Connect iugu with Omie CRM
Connect iugu with Omie CRM to scale and automate your operations.
Explore automation templates
Automate iugu and Omie CRM with Pluga integrations
For each created payment on iugu, create or update an opportunity on Omie's CRM module
For each expired payment on iugu, create or update an opportunity on Omie's CRM module
For each approved payment on iugu, create or update an opportunity on Omie's CRM module
For each canceled payment on iugu, create or update an opportunity on Omie's CRM module
For each refunded payment on iugu, create or update an opportunity on Omie's CRM module
For each created payment on iugu, create or update a contact on Omie's CRM module
For each expired payment on iugu, create or update a contact on Omie's CRM module
For each approved payment on iugu, create or update a contact on Omie's CRM module
For each canceled payment on iugu, create or update a contact on Omie's CRM module
For each refunded payment on iugu, create or update a contact on Omie's CRM module
For each created subscription on iugu, create or update an opportunity on Omie's CRM module
For each created subscription on iugu, create or update a contact on Omie's CRM module
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Check out the available triggers and actions in the automation of apps iugu + Omie CRM
Created payment
For each created payment on iugu
Invoice items
transaction id
due date (formatted - DD/MM/YYYY)
status
coin
amount of items in cents
discount in cents
iugu fees (cents)
iugu fees (decimal)
iugu fees (text)
total amount (cents)
installments
total amount in Reais (decimal separated by dot)
total amount in Reais (decimal separated by comma)
total amount in Reais in the format "R$ 10.00"
payment amount (cents)
payment amount (decimal)
payment amount (text)
marketplace commission (cents)
marketplace commission (decimal)
marketplace commission (text)
fine and interest (cents)
fine and interest (decimal)
fine and interest (text)
created in (YYYY-MM-DDTHH:mm:ss-Z)
created on (DD/MM/YYYY)
created in (H:M:S)
created in (DD/MM/YYYY - H:M:S)
updated in (YYYY-MM-DDTHH:mm:ss-Z)
updated on (DD/MM/YYYY)
updated in (H:M:S)
updated in (DD/MM/YYYY - H:M:S)
paid in (YYYY-MM-DDTHH:mm:ss-Z)
paid in (DD/MM/YYYY)
paid in (H:M:S)
paid in (DD/MM/YYYY - H:M:S)
invoice url
customer id
bank slip (link)
payment method
Customer Subscription ID
Purchase order ID
items description
items quantity
items description, quantity and price
cpf or cnpj
buyer email
CC emails buyer
Buyer's Notes
buyer name
buyer's telephone number (DDD)
buyer telephone number (number)
address street
address: number
full address
address neighborhood
address: city
address: state
address: country
address: Zip Code
slip (digital line)
QR code (link)
QR code (text)
Expired payment
For each expired payment on iugu
Invoice items
transaction id
due date (formatted - DD/MM/YYYY)
status
coin
amount of items in cents
discount in cents
iugu fees (cents)
iugu fees (decimal)
iugu fees (text)
total amount (cents)
installments
total amount in Reais (decimal separated by dot)
total amount in Reais (decimal separated by comma)
total amount in Reais in the format "R$ 10.00"
payment amount (cents)
payment amount (decimal)
payment amount (text)
marketplace commission (cents)
marketplace commission (decimal)
marketplace commission (text)
fine and interest (cents)
fine and interest (decimal)
fine and interest (text)
created in (YYYY-MM-DDTHH:mm:ss-Z)
created on (DD/MM/YYYY)
created in (H:M:S)
created in (DD/MM/YYYY - H:M:S)
updated in (YYYY-MM-DDTHH:mm:ss-Z)
updated on (DD/MM/YYYY)
updated in (H:M:S)
updated in (DD/MM/YYYY - H:M:S)
paid in (YYYY-MM-DDTHH:mm:ss-Z)
paid in (DD/MM/YYYY)
paid in (H:M:S)
paid in (DD/MM/YYYY - H:M:S)
invoice url
customer id
bank slip (link)
payment method
Customer Subscription ID
Purchase order ID
items description
items quantity
items description, quantity and price
cpf or cnpj
buyer email
CC emails buyer
Buyer's Notes
buyer name
