Automate Pipedrive with Granatum Financeiro
Unlock the superpowers of Pipedrive + Granatum Financeiro and automate your tasks without having to write a single line of code.
Pipedrive and Granatum Financeiro
your way
Check out the available triggers and actions in the automation of apps Pipedrive + Granatum Financeiro
Won deal
For each won deal on PipedriveHow it works:
Whenever something happens on the source app
All happening in a single automation! ✨
Won deal
For each won deal on PipedriveTrigger
deal ID
deal status
Deal name
deal ID customer
deal email customer
deal customer name
deal customer first name
deal customer Last name
cliente do deal endereço postal
main phone deal customer
deal amount
organization id
organization name
organization address
organization address: subpremise
organization address: number
organization address: street
organization address: Neighborhood
organization address: location
organization address: Municipality
organization address: State
organization address: Country
organization address: Zip Code
organization full formatted address
Expected closing date of the deal
date the deal was won
date the deal was lost
reason for loss
date the deal was created
coin
name of products
discount on products
Sum of product discounts
Quantity summary of deal products
Unit price summary of deal products
Sum summary of deal products
deal creator id
name of the deal creator
deal creator email
ID of the person responsible for the deal
name of the person responsible for the deal
email of the person responsible for the deal
date the deal was updated
ID is the stage
Step name
Pipeline ID
Pipeline name
date on which the deal changed stage
customer: total open deals
customer: total deals won
customer: total lost deals
organization: total open deals
organization: total deals won
organization: total lost deals
deal observations
Link to deal file(s)
Total quantity of items
Deal reaches pipeline stage
When a deal reaches a certain stage in a pipeline on PipedriveHow it works:
Whenever something happens on the source app
All happening in a single automation! ✨
Deal reaches pipeline stage
When a deal reaches a certain stage in a pipeline on PipedriveTrigger
deal ID
deal status
Deal name
deal ID customer
deal email customer
deal customer name
deal customer first name
deal customer Last name
cliente do deal endereço postal
main phone deal customer
deal amount
organization id
organization name
organization address
organization address: subpremise
organization address: number
organization address: street
organization address: Neighborhood
organization address: location
organization address: Municipality
organization address: State
organization address: Country
organization address: Zip Code
organization full formatted address
expected close date
date the deal was won
date the deal was lost
reason for loss
date the deal was created
coin
name of products
discount on products
Sum of product discounts
Quantity summary of deal products
Unit price summary of deal products
Sum summary of deal products
deal creator id
name of the deal creator
deal creator email
ID of the person responsible for the deal
name of the person responsible for the deal
email of the person responsible for the deal
date the deal was updated
stage ID
stage name
pipeline ID
pipeline name
date on which the deal changed stage
customer: total open deals
customer: total deals won
customer: total lost deals
organization: total open deals
organization: total deals won
organization: total lost deals
deal observations
Linnk to deal file(s)
Total quantity of items
Negotiation reaches funnel stage with attachments
When a deal with attachments reaches a certain stage in a pipeline on PipedriveHow it works:
Whenever something happens on the source app
All happening in a single automation! ✨
Negotiation reaches funnel stage with attachments
When a deal with attachments reaches a certain stage in a pipeline on PipedriveTrigger Premium
deal ID
deal status
deal title
deal client ID
deal client email
deal client name
deal client first name
deal client last name
deal client postal address
deal client main phone
deal value
organization ID
organization name
organization full address
organization address: subpremise
organization address: number
organization address: street
organization address: neighborhood
organization address: locality
organization address: city
organization address: state
organization address: country
organization address: postal code
organization formatted address
expected close date
deal won date
deal lost date
loss reason
deal creation date
currency
product names
product discounts
total product discounts
product quantity summary
product unit price summary
product total summary
deal creator ID
deal creator name
deal creator email
deal owner ID
deal owner name
deal owner email
deal update date
stage ID
stage name
pipeline ID
pipeline name
stage change date
deal client: total open deals
deal client: total won deals
deal client: total lost deals
organization: total open deals
organization: total won deals
organization: total lost deals
deal notes
Link to deal file(s)
total item count
Link to deal attachments (single zipped file)
Deal attachments: Attachment names
Created deal
For each created deal on PipedriveHow it works:
Whenever something happens on the source app
All happening in a single automation! ✨
Created deal
For each created deal on PipedriveTrigger
deal ID
deal status
Deal name
deal ID customer
deal email customer
deal customer name
deal customer first name
deal customer Last name
cliente do deal endereço postal
main phone deal customer
deal amount
organization id
organization name
organization address
organization address: subpremise
organization address: number
organization address: street
organization address: Neighborhood
organization address: location
