Connect Nibo with Meets
Connect Nibo with Meets to scale and automate your operations.
Explore automation templates
Automate Nibo and Meets with Pluga integrations
For each conquered opportunity on Meets, register the customer on Nibo
For each conquered opportunity on Meets, include a receipt on Nibo
For each conquered opportunity on Meets, generate an account receivable on Nibo
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Nibo and Meets
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Check out the available triggers and actions in the automation of apps Nibo + Meets
Won opportunity
For each conquered opportunity on Meets
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 Meets
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
Opportunity reaches stage in the sales pipeline
When an opportunity reaches a certain funnel stage on Meets
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
Lost opportunity
For each lost opportunity on Meets
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
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
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 Meets
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
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
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
Boost this flow in your workflow
With Pluga, you connect Nibo + Meets 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, "For each created opportunity on Meets".
- 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 payable 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
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.
Meets
CRMConnect Meets 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.
