Automate Omie CRM with iugu
Unlock the superpowers of Omie CRM + iugu and automate your tasks without having to write a single line of code.
Omie CRM and iugu
your way
Check out the available triggers and actions in the automation of apps Omie CRM + iugu
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 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
Created payment
For each created payment on iuguTrigger
transaction id
due date (formatted - DD/MM/YYYY)
status
coin
amount of items in cents
discount in cents
iugu fees (cents)
iugu fees (decimal)
iugu fees (text)
total amount (cents)
installments
total amount in Reais (decimal separated by dot)
total amount in Reais (decimal separated by comma)
total amount in Reais in the format "R$ 10.00"
payment amount (cents)
payment amount (decimal)
payment amount (text)
marketplace commission (cents)
marketplace commission (decimal)
marketplace commission (text)
fine and interest (cents)
fine and interest (decimal)
fine and interest (text)
created in (YYYY-MM-DDTHH:mm:ss-Z)
created on (DD/MM/YYYY)
created in (H:M:S)
created in (DD/MM/YYYY - H:M:S)
updated in (YYYY-MM-DDTHH:mm:ss-Z)
updated on (DD/MM/YYYY)
updated in (H:M:S)
updated in (DD/MM/YYYY - H:M:S)
paid in (YYYY-MM-DDTHH:mm:ss-Z)
paid in (DD/MM/YYYY)
paid in (H:M:S)
paid in (DD/MM/YYYY - H:M:S)
invoice url
customer id
bank slip (link)
payment method
Customer Subscription ID
Purchase order ID
items description
items quantity
items description, quantity and price
cpf or cnpj
buyer email
CC emails buyer
Buyer's Notes
buyer name
buyer's telephone number (DDD)
buyer telephone number (number)
address street
address: number
full address
address neighborhood
address: city
address: state
address: country
address: Zip Code
slip (digital line)
QR code (link)
QR code (text)
Expired payment
For each expired payment on iuguTrigger
transaction id
due date (formatted - DD/MM/YYYY)
status
coin
amount of items in cents
discount in cents
iugu fees (cents)
iugu fees (decimal)
iugu fees (text)
total amount (cents)
installments
total amount in Reais (decimal separated by dot)
total amount in Reais (decimal separated by comma)
total amount in Reais in the format "R$ 10.00"
payment amount (cents)
payment amount (decimal)
payment amount (text)
marketplace commission (cents)
marketplace commission (decimal)
marketplace commission (text)
fine and interest (cents)
fine and interest (decimal)
fine and interest (text)
created in (YYYY-MM-DDTHH:mm:ss-Z)
created on (DD/MM/YYYY)
created in (H:M:S)
created in (DD/MM/YYYY - H:M:S)
updated in (YYYY-MM-DDTHH:mm:ss-Z)
updated on (DD/MM/YYYY)
updated in (H:M:S)
updated in (DD/MM/YYYY - H:M:S)
paid in (YYYY-MM-DDTHH:mm:ss-Z)
paid in (DD/MM/YYYY)
paid in (H:M:S)
paid in (DD/MM/YYYY - H:M:S)
invoice url
customer id
bank slip (link)
payment method
Customer Subscription ID
Purchase order ID
items description
items quantity
items description, quantity and price
cpf or cnpj
buyer email
CC emails buyer
Buyer's Notes
buyer name
buyer's telephone number (DDD)
buyer telephone number (number)
address street
address: number
full address
address neighborhood
address: city
address: state
address: country
address: Zip Code
Partially paid payment
For each partially paid payment on iuguTrigger
transaction id
due date (formatted - DD/MM/YYYY)
status
coin
amount of items in cents
discount in cents
iugu fees (cents)
iugu fees (decimal)
iugu fees (text)
total amount (cents)
installments
total amount in Reais (decimal separated by dot)
total amount in Reais (decimal separated by comma)
total amount in Reais in the format "R$ 10.00"
payment amount (cents)
payment amount (decimal)
payment amount (text)
marketplace commission (cents)
marketplace commission (decimal)
marketplace commission (text)
fine and interest (cents)
fine and interest (decimal)
fine and interest (text)
created in (YYYY-MM-DDTHH:mm:ss-Z)
created on (DD/MM/YYYY)
created in (H:M:S)
created in (DD/MM/YYYY - H:M:S)
updated in (YYYY-MM-DDTHH:mm:ss-Z)
updated on (DD/MM/YYYY)
updated in (H:M:S)
updated in (DD/MM/YYYY - H:M:S)
paid in (YYYY-MM-DDTHH:mm:ss-Z)
paid in (DD/MM/YYYY)
paid in (H:M:S)
paid in (DD/MM/YYYY - H:M:S)
invoice url
customer id
bank slip (link)
payment method
Customer Subscription ID
Purchase order ID
items description
items quantity
items description, quantity and price
cpf or cnpj
buyer email
CC emails buyer
Buyer's Notes
buyer name
buyer's telephone number (DDD)
buyer telephone number (number)
address street
address: number
full address
address neighborhood
address: city
address: state
address: country
address: Zip Code
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 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
Overdue invoice
When an invoice is due on iuguTrigger
transaction id
due date (formatted - DD/MM/YYYY)
status
coin
amount of items in cents
discount in cents
iugu fees (cents)