organization address: Municipality
organization address: State
organization address: Country
organization address: Zip Code
organization full formatted address
expected close date
date the deal was won
date the deal was lost
reason for loss
date the deal was created
coin
name of products
discount on products
Sum of product discounts
Quantity summary of deal products
Unit price summary of deal products
Sum summary of deal products
deal creator id
name of the deal creator
deal creator email
ID of the person responsible for the deal
name of the person responsible for the deal
email of the person responsible for the deal
date the deal was updated
ID is the stage
Step name
Pipeline ID
Pipeline name
date on which the deal changed stage
customer: total open deals
customer: total deals won
customer: total lost deals
organization: total open deals
organization: total deals won
organization: total lost deals
deal observations
Link to deal file(s)
Total quantity of items
Created contact
For each created contact on PipedriveHow it works:
Whenever something happens on the source app
All happening in a single automation! ✨
Created contact
For each created contact on PipedriveTrigger
Contact id
Contact owner id
Contact owner name
Contact owner email
Contact organization name
Contact Organization Owner Id
Address of the contact organization
Contact organization owner name
Contact's full name
Contact's first name
Contact last name
Contact creation date and time
Contact's first email
First contact phone number
Contact email list
Contact phone list
Date and time the contact was created (in the format dd/mm/yyyy hh:mm:ss)
Negotiation with a specific status with attachments
Each deal with attachments at a specific status in PipedriveHow it works:
Whenever something happens on the source app
All happening in a single automation! ✨
Negotiation with a specific status with attachments
Each deal with attachments at a specific status in PipedriveTrigger Premium
deal ID
deal status
deal title
deal client ID
deal client email
deal client name
deal client first name
deal client last name
deal client postal address
deal client main phone
deal value
organization ID
organization name
organization full address
organization address: subpremise
organization address: number
organization address: street
organization address: neighborhood
organization address: locality
organization address: city
organization address: state
organization address: country
organization address: postal code
organization formatted address
expected close date
deal won date
deal lost date
loss reason
deal creation date
currency
product names
product discounts
total product discounts
product quantity summary
product unit price summary
product total summary
deal creator ID
deal creator name
deal creator email
deal owner ID
deal owner name
deal owner email
deal update date
stage ID
stage name
pipeline ID
pipeline name
stage change date
deal client: total open deals
deal client: total won deals
deal client: total lost deals
organization: total open deals
organization: total won deals
organization: total lost deals
deal notes
deal files
total item count
Deal attachments: Single zipped file
Deal attachments: Attachment names
Lost deal
For each lost deal on PipedriveHow it works:
Whenever something happens on the source app
All happening in a single automation! ✨
Lost deal
For each lost deal on PipedriveTrigger
deal ID
deal status
Deal name
deal ID customer
deal email customer
deal customer name
deal customer first name
deal customer Last name
cliente do deal endereço postal
main phone deal customer
deal amount
organization id
organization name
organization address
organization address: subpremise
organization address: number
organization address: street
organization address: Neighborhood
organization address: location
organization address: Municipality
organization address: State
organization address: Country
organization address: Zip Code
organization full formatted address
expected close date
date the deal was won
date the deal was lost
reason for loss
date the deal was created
coin
name of products
discount on products
Sum of product discounts
Quantity summary of deal products
Unit price summary of deal products
Sum summary of deal products
deal creator id
name of the deal creator
deal creator email
ID of the person responsible for the deal
name of the person responsible for the deal
email of the person responsible for the deal
date the deal was updated
ID is the stage
Step name
Pipeline ID
Pipeline name
date on which the deal changed stage
customer: total open deals
customer: total deals won
customer: total lost deals
organization: total open deals
organization: total deals won
organization: total lost deals
deal observations
Link to deal file(s)
Total quantity of items
Created activity
For each created activity on PipedriveHow it works:
Whenever something happens on the source app
All happening in a single automation! ✨
Created activity
For each created activity on PipedriveTrigger
Activity: ID
Activity: Title
Activity: Creator ID
Activity: Description
Activity: 0 - Not done, 1 - Done
Activity: Due date ('dd/mm/yyyy - hh:mm:ss')
Activity: Parent activity ID
Activity: Assignee ID
Activity: Creation date ('dd/mm/yyyy - hh:mm:ss')
Activity: Update date ('dd/mm/yyyy - hh:mm:ss')
Activity: Completion date ('dd/mm/yyyy - hh:mm:ss')
Contact: ID
Contact: Full name
Contact: First name
Contact: Last name
Contact: Creation date and time
Contact: Primary email
Contact: Primary phone
Contact: Email list
Contact: Phone list
Company: ID
Company: Organization name
Company: Organization address
Company: Owner ID
Company: Owner name
Deal: ID
Deal: Title
Deal: Status
Deal: Creation date
Deal: Value without format
Deal: Value on format (reais)
Deal: Won deal date
Deal: Loss date
