Automate Nibo with Omie CRM
Unlock the superpowers of Nibo + Omie CRM and automate your tasks without having to write a single line of code.
Nibo and Omie CRM
your way
Check out the available triggers and actions in the automation of apps Nibo + Omie CRM
Opportunity moved to a specific stage
For each moved opportunity to a certain phase in the Omie CRM moduleHow it works:
Whenever something happens on the source app
All happening in a single automation! ✨
Opportunity moved to a specific stage
For each moved opportunity to a certain phase in the Omie CRM moduleTrigger
Description of the opportunity
Opportunity email
Observation
Completion date
Lead prospecting date
Negotiation date
Qualification date
Date from proposal
Presentation date
Account code
Contact code
Opportunity code
Origin code
Solution code
Expected closing month
Months of contact
Amount of products
Recurrence amount
Amount of services
Temperature
Ticket
Current phase
Reason for conclusion
Seller's name
Seller's email
Seller's cell phone
Seller's phone
Origin of the opportunity
Contact position
Contact name
Contact last name
Contact's date of birth
Contact notes
Contact email
contact's mobile area code 1
Contact's cell phone 1
contact telephone area code
Contact phone
Contact website
Contact neighborhood
Contact Zip Code
Contact city
Contact complement
Contact address
Contact country
Contact State
Account document (CPF or CNPJ)
Account name
Tags da conta (separadas por vírgula)
Account observation
Account registration date
Account expiration date
Account neighborhood
Account Zip Code
Account city
Account supplement
Account address
Account country
Account state
Account Fax DDD
account phone number
Account's e-mail
Fax to account
Account phone
Account website
Expected closing year
Solution description
Account Vertical
Seller's name
Seller's email
Included opportunity
For each opportunity created in the Omie CRM moduleHow it works:
Whenever something happens on the source app
All happening in a single automation! ✨
Included opportunity
For each opportunity created in the Omie CRM moduleTrigger
Description of the opportunity
Opportunity email
Observation
Completion date
Lead prospecting date
Negotiation date
Qualification date
Date from proposal
Presentation date
Account code
Contact code
Opportunity code
Origin code
Solution code
Expected closing month
Months of contact
Amount of products
Recurrence amount
Amount of services
Temperature
Ticket
Current phase
Reason for conclusion
Seller's name
Seller's email
Seller's cell phone
Seller's phone
Origin of the opportunity
Contact position
Contact name
Contact last name
Contact's date of birth
Contact notes
Contact email
contact's mobile area code 1
Contact's cell phone 1
contact telephone area code
Contact phone
Contact website
Contact neighborhood
Contact Zip Code
Contact city
Contact complement
Contact address
Contact country
Contact State
Account document (CPF or CNPJ)
Account name
Tags da conta (separadas por vírgula)
Account observation
Account registration date
Account expiration date
Account neighborhood
Account Zip Code
Account city
Account supplement
Account address
Account country
Account State
Account Fax DDD
account phone number
Account's e-mail
Fax to account
Account phone
Account website
Expected closing year
Solution description
Account Vertical
Seller's name
Seller's email
Opportunity with cancelled status
For each cancelled opportunity on Omie CRM moduleHow it works:
Whenever something happens on the source app
All happening in a single automation! ✨
Opportunity with cancelled status
For each cancelled opportunity on Omie CRM moduleTrigger
Description of the opportunity
Opportunity email
Observation
Completion date
Lead prospecting date
Negotiation date
Qualification date
Date from proposal
Presentation date
Account code
Contact code
Opportunity code
Origin code
Solution code
Expected closing month
Months of contact
Amount of products
Recurrence amount
Amount of services
Temperature
Ticket
Current phase
Reason for conclusion
Seller's name
Seller's email
Seller's cell phone
Seller's phone
Origin of the opportunity
Contact position
Contact name
Contact last name
Contact's date of birth
Contact observation
Contact email
contact's mobile area code 1
Contact's cell phone 1
contact telephone area code
Contact phone
Contact website
Contact neighborhood
Contact Zip Code
Contact city
Contact complement
Contact address
Contact country
Contact State
Account document (CPF or CNPJ)
Account name
Tags da conta (separadas por vírgula)
Account Notes
Account registration date
Account expiration date
Account neighborhood
Account Zip Code
Account city
Account supplement
Account address
Account country
Account State
Account Fax DDD
account phone number
Account's e-mail
Fax to account
Account phone
Account website
Closing forecast
Solution description
Account Vertical
Seller's name
Seller's email
Opportunity with a lost status
For each opportunity lost in the Omie CRM moduleHow it works:
Whenever something happens on the source app
All happening in a single automation! ✨
Opportunity with a lost status
For each opportunity lost in the Omie CRM moduleTrigger
Description of the opportunity
Opportunity email
Observation
Completion date