iugu fees (decimal)
iugu fees (text)
total amount (cents)
installments
total amount in Reais (decimal separated by dot)
total amount in Reais (decimal separated by comma)
total amount in Reais in the format "R$ 10.00"
payment amount (cents)
payment amount (decimal)
payment amount (text)
marketplace commission (cents)
marketplace commission (decimal)
marketplace commission (text)
fine and interest (cents)
fine and interest (decimal)
fine and interest (text)
created in (YYYY-MM-DDTHH:mm:ss-Z)
created on (DD/MM/YYYY)
created in (H:M:S)
created in (DD/MM/YYYY - H:M:S)
updated in (YYYY-MM-DDTHH:mm:ss-Z)
updated on (DD/MM/YYYY)
updated in (H:M:S)
updated in (DD/MM/YYYY - H:M:S)
paid in (YYYY-MM-DDTHH:mm:ss-Z)
paid in (DD/MM/YYYY)
paid in (H:M:S)
paid in (DD/MM/YYYY - H:M:S)
invoice url
customer id
bank slip (link)
payment method
Customer Subscription ID
Purchase order ID
items description
items quantity
items description, quantity and price
cpf or cnpj
buyer email
CC emails buyer
Buyer's Notes
buyer name
buyer's telephone number (DDD)
buyer telephone number (number)
address street
address: number
full address
address neighborhood
address: city
address: state
address: country
address: Zip Code
Approved payment
For each approved payment on iuguTrigger
transaction id
due date (formatted - DD/MM/YYYY)
status
coin
amount of items in cents
discount in cents
iugu fees (cents)
iugu fees (decimal)
iugu fees (text)
total amount (cents)
installments
total amount in Reais (decimal separated by dot)
total amount in Reais (decimal separated by comma)
total amount in Reais in the format "R$ 10.00"
payment amount (cents)
payment amount (decimal)
payment amount (text)
marketplace commission (cents)
marketplace commission (decimal)
marketplace commission (text)
fine and interest (cents)
fine and interest (decimal)
fine and interest (text)
created in (YYYY-MM-DDTHH:mm:ss-Z)
created on (DD/MM/YYYY)
created in (H:M:S)
created in (DD/MM/YYYY - H:M:S)
updated in (YYYY-MM-DDTHH:mm:ss-Z)
updated on (DD/MM/YYYY)
updated in (H:M:S)
updated in (DD/MM/YYYY - H:M:S)
paid in (YYYY-MM-DDTHH:mm:ss-Z)
paid in (DD/MM/YYYY)
paid in (H:M:S)
paid in (DD/MM/YYYY - H:M:S)
invoice url
customer id
bank slip (link)
payment method
Customer Subscription ID
Purchase order ID
items description
items quantity
items description, quantity and price
cpf or cnpj
buyer email
CC emails buyer
Buyer's Notes
buyer name
buyer's telephone number (DDD)
buyer telephone number (number)
address street
address: number
full address
address neighborhood
address: city
address: state
address: country
address: Zip Code
financial return date
Date, amount and taxes of financial returns separated by commas
Duplicate invoice
Duplicate original invoice ID
Created subscription
For each created subscription on iuguTrigger
Signature: ID
Signature: Plan identifier
Subscription: Price in cents
Subscription: Currency
Customer: ID
Customer: Email
Customer: Name
Customer: Notes
Customer: CPF/CNPJ
Customer: Zip Code
Customer: Address number
Customer: Address complement
Customer: Rua
Customer: Neighborhood
Customer: Telephone
Customer: Telephone (DDD)
Customer: City
Customer: State
Signature: Date of creation (in the format YYYY-MM-DDTHH:mm:ss-Z)
Signature: Creation date (DD/MM/YYYY)
Signature: Creation time (H:M:S)
Signature: Date created (DD/MM/YYYY - H:M:S)
Signature: Update date (in the format YYYY-MM-DDTHH:mm:ss-Z)
Signature: Update date (DD/MM/YYYY)
Signature: Update time (H:M:S)
Signature: Update date (in the format DD/MM/YYYY - H:M:S)
Subscription: Description of items
Subscription: Quantity of items
Signature: Description of items, quantity and price
Subscription: Price (R$)
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 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
Payment canceled
For each canceled payment on iuguTrigger
transaction id
due date (formatted - DD/MM/YYYY)
status
coin
amount of items in cents
discount in cents
iugu fees (cents)
iugu fees (decimal)
iugu fees (text)
total amount (cents)
installments
total amount in Reais (decimal separated by dot)
total amount in Reais (decimal separated by comma)
total amount in Reais in the format "R$ 10.00"
payment amount (cents)
payment amount (decimal)
payment amount (text)
marketplace commission (cents)
marketplace commission (decimal)
marketplace commission (text)
fine and interest (cents)
fine and interest (decimal)
fine and interest (text)
created in (YYYY-MM-DDTHH:mm:ss-Z)
created on (DD/MM/YYYY)
created in (H:M:S)
created in (DD/MM/YYYY - H:M:S)
updated in (YYYY-MM-DDTHH:mm:ss-Z)
updated on (DD/MM/YYYY)
updated in (H:M:S)
updated in (DD/MM/YYYY - H:M:S)
paid in (YYYY-MM-DDTHH:mm:ss-Z)
paid in (DD/MM/YYYY)
paid in (H:M:S)
paid in (DD/MM/YYYY - H:M:S)
invoice url
customer id
bank slip (link)
payment method
Customer Subscription ID
Purchase order ID
items description
