separated by comma)

Installments: Due dates (separated by commas)

Customer: Code

Customer: Name/Legal Entity Name

Customer: CNPJ/CPF

Customer: Trade name

Customer: Phone area code

Customer: Telephone

Customer: Name

Customer: Street

Customer: Address number

Customer: Neighborhood

Customer: Address complement

Customer: State

Customer: City

Customer: Zip code

Customer: Country code

Customer: Phone area code 2

Customer: Telephone 2

Customer: Fax area code

Customer: Fax

Customer: Email

Customer: First email

Customer: Tags (separated by comma)

Cliente: Website

Agendor-icon

Add or update deal

add/update a deal on Agendor

Action

Fields in Agendor that can receive information from other apps.

Distribute new deal

Select sellers

Email of the Responsible

Title Required

Contact type Required

Deal status

Description

Start date

Date of the conclusion

Ranking

Amount

Deal: product/service

Negócio: valor unitário do produto/serviço

Negócio: quantidade do produto/serviço

Negócio: código do produto/serviço

Negócio: desconto do produto/serviço

Visible to all users?

Update person based on

Person: name

Person: cpf

Person: ranking

Person: description

Person: birthday

Person: email

Person: phone

Person: cell phone

Person: fax

Person: whatsapp

Person: facebook

Person: twitter

Person: instagram

Person: linkedin

Person: skype

Person: cep

Person: country

Person: neighborhood

Person: state

Person: street

Person: street number

Person: complement

Person: city

Person: origin

Person: category

Person: product/service

Company: name

Company: corporate name

Company: cnpj

Company: ranking

Company: description

Company: email

Company: phone

Company: cell phone

Company: fax

Company: whatsapp

Company: facebook

Company: twitter

Company: instagram

Company: linkedin

Company: skype

Company: cep

Company: country

Company: neighborhood

Company: state

Company: street

Company: street number

Company: complement

Company: city

Company: origin

Company: category

Company: sector

Company: product/service

Task title

Person responsible for the created task

Task due date

Task type

Omie ERP-icon

Create account payable

create an account payable on Omie ERP

Action

Fields in Omie ERP that can receive information from other apps.

Update customer data

Update customer based on

Payee/Supplier: CNPJ / CPF

Payee/Supplier: Full name or Company name Required

Payee/Supplier: Trade name / Short name Required

Due date Required

Account amount Required

Category selection mode

Category

Category

Create category as a sub-category of:

Category notes

P&L account

Payment forecast

Bank account selection mode

Current account

Bank account name

Automatically mark document as paid

Payee/Supplier: Telephone area code

Payee/Supplier: Telephone Number

Favorecido/Fornecedor: DDD do Telefone 2

Favorecido/Fornecedor: Número do Telefone 2

Payee/Supplier: Email

Payee/Supplier: Contact name

Cliente: Observação Interna

Cliente: Observação Detalhada

Address format

Address: Public place

Address: Number

Full address

Address neighborhood

Address: Country

Address: UF

Address: City

Address: Zip Code

Favorecido/Fornecedor: Tags

Customer Bank Code

Customer Bank Branch

Customer Bank Checking Account

Document of the Customer's Bank Account Holder (CPF/CNPJ)

Name of Customer's Bank Account Holder

Customer: Send attachments by e-mail

Details: Invoice

Details: Issue date

Details: Registration date

Seleção de informações de Integração Bancária e CNAB

Payment method

Payment method

Boleto bar code

Interest rate

Fine

Purpose of the transfer

Purpose of the transfer

Pix key or QR Code

Bank code

Bank agency number

Bank account number

Account holder's CPF/CNPJ

Account holder's name

Project selection mode

Details: Project

Project

Details: Observations

Department selection mode

Department

Departamento

Create department as a sub-department of:

Withheld taxes: PIS amount

Taxes withheld: Withhold the PIS Amount

Taxes withheld: CSLL Amount

Taxes withheld: Withhold the CSLL Amount

Taxes withheld: ISS Amount

Taxes withheld: Withhold the ISS Amount

Withheld taxes: COFINS amount

Taxes withheld: Withhold the COFINS Amount

Taxes withheld: IR Amount

Taxes withheld: Withhold the IR Amount

Taxes withheld: INSS Amount

Taxes withheld: Withhold the INSS Amount

Miscellaneous: Order number

Miscellaneous: Document type

Miscellaneous: Document number

Miscellaneous: NF-e Key

Miscellaneous: Barcode

Miscellaneous: Salesperson

Omie ERP-icon

Create sales order (single item)

create a sales order on Omie ERP

Action Premium

Fields in Omie ERP that can receive information from other apps.

Update customer data

Update customer based on

Customer: Full name or Company name Required

Customer: Trade name / Short name Required

Address: UF Required

Customer: CNPJ / CPF

Sales forecast Required

Stage

Product: Description Required

Product: Quantity Required

Product: Unit amount Required

Product: Code

Bank account selection mode

Additional information: Current Account

Bank account name

Additional information: Category Required

Installment period

Number of installments

Gap between installments

Installments: Document type

Installments: Payment method

Tax Scenario

Customer: Telephone (DDD)

Customer: Telephone (number)

Customer: Phone 2 area code

Customer: Phone Number 2

Customer: Email

State registration

Customer: Contact name

Customer: Internal Observation

Customer: Detailed Observation

Address format

Address: Public place

Address: Number

Full address

Address neighborhood

Address: Country

Address: City

Address: Zip Code

Delivery Address: CNPJ / CPF of the Receiver

Delivery Address: Company Name

Delivery Address: Public Place

Delivery Address: Number

Delivery Address: Complement

Delivery Address: Neighborhood

Delivery Address: Zip Code

Delivery Address: UF

Delivery Address: City

Delivery Address: Telephone

Customer: Tags

Total Credit Limit Amount

Customer Bank Code

Customer Bank Branch

Customer Bank Checking Account

Document of the Customer's Bank Account Holder (CPF/CNPJ)

Name of Customer's Bank Account Holder

Customer: Send attachments by e-mail

Product: Discount Type

Product: Discount Amount

Product: Generate account receivable for the sale proceeds?

Shipping: Corporate Name Carrier

Shipping: Carrier's CNPJ

Shipping: Shipping type

Shipping: Vehicle plate

Shipping: UF of the vehicle

Shipping: RNTRC (ANTT)

Shipping: Number of volumes

Shipping: Type of volumes

Shipping: Brand of volumes

Shipping: Volume numbering

Shipping: Net weight

Shipping: Gross weight (kg)

Shipping: Shipping cost

Shipping: Insurance amount

Shipping: Seal number

Shipping: Other incidental expenses

Shipping: Delivery forecast

Shipping: Tracking code

Shipping: Transport carried out by own vehicle

Seller selection

Seller

Seller: Email

Additional information: Customer order number

Additional information: Sales contract number

Additional information: Contact

Additional information: Project

Additional information: Additional data for the Invoice

Additional information: Invoice for Final Consumption

Additional information: Email to send the bank slip, DANFE and NF-e XML

Send bank slip, DANFE and NF-e

Operation Presence Indicator.

Intermediary Indicator.

CNPJ of the Intermediary.

Identification at the Intermediary.

