Connect Omie CRM with WooCommerce

Connect Omie CRM with WooCommerce to scale and automate your operations.

Explore automation templates

Automate Omie CRM and WooCommerce
with Pluga integrations

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Omie CRM and WooCommerce
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Check out the available triggers and actions in the automation of apps Omie CRM + WooCommerce

Trigger
Omie CRM

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

Trigger
Omie CRM

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

Trigger
WooCommerce

Created order

For each created order on WooCommerce

Order items

ID

Status

Coin

Discount

Shipping

Taxa

Total

Total in Reais (text)

Date/Time Created (ISO8601 formatted)

Date/Time Created (formatted YYYY-MM-DD H:M:S)

Update date/time

Update date/time (formatted YYYY-MM-DD H:M:S)

Payment Date/Time (ISO8601 formatted)

Payment Date/Time (formatted YYYY-MM-DD H:M:S)

Date/Time Approved (ISO8601 formatted)

Date/Time Approved (formatted YYYY-MM-DD H:M:S).

Customer ID

Anotações do cliente

Payment method

Transaction ID

Item Names

Product IDs with variation

SKU and quantity of products

Product SKU

Quantity of products

Subtotal of products separated by commas

Line-items parent names

Total amount of fees

Total amount of fees without discount

Total amount of fee discounts

Delivery Titles

Billing Email

Billing Name

Billing surname

Billing Company

Billing phone

Billing cell phone

Billing address

Billing Supplement

City of Collection

Billing State

Billing Country

Billing Zip Code

Billing Number

Cobrança neighborhood

Billing Person Type

Billing CPF

Billing CNPJ

Billing ID

Delivery Name

Delivery Surname

Delivery Company

Delivery address

Delivery Complement

Delivery City

Delivery State

Delivery Zip Code

Delivery Country

Delivery Phone

Delivery number

Delivery District

Coupons

Trigger
WooCommerce

Failed order

For each failed order on WooCommerce

Order items

ID

Status

Coin

Discount

Shipping

Taxa

Total

Total in Reais (text)

Date/Time Created

Date/Time Created (formatted YYYY-MM-DD H:M:S).

Update date/time

Update date/time (formatted YYYY-MM-DD H:M:S).

Payment Date/Time

Payment Date/Time (formatted YYYY-MM-DD H:M:S)

Date/Time Completed

Date/Time Completed (formatted YYYY-MM-DD H:M:S).

Customer ID

Anotações do cliente

Payment method

Transaction ID

Item Names

Product IDs with variation

SKU and quantity of products

Product SKU

Quantity of products

Subtotal of products separated by commas

Line-items parent names

Total amount of fees

Total amount of fees without discount

Total amount of fee discounts

Delivery Titles

Billing Email

Billing Name

Billing surname

Billing Company

Billing phone

Billing cell phone

Billing address

Billing Supplement

City of Collection

Billing State

Billing Country

Billing Zip Code

Billing Number

Cobrança neighborhood

Billing Person Type

Billing CPF

Billing CNPJ

Billing ID

Delivery Name

Delivery Surname

Delivery Company

Delivery address

Delivery Complement

Delivery City

Delivery State

Delivery Zip Code

Delivery Country

Delivery Phone

Delivery number

Delivery District

Coupons

Trigger
WooCommerce

Refunded order

For each refunded order on WooCommerce

Order items

ID

Status

Coin

Discount

Shipping

Taxa

Total

Total in Reais (text)

Date/Time Created

Date/Time Created (formatted YYYY-MM-DD H:M:S).

Update date/time

Update date/time (formatted YYYY-MM-DD H:M:S).

Payment Date/Time

Payment Date/Time (formatted YYYY-MM-DD H:M:S)

Date/Time Completed

Date/Time Completed (formatted YYYY-MM-DD H:M:S).

