Connect Agendor with Ploomes

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

Agendor and Ploomes
your way

Check out the available triggers and actions in the integration of apps Agendor + Ploomes 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

Ploomes-icon

Lost proposal

For each lost proposal on Ploomes

Trigger Premium

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

Proposal: ID

Proposal: Contact ID

Proposal: Customer name

Proposal: Title

Proposal: Date

Proposal: Number

Proposal: Contact name

Proposal: ID of the Currency Used

Proposal: Amount

Proposal: Discount

Proposal: Due Date

Proposal: Delivery Time

Proposal: Payment Method

Proposal: Description

Proposal: Observations

Proposal: Shipping Cost

Proposal: Shipping Method

Proposal: Number of Installments

Proposal: Key

Proposal: Document URL

Proposal: Creation Date

Proposal: Last Update Date

Customer: ID

Customer: Type ID

Customer: Name

Customer: Social Reason

Customer: CPF or CNPJ

Customer: CNPJ (if the contact is a company)

Customer: CPF (if the contact is a person)

Customer: Birthday

Customer: Next birthday

Customer: Previous birthday

Customer: Observations

Customer: Email

Customer: Website

Customer: Skype

Customer: Facebook

Customer: City

Customer: State

Customer: Country

Customer: Position

Customer: Department

Customer: Address

Customer: Address Number

Customer: Address Complement

Customer: Neighborhood

Customer: Zip Code

Customer: Zip Code abroad

Customer: Marketing Email

Customer: CNAE Code

Customer: CNAE Name

Customer: CNAE Secondary Name

Customer: Phone Numbers (comma separated)

Contacted: ID

Contact: Type ID

Contact: Name

Contact: Legal Name

Contact: Legal Registration

Contact: CNPJ

Contact: CPF

Contact: Birthday

Contact: Next birthday

Contact: Previous birthday

Contact: Observations

Contact: Email

Contact: Website

Contact: Skype

Contact: Facebook

Contact: City

Contact: State

Contact: Country

Contact: Position

Contact: Department

Contact: Address

Contact: Address Number

Contact: Address Supplement

Contact: Neighborhood

Contact: Zip Code

Contato: Zipcode

Contact: Marketing Email

Contact: CNAE Code

Contact: CNAE Name

Contact: CNAE Secondary Name

Contact: Telephone Numbers (separated by commas)

Card: ID

Card: Name

Card: Contact name

Card: Person's name

Card: Card pipeline ID

Card: Card stage ID in the pipeline

Card: Card status ID

Card: Card creation date

Card: Card completion date

Card: Amount

Card: Amount negotiated at the beginning of the negotiation

Card: Card time in days

Card: Card time in hours

Products: Product Name (separated by commas)

Products: Quantity (separated by commas)

Products: Unit price (separated by commas)

Products: Discount (separated by commas)

Products: Total sales (separated by commas)

Products: Product Code (separated by commas)

Products: Name with Quantity and Units Sold

Products: Names, quantities, and unit prices (separated by commas)

Internship: ID

Internship: Name

Stage: Pipeline ID

Stage: Last stage of the pipeline?

Internship: Pipeline position

Pipeline: ID

Pipeline: Name

Pipeline: Single Unit Name

Pipeline: Plural Unit Name

Ploomes-icon

Created proposal

For each created proposal on Ploomes

Trigger Premium

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

Proposal: ID

Proposal: Contact ID

Proposal: Customer name

Proposal: Title

Proposal: Date

Proposal: Number

Proposal: Contact name

Proposal: ID of the Currency Used

Proposal: Amount

Proposal: Discount

Proposal: Due Date

Proposal: Delivery Time

Proposal: Payment Method

Proposal: Description

Proposal: Observations

Proposal: Shipping Cost

Proposal: Shipping Method

Proposal: Number of Installments

Proposal: Key

Proposal: Document URL

Proposal: Creation Date

Proposal: Last Update Date

Customer: ID

Customer: Type ID

Customer: Name

Customer: Social Reason

Customer: CPF or CNPJ

Customer: CNPJ (if the contact is a company)

Customer: CPF (if the contact is a person)

Customer: Birthday

Customer: Next birthday

Customer: Previous birthday

Customer: Observations

Customer: Email

Customer: Website

Customer: Skype

Customer: Facebook

Customer: City

Customer: State

Customer: Country

Customer: Position

Customer: Department

Customer: Address

Customer: Address Number

Customer: Address Complement

Customer: Neighborhood

Customer: Zip Code

Customer: Zip Code abroad

Customer: Marketing Email

Customer: CNAE Code

Customer: CNAE Name

Customer: CNAE Secondary Name

Customer: Phone Numbers (comma separated)

