Ready-made templates with Omie CRM
Pre-configured flows with Omie CRM, ready to activate in a few clicks.
New quote in Conta Azul, create or update an opportunity on Omie CRM module
For each created element on monday.com, create or update a contact on Omie's CRM module
When the lead arrives to another stage of automation on LeadLovers., create or update an opportunity on Omie's CRM module
For each opportunity suspended in the Omie CRM module, create a draft in Gmail
For each cancelled opportunity on Omie CRM module, notify on a Slack channel
All automations with Omie CRM
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Google Sheets
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Gmail
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Pipefy
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Asaas
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RD Station Marketing
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Omie ERP
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Hotmart
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iugu
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Google Docs
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Mercado Pago
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Pagar.me
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WooCommerce
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Leadlovers
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Loja Integrada
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Shopify
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Ramper Marketing
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Trello
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Notion
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Whapi
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Manychat
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Superlógica Assinaturas
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Vindi Recorrência
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Adobe Commerce 1.X (Magento)
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Adobe Commerce 2.X (Magento)
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Microsoft Outlook
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Excel
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Webhooks
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monday.com
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ClickUp
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Airtable
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Mailchimp
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ActiveCampaign
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Conta Azul
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PayPal
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Stripe
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Zenvia Canais
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Blip
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WhatsApp Business API
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Microsoft Teams
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Telegram Bot
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Discord
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Google Contacts
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Slack
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Mautic
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Evolution API
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Mandrill
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SendGrid
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Bling
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Olist
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Nibo
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E-goi
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Jira Software Cloud
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Asana
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Intercom
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Z-API
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Squarespace
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Webflow
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PagBank
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Facebook Custom Audiences
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MemberKit
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Kiwify
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Yampi
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Vindi Pagamentos
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Nuvemshop (Tiendanube)
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Todoist
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JivoChat
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Granatum Financeiro
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Bom Controle
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Reportei
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Clicksign
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Zendesk
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Pipedrive
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Google Calendar
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vhsys
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Facebook Lead Ads
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Google Lead Form
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MCP
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Mercado Livre
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TikTok Ads
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ZapSign
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Linkedin Lead Ads
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Ploomes
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Typeform
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Google Forms
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Tally
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Gravity Forms
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Agendor
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HubSpot
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Moskit CRM
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RD Station CRM
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PipeRun
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NectarCRM
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Bitrix24
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Kommo
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Twilio
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Sympla
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Meets
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Ramper Pipeline
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Eventbrite
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Calendly
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RD Station CRM (legado)
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Zoho CRM
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Eduzz
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eNotas
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Jotform
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NFe.io
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Google Drive
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Kobana
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ChatGPT
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Instagram Business
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Google Gemini
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Supabase
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Bkper
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Lovable
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Facebook Pages
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Claude (Anthropic)
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Agendador
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Kit de IA
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SendPulse
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Loop
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Code
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Agentes de IA
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Roteador
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Classificação por IA
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HTTP Request
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Resumo por IA
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Delay
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Extração por IA
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Facebook Ads Insights
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Formatador
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Interruptor
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Tradução por IA
Trusted by over 10.000 amazing companies
How do companies use Omie CRM?
Popular, smart ways to use Omie CRM every day
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When a deal is marked as won in the CRM, a notification is sent to the channels and tools involved (team chat, targets spreadsheet, finance), so the result reaches everyone at once and the next teams can move.
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With every new lead in the CRM, a follow-up task is created for the right salesperson, with a deadline and context. Each opportunity gets its list of next steps and follow-up happens on time.
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When a sale closes, the new customer automatically enters the welcome sequence (email, message, access release), ensuring a smooth start and freeing the sales team for the next opportunity.
Triggers and Actions of Omie CRM
The trigger is the event that starts the flow with Omie CRM, while the action is the task Pluga performs automatically on that app.
Opportunity moved to a specific stage
For each moved opportunity to a certain phase in the Omie CRM module
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
Included opportunity
For each opportunity created in the Omie CRM module
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
Opportunity with cancelled status
For each cancelled opportunity on Omie CRM module
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
Opportunity with a lost status
For each opportunity lost in the Omie CRM module
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
Opportunity with a won status
For each conquered opportunity in the Omie CRM module
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
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
Opportunity with a suspended status
For each opportunity suspended in the Omie CRM module
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
Create or update contact
create or update a contact on Omie CRM module
Account uniqueness criterion
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
Complemento do endereço da conta
Account neighborhood
Account Zip Code
Account city
Account state
Account country
Account telephone area code
Account phone
Account website
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 module
Distribute new opportunities Required
Select sellers
Seller's email
Atualização de oportunidades
Opportunity phase update logic
Origin of the opportunity Required
Solution selection mode
Opportunity Solution
Solution
Description of the opportunity Required
Account uniqueness criterion
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
Complemento do endereço da conta
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
How to integrate with Omie CRM
Boost Omie CRM in your workflow
With Pluga, you connect Omie CRM to one (or more!) apps 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 moved opportunity to a certain phase in the Omie CRM module".
- Basic 2
Set the destinations and the actions
Select the apps that make up the flow with Omie CRM and what Pluga should run automatically at each step.
- 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
Omie CRM
CRMConnect Omie 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.
Frequently Asked Questions
Everything you need to know to get started with Omie CRM on Pluga.