buyer's telephone number (DDD)
buyer telephone number (number)
address street
address: number
full address
address neighborhood
address: city
address: state
address: country
address: Zip Code
Partially paid payment
For each partially paid payment on iugu
Invoice items
transaction id
due date (formatted - DD/MM/YYYY)
status
coin
amount of items in cents
discount in cents
iugu fees (cents)
iugu fees (decimal)
iugu fees (text)
total amount (cents)
installments
total amount in Reais (decimal separated by dot)
total amount in Reais (decimal separated by comma)
total amount in Reais in the format "R$ 10.00"
payment amount (cents)
payment amount (decimal)
payment amount (text)
marketplace commission (cents)
marketplace commission (decimal)
marketplace commission (text)
fine and interest (cents)
fine and interest (decimal)
fine and interest (text)
created in (YYYY-MM-DDTHH:mm:ss-Z)
created on (DD/MM/YYYY)
created in (H:M:S)
created in (DD/MM/YYYY - H:M:S)
updated in (YYYY-MM-DDTHH:mm:ss-Z)
updated on (DD/MM/YYYY)
updated in (H:M:S)
updated in (DD/MM/YYYY - H:M:S)
paid in (YYYY-MM-DDTHH:mm:ss-Z)
paid in (DD/MM/YYYY)
paid in (H:M:S)
paid in (DD/MM/YYYY - H:M:S)
invoice url
customer id
bank slip (link)
payment method
Customer Subscription ID
Purchase order ID
items description
items quantity
items description, quantity and price
cpf or cnpj
buyer email
CC emails buyer
Buyer's Notes
buyer name
buyer's telephone number (DDD)
buyer telephone number (number)
address street
address: number
full address
address neighborhood
address: city
address: state
address: country
address: Zip Code
Opportunity with cancelled status
For each cancelled opportunity on Omie CRM module
Description of the opportunity
Opportunity email
Observation
Completion date
Lead prospecting date
Negotiation date
Qualification date
Date from proposal
Presentation date
Account code
Contact code
Opportunity code
Origin code
Solution code
Expected closing month
Months of contact
Amount of products
Recurrence amount
Amount of services
Temperature
Ticket
Current phase
Reason for conclusion
Seller's name
Seller's email
Seller's cell phone
Seller's phone
Origin of the opportunity
Contact position
Contact name
Contact last name
Contact's date of birth
Contact observation
Contact email
contact's mobile area code 1
Contact's cell phone 1
contact telephone area code
Contact phone
Contact website
Contact neighborhood
Contact Zip Code
Contact city
Contact complement
Contact address
Contact country
Contact State
Account document (CPF or CNPJ)
Account name
Tags da conta (separadas por vírgula)
Account Notes
Account registration date
Account expiration date
Account neighborhood
Account Zip Code
Account city
Account supplement
Account address
Account country
Account State
Account Fax DDD
account phone number
Account's e-mail
Fax to account
Account phone
Account website
Closing forecast
Solution description
Account Vertical
Opportunity with a lost status
For each opportunity lost in the Omie CRM module
Description of the opportunity
Opportunity email
Observation
Completion date
Lead prospecting date
Negotiation date
Qualification date
Date from proposal
Presentation date
Account code
Contact code
Opportunity code
Origin code
Solution code
Expected closing month
Months of contact
Amount of products
Recurrence amount
Amount of services
Temperature
Ticket
Current phase
Reason for conclusion
Seller's name
Seller's email
Seller's cell phone
Seller's phone
Origin of the opportunity
Contact position
Contact name
Contact last name
Contact's date of birth
Contact notes
Contact email
contact's mobile area code 1
Contact's cell phone 1
contact telephone area code
Contact phone
Contact website
Contact neighborhood
Contact Zip Code
Contact city
Contact complement
Contact address
Contact country
Contact State
Account document (CPF or CNPJ)
Account name
Tags da conta (separadas por vírgula)
Account observation
Account registration date
Account expiration date
Account neighborhood
Account Zip Code
