Automations with Omie CRM
Google Sheets
16 automations
Automations
Pipefy
14 automations
Automations
Gmail
14 automations
Automations
Asaas
13 automations
Automations
Omie ERP
12 automations
Automations
Google Docs
12 automations
Automations
iugu
12 automations
Automations
Hotmart
12 automations
Automations
RD Station Marketing
12 automations
Automations
Leadlovers
10 automations
Automations
Pagar.me
10 automations
Automations
WooCommerce
10 automations
Automations
Loja Integrada
10 automations
Automations
Shopify
10 automations
Automations
Ramper Marketing
10 automations
Automations
Mercado Pago
10 automations
Automations
Airtable
8 automations
Automations
Notion
8 automations
Automations
Trello
8 automations
Automations
ClickUp
8 automations
Automations
Vindi Recorrência
8 automations
Automations
monday.com
8 automations
Automations
Manychat
8 automations
Automations
Adobe Commerce 1.X (Magento)
8 automations
Automations
Adobe Commerce 2.X (Magento)
8 automations
Automations
Eduzz
8 automations
Automations
Superlógica Assinaturas
8 automations
Automations
ActiveCampaign
8 automations
Automations
Mailchimp
8 automations
Automations
E-goi
8 automations
Automations
Microsoft Outlook
8 automations
Automations
Excel
8 automations
Automations
Pluga Webhooks
8 automations
Automations
Stripe
6 automations
Automations
PayPal
6 automations
Automations
Intercom
6 automations
Automations
Mautic
6 automations
Automations
Blip
6 automations
Automations
Slack
6 automations
Automations
Discord
6 automations
Automations
Google Contacts
6 automations
Automations
Zenvia Canais
6 automations
Automations
Webflow
6 automations
Automations
Squarespace
6 automations
Automations
Mandrill
6 automations
Automations
SendGrid
6 automations
Automations
WhatsApp Business Cloud
6 automations
Automations
Microsoft Teams
6 automations
Automations
Asana
6 automations
Automations
Olist ERP (Tiny ERP)
6 automations
Automations
Jira Software Cloud
6 automations
Automations
Nibo
6 automations
Automations
MemberKit
5 automations
Automations
PagBank
5 automations
Automations
Facebook Custom Audiences
5 automations
Automations
Conta Azul
5 automations
Automations
Bling
5 automations
Automations
G Digital
4 automations
Automations
JivoChat
4 automations
Automations
Todoist
4 automations
Automations
Nuvemshop
4 automations
Automations
Vindi Pagamentos
4 automations
Automations
Kiwify
4 automations
Automations
Granatum Financeiro
4 automations
Automations
Yampi
4 automations
Automations
Pipedrive
3 automations
Automations
Zendesk
3 automations
Automations
Conta Azul Financeiro
2 automations
Automations
Clicksign
2 automations
Automations
Google Calendar
2 automations
Automations
Linkedin Lead Ads
2 automations
Automations
Facebook Lead Ads
2 automations
Automations
Google Lead Form
2 automations
Automations
ZapSign
2 automations
Automations
TikTok Ads
2 automations
Automations
Mercado Livre
2 automations
Automations
HubSpot
1 automations
Automations
Gravity Forms
1 automations
Automations
Google Forms
1 automations
Automations
Tally
1 automations
Automations
Ploomes
1 automations
Automations
Typeform
1 automations
AutomationsPossibilities with Omie CRM
Check out the use cases to automate and make the most of integrations with 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
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
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
Solution selection mode
Opportunity Solution
Solution
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
Didn't find your use case? Send suggestion.
Trusted by over 10.000 amazing companies
Create automations with Omie CRM
and say goodbye to manual (and tedious) tasks!
By connecting Omie CRM to the apps you use through Pluga, you can automate various processes in your routine and have time for tasks that really matter. 
How to automate Omie CRM with Pluga?
Pluga allows you to create automations between Omie CRM and various other apps in a simple, practical way without needing to write a single line of code. See 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. Based on this choice, you can define what will happen in the destination app of your automation.
-
What is an action within an automation with Omie CRM?
An action works as a response to the selected trigger. In other words, it occurs from the moment the trigger is activated: when something happens in the app selected as the source, the action will be performed in the destination app.
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How does information mapping work?
Mapping is where you configure which information captured from the source app will be sent to each of the fields in the destination app(s). In this step, you define which information from one app should fill the fields of the other software.
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Is it possible to have more than one action?
Through Pluga, you can create automations integrating multiple apps at once. For example, you can integrate an ad app + online spreadsheet + internal communication software, so when the trigger is activated, the first action is executed, and a notification is sent to your team.
Omie CRM
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