Contacted: ID

Contact: Type ID

Contact: Name

Contact: Legal Name

Contact: Legal Registration

Contact: CNPJ

Contact: CPF

Contact: Birthday

Contact: Next birthday

Contact: Previous birthday

Contact: Observations

Contact: Email

Contact: Website

Contact: Skype

Contact: Facebook

Contact: City

Contact: State

Contact: Country

Contact: Position

Contact: Department

Contact: Address

Contact: Address Number

Contact: Address Supplement

Contact: Neighborhood

Contact: Zip Code

Contato: Zipcode

Contact: Marketing Email

Contact: CNAE Code

Contact: CNAE Name

Contact: CNAE Secondary Name

Contact: Telephone Numbers (separated by comma)

Card: ID

Card: Name

Card: Contact name

Card: Person's name

Card: Card pipeline ID

Card: ID of the deal stage on the card

Card: Card status ID

Card: Card creation date

Card: Card completion date

Card: Amount

Card: Amount negotiated at the beginning of the negotiation

Card: Card time in days

Card: Card time in hours

Products: Product Name (separated by commas)

Products: Quantity (separated by commas)

Products: Unit price (separated by commas)

Products: Discount (separated by commas)

Products: Total sales (separated by commas)

Products: Product Code (separated by commas)

Products: Name with Quantity and Units Sold

Products: Names, quantities, and unit prices (separated by commas)

Internship: ID

Internship: Name

Stage: Pipeline ID

Stage: Last stage of the pipeline?

Internship: Pipeline position

Pipeline: ID

Pipeline: Name

Pipeline: Single Unit Name

Pipeline: Plural Unit Name

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

Ploomes-icon

Won Card

For each won card on Ploomes

Trigger

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

Card: ID

Card: Name

Card: Contact name

Card: Person's name

Card: Card pipeline ID

Card: Card stage ID in the pipeline

Card: Card status ID

Card: Card creation date

Card: Card completion date

Card: Amount

Card: Amount negotiated at the beginning of the negotiation

Card: Card time in days

Card: Card time in hours

Customer: ID

Customer: Type ID

Customer: Name

Customer: Social Reason

Customer: CPF or CNPJ

Customer: CNPJ (if the contact is a company)

Customer: CPF (if the contact is a person)

Customer: Birthday

Customer: Next birthday

Customer: Previous birthday

Customer: Observations

Customer: Email

Customer: Website

Customer: Skype

Customer: Facebook

Customer: City

Customer: State

Customer: Country

Customer: Position

Customer: Department

Customer: Address

Customer: Address Number

Customer: Address Complement

Customer: Neighborhood

Customer: Zip Code

Customer: Zip Code abroad

Customer: Marketing Email

Customer: CNAE Code

Customer: CNAE Name

Customer: CNAE Secondary Name

Customer: Phone Numbers (comma separated)

Person: ID

Person: Type ID

Person: Name

Person: Legal Name

Person: Legal Registration

Person: CNPJ

Person: CPF

Person: Birthday

Person: Upcoming birthday

Person: Previous birthday

Person: Observations

Person: Email

Person: Website

Person: Skype

Person: Facebook

Person: City

Person: State

Person: Country

Person: Position

Person: Department

Person: Address

Person: Address Number

Person: Address Complement

Person: Neighborhood

Person: Zip Code

Person: Zipcode

Person: Marketing Email

Person: CNAE Code

Person: Name CNAE

Person: Secondary Name CNAE

Person: Phone Numbers (separated by comma)

Status: Id

Status: Name

Pipeline: Pipeline ID

Pipeline: Pipeline name

Pipeline: Pipeline name in singular

Pipeline: Pipeline name in plural

Internship: ID

Stage: Name of the stage in the pipeline

Stage: Pipeline ID

Stage: Last stage of the pipeline when the card has been closed

Stage: Position in the pipeline (number)