Account city
Account supplement
Account address
Account country
Account State
Account Fax DDD
DDD Account phone number
Account's e-mail
Fax to account
Account phone
Account website
Expected closing year
Solution description
Account Vertical
Overdue invoice
When an invoice is due on iugu
Invoice items
transaction id
due date (formatted - DD/MM/YYYY)
status
coin
amount of items in cents
discount in cents
iugu fees (cents)
iugu fees (decimal)
iugu fees (text)
total amount (cents)
installments
total amount in Reais (decimal separated by dot)
total amount in Reais (decimal separated by comma)
total amount in Reais in the format "R$ 10.00"
payment amount (cents)
payment amount (decimal)
payment amount (text)
marketplace commission (cents)
marketplace commission (decimal)
marketplace commission (text)
fine and interest (cents)
fine and interest (decimal)
fine and interest (text)
created in (YYYY-MM-DDTHH:mm:ss-Z)
created on (DD/MM/YYYY)
created in (H:M:S)
created in (DD/MM/YYYY - H:M:S)
updated in (YYYY-MM-DDTHH:mm:ss-Z)
updated on (DD/MM/YYYY)
updated in (H:M:S)
updated in (DD/MM/YYYY - H:M:S)
paid in (YYYY-MM-DDTHH:mm:ss-Z)
paid in (DD/MM/YYYY)
paid in (H:M:S)
paid in (DD/MM/YYYY - H:M:S)
invoice url
customer id
bank slip (link)
payment method
Customer Subscription ID
Purchase order ID
items description
items quantity
items description, quantity and price
cpf or cnpj
buyer email
CC emails buyer
Buyer's Notes
buyer name
buyer's telephone number (DDD)
buyer telephone number (number)
address street
address: number
full address
address neighborhood
address: city
address: state
address: country
address: Zip Code
Approved payment
For each approved payment on iugu
Invoice items
transaction id
due date (formatted - DD/MM/YYYY)
status
coin
amount of items in cents
discount in cents
iugu fees (cents)
iugu fees (decimal)
iugu fees (text)
total amount (cents)
installments
total amount in Reais (decimal separated by dot)
total amount in Reais (decimal separated by comma)
total amount in Reais in the format "R$ 10.00"
payment amount (cents)
payment amount (decimal)
payment amount (text)
marketplace commission (cents)
marketplace commission (decimal)
marketplace commission (text)
fine and interest (cents)
fine and interest (decimal)
fine and interest (text)
created in (YYYY-MM-DDTHH:mm:ss-Z)
created on (DD/MM/YYYY)
created in (H:M:S)
created in (DD/MM/YYYY - H:M:S)
updated in (YYYY-MM-DDTHH:mm:ss-Z)
updated on (DD/MM/YYYY)
updated in (H:M:S)
updated in (DD/MM/YYYY - H:M:S)
paid in (YYYY-MM-DDTHH:mm:ss-Z)
paid in (DD/MM/YYYY)
paid in (H:M:S)
paid in (DD/MM/YYYY - H:M:S)
invoice url
customer id
bank slip (link)
payment method
Customer Subscription ID
Purchase order ID
items description
items quantity
items description, quantity and price
cpf or cnpj
buyer email
CC emails buyer
Buyer's Notes
buyer name
buyer's telephone number (DDD)
buyer telephone number (number)
address street
address: number
full address
address neighborhood
address: city
address: state
address: country
address: Zip Code
financial return date
Date, amount and taxes of financial returns separated by commas
Duplicate invoice
Duplicate original invoice ID
Created subscription
For each created subscription on iugu
Signature: ID
Signature: Plan identifier
Subscription: Price in cents
Subscription: Currency
Customer: ID
Customer: Email
Customer: Name
Customer: Notes
Customer: CPF/CNPJ
Customer: Zip Code
Customer: Address number
Customer: Address complement
Customer: Rua
Customer: Neighborhood
Customer: Telephone
Customer: Telephone (DDD)
Customer: City
Customer: State
Signature: Date of creation (in the format YYYY-MM-DDTHH:mm:ss-Z)
Signature: Creation date (DD/MM/YYYY)
Signature: Creation time (H:M:S)
Signature: Date created (DD/MM/YYYY - H:M:S)
Signature: Update date (in the format YYYY-MM-DDTHH:mm:ss-Z)
Signature: Update date (DD/MM/YYYY)
Signature: Update time (H:M:S)
Signature: Update date (in the format DD/MM/YYYY - H:M:S)
Subscription: Description of items
Subscription: Quantity of items
