Connect Omie CRM with Nibo
Connect Omie CRM with Nibo to scale and automate your operations.
Explore automation templates
Automate Omie CRM and Nibo with Pluga integrations
For each conquered opportunity in the Omie CRM module, include an expense on Nibo
For each conquered opportunity in the Omie CRM module, register the customer on Nibo
For each opportunity created in the Omie CRM module, register the customer on Nibo
For each moved opportunity to a certain phase in the Omie CRM module, register the customer on Nibo
For each conquered opportunity in the Omie CRM module, generate an account receivable on Nibo
For each conquered opportunity in the Omie CRM module, include a receipt on Nibo
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Check out the available triggers and actions in the automation of apps Omie CRM + Nibo
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
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
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
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
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
Boost this flow in your workflow
With Pluga, you connect Omie CRM + Nibo 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 cancelled opportunity on Omie CRM module".
- 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 a new supplier 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
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.
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.
