Connect Moskit CRM with Nibo
Connect Moskit CRM with Nibo to scale and automate your operations.
Explore automation templates
Automate Moskit CRM and Nibo with Pluga integrations
For each won deal on Moskit CRM, include a receipt on Nibo
For each won deal on Moskit CRM, generate an account receivable on Nibo
For each won deal on Moskit CRM, register the customer on Nibo
For each won deal on Moskit CRM, include an expense on Nibo
For each created deal on Moskit CRM, register the customer on Nibo
For each created contact on Moskit CRM, register the customer on Nibo
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Moskit CRM and Nibo
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Check out the available triggers and actions in the automation of apps Moskit CRM + Nibo
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
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
Register customer
create a new customer in Nibo
Company Required
Contact update criteria
Name Required
Document
Customer phone number.
Customer's cell phone.
Customer address
Customer address number
Customer address complement
Customer address neighborhood
City of customer address
Customer address state
Customer address Zip Code
Country of customer address
Register vendor
create a new supplier in Nibo
Company Required
Contact update criteria
Name Required
Document
Customer phone number.
Customer's cell phone.
Customer address
Customer address number
Customer address complement
Customer address neighborhood
City of customer address
Customer address state
Customer address Zip Code
Country of customer address
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
Include receipt
create a new receipt in Nibo
Company Required
Account Required
Category selection mode
Category
Category
Cost center selection
Cost Centers
value
Amount Required
Entry date Required
description Required
Contact update criteria
Customer name Required
Customer email
Customer Document Number
Customer phone number
Customer's cell phone
Customer address
Customer address number
Customer address complement
Customer address neighborhood
City of customer address
Customer address state
Customer address Zip Code
Country of customer address
Create an accounts payable
Create payable in NiboHow it works:
Whenever something happens on the source app
1. Description
All happening in a single automation! ✨
Create an accounts payable
Create payable in Nibo
Organization Required
Vendor Required
Amount Required
Due date Required
Description
Accrual date
Reference
Category
Cost center
Generate account receivable
create a new bills to receive in Nibo
Company Required
description Required
reference
Amount Required
Schedule date Required
Due date Required
Accrual date
Category selection mode
Category
Category
Cost center selection
Cost center id
Cost center description
Number of installments
Contact update criteria
Customer name. Required
Customer email.
Customer Document Number.
Customer phone number.
Customer's cell phone.
Customer address
Customer address number
Customer address complement
Customer address neighborhood
City of customer address
Customer address state
Customer address Zip Code
Country of customer address
Service profile
Auto generate NFS-e type
Days before due date to generate NFS-e
State where service was provided
City where service was provided
Include expense
create a new payment in Nibo
Company Required
Account Required
Category selection mode
Category
Category
Cost center selection
Cost Centers
Cost center description
Amount Required
Entry date Required
description Required
Contact update criteria
Supplier's Name Required
Supplier's Email
Supplier's Document Number
Supplier's Phone
Supplier's Cellphone
Supplier's Address
Supplier's address number
Supplier's address complement
Supplier's address district
Supplier's address city
Supplier's address state
Supplier's address zip code
Supplier's address country
Boost this flow in your workflow
With Pluga, you connect Moskit CRM + Nibo 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 deal reaches a funnel stage on Moskit CRM".
- Basic 2
Set the destinations and the actions
Select the apps that make up the flow with Nibo and what Pluga should run automatically at each step. Example: "create a new receipt in Nibo"
- 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
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.
Nibo
AccountingConnect Nibo 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.