Signature: Description of items, quantity and price
Subscription: Price (R$)
Opportunity with a won status
For each conquered opportunity in the Omie CRM module
Description of the opportunity
Opportunity email
Observation
Completion date
Lead prospecting date
Negotiation date
Qualification date
Date from proposal
Presentation date
Account code
Contact code
Opportunity code
Origin code
Solution code
Expected closing month
Months of contact
Amount of products
Recurrence amount
Amount of services
Temperature
Ticket
Current phase
Reason for conclusion
Seller's name
Seller's email
Origin of the opportunity
Contact position
Contact name
Contact last name
Contact's date of birth
Contact notes
Contact email
contact's mobile area code 1
Contact's cell phone 1
contact telephone area code
Contact phone
Contact website
Contact neighborhood
Contact Zip Code
Contact city
Contact complement
Contact address
Contact country
Contact State
Account document (CPF or CNPJ)
Account name
Tags da conta (separadas por vírgula)
Account observation
Account registration date
Account expiration date
Account neighborhood
Account Zip Code
Account city
Account supplement
Account address
Account country
Account State
Account Fax DDD
account phone number
Account's e-mail
Fax to account
Account phone
Account website
Expected closing year
Solution description
Account Vertical
Opportunity with a suspended status
For each opportunity suspended in the Omie CRM module
Description of the opportunity
Opportunity email
Observation
Completion date
Lead prospecting date
Negotiation date
Qualification date
Date from proposal
Presentation date
Account code
Contact code
Opportunity code
Origin code
Solution code
Expected closing month
Months of contact
Amount of products
Recurrence amount
Amount of services
Temperature
Ticket
Current phase
Reason for conclusion
Seller's name
Seller's email
Seller's cell phone
Seller's phone
Origin of the opportunity
Contact position
Contact name
Contact last name
Contact's date of birth
Contact notes
Contact email
contact's mobile area code 1
Contact's cell phone 1
contact telephone area code
Contact phone
Contact website
Contact neighborhood
Contact Zip Code
Contact city
Contact complement
Contact address
Contact country
Contact State
Account document (CPF or CNPJ)
Account name
Tags da conta (separadas por vírgula)
Account observation
Account registration date
Account expiration date
Account neighborhood
Account Zip Code
Account city
Account supplement
Account address
Account country
Account state
Account Fax DDD
account phone number
Account's e-mail
Fax to account
Account phone
Account website
Expected closing year
Solution description
Account Vertical
Payment canceled
For each canceled payment on iugu
Invoice items
transaction id
due date (formatted - DD/MM/YYYY)
status
coin
amount of items in cents
discount in cents
iugu fees (cents)
iugu fees (decimal)
iugu fees (text)
total amount (cents)
installments
total amount in Reais (decimal separated by dot)
total amount in Reais (decimal separated by comma)
total amount in Reais in the format "R$ 10.00"
payment amount (cents)
payment amount (decimal)
payment amount (text)
marketplace commission (cents)
marketplace commission (decimal)
marketplace commission (text)
fine and interest (cents)
fine and interest (decimal)
fine and interest (text)
created in (YYYY-MM-DDTHH:mm:ss-Z)
created on (DD/MM/YYYY)
created in (H:M:S)
created in (DD/MM/YYYY - H:M:S)
updated in (YYYY-MM-DDTHH:mm:ss-Z)
updated on (DD/MM/YYYY)
updated in (H:M:S)
updated in (DD/MM/YYYY - H:M:S)
paid in (YYYY-MM-DDTHH:mm:ss-Z)
paid in (DD/MM/YYYY)
paid in (H:M:S)
paid in (DD/MM/YYYY - H:M:S)
invoice url
customer id
bank slip (link)
payment method
Customer Subscription ID
Purchase order ID
items description
items quantity
items description, quantity and price
cpf or cnpj
buyer email
CC emails buyer
Buyer's Notes
buyer name
buyer's telephone number (DDD)
buyer telephone number (number)
address street
address: number