The customer is foreign, but in fact it is not an export

Boarding location (or border crossing)

State of Boarding Location

Dispatch Location

Sales notes (not displayed on the invoice)

Fuel Product: ANP Product Code

Fuel Product: Product Description according to ANP

Fuel Product: CODIF Registration

Fuel Product: % of LPG Derived from Petroleum

Fuel Product: % of National Natural Gas

Fuel Product: % of Imported Natural Gas

Fuel Product: Starting Amount

Fuel Product: Quantity Billed at Ambient Temperature

Fuel Product: Consumption UF

Fuel Product: CIDE Calculation Base (in quantity)

Fuel Product: Aliq Amount. in Reais from CIDE

Fuel Product: CIDE Amount

Fuel Product: Calculation Base of the Sender UF (ICMS Transfer)

Fuel Product: Amount of the Sender UF (ICMS Transfer)

Fuel Product: Calculation Base of the UF Destination (ICMS Transfer)

Fuel Product: Amount of Destination UF (ICMS Transfer)

Department

Agendor-icon

Create or update contact

create or update a contact on Agendor

Action

Fields in Agendor that can receive information from other apps.

Distribuir novos contatos

Selecionar vendedores

Select the person responsible

Update person based on

Person: name Required

Person: email

Person: phone

Person: cell phone

Person: cpf

Person: position

Person: description

Person: birthday

Person: category

Person: origin

Person: product/service

Person: ranking

Company: name

Company: corporate name

Company: cnpj

Company: ranking

Company: description

Company: email

Company: phone

Company: cell phone

Company: category

Company: origin

Company: sector

Company: product/service

Person: cep

Person: country

Person: neighborhood

Person: state

Person: street

Person: street number

Person: complement

Person: city

Company: cep

Company: country

Company: neighborhood

Company: state

Company: street

Company: street number

Company: complement

Company: city

Person: fax

Person: whatsapp

Person: facebook

Person: twitter

Person: instagram

Person: linkedin

Person: skype

Company: fax

Company: whatsapp

Company: facebook

Company: twitter

Company: instagram

Company: linkedin

Company: skype

Omie ERP-icon

Create account receivable

create an account receivable on Omie ERP

Action

Fields in Omie ERP that can receive information from other apps.

Update customer data

Update customer based on

Customer: CNPJ / CPF

Customer: Full name or Company name Required

Customer: Trade name / Short name Required

Due date Required

Account amount Required

Download document automatically

Data do recebimento recebimento

Account discount

Account interest

Account fines

Category selection mode

Category

Category

Create category as a sub-category of:

Category notes

P&L account

Receipt forecast

Bank account selection mode

Checking account

Bank account name

Customer: Telephone (DDD)

Customer: Telephone (number)

Customer: Phone 2 area code

Customer: Phone Number 2

Customer: Email

Customer: Contact name

Customer: Internal Observation

Customer: Detailed Observation

Address format

Address: Public place

Address: Number

Full address

Address neighborhood

Address: Country

Address: UF

Address: City

Address: Zip Code

Customer Bank Code

Customer Bank Branch

Customer Bank Checking Account

Document of the Customer's Bank Account Holder (CPF/CNPJ)

Name of Customer's Bank Account Holder

Customer: Tags

Customer: Send attachments by e-mail

Details: Invoice

Details: Issue date

Project selection mode

Details: Project

Project

Details: Seller

Details: Observations

Department selection mode

Department

Departamento

Create department as a sub-department of:

Repeat bill as installments

Day of the month to create installments

Day of the week to create installments

Days between installments

Number of installments

Withheld taxes: PIS amount

Taxes withheld: Withhold the PIS Amount

Taxes withheld: CSLL Amount

Taxes withheld: Withhold the CSLL Amount

Taxes withheld: ISS Amount

Taxes withheld: Withhold the ISS Amount

Withheld taxes: COFINS amount

Taxes withheld: Withhold the COFINS Amount

Taxes withheld: IR Amount

Taxes withheld: Withhold the IR Amount

Taxes withheld: INSS Amount

Taxes withheld: Withhold the INSS Amount

Miscellaneous: Order number

Miscellaneous: Document type

Miscellaneous: Document number

Miscellaneous: NSU/TID

Miscellaneous: Barcode

Miscellaneous: Registration date

Miscellaneous: NF-e Key

Omie ERP-icon

Create contract (single item)

create a new contract on Omie ERP

Action Premium

Fields in Omie ERP that can receive information from other apps.

