Automate Omie CRM with WooCommerce
Unlock the superpowers of Omie CRM + WooCommerce and automate your tasks without having to write a single line of code.
Omie CRM and WooCommerce
your way
Check out the available triggers and actions in the automation of apps Omie CRM + WooCommerce
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 order
For each created order on WooCommerceTrigger
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
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
Failed order
For each failed order on WooCommerceTrigger
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
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
Refunded order
For each refunded order on WooCommerceTrigger
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
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
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
Cancelled order
For each cancelled order on WooCommerceTrigger
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
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
Waiting order
For each order awaiting payment on WooCommerceTrigger
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
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
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
Completed order
For each completed order on WooCommerceTrigger
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
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
Processing order
For each order processing on WooCommerceTrigger
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
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
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 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
Didn't find your use case? Send suggestion.
Automate Omie CRM and WooCommerce
with Pluga integrationsExplore automation templates
For each order awaiting payment on WooCommerce, create or update an opportunity on Omie's CRM module
EXPLOREFor each cancelled order on WooCommerce, create or update an opportunity on Omie's CRM module
EXPLOREFor each failed order on WooCommerce, create or update an opportunity on Omie's CRM module
EXPLOREFor each order processing on WooCommerce, create or update an opportunity on Omie's CRM module
EXPLOREFor each refunded order on WooCommerce, create or update an opportunity on Omie's CRM module
EXPLOREFor each order awaiting payment on WooCommerce, create or update a contact on Omie's CRM module
EXPLOREFor each cancelled order on WooCommerce, create or update a contact on Omie's CRM module
EXPLOREFor each failed order on WooCommerce, create or update a contact on Omie's CRM module
EXPLOREFor each order processing on WooCommerce, create or update a contact on Omie's CRM module
EXPLOREFor each refunded order on WooCommerce, create or update a contact on Omie's CRM module
EXPLOREMiss an automation with this apps?
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Automate Omie CRM + WooCommerce
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 CRMWooCommerce
EcommerceWooCommerce is an e-commerce plugin for WordPress. This app allows creating and managing online stores, adding products, processing payments, managing inventory, and analyzing sales.
Integrations with WooCommerce Visit WooCommerce