Card Owner: Name

Card Owner: Email

Ploomes-icon

Won proposal

For each won proposal on Ploomes

Trigger Premium

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

Proposal: ID

Proposal: Contact ID

Proposal: Customer name

Proposal: Title

Proposal: Date

Proposal: Number

Proposal: Contact name

Proposal: ID of the Currency Used

Proposal: Amount

Proposal: Discount

Proposal: Due Date

Proposal: Delivery Time

Proposal: Payment Method

Proposal: Description

Proposal: Observations

Proposal: Shipping Cost

Proposal: Shipping Method

Proposal: Number of Installments

Proposal: Key

Proposal: Document URL

Proposal: Creation Date

Proposal: Last Update Date

Customer: ID

Customer: Type ID

Customer: Name

Customer: Social Reason

Customer: CPF or CNPJ

Customer: CNPJ (if the contact is a company)

Customer: CPF (if the contact is a person)

Customer: Birthday

Customer: Next birthday

Customer: Previous birthday

Customer: Observations

Customer: Email

Customer: Website

Customer: Skype

Customer: Facebook

Customer: City

Customer: State

Customer: Country

Customer: Position

Customer: Department

Customer: Address

Customer: Address Number

Customer: Address Complement

Customer: Neighborhood

Customer: Zip Code

Customer: Zip Code abroad

Customer: Marketing Email

Customer: CNAE Code

Customer: CNAE Name

Customer: CNAE Secondary Name

Customer: Phone Numbers (comma separated)

Contacted: ID

Contact: Type ID

Contact: Name

Contact: Legal Name

Contact: Legal Registration

Contact: CNPJ

Contact: CPF

Contact: Birthday

Contact: Next birthday

Contact: Previous birthday

Contact: Observations

Contact: Email

Contact: Website

Contact: Skype

Contact: Facebook

Contact: City

Contact: State

Contact: Country

Contact: Position

Contact: Department

Contact: Address

Contact: Address Number

Contact: Address Supplement

Contact: Neighborhood

Contact: Zip Code

Contato: Zipcode

Contact: Marketing Email

Contact: CNAE Code

Contact: CNAE Name

Contact: CNAE Secondary Name

Contact: Telephone Numbers (separated by commas)

Card: ID

Card: Name

Card: Contact name

Card: Person's name

Card: Card pipeline ID

Card: Card stage ID in the pipeline

Card: Card status ID

Card: Card creation date

Card: Card completion date

Card: Amount

Card: Amount negotiated at the beginning of the negotiation

Card: Card time in days

Card: Card time in hours

Products: Product Name (separated by commas)

Products: Quantity (separated by commas)

Products: Unit price (separated by commas)

Products: Discount (separated by commas)

Products: Total sales (separated by commas)

Products: Product Code (separated by commas)

Produtos: Nomes e quantidades (separado por vírgulas)

Products: Names, quantities, and unit prices (separated by commas)

Internship: ID

Internship: Name

Stage: Pipeline ID

Stage: Last stage of the pipeline?

Internship: Pipeline position

Pipeline: ID

Pipeline: Name

Pipeline: Single Unit Name

Pipeline: Plural Unit Name

Card Owner: Name

Card Owner: Email

Ploomes-icon

Created client

For each created client on Ploomes

Trigger

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

Customer: ID

Customer: Type ID

Customer: Name

Customer: Legal Name

Customer: Legal Registry

Customer: CNPJ

Customer: CPF

Customer: Birthday

Customer: Next birthday

Customer: Previous birthday

Customer: Observations

Customer: Email

Customer: Website

Customer: Skype

Customer: Facebook

Customer: City

Customer: State

Customer: Country

Customer: Position

Customer: Department

Customer: Address

Customer: Address Number

Customer: Address Complement

Customer: Neighborhood

Customer: Zip Code

Customer: Zip Code abroad

Customer: Marketing Email

Customer: CNAE Code

Customer: CNAE Name

Customer: CNAE Secondary Name

Customer: Phone Numbers (comma separated)

Customer: Contact Type ID

Customer: Type of Contact (Person or Company)

Customer Company: ID

Customer Company: Type ID

Customer Company: Name

Customer Company: Legal Name

Customer Company: Legal Registration

Customer Company: CNPJ

Customer Company: CPF

Customer Company: Birthday

Customer Company: Upcoming anniversary

Customer Company: Previous birthday

Customer Company: Email

Customer Company: Website

Customer Company: Skype

Customer Company: Facebook

Customer Company: Address

Customer Company: Address Number

Customer Company: Address Complement

Customer Company: Zip Code

Customer Company: Zip Code abroad

Customer Company: Marketing Email

Customer Company: CNAE Code

Customer Company: CNAE Name

Customer Company: CNAE Secondary Name

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

Ploomes-icon

Lost card

For each lost card on Ploomes

Trigger

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

Card: ID

Card: Name

Card: Contact name

Card: Person's name

Card: Card pipeline ID

Card: Card stage ID in the pipeline

Card: Card status ID

Card: Card creation date

Card: Card completion date

Card: Amount

Card: Amount negotiated at the beginning of the negotiation

Card: Card time in days

Card: Card time in hours

Card: Loss reason ID

Customer: ID

Customer: Type ID

Customer: Name

Customer: Social Reason

Customer: CPF or CNPJ

Customer: CNPJ (if the contact is a company)

