All automations with Moskit CRM

Possibilities with Moskit CRM

Check out the use cases to automate and make the most of integrations with Moskit CRM

Moskit CRM

Created contact

For each created contact on Moskit CRM

How it works:

Whenever something happens on the source app

All happening in a single automation! ✨

Trigger
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

Moskit CRM

Deal reached stage

When a deal reaches a funnel stage on Moskit CRM

How it works:

Whenever something happens on the source app

All happening in a single automation! ✨

Trigger
Moskit CRM

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

Moskit CRM

Created deal

For each created deal on Moskit CRM

How it works:

Whenever something happens on the source app

All happening in a single automation! ✨

Trigger
Moskit CRM

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

Moskit CRM

Won deal

For each won deal on Moskit CRM

How it works:

Whenever something happens on the source app

All happening in a single automation! ✨

Trigger
Moskit CRM

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

Moskit CRM

Lost deal

For each lost deal on Moskit CRM

How it works:

Whenever something happens on the source app

All happening in a single automation! ✨

Trigger
Moskit CRM

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

Moskit CRM

Create or update contact

create or update a contact on Moskit CRM

How it works:

Whenever something happens on the source app

All happening in a single automation! ✨

Action
Moskit CRM

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

Moskit CRM

Create or update deal

create or update a business on Moskit CRM

How 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! ✨

Action
Moskit CRM

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

Trusted by over 10.000 amazing companies

Create automations with Moskit CRM
and say goodbye to manual (and tedious) tasks!

By connecting Moskit CRM to the apps you use through Pluga, you can automate various processes in your routine and
have time for tasks that really matter.

Automatic transfer of your contacts' information to other apps

Automating the transfer of your contact base (leads) information to other apps can greatly facilitate tasks that involve managing them.

At Pluga, you can do this with ease and also helps optimize the work of people, avoiding possible human errors.

Card with contact information being sent to other apps

Automate your sales tracking

With the help of Pluga's automations, you can put your business's sales control on autopilot. This way, tasks surrounding inventory, finance, and logistics can be more aligned and optimized, directly impacting your customer's satisfaction.

Data from a new sale being sent to a spreadsheet

Automated financial control

Dealing with finances requires a lot of attention. For this, integrating apps can be a great ally! With Pluga, you can connect your financial management software and payment methods to other apps to automate tasks involving the organization of your finances.

Data from a new charge being sent to an invoicing app

Reduce communication noise - and rework!

If your company uses any type of internal communication tool, it's possible to automate the routine of notifications and alerts within it.

At Pluga, for example, you can connect this software to your project management platform so that every time a task changes status, this is communicated in a channel. In other words, it increases productivity, reduces communication noise, and avoids possible rework.

Automatic notification in the internal communication app

Customized alerts for customers

Often, personalized communication is what will captivate a customer to keep them interested in your brand. But doing this manually is almost impossible. Using Pluga, you can send these notifications automatically without losing personalization.

Automatic message sent to the customer's WhatsApp

How to automate Moskit CRM with Pluga?

Pluga allows you to create automations between Moskit CRM and various other apps in a simple, practical way without needing to write a single line of code. See the steps to automate your tasks and start focusing on what really matters.

  • Trigger and source app of the automation

    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. Based on this choice, you can define what will happen in the destination app of your automation.

  • Action and destination app of the automation

    What is an action within an automation with Moskit CRM?

    An action works as a response to the selected trigger. In other words, it occurs from the moment the trigger is activated: when something happens in the app selected as the source, the action will be performed in the destination app.

  • Information mapping of the automation

    How does information mapping work?

    Mapping is where you configure which information captured from the source app will be sent to each of the fields in the destination app(s). In this step, you define which information from one app should fill the fields of the other software.

  • Automation with multiple actions among more than two apps

    Is it possible to have more than one action?

    Through Pluga, you can create automations integrating multiple apps at once. For example, you can integrate an ad app + online spreadsheet + internal communication software, so when the trigger is activated, the first action is executed, and a notification is sent to your team.

Moskit CRM

Moskit CRM

CRM

Moskit CRM is a customer relationship management (CRM) platform that offers tools to organize contacts, track sales, automate tasks, and improve customer relationships.

Visit Moskit CRM

Frequently Asked Questions

  • With Pluga, you can connect the app Moskit CRM with over 130 other software platforms and automate various business processes and tasks. Just follow these steps:


    • 1. Log in or sign up (for free) at Pluga and click on “Create Automation”;
    • 2. Select the source app and trigger;
    • 3. Connect the app;
    • 4. Select the destination app and action;
    • 5. Connect the app account;
    • 6. Make the necessary adjustments, specifying which data will be sent from one app to another.

  • At Pluga, you can create up to 3 automations with the free plan. Additionally, you have the option to try all features for 7 days at no cost to create automations between Moskit CRM and other apps.

    We also offer three other plans, with prices ranging from $17 to $71 per month, which include premium automations and features, as well as a higher volume of events and automations. For companies with specific needs, we have the Enterprise plan, designed to offer customized solutions beyond the resources available in other plans.

    Check out Pluga's pricing page for more details.

  • The number of automations between Moskit CRM and other apps on Pluga will depend on the chosen plan.

  • No. Pluga is an intuitive platform that allows the creation of automations between Moskit CRM and other apps without any technical knowledge required.

  • Automating Moskit CRM with other apps allows you to boost various activities (such as marketing, sales, customer service, and internal communication) and eliminate potential human errors.

  • No, Pluga is not affiliated with or created by Moskit CRM. Generally, Pluga accesses the documentation provided by Moskit CRM and independently develops the available integrations. Any mentions of Pluga on the Moskit CRM website are strictly voluntary collaborations. Pluga remains solely responsible for the maintenance and support of its automation services.