Update customer data

Update customer based on

Customer: Full name or Company name Required

Customer: Trade name / Short name Required

Customer: CNPJ / CPF

Auto generate contract number?

Contract: Contract number

Contract: Initial term of the services contract Required

Contract: Final term of the service contract Required

Contract: Contract billing type

Contract: Billing day Required

Situação do contrato

Service: Service Code

Service: Full description of the service provided Required

Service: Number of services Required

Service: Unit amount of the service Required

Service: Discount type

Service: Discount amount

Withhold ISS?

Additional information: Category Required

Additional information: City of Service Provision Required

Additional information: UF of Service Provision Required

Department selection mode

Departamento

Departamento

Create department as a sub-department of:

Additional information: Work code

Additional information: ART Code

Additional information: Project

Additional information: Current Account Required

Additional information: Contact Name

Email to customer: Email addresses Required

Due date and NFS-e Texts: Due date type Required

Due date and NFS-e Texts: Number of days to maturity

Due date and NFS-e Texts: Fixed due date

Additional information: Selection of sellers

Additional information: Seller

Seller: Email

Due date and NFS-e Texts: Will due date only occur in the following month?

Due date and NFS-e Texts: Anticipate or postpone Saturdays, Sundays and holidays?

Due date and NFS-e Texts: Add 'Contract Number' to the description of services in NFS-e

NFS-e due date and Texts: Add the installment due date to the description of services in the NFS-e?

Due date and NFS-e Texts: Reference period

Due date and NFS-e Texts: Add the reference period associated with billing?

Starting day of the billing period

End day of the billing period

Send a service receipt (instead of NFS-e)

Email to the customer: Send the NFS-e link generated at City Hall?

Notes: Contract notes

Notes: Additional data for the Invoice

Email to the customer: Send the bank slip(s) or PIX(es) of billing?

Billing and Forecasts: Generate account receivable for this item?

Customer: Telephone area code

Customer: Phone Number

Customer: Phone 2 area code

Customer: Phone Number 2

Customer: Email

Customer: Contact name

Customer: Internal Observation

Customer: Detailed Observation

Address format

Address: Public place

Address: Number

Full address

Address neighborhood

Address: Country

Address: UF

Address: City

Address: Zip Code

Customer Bank Code

Customer Bank Branch

Customer Bank Checking Account

Document of the Customer's Bank Account Holder (CPF/CNPJ)

Name of Customer's Bank Account Holder

Customer: Tags

Customer: Send attachments by e-mail

Omie ERP-icon

Create or update customer

create or update a customer on Omie ERP

Action

Fields in Omie ERP that can receive information from other apps.

Update customer data

Update customer based on

Full name / Company name Required

CNPJ / CPF

Customer Type

Telephone (DDD)

Telephone number)

Telephone 2 (DDD)

Telephone 2 (number)

Email

Contact name

Trade name / Short name Required

Address format

Address: Public place

Address: Number

Full address

Address neighborhood

Address: Country

Address: UF

Address: City

Address: Zip Code

Telephone 2 (DDD)

Telephone 2 (number)

Fax (DDD)

Fax (number)

Web site

State registration

Municipal registration

Suframa Registration

Applicant for Simples Nacional

Type of Activity

Rural producer

Taxpayer

Internal Observation

Detailed Observation

Tags

Total Credit Limit Amount

Delivery Address: CNPJ / CPF of the Receiver

Delivery Address: Company Name

Delivery Address: Public Place

Delivery Address: Number

Delivery Address: Complement

Delivery Address: Neighborhood

Delivery cost: Zip Code

Delivery Address: UF

Delivery Address: City

Delivery Address: Telephone

Recommendations: Email for invoice

Customer Bank Code

Customer Bank Branch

Customer Bank Checking Account

Document of the Customer's Bank Account Holder (CPF/CNPJ)

Name of Customer's Bank Account Holder

Default Salesperson selection

Default salesperson

Customer: Send attachments by e-mail

Salesperson: Email

Omie ERP-icon

Create service order

create a service order on Omie ERP

Action

Fields in Omie ERP that can receive information from other apps.

