Connect Granatum Financeiro with Ramper Pipeline
Connect Granatum Financeiro with Ramper Pipeline to scale and automate your operations.
Explore automation templates
Automate Granatum Financeiro and Ramper Pipeline with Pluga integrations
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Granatum Financeiro and Ramper Pipeline
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Check out the available triggers and actions in the automation of apps Granatum Financeiro + Ramper Pipeline
Created opportunity
For each created opportunity on Ramper Pipeline
Deal products
Opportunity ID
Opportunity title
Opportunity contact type (Person or Organization)
Organization: ID
Person: ID
Responsible: ID
Revenue
Closing date
ID is Stage
Active Opportunity?
Opportunity creation date
Opportunity change date
Name of person responsible for the opportunity
Short name of the person responsible
Step name
Short step name
Step background color
Stage type
Organization: Name
Organization: Address
Organization: CNPJ
Organization: Telephone
Organization: Name of person
Organization: Person's email
Organization: Person's telephone number
Person: Name
Person: Email
Person: Phone
Products: Names (separated by comma)
Products: Quantities (separated by comma)
Products: Unit values (separated by comma)
Won opportunity
For each won opportunity on Ramper Pipeline
Deal products
ID
Opportunity title
Opportunity contact type (Person or Organization)
Organization ID
Person ID
Responsible ID
Revenue
Closing date
ID is Stage
Active Opportunity?
Creation date
Change date
Name of person responsible
Short name of the person responsible
Step name
Short step name
Step background color
Stage type
Organization: Name
Organization: Address
Organization: CNPJ
Organization: Telephone
Organization: Name
Organization: Email
Organization: Telephone
Person: Name
Person: Email
Person: Phone
Products: Names (separated by comma)
Products: Quantities (separated by comma)
Products: Unit values (separated by comma)
Lost opportunity
For each lost opportunity on Ramper Pipeline
Deal products
Opportunity ID
Opportunity title
Opportunity contact type (Person or Organization)
Organization ID
Person ID
Responsible ID
Revenue
Closing date
ID is Stage
Active Opportunity?
Opportunity creation date
Opportunity change date
Name of person responsible for the opportunity
Short name of the person responsible
Step name
Short step name
Step background color
Stage type
Organization: Name
Organization: Address
Organization: CNPJ
Organization: Telephone
Organization: Name of person
Organization: Person's email
Organization: Person's telephone number
Person: Name
Person: Email
Person: Phone
Products: Names (separated by comma)
Products: Quantities (separated by comma)
Products: Unit values (separated by comma)
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
Create or update opportunity
create or update an opportunity on Ramper PipelineHow it works:
Whenever something happens on the source app
1. An opportunity will be created/updated on Ramper Pipeline
2. A person associated with this deal will be created/updated on Ramper Pipeline
3. If desired, the created/updated deal can be assigned to a salesperson or distributed among registered salespeople on Ramper Pipeline (Round Robin)
All happening in a single automation! ✨
Create or update opportunity
create or update an opportunity on Ramper Pipeline
Distribute new opportunities
List of Sellers
Responsible person's email
Opportunity update settings
Opportunity update criteriia
Title Required
Sales stage Required
Revenue
Closing date
Historic
Opportunity for Required
Organization name
Organization address
Organization CNPJ
Organization phone
Name of person in the organization
Email of the organization person
Phone number of the organization person
Persons name
Person's email
Person's phone
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
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
Street address
Address no.
Full address
Neighborhood
Zip Code
Estado
Cidade
Observation
Supplier
Boost this flow in your workflow
With Pluga, you connect Granatum Financeiro + Ramper Pipeline to build anything from the simplest integration to the most advanced flows, with several layers of logic.
- Basic 1
Pick the source app and the trigger
Choose which app starts the automation and which event works as the trigger. For example, "For each won opportunity on Ramper Pipeline".
- Basic 2
Set the destinations and the actions
Select the apps that make up the flow with Granatum Financeiro and what Pluga should run automatically at each step. Example: "add/update a customer on Granatum Financeiro"
- Basic 3
Map the information
Point out, visually, which data from the source app should fill in each field of the destination action.
- Intermediate
Only move forward when it makes sense
Set "AND" or "OR" conditions so the automation only runs in the cases that matter
- Intermediate
Pause the flow for as long as you need
Set the automation to wait minutes, hours or days and resume the next action on its own
- Intermediate
Standardize data across apps
Adjust dates, numbers and characters to the format the next app expects to receive
- Advanced
Send data in several directions
Route each piece of data down the right path within a single flow, according to specific conditions
- Advanced
Add a code block
Run JavaScript or Python in the middle of the automation to transform data before the next step
- Advanced
Create loops
Take lists of items, go through each row and run the same action for every one of them
- Advanced
Use generative AI
Send data to an AI assistant or agent and use the response in the next step
- Advanced
Connect to (almost) any app
Send and receive data through a dedicated URL, and connect to apps that are not integrated with Pluga
- Advanced
Requests to external APIs
Query or send data to any external API inside your automation
Granatum Financeiro
AccountingConnect Granatum Financeiro to 133+ apps with Pluga and turn your work into a productive machine. Automate income and expense entries, settle receipts as soon as payment clears and keep payables and receivables current — without spending hours closing the month by hand.
Ramper Pipeline
CRMConnect Ramper Pipeline to 133+ apps with Pluga and turn your work into a productive machine. Register leads from every channel automatically, move deals along on their own, generate contracts and invoices, fire personalized follow-ups at the right moment and keep your pipeline always up to date.