Deal: Stage ID
Deal: Stage name
Deal: Notes
Deal: Pipeline ID
Deal: Pipeline name
Deal: Products name
Deal: Products discount
Deal: Sum of product discounts
Deal: Product quantity summary
Deal: Product unit price summary
Deal: Product sum summary
Deal: Won date ('dd/mm/yyyy - hh:mm:ss')
Deal: Lost date ('dd/mm/yyyy - hh:mm:ss')
Deal: Creation date ('dd/mm/yyyy - hh:mm:ss')
Deal: Update date ('dd/mm/yyyy - hh:mm:ss')
Deal: Stage change date ('dd/mm/yyyy - hh:mm:ss')
Create or update deal
create/update a deal on PipedriveHow it works:
Whenever something happens on the source app
1. A deal will be created/updated from a pipeline stage on Pipedrive
2. A person associated with this deal will be created/updated on Pipedrive
3. If desired, the created/updated deal can be assigned to a salesperson or distributed among registered salespeople on Pipedrive (Round Robin)
All happening in a single automation! ✨
Create or update deal
create/update a deal on PipedriveAction
Distribute new deal
Select sellers
Owner's email
Deal owner update logic
Update deals
Deal uniqueness criterion
Deal title Required
Expected closing date of the deal
Person unicity criteria
Customer name
Customer email
Deal amount
Product's name
Organization name
Deal label
Customer phone
Customer phone number 2
Address: city
Address: state
Contact's date of birth
Grades
Channel name
Currency referring to the amount
Include receipt
include a receipt on Granatum FinanceiroHow it works:
Whenever something happens on the source app
1.
All happening in a single automation! ✨
Include receipt
include a receipt on Granatum FinanceiroAction
description Required
Amount Required
due date Required
Select account Required
Select the category Required
Select the type of document
document number
payday
date of competence
Pay Automatically
Select the cost/profit center
Select payment method
Reps
observation
customer email
customer name
customer phone
Customer's trade name
Customer document
Create or update contact
create or update a contact on PipedriveHow it works:
Whenever something happens on the source app
All happening in a single automation! ✨
Create or update contact
create or update a contact on PipedriveAction
Person unicity criteria
Persons name Required
Person's email
Person's phone
Seller responsible for the person
Person's date of birth
Person's phone number 2
Organization name
Address: city of the organization
Address: organization state
Add or update customer
add/update a customer on Granatum FinanceiroHow it works:
Whenever something happens on the source app
All happening in a single automation! ✨
Add or update customer
add/update a customer on Granatum FinanceiroAction
Name Required
Fantasy name
Document
State registration
Municipal registration
Telephone
Street address
Address no.
Full address
Neighborhood
Zip Code
Estado
Cidade
Observation
Supplier
Include payment related to fee
include a payment on Granatum Financeiro for refund feeHow it works:
Whenever something happens on the source app
1.
All happening in a single automation! ✨
Include payment related to fee
include a payment on Granatum Financeiro for refund feeAction
description Required
Amount Required
due date Required
Select account Required
Select the category Required
payday
date of competence
Pay Automatically
Select the cost/profit center
Select payment method
Select the supplier
Reps
observation
supplier email
provider's name
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Automate Pipedrive and Granatum Financeiro with Pluga integrations
Explore automation templates
For each won deal on Pipedrive, include a receipt on Granatum Financeiro
EXPLORE For each won deal on Pipedrive, include a payment on Granatum Financeiro for refund fee
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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.
-
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. For example, if you choose Facebook Lead Ads as the source app, the trigger could be: For each response on an advertisement.
-
What is an action within an automation?
The action serves as a response to the previously selected trigger. That is, it occurs once the trigger is activated. For example, in an automation between Facebook Lead Ads (source) and Google Sheets (destination), as soon as the trigger “For each response on an advertisement” is activated in the source app, the action “Add data to a new row on a spreadsheet” will be carried out in the destination app.
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How does information mapping work?
Information mapping is where you configure which captured information from the source app will be sent to each field in the destination app(s).
For example, in an automation between Facebook Lead Ads and Google Sheets, this step is where you will determine which contact information should fill in the spreadsheet fields.
-
Is it possible to have more than one action?
With Pluga, you can create automations by integrating several apps at once. For example, you can integrate Facebook Lead Ads + Google Sheets + Slack, so when the trigger is activated, the first action is executed and a notification is sent via Slack.
Automate Pipedrive + Granatum Financeiro
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. 
Pipedrive
CRMPipedrive is a sales management and CRM platform. The app helps businesses of all sizes organize and track the sales process, manage contacts, and close deals.
Integrations with Pipedrive Visit Pipedrive Granatum Financeiro
AccountingGranatum is a comprehensive financial management platform for micro and small businesses. It allows tracking of accounts payable and receivable, real-time cash flow monitoring, NFS-e issuance, and automated billing without complications.
Integrations with Granatum Financeiro Visit Granatum Financeiro