Connect Moskit CRM with Pipefy

Unlock the superpowers of Moskit CRM + Pipefy and automate your tasks without having to write a single line of code.

Moskit CRM and Pipefy
your way

Check out the available triggers and actions in the automation of apps Moskit CRM + Pipefy

Moskit CRM-icon

Created contact

For each created contact on Moskit CRM

Trigger

Information from Moskit CRM that can be used and sent to other apps.

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-icon

Deal reached stage

When a deal reaches a funnel stage on Moskit CRM

Trigger

Information from Moskit CRM that can be used and sent to other apps.

Deal: ID

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

Pipefy-icon

Finished card

When a card is finalized on Pipefy

Trigger

Information from Pipefy that can be used and sent to other apps.

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

Moskit CRM-icon

Created deal

For each created deal on Moskit CRM

Trigger

Information from Moskit CRM that can be used and sent to other apps.

Deal: ID

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-icon

Won deal

For each won deal on Moskit CRM

Trigger

Information from Moskit CRM that can be used and sent to other apps.

Deal: ID

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

Pipefy-icon

Moved card

When a card is moved to a certain phase of a pipe on Pipefy

Trigger

Information from Pipefy that can be used and sent to other apps.

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

Moskit CRM-icon

Lost deal

For each lost deal on Moskit CRM

Trigger

Information from Moskit CRM that can be used and sent to other apps.

Deal: ID

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

Pipefy-icon

Created card

When a card is created on Pipefy

Trigger

Information from Pipefy that can be used and sent to other apps.

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

Moskit CRM-icon

Create or update contact

create or update a contact on Moskit CRM

Action

Fields in Moskit CRM that can receive information from other apps.

Select responsible Required

Contact: Name

Contact: Email Required

Contact: CPF

Company: Name

Company: Email

Company: CNPJ

Contact: Position

Contact: Telephone

Contact: Observations

Company: Website

Company: Telephone

Company: Observations

Contact updates

Pipefy-icon

Create record in table

create a record on a table on Pipefy

Action

Moskit CRM-icon

Create or update deal

create or update a business on Moskit CRM

Action

Fields in Moskit CRM that can receive information from other apps.

Distribute new deal Required

Select sellers

Responsible

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

Pipefy-icon

Create card

create a card on Pipefy

Action

Fields in Pipefy that can receive information from other apps.

Card comment

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Automate Moskit CRM and Pipefy
with Pluga integrations

Explore automation templates

Moskit CRM
Moskit CRM
Pipefy
Pipefy

When a deal reaches a funnel stage on Moskit CRM, create a record on a table on Pipefy

EXPLORE
Moskit CRM
Moskit CRM
Pipefy
Pipefy

For each created deal on Moskit CRM, create a record on a table on Pipefy

EXPLORE
Moskit CRM
Moskit CRM
Pipefy
Pipefy

For each won deal on Moskit CRM, create a record on a table on Pipefy

EXPLORE
Moskit CRM
Moskit CRM
Pipefy
Pipefy

For each lost deal on Moskit CRM, create a record on a table on Pipefy

EXPLORE
Moskit CRM
Moskit CRM
Pipefy
Pipefy

When a deal reaches a funnel stage on Moskit CRM, create a card on Pipefy

EXPLORE
Moskit CRM
Moskit CRM
Pipefy
Pipefy

For each created deal on Moskit CRM, create a card on Pipefy

EXPLORE
Moskit CRM
Moskit CRM
Pipefy
Pipefy

For each won deal on Moskit CRM, create a card on Pipefy

EXPLORE
Moskit CRM
Moskit CRM
Pipefy
Pipefy

For each lost deal on Moskit CRM, create a card on Pipefy

EXPLORE
Pipefy
Pipefy
Moskit CRM
Moskit CRM

When a card is created on Pipefy, create or update a contact on Moskit CRM

EXPLORE
Pipefy
Pipefy
Moskit CRM
Moskit CRM

When a card is created on Pipefy, create or update a business on Moskit CRM

EXPLORE
Pipefy
Pipefy
Moskit CRM
Moskit CRM

When a card is finalized on Pipefy, create or update a business on Moskit CRM

EXPLORE
Pipefy
Pipefy
Moskit CRM
Moskit CRM

When a card is finalized on Pipefy, create or update a contact on Moskit CRM

EXPLORE
Pipefy
Pipefy
Moskit CRM
Moskit CRM

When a card is moved to a certain phase of a pipe on Pipefy, create or update a contact on Moskit CRM

EXPLORE
Pipefy
Pipefy
Moskit CRM
Moskit CRM

When a card is moved to a certain phase of a pipe on Pipefy, create or update a business on Moskit CRM

EXPLORE
Moskit CRM
Moskit CRM
Pipefy
Pipefy

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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.

  • 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. For example, if you choose Facebook Lead Ads as the source app, the trigger could be: For each response on an advertisement.

  • Action and destination app of the automation

    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.

  • Information mapping of the automation

    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.

  • Automation with multiple actions among more than two apps

    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 Moskit CRM + Pipefy
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.

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
Moskit CRM-icon

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.

Integrations with Moskit CRM Visit Moskit CRM
Pipefy-icon

Pipefy

Project

Pipefy is a flexible platform for process and workflow management. The app allows you to create and track complex tasks without relying on IT personnel to quickly automate processes, workflows, and approvals.

Integrations with Pipefy Visit Pipefy

Frequently Asked Questions

  • With Pluga, you can easily automate Moskit CRM com Pipefy . Just follow these steps:

    • 1. Log in or sign up (for free) on Pluga and click on “Create automation”;
    • 2. Select the source app and trigger;
    • 3. Select the destination app and action;
    • 4. Make the necessary adjustments, specifying which data will be sent to one app to another.
  • By automating Moskit CRM with Pipefy on Pluga, you can automate various manual tasks that reduce productivity for those who perform them, while also avoiding human errors. The best part is that the process is simple and doesn’t require typing a single line of code.

  • On Pluga, you can make several automations for free with the free plan. Additionally, you have the option to try all the features for 7 days at no cost to create automations between Moskit CRM, Pipefy, and even 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 Pluga's pricing page for more details.