All automations with Granatum Financeiro

Possibilities with Granatum Financeiro

Check out the use cases to automate and make the most of integrations with Granatum Financeiro

Granatum Financeiro

Include payment related to fee

include a payment on Granatum Financeiro for refund fee

How it works:

Whenever something happens on the source app

1.

All happening in a single automation! ✨

Action
Granatum Financeiro

Include payment related to fee

include a payment on Granatum Financeiro for refund fee

description Required

Amount Required

due date Required

Select account Required

Select the category Required

payday

date of competence

Pay Automatically

Select the cost/profit center

Select payment method

Select the supplier

Reps

observation

Supplier updates

supplier email

provider's name

Granatum Financeiro

Include receipt

include a receipt on Granatum Financeiro

How it works:

Whenever something happens on the source app

1.

All happening in a single automation! ✨

Action
Granatum Financeiro

Include receipt

include a receipt on Granatum Financeiro

description Required

Amount Required

due date Required

Select account Required

Select the category Required

Select the type of document

document number

payday

date of competence

Pay Automatically

Select the cost/profit center

Select payment method

Reps

observation

Contact updates

customer email

customer name

customer phone

Customer's trade name

Customer document

Granatum Financeiro

Add or update customer

add/update a customer on Granatum Financeiro

How it works:

Whenever something happens on the source app

All happening in a single automation! ✨

Action
Granatum Financeiro

Add or update customer

add/update a customer on Granatum Financeiro

Document and e-mail address

Name Required

Fantasy name

Document

State registration

Municipal registration

Telephone

Email

Street address

Address no.

Full address

Neighborhood

Zip Code

Estado

Cidade

Observation

Supplier

Trusted by over 10.000 amazing companies

Create automations with Granatum Financeiro
and say goodbye to manual (and tedious) tasks!

By connecting Granatum Financeiro to 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 automations, 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

How to automate Granatum Financeiro with Pluga?

Pluga allows you to create automations between Granatum Financeiro and various other apps in a simple, practical way without needing to write a single line of code. See the steps to automate your tasks and start focusing on what really matters.

  • Trigger and source app of the automation

    What is the automation trigger?

    The trigger is the step that initiates automation. In the integration process, it is selected after choosing the source app. Based on this choice, you can define what will happen in the destination app of your automation.

  • Action and destination app of the automation

    What is an action within an automation with Granatum Financeiro?

    An action works as a response to the selected trigger. In other words, it occurs from the moment the trigger is activated: when something happens in the app selected as the source, the action will be performed in the destination app.

  • Information mapping of the automation

    How does information mapping work?

    Mapping is where you configure which information captured from the source app will be sent to each of the fields in the destination app(s). In this step, you define which information from one app should fill the fields of the other software.

  • Automation with multiple actions among more than two apps

    Is it possible to have more than one action?

    Through Pluga, you can create automations integrating multiple apps at once. For example, you can integrate an ad app + online spreadsheet + internal communication software, so when the trigger is activated, the first action is executed, and a notification is sent to your team.

Granatum Financeiro

Granatum Financeiro

Accounting

Granatum is a comprehensive financial management platform for micro and small businesses. It allows tracking of accounts payable and receivable, real-time cash flow monitoring, NFS-e issuance, and automated billing without complications.

Visit Granatum Financeiro

Frequently Asked Questions

  • With Pluga, you can connect the app Granatum Financeiro with over 130 other software platforms and automate various business processes and tasks. Just follow these steps:


    • 1. Log in or sign up (for free) at Pluga and click on “Create Automation”;
    • 2. Select the source app and trigger;
    • 3. Connect the app;
    • 4. Select the destination app and action;
    • 5. Connect the app account;
    • 6. Make the necessary adjustments, specifying which data will be sent from one app to another.

  • At Pluga, you can create up to 3 automations with the free plan. Additionally, you have the option to try all features for 7 days at no cost to create automations between Granatum Financeiro and other apps.

    We also offer three other plans, with prices ranging from $17 to $71 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 out Pluga's pricing page for more details.

  • The number of automations between Granatum Financeiro and other apps on Pluga will depend on the chosen plan.

  • No. Pluga is an intuitive platform that allows the creation of automations between Granatum Financeiro and other apps without any technical knowledge required.

  • Automating Granatum Financeiro with other apps allows you to boost various activities (such as marketing, sales, customer service, and internal communication) and eliminate potential human errors.

  • No, Pluga is not affiliated with or created by Granatum Financeiro. Generally, Pluga accesses the documentation provided by Granatum Financeiro and independently develops the available integrations. Any mentions of Pluga on the Granatum Financeiro website are strictly voluntary collaborations. Pluga remains solely responsible for the maintenance and support of its automation services.