Connect Meets with Reportei
Unlock the superpowers of Meets + Reportei and automate your tasks without having to write a single line of code.
Meets and Reportei
your way
Check out the available triggers and actions in the automation of apps Meets + Reportei
Won opportunity
For each conquered opportunity on MeetsHow it works:
Whenever something happens on the source app
All happening in a single automation! ✨
Won opportunity
For each conquered opportunity on MeetsTrigger
Opportunity ID
Opportunity status
Opportunity registration date
Description of the opportunity
Opportunity stage ID
Opportunity stage
Opportunity Pipeline ID
Opportunity pipeline
User ID responsible for the opportunity
Name of the user responsible for the opportunity
Reason for missing the opportunity
Opportunity loss reason ID
Total amount
Customer ID
Customer's area of activity
Customer origin
Address neighborhood
Customer cell phone
Address: Zip Code
Address: City
Customer name
Company CNPJ
Customer CPF
Customer email
Customer phone
Customer Address
Address: Number
Full address
Kind of person
Address: UF
Created opportunity
For each created opportunity on MeetsHow it works:
Whenever something happens on the source app
All happening in a single automation! ✨
Created opportunity
For each created opportunity on MeetsTrigger
ID
Opportunity status
Opportunity registration date
Description of the opportunity
Opportunity stage ID
Opportunity stage
Opportunity Pipeline ID
Opportunity pipeline
User ID responsible for the opportunity
RESPONSIBLE USER
Reason for missing the opportunity
Opportunity loss reason ID
Total amount
Customer ID
Customer's area of activity
Customer origin
Address neighborhood
Customer cell phone
Address: Zip Code
Address: City
Customer name
Company CNPJ
Customer CPF
Customer email
Customer phone
Customer Address
Address: Number
Full address
Kind of person
Address: UF
Automation executed
When an automation is executedHow it works:
Whenever something happens on the source app
All happening in a single automation! ✨
Automation executed
When an automation is executedTrigger
Timeline milestone added
When a milestone is added to the timelineHow it works:
Whenever something happens on the source app
All happening in a single automation! ✨
Timeline milestone added
When a milestone is added to the timelineTrigger
Opportunity reaches stage in the sales pipeline
When an opportunity reaches a certain funnel stage on MeetsHow it works:
Whenever something happens on the source app
All happening in a single automation! ✨
Opportunity reaches stage in the sales pipeline
When an opportunity reaches a certain funnel stage on MeetsTrigger
ID
Opportunity status
Opportunity registration date
Description of the opportunity
Opportunity stage
Opportunity Pipeline ID
Opportunity pipeline
User ID responsible for the opportunity
Name of the user responsible for the opportunity
Reason for missing the opportunity
Opportunity loss reason ID
Total amount
Customer ID
Customer's area of activity
Customer origin
Address neighborhood
Customer cell phone
Address: Zip Code
Address: City
Customer name
Company CNPJ
Customer CPF
Customer email
Customer phone
Customer Address
Address: Number
Full address
Kind of person
Address: UF
Report viewed
When a report is viewedHow it works:
Whenever something happens on the source app
All happening in a single automation! ✨
Report viewed
When a report is viewedTrigger
Control goal met
When a control goal is metHow it works:
Whenever something happens on the source app
All happening in a single automation! ✨
Control goal met
When a control goal is metTrigger
Lost opportunity
For each lost opportunity on MeetsHow it works:
Whenever something happens on the source app
All happening in a single automation! ✨
Lost opportunity
For each lost opportunity on MeetsTrigger
ID
Opportunity status
Opportunity registration date
Description of the opportunity
Opportunity stage ID
Opportunity stage
Opportunity Pipeline ID
Opportunity pipeline
User ID responsible for the opportunity
Name of the user responsible for the opportunity
Reason for missing the opportunity
Opportunity loss reason ID
Total amount
Customer ID
Customer's area of activity
Customer origin
Address neighborhood
Customer cell phone
Address: Zip Code
Address: City
Customer name
Company CNPJ
Customer CPF
Customer email
Customer phone
Customer Address
Address: Number
Full address
Kind of person
Address: UF
Dashboard created
When a dashboard is createdHow it works:
Whenever something happens on the source app
All happening in a single automation! ✨
Dashboard created
When a dashboard is createdTrigger
Control goal not met
When a control goal is not metHow it works:
Whenever something happens on the source app
All happening in a single automation! ✨
Control goal not met
When a control goal is not metTrigger
Add or update opportunity
register an opportunity on MeetsHow it works:
Whenever something happens on the source app
1. An deal will be added/updated on Meets
2. A person associated with this deal will be created/updated on Meets
All happening in a single automation! ✨
Add or update opportunity
register an opportunity on MeetsAction
Opportunity Title Required
Opportunity Tag/Status
Responsible Required
Amount
Products/Services
Name/Corporate Name
Kind of person Required
CPF
CNPJ
Cell phone
Telephone
Occupation area
Origin selection mode
Origin
Origin
City
State
Add Milestone to Timeline
Adds a new event to the timeline in Reportei.How it works:
Whenever something happens on the source app
1.
All happening in a single automation! ✨
Add Milestone to Timeline
Adds a new event to the timeline in Reportei.Action
Create Report
Creates a new report in Reportei.How it works:
Whenever something happens on the source app
1.
All happening in a single automation! ✨
Create Report
Creates a new report in Reportei.Action
Create Dashboard
Creates a new dashboard in Reportei.How it works:
Whenever something happens on the source app
1.
All happening in a single automation! ✨
Create Dashboard
Creates a new dashboard in Reportei.Action
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Automate Meets and Reportei with Pluga integrations
Explore automation templates
When an opportunity reaches a certain funnel stage on Meets, adds a new event to the timeline in Reportei
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How to integrate apps with Pluga?
Pluga allows you to integrate two or more apps in a simple, practical way without needing to type a single line of code. Here are the steps to automate your tasks and start focusing on what really matters.
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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. For example, if you choose Facebook Lead Ads as the source app, the trigger could be: For each response on an advertisement.
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What is an action within an automation?
The action serves as a response to the previously selected trigger. That is, it occurs once the trigger is activated. For example, in an automation between Facebook Lead Ads (source) and Google Sheets (destination), as soon as the trigger “For each response on an advertisement” is activated in the source app, the action “Add data to a new row on a spreadsheet” will be carried out in the destination app.
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How does information mapping work?
Information mapping is where you configure which captured information from the source app will be sent to each field in the destination app(s).
For example, in an automation between Facebook Lead Ads and Google Sheets, this step is where you will determine which contact information should fill in the spreadsheet fields.
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Is it possible to have more than one action?
With Pluga, you can create automations by integrating several apps at once. For example, you can integrate Facebook Lead Ads + Google Sheets + Slack, so when the trigger is activated, the first action is executed and a notification is sent via Slack.
Automate Meets + Reportei
and say goodbye to manual (and tedious) tasks!
By connecting the apps you use through Pluga, you can automate various processes in your routine and have time for tasks that really matter. 
Meets
CRMMeets is a CRM platform designed to simplify and streamline contact management. The app allows you to visualize your entire sales process, tracking the right activities to be performed.
Integrations with Meets Visit Meets Reportei
Ads analyticsReportei is a tool that enables you to create digital marketing and sales reports and dashboards.
Integrations with Reportei Visit Reportei