Lead prospecting date
Negotiation date
Qualification date
Date from proposal
Presentation date
Account code
Contact code
Opportunity code
Origin code
Solution code
Expected closing month
Months of contact
Amount of products
Recurrence amount
Amount of services
Temperature
Ticket
Current phase
Reason for conclusion
Seller's name
Seller's email
Seller's cell phone
Seller's phone
Origin of the opportunity
Contact position
Contact name
Contact last name
Contact's date of birth
Contact notes
Contact email
contact's mobile area code 1
Contact's cell phone 1
contact telephone area code
Contact phone
Contact website
Contact neighborhood
Contact Zip Code
Contact city
Contact complement
Contact address
Contact country
Contact State
Account document (CPF or CNPJ)
Account name
Tags da conta (separadas por vírgula)
Account observation
Account registration date
Account expiration date
Account neighborhood
Account Zip Code
Account city
Account supplement
Account address
Account country
Account State
Account Fax DDD
DDD Account phone number
Account's e-mail
Fax to account
Account phone
Account website
Expected closing year
Solution description
Account Vertical
Seller's name
Seller's email
Opportunity with a won status
For each conquered opportunity in the Omie CRM moduleHow it works:
Whenever something happens on the source app
All happening in a single automation! ✨
Opportunity with a won status
For each conquered opportunity in the Omie CRM moduleTrigger
Description of the opportunity
Opportunity email
Observation
Completion date
Lead prospecting date
Negotiation date
Qualification date
Date from proposal
Presentation date
Account code
Contact code
Opportunity code
Origin code
Solution code
Expected closing month
Months of contact
Amount of products
Recurrence amount
Amount of services
Temperature
Ticket
Current phase
Reason for conclusion
Seller's name
Seller's email
Seller's cell phone (with area code)
Seller's telephone number (with area code)
Origin of the opportunity
Contact position
Contact name
Contact last name
Contact's date of birth
Contact notes
Contact email
contact's mobile area code 1
Contact's cell phone 1
contact telephone area code
Contact phone
Contact website
Contact neighborhood
Contact Zip Code
Contact city
Contact complement
Contact address
Contact country
Contact State
Account document (CPF or CNPJ)
Account name
Tags da conta (separadas por vírgula)
Account observation
Account registration date
Account expiration date
Account neighborhood
Account Zip Code
Account city
Account supplement
Account address
Account country
Account State
Account Fax DDD
account phone number
Account's e-mail
Fax to account
Account phone
Account website
Expected closing year
Solution description
Account Vertical
Seller's name
Seller's email
Opportunity with a suspended status
For each opportunity suspended in the Omie CRM moduleHow it works:
Whenever something happens on the source app
All happening in a single automation! ✨
Opportunity with a suspended status
For each opportunity suspended in the Omie CRM moduleTrigger
Description of the opportunity
Opportunity email
Observation
Completion date
Lead prospecting date
Negotiation date
Qualification date
Date from proposal
Presentation date
Account code
Contact code
Opportunity code
Origin code
Solution code
Expected closing month
Months of contact
Amount of products
Recurrence amount
Amount of services
Temperature
Ticket
Current phase
Reason for conclusion
Seller's name
Seller's email
Seller's cell phone
Seller's phone
Origin of the opportunity
Contact position
Contact name
Contact last name
Contact's date of birth
Contact notes
Contact email
contact's mobile area code 1
Contact's cell phone 1
contact telephone area code
Contact phone
Contact website
Contact neighborhood
Contact Zip Code
Contact city
Contact complement
Contact address
Contact country
Contact State
Account document (CPF or CNPJ)
Account name
Tags da conta (separadas por vírgula)
Account observation
Account registration date
Account expiration date
Account neighborhood
Account Zip Code
Account city
Account supplement
Account address
Account country
Account state
Account Fax DDD
account phone number
Account's e-mail
Fax to account
Account phone
Account website
Expected closing year
Solution description
Account Vertical
Seller's name
Seller's email
Generate account receivable
generate an account receivable on NiboHow it works:
Whenever something happens on the source app
All happening in a single automation! ✨
Generate account receivable
generate an account receivable on NiboAction
Company Required
description Required
reference
Amount Required
Scheduling Required
Due date Required
Category Required
Cost center selection
Cost center id
Cost center description
Number of installments
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
Include expense
include an expense on NiboHow it works:
Whenever something happens on the source app
All happening in a single automation! ✨
Include expense
include an expense on NiboAction
Company Required
Account Required
Category Required
Cost center selection
Cost Centers
Cost center description
Amount Required
Entry date Required
description Required
Provider's name. Required
Supplier email.