full address
address neighborhood
address: city
address: state
address: country
address: Zip Code
referência externa
Refunded invoice
For each refunded payment on iugu
Invoice items
transaction id
due date (formatted - DD/MM/YYYY)
status
coin
amount of items in cents
discount in cents
iugu fees (cents)
iugu fees (decimal)
iugu fees (text)
total amount (cents)
installments
total amount in Reais (decimal separated by dot)
total amount in Reais (decimal separated by comma)
total amount in Reais in the format "R$ 10.00"
payment amount (cents)
payment amount (decimal)
payment amount (text)
marketplace commission (cents)
marketplace commission (decimal)
marketplace commission (text)
fine and interest (cents)
fine and interest (decimal)
fine and interest (text)
created in (YYYY-MM-DDTHH:mm:ss-Z)
created on (DD/MM/YYYY)
created in (H:M:S)
created in (DD/MM/YYYY - H:M:S)
updated in (YYYY-MM-DDTHH:mm:ss-Z)
updated on (DD/MM/YYYY)
updated in (H:M:S)
updated in (DD/MM/YYYY - H:M:S)
paid in (YYYY-MM-DDTHH:mm:ss-Z)
paid in (DD/MM/YYYY)
paid in (H:M:S)
paid in (DD/MM/YYYY - H:M:S)
invoice url
customer id
bank slip (link)
payment method
Customer Subscription ID
Purchase order ID
items description
items quantity
items description, quantity and price
cpf or cnpj
buyer email
CC emails buyer
Buyer's Notes
buyer name
buyer's telephone number (DDD)
buyer telephone number (number)
address street
address: number
full address
address neighborhood
address: city
address: state
address: country
address: Zip Code
Opportunity moved to a specific stage
For each moved opportunity to a certain phase in the Omie CRM module
Description of the opportunity
Opportunity email
Observation
Completion date
Lead prospecting date
Negotiation date
Qualification date
Date from proposal
Presentation date
Account code
Contact code
Opportunity code
Origin code
Solution code
Expected closing month
Months of contact
Amount of products
Recurrence amount
Amount of services
Temperature
Ticket
Current phase
Reason for conclusion
Seller's name
Seller's email
Seller's cell phone
Seller's phone
Origin of the opportunity
Contact position
Contact name
Contact last name
Contact's date of birth
Contact notes
Contact email
contact's mobile area code 1
Contact's cell phone 1
contact telephone area code
Contact phone
Contact website
Contact neighborhood
Contact Zip Code
Contact city
Contact complement
Contact address
Contact country
Contact State
Account document (CPF or CNPJ)
Account name
Tags da conta (separadas por vírgula)
Account observation
Account registration date
Account expiration date
Account neighborhood
Account Zip Code
Account city
Account supplement
Account address
Account country
Account state
Account Fax DDD
account phone number
Account's e-mail
Fax to account
Account phone
Account website
Expected closing year
Solution description
Account Vertical
Included opportunity
For each opportunity created in the Omie CRM module
Description of the opportunity
Opportunity email
Observation
Completion date
Lead prospecting date
Negotiation date
Qualification date
Date from proposal
Presentation date
Account code
Contact code
Opportunity code
Origin code
Solution code
Expected closing month
Months of contact
Amount of products
Recurrence amount
Amount of services
Temperature
Ticket
Current phase
Reason for conclusion
Seller's name
Seller's email
Seller's cell phone
Seller's phone
Origin of the opportunity
Contact position
Contact name
Contact last name
Contact's date of birth
Contact notes
Contact email
contact's mobile area code 1
Contact's cell phone 1
contact telephone area code
Contact phone
Contact website
Contact neighborhood
Contact Zip Code
Contact city
Contact complement
Contact address
Contact country
Contact State
Account document (CPF or CNPJ)
Account name
Tags da conta (separadas por vírgula)
Account observation
Account registration date
Account expiration date
Account neighborhood
Account Zip Code
Account city
Account supplement
Account address
Account country