Update customer data

Update customer based on

Customer: Full name or Company name Required

Customer: Trade name / Short name Required

Customer: CNPJ / CPF

Sales forecast Required

Stage

Service: Brief description Required

Service: Quantity Required

Service: Unit amount Required

Bank account selection mode

Additional information: Current Account

Bank account name

Categoria selection mode

Additional information: Category

Category

Create category as a sub-category of:

Category notes

P&L account

Additional information: UF Service Provision Required

Additional information: City Service Provision Required

Installment period

Number of installments

Gap between installments

Department selection mode

Department

Departamento

Create department as a sub-department of:

Service: Service Code

Seller selection

Seller

Seller: Email

Customer: Telephone (DDD)

Customer: Telephone (number)

Customer: Phone 2 area code

Customer: Phone Number 2

Customer: Email

Customer: Contact name

Customer: Internal Observation

Customer: Detailed Observation

Address format

Address: Public place

Address: Number

Full address

Address neighborhood

Address: Country

Address: UF

Address: City

Address: Zip Code

Inscrição Estadual

Inscrição Municipal

Customer Bank Code

Customer Bank Branch

Customer Bank Checking Account

Document of the Customer's Bank Account Holder (CPF/CNPJ)

Name of Customer's Bank Account Holder

Customer: Tags

Customer: Send attachments by e-mail

Service: Discount Type

Service: Discount Amount

Service: ISS Tax Rate

Service: Withholding at source

Service: Generate account receivable for this item?

Additional information: Customer order number

Additional information: Sales contract number

Additional information: Contact

Project selection mode

Additional information: Project

Project

Additional information: Additional data for the Invoice

Additional information: Work code

Additional information: ART Code

Additional information: RPS date

Email to send the bank slip, receipt, NF-e

Email to customer: Send bank slip

Email to the customer: Send the NFS-e link generated at the city hall

Email to the customer: Send a service receipt (instead of NFS-e)

Sales notes (not displayed on the invoice)

Omie ERP-icon

Create purchase order

create purchase order on Omie ERP

Action

Fields in Omie ERP that can receive information from other apps.

Update client

Client: Full name or legal entity name Required

Client: Trade name/Abbreviated name Required

Client: State Required

Client: CNPJ/CPF

Product: Description Required

Product: Quantity Required

Product: Unit price Required

Product: Code

Product: Discount amount

Purchase: Revenue forecast Required

Purchase: Number of installments

Client: Phone area code

Client: Phone number

Client: Secondary phone area code

Client: Secondary phone

Client: Email

Client: State registration number

Client: Contact name

Client: Internal note

Client: Detailed note

Address format

Address: Street

Address: Number

Address: Additional information

Address: Neighborhood

Address: Country

Address: City

Address: Zipcode

Delivery address: CNPJ/CPF

Delivery address: Legal entity name

Delivery address: Street

Delivery address: Number

Delivery address: Additional information

Delivery address: Neighborhood

Delivery address: ZIP code

Delivery address: State

Delivery address: City

Delivery address: Phone

Client: Tags

Client: Total credit limit value

Client: Bank code

Client: Bank branch

Client: Checking account number

Client: CPF/CNPJ of the bank account holder

Client: Name of the bank account holder

Shipping: Carrier code

Shipping: Carrier integration code

Shipping: Type

Shipping: Vehicle license plate

Shipping: Vehicle state

Shipping: Number of packages

Shipping: Kind of volumes

Shipping: Brand of volumes

Shipping: Numbering of volumes

Shipping: Cost

Shipping: Insurance value

Shipping: Seal number

Shipping: Other incidental expenses

Purchase: Payment destination department

Didn't find your use case? Send suggestion.

