Connect Granatum Financeiro with Pipefy
Connect Granatum Financeiro with Pipefy to scale and automate your operations.
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Automate Granatum Financeiro and Pipefy with Pluga integrations
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Granatum Financeiro and Pipefy
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Check out the available triggers and actions in the automation of apps Granatum Financeiro + Pipefy
Created card
When a card is created on Pipefy
Name of card creator
Card creator email
Current phase name
Card expiration date
Title of the card
Name of users assigned to the card
Emails of users assigned to the card
Name of card tags
Card creation date
Card update date
Card update date in 'dd/mm/yyyy'
Card URL
Finished card
When a card is finalized on Pipefy
Name of card creator
Card creator email
Current phase name
Card expiration date
Title of the card
Name of users assigned to the card
Emails of users assigned to the card
Name of card tags
Card creation date
Card update date
Card update date in 'dd/mm/yyyy'
Card URL
Moved card
When a card is moved to a certain phase of a pipe on Pipefy
Name of card creator
Card creator email
Current phase name
Card expiration date
Title of the card
Name of users assigned to the card
Emails of users assigned to the card
Name of card tags
Card creation date
Card update date
Card update date in 'dd/mm/yyyy'
URL do card
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 card
create a card on Pipefy
Card comment
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 record in table
create a record on a table on Pipefy
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 + Pipefy 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, "When a card is moved to a certain phase of a pipe on Pipefy".
- 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 payment on Granatum Financeiro for refund fee"
- 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.
Pipefy
ProjectConnect Pipefy to 133+ apps with Pluga and turn your work into a productive machine. Create tasks and cards automatically from what happens in other systems, update statuses without opening app after app and keep your team aligned around the same place.