Customer ID

Anotações do cliente

Payment method

Transaction ID

Item Names

Product IDs with variation

SKU and quantity of products

Product SKU

Quantity of products

Subtotal of products separated by commas

Line-items parent names

Total amount of fees

Total amount of fees without discount

Total amount of fee discounts

Delivery Titles

Billing Email

Billing Name

Billing surname

Billing Company

Billing phone

Billing cell phone

Billing address

Billing Supplement

City of Collection

Billing State

Billing Country

Billing Zip Code

Billing Number

Cobrança neighborhood

Billing Person Type

Billing CPF

Billing CNPJ

Billing ID

Delivery Name

Delivery Surname

Delivery Company

Delivery address

Delivery Complement

Delivery City

Delivery State

Delivery Zip Code

Delivery Country

Delivery Phone

Delivery number

Delivery District

Coupons

Trigger
Omie CRM

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

Trigger
Omie CRM

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

Trigger
WooCommerce

Cancelled order

For each cancelled order on WooCommerce

Order items

ID

Status

Coin

Discount

Shipping

Taxa

Total

Total in Reais (text)

Date/Time Created

Date/Time Created (formatted YYYY-MM-DD H:M:S)

Update date/time

Update date/time (formatted YYYY-MM-DD H:M:S)

Payment Date/Time

Payment Date/Time (formatted YYYY-MM-DD H:M:S)

Date/Time Completed

Date/Time Completed (formatted YYYY-MM-DD H:M:S)

Customer ID

Anotações do cliente

Payment method

Transaction ID

Item Names

Product IDs with variation

SKU and quantity of products

Product SKU

Quantity of products

Subtotal of products separated by commas

Line-items parent names

Total amount of fees

Total amount of fees without discount

Total amount of fee discounts

Delivery Titles

Billing Email

Billing Name

Billing surname

Billing Company

Billing phone

Billing cell phone

Billing address

Billing Supplement

City of Collection

Billing State

Billing Country

Billing Zip Code

Billing Number

Cobrança neighborhood

Billing Person Type

Billing CPF

Billing CNPJ

Billing ID

Delivery Name

Delivery Surname

Delivery Company

Delivery address

Delivery Complement

Delivery City

Delivery State

Delivery Zip Code

Delivery Country

Delivery Phone

Delivery number

Delivery District

Coupons

Trigger
WooCommerce

Waiting order

For each order awaiting payment on WooCommerce

Order items

ID

Status

Coin

Discount

Shipping

Taxa

Total

Total in Reais (text)

Date/Time Created

Date/Time Created (formatted YYYY-MM-DD H:M:S).

Update date/time

Update date/time (formatted YYYY-MM-DD H:M:S).

Payment Date/Time

Payment Date/Time (formatted YYYY-MM-DD H:M:S)

Date/Time Completed

Date/Time Completed (formatted YYYY-MM-DD H:M:S).

Customer ID

Anotações do cliente

Payment method

Transaction ID

Item Names

Product IDs with variation

SKU and quantity of products

Product SKU

Quantity of products

Subtotal of products separated by commas

Line-items parent names

Total amount of fees

Total amount of fees without discount

Total amount of fee discounts

Delivery Titles

Billing Email

Billing Name

Billing surname

Billing Company

Billing phone

Billing cell phone

Billing address

Billing Supplement

City of Collection

Billing State

Billing Country

Billing Zip Code

Billing Number

Cobrança neighborhood

Billing Person Type

Billing CPF

Billing CNPJ

Billing ID

Delivery Name

Delivery Surname

Delivery Company

Delivery address

Delivery Complement

Delivery City

Delivery State

Delivery Zip Code

Delivery Country

Delivery Phone

Delivery number

Delivery District

Coupons

Trigger
Omie CRM

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

Trigger
Omie CRM

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

Trigger
WooCommerce

Completed order

For each completed order on WooCommerce

Order items

ID

Status

Coin

Discount

Shipping

Taxa

Total

Total in Reais (text)

Date/Time Created

Date/Time Created (formatted YYYY-MM-DD H:M:S).