Automate Agendor and Omie ERP
with Pluga integrations

Explore automation templates

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For each won deal on Agendor, create an account receivable on Omie ERP

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When a deal reaches a certain funnel stage on Agendor, create an account receivable on Omie ERP

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For each won deal on Agendor, create an account payable on Omie ERP

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When a deal reaches a certain funnel stage on Agendor, create an account payable on Omie ERP

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For each won deal on Agendor, create or update a customer on Omie ERP

EXPLORE
Agendor
Agendor
Omie ERP
Omie ERP

When a deal reaches a certain funnel stage on Agendor, create or update a customer on Omie ERP

EXPLORE
premium
Agendor
Agendor
Omie ERP
Omie ERP

For each won deal on Agendor, create a sales order on Omie ERP

EXPLORE
premium
Agendor
Agendor
Omie ERP
Omie ERP

When a deal reaches a certain funnel stage on Agendor, create a sales order on Omie ERP

EXPLORE
Agendor
Agendor
Omie ERP
Omie ERP

When a deal reaches a certain funnel stage on Agendor, create a service order on Omie ERP

EXPLORE
Agendor
Agendor
Omie ERP
Omie ERP

For each won deal on Agendor, create a service order on Omie ERP

EXPLORE
Agendor
Agendor
Omie ERP
Omie ERP

For each added deal on Agendor, create or update a customer on Omie ERP

EXPLORE
premium
Omie ERP
Omie ERP
Agendor
Agendor

For every billed sales order on Omie ERP, add/update a deal on Agendor

EXPLORE
premium
Omie ERP
Omie ERP
Agendor
Agendor

For every billed service order on Omie ERP, add/update a deal on Agendor

EXPLORE
Omie ERP
Omie ERP
Agendor
Agendor

For each created sales order on Omie ERP, add/update a deal on Agendor

EXPLORE
premium
Agendor
Agendor
Omie ERP
Omie ERP

For each won deal on Agendor, create a new contract on Omie

EXPLORE
Omie ERP
Omie ERP
Agendor
Agendor

For each issued invoice on Omie ERP, add/update a deal on Agendor

EXPLORE
Agendor
Agendor
Omie ERP
Omie ERP

For each created company on Agendor, create or update a customer on Omie ERP

EXPLORE
Agendor
Agendor
Omie ERP
Omie ERP

For each created person on Agendor, create or update a customer on Omie ERP

EXPLORE
premium
Omie ERP
Omie ERP
Agendor
Agendor

When a sales order is moved to a specific stage in the Omie ERP, add/update a deal on Agendor

EXPLORE
premium
Omie ERP
Omie ERP
Agendor
Agendor

For each service order created in OmieERP, add/update a deal on Agendor

EXPLORE
Omie ERP
Omie ERP
Agendor
Agendor

When an accounts receivable is created in OmieERP, add/update a deal on Agendor

EXPLORE
Agendor
Agendor
Omie ERP
Omie ERP

For each won deal on Agendor, create purchase order on Omie ERP

EXPLORE
Agendor
Agendor
Omie ERP
Omie ERP

When a deal reaches a certain funnel stage on Agendor, create purchase order on Omie ERP

EXPLORE
Agendor
Agendor
Omie ERP
Omie ERP

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How to integrate apps with Pluga?

Pluga allows you to integrate two or more apps in a simple, practical way without needing to type a single line of code. Here are the steps to automate your tasks and start focusing on what really matters.

  • Trigger and source app of the integration

    What is the integration trigger?

    The trigger is the step that initiates automation. In the integration process, it is selected after choosing the source app. For example, if you choose Facebook Lead Ads as the source app, the trigger could be: For each response on an advertisement.

  • Action and destination app of the integration

    What is an action within an automation?