Account State
Account Fax DDD
account phone number
Account's e-mail
Fax to account
Account phone
Account website
Expected closing year
Solution description
Account Vertical
Create customer
create a customer on iugu
Customer name Required
Customer email Required
Other emails
Notes
customer cpf/cnpj Required
address street
address: number
full address
address neighborhood
address: city
address: state
address: Zip Code
telephone: area code
telephone number
Customer ID
Create or update opportunity
create or update an opportunity on Omie CRM moduleHow it works:
Whenever something happens on the source app
1. An deal will be created/updated on Omie CRM
2. A person associated with this deal will be created/updated on Omie CRM
All happening in a single automation! ✨
Create or update opportunity
create or update an opportunity on Omie CRM module
Distribute new opportunities Required
Select sellers
Seller's email
Atualização de oportunidades
Opportunity phase update logic
Origin of the opportunity Required
Solution selection mode
Opportunity Solution
Solution
Description of the opportunity Required
Account uniqueness criterion
Account name Required
Account's e-mail Required
Account document
Contact name Required
Contact last name
Contact email Required
Contact position
Contact's date of birth
Contact address
Complementing the contact address
Contact Zip Code
Contact neighborhood
Contact city
Contact state
Contact country
contact's cell phone area code
Contact cell phone
Contact website
Account registration date
Account due date
Account address
Complemento do endereço da conta
Account neighborhood
Account Zip Code
Account city
Account state
Account country
Account telephone area code
Account phone
Account website
Opportunity observation
Task date
Task time
Select to send notification by email
Select task activity
Task description
Ticket: Products amount
Ticket: Services amount
Ticket: Recurring amount
Ticket: Months in contract
Competitors
Involved people: pre-sale
Create billing
send a billing to the customer via iugu
Email Required
Other emails
Payment deadline (days) Required
Item Description Required
Item Quantity Required
Item Price Required
Available payment methods Required
Maximum number of installments
Customer name
Customer notes
Customer document
Address street
Address: number
full address
address neighborhood
address: city
address: state
address: Zip Code
Telephone: area code
Telephone number
Create or update contact
create or update a contact on Omie CRM module
Account uniqueness criterion
Account name Required
Account's e-mail Required
Account document
Contact name Required
Contact last name
Contact email Required
Contact position
Contact's date of birth
Contact address
Complementing the contact address
Contact Zip Code
Contact neighborhood
Contact city
Contact state
Contact country
Contact's cell phone area code
Contact cell phone
Contact website
Account registration date
Account due date
Account address
Complemento do endereço da conta
Account neighborhood
Account Zip Code
Account city
Account state
Account country
Account telephone area code
Account phone
Account website
Boost this flow in your workflow
With Pluga, you connect iugu + Omie 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 moved opportunity to a certain phase in the Omie CRM module".
- Basic 2
Set the destinations and the actions
Select the apps that make up the flow with iugu and what Pluga should run automatically at each step. Example: "create a customer on iugu"
- 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
iugu
PaymentConnect iugu to 133+ apps with Pluga and turn your work into a productive machine. Generate invoices as soon as a deal closes and automate what happens with payment data: notify the customer, settle it in your finance app and log it in your CRM. You can also push sales records out to keep cash flow dashboards always up to date.
Omie CRM
CRMConnect Omie 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.