Supplier Document Number.
Supplier's telephone number.
Supplier's cell phone.
Supplier address
Supplier address number
Supplier address supplement
Supplier address neighborhood
City of supplier address
Supplier address state
Supplier address Zip Code
Country of supplier address
Create or update opportunity
create or update an opportunity on Omie CRM moduleHow it works:
Whenever something happens on the source app
1. An deal will be created/updated on Omie CRM
2. A person associated with this deal will be created/updated on Omie CRM
All happening in a single automation! ✨
Create or update opportunity
create or update an opportunity on Omie CRM moduleAction
Distribute new opportunities Required
Select sellers
Seller's email
Atualização de oportunidades
Origin of the opportunity Required
Opportunity Solution Required
Description of the opportunity Required
Account name Required
Account's e-mail Required
Account document
Contact name Required
Contact last name
Contact email Required
Contact position
Contact's date of birth
Contact address
Complementing the contact address
Contact Zip Code
Contact neighborhood
Contact city
Contact state
Contact country
contact's cell phone area code
Contact cell phone
Contact website
Account registration date
Account due date
Account address
Account neighborhood
Account Zip Code
Account city
Account state
Account country
Account telephone area code
Account phone
Account website
Opportunity observation
Task date
Task time
Select to send notification by email
Select task activity
Task description
Ticket: Products amount
Ticket: Services amount
Ticket: Recurring amount
Ticket: Months in contract
Competitors
Involved people: pre-sale
Register customer
register the customer on NiboHow it works:
Whenever something happens on the source app
All happening in a single automation! ✨
Register customer
register the customer on NiboAction
Company Required
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
register the vendor on NiboHow it works:
Whenever something happens on the source app
All happening in a single automation! ✨
Register vendor
register the vendor on NiboAction
Company Required
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
include a receipt on NiboHow it works:
Whenever something happens on the source app
All happening in a single automation! ✨
Include receipt
include a receipt on NiboAction
Company Required
Account Required
Category Required
Cost center selection
Cost Centers
value
Amount Required
Entry date Required
description Required
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 or update contact
create or update a contact on Omie CRM moduleHow it works:
Whenever something happens on the source app
1.
All happening in a single automation! ✨
Create or update contact
create or update a contact on Omie CRM moduleAction
Account name Required
Account's e-mail Required
Account document
Contact name Required
Contact last name
Contact email Required
Contact position
Contact's date of birth
Contact address
Complementing the contact address
Contact Zip Code
Contact neighborhood
Contact city
Contact state
Contact country
Contact's cell phone area code
Contact cell phone
Contact website
Account registration date
Account due date
Account address
Account neighborhood
Account Zip Code
Account city
Account state
Account country
Account telephone area code
Account phone
Account website
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Automate Nibo and Omie CRM with Pluga integrations
Explore automation templates
For each conquered opportunity in the Omie CRM module, include an expense on Nibo
EXPLORE For each conquered opportunity in the Omie CRM module, register the customer on Nibo
EXPLORE For each opportunity created in the Omie CRM module, register the customer on Nibo
EXPLORE For each moved opportunity to a certain phase in the Omie CRM module, register the customer on Nibo
EXPLORE For each conquered opportunity in the Omie CRM module, generate an account receivable on Nibo
EXPLORE For each conquered opportunity in the Omie CRM module, include a receipt on Nibo
EXPLORE Miss an automation with this apps?
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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.
-
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.
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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.
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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.
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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 Nibo + Omie CRM
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. 
Nibo
AccountingNibo 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.
Integrations with Nibo Visit Nibo Omie CRM
CRMOmie CRM is part of the Omie platform, offering customer relationship management tools, sales automation, lead tracking, and analytics for businesses.
Integrations with Omie CRM Visit Omie CRM