All automations with Nibo

Possibilities with Nibo

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

Nibo

Generate account receivable

create a new bills to receive in Nibo

How it works:

Whenever something happens on the source app

1.

All happening in a single automation! ✨

Action
Nibo

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

Nibo

Include expense

create a new payment in Nibo

How it works:

Whenever something happens on the source app

All happening in a single automation! ✨

Action
Nibo

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

Nibo

Register customer

create a new customer in Nibo

How it works:

Whenever something happens on the source app

1.

All happening in a single automation! ✨

Action
Nibo

Register customer

create a new customer in Nibo

Company Required

Contact update criteria

Name Required

Email

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

Nibo

Register vendor

create a new supplier in Nibo

How it works:

Whenever something happens on the source app

All happening in a single automation! ✨

Action
Nibo

Register vendor

create a new supplier in Nibo

Company Required

Contact update criteria

Name Required

Email

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

Nibo

Include receipt

create a new receipt in Nibo

How it works:

Whenever something happens on the source app

1.

All happening in a single automation! ✨

Action
Nibo

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

Trusted by over 10.000 amazing companies

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

By connecting Nibo 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 Nibo with Pluga?

Pluga allows you to create automations between Nibo 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 Nibo?

    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.

Nibo

Nibo

Accounting

Nibo is a simple robust financial management system for small and medium-sized businesses. Among other features, the platform allows the unification of accounting file formats and their sharing between the company and the accountant, acting as an intermediary to save you time. This way, every manager can have their finances and accounting online, organized, and efficient.

Visit Nibo

Frequently Asked Questions

  • With Pluga, you can connect the app Nibo 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 Nibo 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 Nibo and other apps on Pluga will depend on the chosen plan.

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

  • Automating Nibo 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 Nibo. Generally, Pluga accesses the documentation provided by Nibo and independently develops the available integrations. Any mentions of Pluga on the Nibo website are strictly voluntary collaborations. Pluga remains solely responsible for the maintenance and support of its automation services.