    The action serves as a response to the previously selected trigger. That is, it occurs once the trigger is activated. For example, in an integration between Facebook Lead Ads (source) and Google Sheets (destination), as soon as the trigger “For each response on an advertisement” is activated in the source app, the action “Add data to a new row on a spreadsheet” will be carried out in the destination app.

  • Information mapping of the integration

    How does information mapping work?

    Information mapping is where you configure which captured information from the source app will be sent to each field in the destination app(s).

    For example, in an integration between Facebook Lead Ads and Google Sheets, this step is where you will determine which contact information should fill in the spreadsheet fields.

  • Integrations with multiple actions among more than two apps

    Is it possible to have more than one action?

    With Pluga, you can create automations by integrating several apps at once. For example, you can integrate Facebook Lead Ads + Google Sheets + Slack, so when the trigger is activated, the first action is executed and a notification is sent via Slack.

Integrate Agendor + Omie ERP
and say goodbye to manual (and tedious) tasks!

By connecting the apps you use through Pluga, you can automate various processes in your routine and
have time for tasks that really matter.

Automatic transfer of your contacts' information to other apps

Automating the transfer of your contact base (leads) information to other apps can greatly facilitate tasks that involve managing them.

At Pluga, you can do this with ease and also helps optimize the work of people, avoiding possible human errors.

Card with contact information being sent to other apps

Automate your sales tracking

With the help of Pluga's integrations, you can put your business's sales control on autopilot. This way, tasks surrounding inventory, finance, and logistics can be more aligned and optimized, directly impacting your customer's satisfaction.

Data from a new sale being sent to a spreadsheet

Automated financial control

Dealing with finances requires a lot of attention. For this, integrating apps can be a great ally! With Pluga, you can connect your financial management software and payment methods to other apps to automate tasks involving the organization of your finances.

Data from a new charge being sent to an invoicing app

Reduce communication noise - and rework!

If your company uses any type of internal communication tool, it's possible to automate the routine of notifications and alerts within it.

At Pluga, for example, you can connect this software to your project management platform so that every time a task changes status, this is communicated in a channel. In other words, it increases productivity, reduces communication noise, and avoids possible rework.

Automatic notification in the internal communication app

Customized alerts for customers

Often, personalized communication is what will captivate a customer to keep them interested in your brand. But doing this manually is almost impossible. Using Pluga, you can send these notifications automatically without losing personalization.

Automatic message sent to the customer's WhatsApp
Agendor-icon

Agendor

CRM

Agendor is a CRM platform that works as a personal assistant for sales teams, helping salespeople reach their full potential. From planning to post-sales, the app encompasses various features to ensure no opportunity is lost in the pipeline.

Integrations with Agendor Visit Agendor
Omie ERP-icon

Omie ERP

ERP

Omie ERP is a business management system that integrates various areas such as sales, purchasing, financial, inventory, and accounting, facilitating the administration and control of a company.

Integrations with Omie ERP Visit Omie ERP

Frequently Asked Questions

  • With Pluga, you can easily integrate Agendor com Omie ERP . Just follow these steps:

    • 1. Log in or sign up (for free) on Pluga and click on “Create automation”;
    • 2. Select the source app and trigger;
    • 3. Select the destination app and action;
    • 4. Make the necessary adjustments, specifying which data will be sent to one app to another.
  • By integrating Agendor with Omie ERP on Pluga, you can automate various manual tasks that reduce productivity for those who perform them, while also avoiding human errors. The best part is that the process is simple and doesn’t require typing a single line of code.

  • On Pluga, you can make several integrations for free with the free plan. Additionally, you have the option to try all the features for 7 days at no cost to create integrations between Agendor, Omie ERP, and even other apps.

    We also offer three other plans, with prices ranging from $17 to $65 per month, which include premium automations and features, as well as a higher volume of events and automations. For companies with specific needs, we have the Enterprise plan, designed to offer customized solutions beyond the resources available in other plans.

    Check Pluga's pricing page for more details.