Customer: CPF (if the contact is a person)

Customer: Birthday

Customer: Next birthday

Customer: Previous birthday

Customer: Observations

Customer: Email

Customer: Website

Customer: Skype

Customer: Facebook

Customer: City

Customer: State

Customer: Country

Customer: Position

Customer: Department

Customer: Address

Customer: Address Number

Customer: Address Complement

Customer: Neighborhood

Customer: Zip Code

Customer: Zip Code abroad

Customer: Marketing Email

Customer: CNAE Code

Customer: CNAE Name

Customer: CNAE Secondary Name

Customer: Phone Numbers (comma separated)

Person: ID

Person: Type ID

Person: Name

Person: Legal Name

Person: Legal Registration

Person: CNPJ

Person: CPF

Person: Birthday

Person: Upcoming birthday

Person: Previous birthday

Person: Observations

Person: Email

Person: Website

Person: Skype

Person: Facebook

Person: City

Person: State

Person: Country

Person: Position

Person: Department

Person: Address

Person: Address Number

Person: Address Complement

Person: Neighborhood

Person: Zip Code

Person: Zipcode

Person: Marketing Email

Person: CNAE Code

Person: Name CNAE

Person: Secondary Name CNAE

Person: Phone Numbers (separated by comma)

Status: Id

Status: Name

Pipeline: ID

Pipeline: Pipeline name

Pipeline: Pipeline name in singular

Pipeline: Pipeline name in plural

Internship: ID

Internship: Name

Stage: Name of the stage in the pipeline

Stage: Last stage of the pipeline when the card has been closed

Stage: Position in the pipeline (number)

Card Owner: Name

Card Owner: Email

Ploomes-icon

Card created

For each created card on Ploomes

Trigger

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

Card: ID

Card: Name

Card: Contact name

Card: Person's name

Card: Card pipeline ID

Card: Card stage ID in the pipeline

Card: Card status ID

Card: Card creation date

Card: Card completion date

Card: Amount

Card: Amount negotiated at the beginning of the negotiation

Card: Card time in days

Card: Card time in hours

Customer: ID

Customer: Type ID

Customer: Name

Customer: Social Reason

Customer: CPF or CNPJ

Customer: CNPJ (if the contact is a company)

Customer: CPF (if the contact is a person)

Customer: Birthday

Customer: Next birthday

Customer: Previous birthday

Customer: Observations

Customer: Email

Customer: Website

Customer: Skype

Customer: Facebook

Customer: City

Customer: State

Customer: Country

Customer: Position

Customer: Department

Customer: Address

Customer: Address Number

Customer: Address Complement

Customer: Neighborhood

Customer: Zip Code

Customer: Zip Code abroad

Customer: Marketing Email

Customer: CNAE Code

Customer: CNAE Name

Customer: CNAE Secondary Name

Customer: Phone Numbers (comma separated)

Person: ID

Person: Type ID

Person: Name

Person: Legal Name

Person: Legal Registration

Person: CNPJ

Person: CPF

Person: Birthday

Person: Upcoming birthday

Person: Previous birthday

Person: Observations

Person: Email

Person: Website

Person: Skype

Person: Facebook

Person: City

Person: State

Person: Country

Person: Position

Person: Department

Person: Address

Person: Address Number

Person: Address Complement

Person: Neighborhood

Person: Zip Code

Person: Zipcode

Person: Marketing Email

Person: CNAE Code

Person: Name CNAE

Person: Secondary Name CNAE

Person: Phone Numbers (separated by comma)

Status: Id

Status: Name

Pipeline: Pipeline ID

Pipeline: Pipeline name

Pipeline: Pipeline name in singular

Pipeline: Pipeline name in plural

Internship: ID

Stage: Name of the stage in the pipeline

Stage: Pipeline ID

Stage: Last stage of the pipeline when the card has been closed

Stage: Position in the pipeline (number)

