Connect Omie CRM with Trello
Connect Omie CRM with Trello to scale and automate your operations.
Explore automation templates
Automate Omie CRM and Trello with Pluga integrations
For each conquered opportunity in the Omie CRM module, create a card on Trello
For each opportunity lost in the Omie CRM module, create a card on Trello
For each opportunity created in the Omie CRM module, create a card on Trello
For each moved opportunity to a certain phase in the Omie CRM module, create a card on Trello
For each card created on Trello, create or update an opportunity on Omie's CRM module
For each card created on Trello, create or update a contact on Omie's CRM module
When a card is moved to a certain list on Trello, create or update an opportunity on Omie's CRM module
When a card is moved to a certain list on Trello, create or update a contact on Omie's CRM module
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Check out the available triggers and actions in the automation of apps Omie CRM + Trello
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
Card moved to a list
When a card is moved to a certain list on Trello
frame name
list name
card name
Update date/time
Update date (DD/MM/YYYY)
Update time
creator name
creator initials
creator username
card description
card url
delivery date
closed
pinned
card comments
comments
self join
invitations
card covers
can be public
can be org
can be private
can invite
Selected labels
Card member IDs (Comma-separated)
Card member IDs (Comma-separated)
Card ID
green label
yellow label
orange label
red label
purple label
blue label
light blue chalkboard sticker
lime label
pink label
black label
Dark green chalkboard label
Dark yellow chalkboard label
Dark orange chalkboard label
Dark red chalkboard label
Dark purple frame sticker
Dark blue chalkboard label
Dark sky blue chalkboard label
Dark lime green frame label
Dark Pink Chalkboard Label
Dark black frame sticker
Light green chalkboard label
Light yellow frame label
Bright orange frame label
Bright red chalkboard label
Light purple frame label
Light blue chalkboard label
Light sky blue chalkboard label
Light Lime Green Chalkboard Label
Light pink chalkboard label
Light black frame label
green card label
yellow card label
orange card label
red card label
purple card label
blue card label
light blue card label
light green card label
pink card label
black card label
Dark green card label
Dark yellow card label
Dark orange card label
Dark red card label
Dark purple card label
Dark blue card label
Dark sky blue card label
Dark lime green card label
Dark pink card label
Dark black card label
Light green card label
Light yellow card label
Bright orange card label
Bright red card label
Light purple card label
Light blue card label
Light sky blue card label
Light lime green card label
Light pink card label
Light black card label
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
Created card
For each card created on Trello
Frame name
List name
Card name
Date and time of creation
Creation date in format: DD/MM/YYYY
Creation time
Template creator's full name
Model creator's initials
Template creator username
Card description
Card URL
Delivery date
Closed card
Pinned card
Card comments
Card comment permission
Card invite permission
Card invite permission
Card coverage
The card is publishable
Template Permission
Card can be private
Can you invite?
Selected tags
Card member IDs (Comma-separated)
Card member IDs (Comma-separated)
Card ID
Green chalkboard sticker
Yellow chalkboard label
Orange chalkboard label
Red chalkboard label
Purple chalkboard sticker
Blue chalkboard label
Sky Blue Chalkboard Label
Lime Green Chalkboard Label
Pink Chalkboard Sticker
Black Chalkboard Label
Dark green chalkboard label
Dark yellow chalkboard label
Dark orange chalkboard label
Dark red chalkboard label
Dark purple frame sticker
Dark blue chalkboard label
Dark sky blue chalkboard label
Dark lime green frame label
Dark Pink Chalkboard Label
Dark black frame sticker
Light green chalkboard label
Light yellow frame label
Bright orange frame label
Bright red chalkboard label
Light purple frame label
Light blue chalkboard label
Light sky blue chalkboard label
Light Lime Green Chalkboard Label
Light pink chalkboard label
Light black frame label
Green card label
Yellow card label
Orange card label
Red card label
Purple card label
Blue card label
Sky blue card label
Lime green card label
Pink card label
Black card label
Dark green card label
Dark yellow card label
Dark orange card label
Dark red card label
Dark purple card label
Dark blue card label
Dark sky blue card label
Dark lime green card label
Dark pink card label
Dark black card label
Light green card label
Light yellow card label
Bright orange card label
Bright red card label
Light purple card label
Light blue card label
Light sky blue card label
Light lime green card label
Light pink card label
Light black card label
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
Card moved to a list containing attachments
When a card with attachments is moved to a certain list on Trello
Board's name
List's name
Card name
Date/time
Date
Time
model's creator full name
Model's creator initials
Model's creator username
Card's description
Card's url
Due date
Closed card
Pinned card
Card's comments
Card's permission comments
Card's permission invitations
Card's permission invitations
Card's cover
Can be public
Model's permission
Can card be private
Can invite
Selected labels
Card member IDs (Comma-separated)
Card member IDs (Comma-separated)
Card ID
Board's green label
Board's yellow label
Board's orange label
Board's red label
Board's purple label
Board's blue label
Board's sky label
Board's lime label
Board's pink label
Board's black label
Board's dark green label
Board's dark yellow label
Board's dark orange label
Board's dark red label
Board's dark purple label
Board's dark blue label
Board's dark sky label
Board's dark lime label
Board's dark pink label
Board's dark black label
Board's light green label
Board's light yellow label
Board's light orange label
Board's light red label
Board's light purple label
Board's light blue label
Board's light sky label
Board's light lime label
Board's light pink label
Board's light black label
Card's green label
Card's yellow label
Card's orange label
Card's red label
Card's purple label
Card's blue label
Card's sky label
Card's lime label
Card's pink label
Card's black label
Card's dark green label
Card's dark yellow label
Card's dark orange label
Card's dark red label
Card's dark purple label
Card's dark blue label
Card's dark sky label
Card's dark lime label
Card's dark pink label
Card's dark black label
Card's light green label
Card's light yellow label
Card's light orange label
Card's light red label
Card's light purple label
Card's light blue label
Card's light sky label
Card's light lime label
Card's light pink label
Card's light black label
Link to attached file(s)
Name of the file that contains all the zipped files
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
Search cards
Search cards in Trello
Search mode
Search string
Search filters
Result limit
No cards found?
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
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
Create/Update card
create/update a card on Trello
Card update
Types of cards to be updated
card name Required
card description
Select a label
Card attachment
Select a member
delivery date
Card template
Checklist name
Checklist items
Checklist tab
Boost this flow in your workflow
With Pluga, you connect Omie CRM + Trello 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 card created on Trello".
- 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. Example: "create or update an opportunity on Omie CRM module"
- 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 131+ 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.
Trello
ProjectConnect Trello to 131+ apps with Pluga and turn your work into a productive machine. Create tasks and cards automatically from what happens in other systems, update statuses without opening app after app and keep your team aligned around the same place.