Update date/time

Update date/time (formatted YYYY-MM-DD H:M:S).

Payment Date/Time

Payment Date/Time (formatted YYYY-MM-DD H:M:S)

Date/Time Completed

Date/Time Completed (formatted YYYY-MM-DD H:M:S).

Customer ID

Anotações do cliente

Payment method

Transaction ID

Item Names

Product IDs with variation

SKU and quantity of products

Product SKU

Quantity of products

Subtotal of products separated by commas

Line-items parent names

Total amount of fees

Total amount of fees without discount

Total amount of fee discounts

Delivery Titles

Billing Email

Billing Name

Billing surname

Billing Company

Billing phone

Billing cell phone

Billing address

Billing Supplement

City of Collection

Billing State

Billing Country

Billing Zip Code

Billing Number

Cobrança neighborhood

Billing Person Type

Billing CPF

Billing CNPJ

Billing ID

Delivery Name

Delivery Surname

Delivery Company

Delivery address

Delivery Complement

Delivery City

Delivery State

Delivery Zip Code

Delivery Country

Delivery Phone

Delivery number

Delivery District

Coupons

Trigger
WooCommerce

Processing order

For each order processing on WooCommerce

Order items

Order ID/number

Status

Coin

Discount

Shipping

Taxa

Total

Total in Reais (text)

Date/Time Created

Date/Time Created (formatted YYYY-MM-DD H:M:S).

Update date/time

Update date/time (formatted YYYY-MM-DD H:M:S).

Payment Date/Time

Payment Date/Time (formatted YYYY-MM-DD H:M:S)

Date/Time Completed

Date/Time Completed (formatted YYYY-MM-DD H:M:S).

Customer ID

Anotações do cliente

Payment method

ID do método de pagamento

Transaction ID

Item Names

Product IDs with variation

SKU and quantity of products

Product SKU

Quantity of products

Subtotal of products separated by commas

Line-items parent names

Total amount of fees

Total amount of fees without discount

Total amount of fee discounts

Delivery Titles

Billing Email

Billing Name

Billing surname

Billing Company

Billing phone

Billing cell phone

Billing address

Billing Supplement

City of Collection

Billing State

Billing Country

Billing Zip Code

Billing Number

Cobrança neighborhood

Billing Person Type

Billing CPF

Billing CNPJ

Billing ID

Delivery Name

Delivery Surname

Delivery Company

Delivery address

Delivery Complement

Delivery City

Delivery State

Delivery Zip Code

Delivery Country

Delivery Phone

Delivery number

Delivery District

Coupons

Action
Omie CRM

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

Action
Omie CRM

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

How to integrate Omie CRM and WooCommerce on Pluga

Boost this flow in your workflow

With Pluga, you connect Omie CRM + WooCommerce 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 order awaiting payment on WooCommerce".

  • 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

Omie CRM

CRM

Connect 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.

WooCommerce

WooCommerce

Ecommerce

Connect WooCommerce to 131+ apps with Pluga and turn your work into a productive machine. Automate order processing — created, paid, shipped or cancelled: each stage triggers the next steps, from customer notifications to finance and inventory entries.

Frequently Asked Questions

  • By automating Omie CRM with WooCommerce on Pluga, you can automate various manual tasks that reduce productivity for those who perform them, while also avoiding human errors. The best part is that the process is simple and doesn’t require typing a single line of code.

  • On Pluga, you can make several automations for free with the free plan. Additionally, you have the option to try all the features for 7 days at no cost to create automations between Omie CRM, WooCommerce, and even other apps.

    We also offer three other plans, with prices ranging from $17 to $71 per month, which include premium automations and features, as well as a higher volume of events and automations. For companies with specific needs, we have the Enterprise plan, designed to offer customized solutions beyond the resources available in other plans.

    Check Pluga's pricing page for more details.