Card Owner: Name

Card Owner: Email

Ploomes-icon

Card reaches a stage in the pipeline

When a card reaches a funnel stage on Ploomes

Trigger

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

Card: ID

Card: Name

Card: Contact name

Card: Person's name

Card: Card pipeline ID

Card: Card stage ID in the pipeline

Card: Card status ID

Card: Card creation date

Card: Card completion date

Card: Amount

Card: Amount negotiated at the beginning of the negotiation

Card: Card time in days

Card: Card time in hours

Customer: ID

Customer: Type ID

Customer: Name

Customer: Social Reason

Customer: CPF or CNPJ

Customer: CNPJ (if the contact is a company)

Customer: CPF (if the contact is a person)

Customer: Birthday

Customer: Next birthday

Customer: Previous birthday

Customer: Observations

Customer: Email

Customer: Website

Customer: Skype

Customer: Facebook

Customer: City

Customer: State

Customer: Country

Customer: Position

Customer: Department

Customer: Address

Customer: Address Number

Customer: Address Complement

Customer: Neighborhood

Customer: Zip Code

Customer: Zip Code abroad

Customer: Marketing Email

Customer: CNAE Code

Customer: CNAE Name

Customer: CNAE Secondary Name

Customer: Phone Numbers (comma separated)

Person: ID

Person: Type ID

Person: Name

Person: Legal Name

Person: Legal Registration

Person: CNPJ

Person: CPF

Person: Birthday

Person: Upcoming birthday

Person: Previous birthday

Person: Observations

Person: Email

Person: Website

Person: Skype

Person: Facebook

Person: City

Person: State

Person: Country

Person: Position

Person: Department

Person: Address

Person: Address Number

Person: Address Complement

Person: Neighborhood

Person: Zip Code

Person: Zipcode

Person: Marketing Email

Person: CNAE Code

Person: Name CNAE

Person: Secondary Name CNAE

Person: Phone Numbers (separated by comma)

Status: Id

Status: Name

Pipeline: Pipeline ID

Pipeline: Pipeline name

Pipeline: Pipeline name in singular

Pipeline: Pipeline name in plural

Internship: ID

Stage: Name of the stage in the pipeline

Stage: Pipeline ID

Stage: Last stage of the pipeline when the card has been closed

Stage: Position in the pipeline (number)

Card Owner: Name

Card Owner: Email

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

Ploomes-icon

Create or update card

create/update a card on Ploomes

Action

Fields in Ploomes that can receive information from other apps.

Choose the sellers who will be responsible for the cards created

List of sellers

Seller's email

Title Required

Start date

Amount

Initial amount

Person: Name

Person: Email

Person: Phone

Company: Social Name

Person: CPF

Company: Name

Company: Email

Company: CNPJ

Company: Website

Company: Facebook

Company Address: Street

Company Address: Number

Company Address: Complement

Company Address: Neighborhood

Company Address: Zip Code

Company Address: State

Company Address: City

Person: Birthday

Person Address: Street

Person Address: Number

Person Address: Complement

Person Address: Neighborhood

Person Address: Zip Code

Person Address: State

Person Address: City

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

Ploomes-icon

Create or update client

create/update a customer on Ploomes

Action

Fields in Ploomes that can receive information from other apps.

Person: Name

Person: Email

Company: Social Name

Person: CPF

Person: Position

Email do responsável

Person: Department

Person: Birthday

Person: Phone

Company: Company Name

Company: Email

Company: CNPJ

Person: Phone

Company: Origin

Company: Operating Segment

Company: Website

Company: Skype User

Company: Facebook User

Person Address: State

Person Address: City

Person Address: Street

Person Address: Number

Person Address: Complement

Person Address: Neighborhood

Person Address: Zip Code

Company Address: State

Company Address: City

Company Address: Street

Company Address: Address Number

Company Address: Address Complement

Company Address: Bairro do Address

Company Address: Zip Code

Company: CNAE Code

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Automate Agendor and Ploomes
with Pluga integrations

Explore automation templates

Trusted by over 10.000 amazing companies

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 + Ploomes
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
Ploomes-icon

Ploomes

CRM

Ploomes is a CRM platform that works with process automation, proposal generation, orders, and contracts. Its features help organize contacts, track business opportunities, and improve the productivity of sales teams.

Integrations with Ploomes Visit Ploomes

Frequently Asked Questions

  • With Pluga, you can easily integrate Agendor com Ploomes . 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 Ploomes 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, Ploomes, 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.