Connect Granatum Financeiro with Moskit CRM
Connect Granatum Financeiro with Moskit CRM to scale and automate your operations.
Explore automation templates
Automate Granatum Financeiro and Moskit CRM with Pluga integrations
For each won deal on Moskit CRM, include a receipt on Granatum Financeiro
For each won deal on Moskit CRM, add/update a customer on Granatum Financeiro
For each created deal on Moskit CRM, add/update a customer on Granatum Financeiro
When a deal reaches a funnel stage on Moskit CRM, add/update a customer on Granatum Financeiro
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Granatum Financeiro and Moskit CRM
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Check out the available triggers and actions in the automation of apps Granatum Financeiro + Moskit CRM
Created contact
For each created contact on Moskit CRM
Name
Main Phone
E-mail Principal
Telephone numbers separated by comma
Emails separated by comma
Site
Creation date
Created by
Responsible
Comments
Company: Name
Company: Main Telephone
Company: Main Email
Company: Comma separated telephone numbers
Company: Comma separated emails
Company: Website
Company: Creation Date
Company: Created by
Company: Responsible
Deal reached stage
When a deal reaches a funnel stage on Moskit CRM
Deal products
Deal: Name
Deal: Expected Date
Deal: Amount in cents
Deal: Status
Deal: Number of projects running
Deal: Number of archived projects
Deal: Created by
Deal: Responsible
Deal: Stage
Deal: Pipeline
Deal: Pipeline ID
Deal: Amount
Deal: Creation date
Deal: Date of last stage change
Deal: Closing date
Deal: Product SKU separated by comma
Deal: Name of products separated by comma
Deal: SKU and Product name separated by comma
Deal: Name, quantity and price of products separated by commas
Contact: Name
Contact: Main Telephone
Contact: Principal Email
Contact: Telephone numbers separated by commas
Contact: Comma-separated emails
Contact: Website
Contact: Creation Date
Contact: Created by
Contact: Responsible
Contact: Observations
Company: Name
Company: Main Telephone
Company: Main Email
Company: Comma separated telephone numbers
Company: Comma separated emails
Company: Website
Company: Creation Date
Company: Created by
Company: Responsible
Created deal
For each created deal on Moskit CRM
Deal products
Deal: Name
Deal: Expected Date
Deal: Amount in cents
Deal: Status
Deal: Number of projects running
Deal: Number of archived projects
Deal: Created by
Deal: Responsible
Deal: Stage
Deal: Pipeline
Deal: Pipeline ID
Deal: Amount
Deal: Creation date
Deal: Date of last stage change
Deal: Closing date
Deal: Product SKU separated by comma
Deal: Name of products separated by comma
Deal: SKU and Product name separated by comma
Deal: Name, quantity and price of products separated by commas
Contact: Name
Contact: Main Telephone
Contact: Principal Email
Contact: Telephone numbers separated by commas
Contact: Comma-separated emails
Contact: Website
Contact: Creation Date
Contact: Created by
Contact: Responsible
Contact: Observations
Company: Name
Company: Main Telephone
Company: Main Email
Company: Comma separated telephone numbers
Company: Comma separated emails
Company: Website
Company: Creation Date
Company: Created by
Company: Responsible
Won deal
For each won deal on Moskit CRM
Deal products
Deal: Name
Deal: Expected Date
Deal: Amount in cents
Deal: Status
Deal: Number of projects running
Deal: Number of archived projects
Deal: Created by
Deal: Responsible
Deal: Stage
Deal: Pipeline
Deal: Pipeline ID
Deal: Amount
Deal: Creation date
Deal: Date of last stage change
Deal: Closing date
Deal: Product SKU separated by comma
Deal: Name of products separated by comma
Deal: SKU and Product name separated by comma
Deal: Name, quantity and price of products separated by commas
Contact: Name
Contact: Main Telephone
Contact: Principal Email
Contact: Telephone numbers separated by commas
Contact: Comma-separated emails
Contact: Website
Contact: Creation Date
Contact: Created by
Contact: Responsible
Contact: Observations
Company: Name
Company: Main Telephone
Company: Main Email
Company: Comma separated telephone numbers
Company: Comma separated emails
Company: Website
Company: Creation Date
Company: Created by
Company: Responsible
Lost deal
For each lost deal on Moskit CRM
Deal products
Deal: Name
Deal: Expected Date
Deal: Amount in cents
Deal: Status
Deal: Number of projects running
Deal: Number of archived projects
Deal: Created by
Deal: Responsible
Deal: Stage
Deal: Pipeline
Deal: Pipeline ID
Deal: Amount
Deal: Creation date
Deal: Date of last stage change
Deal: Closing date
Deal: Product SKU separated by comma
Deal: Name of products separated by comma
Deal: SKU and Product name separated by comma
Deal: Name, quantity and price of products separated by commas
Contact: Name
Contact: Main Telephone
Contact: Principal Email
Contact: Telephone numbers separated by commas
Contact: Comma-separated emails
Contact: Website
Contact: Creation Date
Contact: Created by
Contact: Responsible
Contact: Observations
Company: Name
Company: Main Telephone
Company: Main Email
Company: Comma separated telephone numbers
Company: Comma separated emails
Company: Website
Company: Creation Date
Company: Created by
Company: Responsible
Deal: Reason for loss
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 contact
create or update a contact on Moskit CRM
Select responsible Required
Contact: Name
Contact: Email
Contact: CPF
Company: Name
Company: Email
Company: CNPJ
Contact: Position
Contact: Telephone
Contact: Observations
Company: Website
Company: Telephone
Company: Observations
Contact updates
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
Create or update deal
create or update a business on Moskit CRMHow it works:
Whenever something happens on the source app
1. A deal will be created/updated from a pipeline stage on Moskit CRM
2. A contact associated with the deal will be created/updated on Moskit CRM
3. A company associated with the deal will be created/updated on Moskit CRM
4. If desired, the created/updated deal can be assigned to a salesperson or distributed among registered salespeople on Moskit CRM (Round Robin)
All happening in a single automation! ✨
Create or update deal
create or update a business on Moskit CRM
Distribute new deal Required
Select sellers
Responsible
Deal update settings
Deal Name Required
Company: Name
Contact: Name
Contact: Email
Amount
Expected date
Deal status
Closing date
Reason for loss
Update Main Company
Company: Email
Company: Telephone
Update Primary Contact
Contact: Telephone
Contact: Position
Product's name
Product SKU
Product quantity
Price of the product
Company: Website
Company: Observations
Contact: Observations
Contact updates
Activity name
Activity type
Activity due date
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 + Moskit CRM 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 deal on Moskit CRM".
- 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: "include a receipt 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.
Moskit CRM
CRMConnect Moskit CRM 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.