items quantity
items description, quantity and price
cpf or cnpj
buyer email
CC emails buyer
Buyer's Notes
buyer name
buyer's telephone number (DDD)
buyer telephone number (number)
address street
address: number
full address
address neighborhood
address: city
address: state
address: country
address: Zip Code
referência externa
Refunded invoice
For each refunded payment on iuguTrigger
transaction id
due date (formatted - DD/MM/YYYY)
status
coin
amount of items in cents
discount in cents
iugu fees (cents)
iugu fees (decimal)
iugu fees (text)
total amount (cents)
installments
total amount in Reais (decimal separated by dot)
total amount in Reais (decimal separated by comma)
total amount in Reais in the format "R$ 10.00"
payment amount (cents)
payment amount (decimal)
payment amount (text)
marketplace commission (cents)
marketplace commission (decimal)
marketplace commission (text)
fine and interest (cents)
fine and interest (decimal)
fine and interest (text)
created in (YYYY-MM-DDTHH:mm:ss-Z)
created on (DD/MM/YYYY)
created in (H:M:S)
created in (DD/MM/YYYY - H:M:S)
updated in (YYYY-MM-DDTHH:mm:ss-Z)
updated on (DD/MM/YYYY)
updated in (H:M:S)
updated in (DD/MM/YYYY - H:M:S)
paid in (YYYY-MM-DDTHH:mm:ss-Z)
paid in (DD/MM/YYYY)
paid in (H:M:S)
paid in (DD/MM/YYYY - H:M:S)
invoice url
customer id
bank slip (link)
payment method
Customer Subscription ID
Purchase order ID
items description
items quantity
items description, quantity and price
cpf or cnpj
buyer email
CC emails buyer
Buyer's Notes
buyer name
buyer's telephone number (DDD)
buyer telephone number (number)
address street
address: number
full address
address neighborhood
address: city
address: state
address: country
address: Zip Code
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 billing
send a billing to the customer via iuguAction
Email Required
Other emails
Payment deadline (days) Required
Item Description Required
Item Quantity Required
Item Price Required
Available payment methods Required
Maximum number of installments
Customer name
Customer notes
Customer document
Address street
Address: number
full address
address neighborhood
address: city
address: state
address: Zip Code
Telephone: area code
Telephone number
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
Opportunity Solution Required
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
Create customer
create a customer on iuguAction
Customer name Required
Customer email Required
Other emails
Notes
customer cpf/cnpj Required
address street
address: number
full address
address neighborhood
address: city
address: state
address: Zip Code
telephone: area code
telephone number
Customer ID
Didn't find your use case? Send suggestion.
Automate Omie CRM and iugu
with Pluga integrationsExplore automation templates
For each created payment on iugu, create or update an opportunity on Omie's CRM module
EXPLOREFor each expired payment on iugu, create or update an opportunity on Omie's CRM module
EXPLOREFor each approved payment on iugu, create or update an opportunity on Omie's CRM module
EXPLOREFor each canceled payment on iugu, create or update an opportunity on Omie's CRM module
EXPLOREFor each refunded payment on iugu, create or update an opportunity on Omie's CRM module
EXPLOREFor each created payment on iugu, create or update a contact on Omie's CRM module
EXPLOREFor each expired payment on iugu, create or update a contact on Omie's CRM module
EXPLOREFor each approved payment on iugu, create or update a contact on Omie's CRM module
EXPLOREFor each canceled payment on iugu, create or update a contact on Omie's CRM module
EXPLOREFor each refunded payment on iugu, create or update a contact on Omie's CRM module
EXPLOREFor each created subscription on iugu, create or update an opportunity on Omie's CRM module
EXPLOREFor each created subscription on iugu, create or update a contact on Omie's CRM module
EXPLOREMiss an automation with this apps?
Say to us!How to integrate apps with Pluga?
Pluga allows you to integrate two or more apps in a simple, practical way without needing to type a single line of code. Here are the steps to automate your tasks and start focusing on what really matters.
Automate Omie CRM + iugu
and say goodbye to manual (and tedious) tasks!
By connecting the apps you use through Pluga, you can automate various processes in your routine and have time for tasks that really matter. Omie CRM
CRMOmie CRM is part of the Omie platform, offering customer relationship management tools, sales automation, lead tracking, and analytics for businesses.
Integrations with Omie CRM Visit Omie CRMiugu
PaymentIugu is an online payment platform that offers various features to ease cash flow management. It allows for transparent checkout, one-click purchases, billing for subscriptions and dues, and transactional emails.
Integrations with iugu Visit iugu