Automations with Ploomes
Asaas
26 automations
AutomationsPipefy
22 automations
AutomationsPagar.me
20 automations
Automationsiugu
18 automations
AutomationsGmail
18 automations
AutomationsGoogle Sheets
18 automations
AutomationsTwilio
16 automations
AutomationsOlist ERP (Tiny ERP)
16 automations
AutomationsMercadoPago
14 automations
AutomationsRD Station Marketing
14 automations
AutomationsConta Azul
14 automations
AutomationsBling
13 automations
AutomationsClickUp
12 automations
Automationsmonday.com
12 automations
AutomationsRamper Marketing
12 automations
AutomationsHotmart
12 automations
AutomationsNotion
12 automations
AutomationsLeadlovers
12 automations
AutomationsTrello
11 automations
AutomationsMailchimp
11 automations
AutomationsE-goi
10 automations
AutomationsIntercom
10 automations
AutomationsPluga Webhooks
10 automations
AutomationsShopify
10 automations
AutomationsExcel
10 automations
AutomationsAsana
10 automations
AutomationsJira Software Cloud
10 automations
AutomationsMicrosoft Outlook
10 automations
AutomationsAirtable
10 automations
AutomationsVindi Recorrência
10 automations
AutomationsMautic
10 automations
AutomationsNibo
9 automations
AutomationsWooCommerce
8 automations
AutomationsLoja Integrada
8 automations
AutomationsAdobe Commerce 1.X (Magento)
8 automations
AutomationsMemberKit
8 automations
AutomationsEduzz
8 automations
AutomationsAdobe Commerce 2.X (Magento)
8 automations
AutomationsSendGrid
8 automations
AutomationsMandrill
8 automations
AutomationsSlack
8 automations
AutomationsDiscord
8 automations
AutomationsMicrosoft Teams
8 automations
AutomationsG Digital
8 automations
AutomationsActiveCampaign
8 automations
AutomationsZendesk
8 automations
AutomationsPagBank
8 automations
AutomationsTodoist
8 automations
AutomationsSuperlógica Assinaturas
8 automations
AutomationsGranatum Financeiro
7 automations
AutomationsSympla
6 automations
AutomationsStripe
6 automations
AutomationsWebflow
6 automations
AutomationsSquarespace
6 automations
AutomationsOmie ERP
5 automations
AutomationsNuvemshop
4 automations
AutomationsVindi Pagamentos
4 automations
AutomationsHubSpot
4 automations
AutomationsManychat
4 automations
AutomationsJivoChat
4 automations
AutomationsEventbrite
4 automations
AutomationsKommo
3 automations
AutomationsGoogle Calendar
3 automations
AutomationseNotas
3 automations
AutomationsNFe.io
3 automations
AutomationsZapSign
3 automations
AutomationsBlip
2 automations
AutomationsKiwify
2 automations
AutomationsWhatsApp Business Cloud
2 automations
AutomationsYampi
2 automations
AutomationsGoogle Contacts
2 automations
AutomationsLinkedin Lead Ads
2 automations
AutomationsGravity Forms
2 automations
AutomationsJotform
2 automations
AutomationsBkper
2 automations
AutomationsGoogle Forms
2 automations
AutomationsZenvia Canais
2 automations
AutomationsTikTok Ads
2 automations
AutomationsTypeform
2 automations
AutomationsMercado Livre
2 automations
AutomationsFacebook Lead Ads
2 automations
AutomationsPayPal
2 automations
AutomationsGoogle Lead Form
2 automations
AutomationsRD Station CRM
2 automations
AutomationsPipeRun
1 automations
AutomationsAgendor
1 automations
AutomationsKobana
1 automations
AutomationsNectarCRM
1 automations
AutomationsOmie CRM
1 automations
AutomationsPipedrive
1 automations
AutomationsMoskit CRM
1 automations
AutomationsPossibilities with Ploomes
Check out the use cases to automate and make the most of integrations with Ploomes
Won Card
For each won card on PloomesTrigger
Card: Name
Card: Contact name
Card: Person's name
Card: Card pipeline ID
Card: Card stage ID in the pipeline
Card: Card status ID
Card: Card creation date
Card: Card completion date
Card: Amount
Card: Amount negotiated at the beginning of the negotiation
Card: Card time in days
Card: Card time in hours
Customer: ID
Customer: Type ID
Customer: Name
Customer: Social Reason
Customer: CPF or CNPJ
Customer: CNPJ (if the contact is a company)
Customer: CPF (if the contact is a person)
Customer: Birthday
Customer: Next birthday
Customer: Previous birthday
Customer: Observations
Customer: Email
Customer: Website
Customer: Skype
Customer: Facebook
Customer: City
Customer: State
Customer: Country
Customer: Position
Customer: Department
Customer: Address
Customer: Address Number
Customer: Address Complement
Customer: Neighborhood
Customer: Zip Code
Customer: Zip Code abroad
Customer: Marketing Email
Customer: CNAE Code
Customer: CNAE Name
Customer: CNAE Secondary Name
Customer: Phone Numbers (comma separated)
Person: ID
Person: Type ID
Person: Name
Person: Legal Name
Person: Legal Registration
Person: CNPJ
Person: CPF
Person: Birthday
Person: Upcoming birthday
Person: Previous birthday
Person: Observations
Person: Email
Person: Website
Person: Skype
Person: Facebook
Person: City
Person: State
Person: Country
Person: Position
Person: Department
Person: Address
Person: Address Number
Person: Address Complement
Person: Neighborhood
Person: Zip Code
Person: Zipcode
Person: Marketing Email
Person: CNAE Code
Person: Name CNAE
Person: Secondary Name CNAE
Person: Phone Numbers (separated by comma)
Status: Id
Status: Name
Pipeline: Pipeline ID
Pipeline: Pipeline name
Pipeline: Pipeline name in singular
Pipeline: Pipeline name in plural
Internship: ID
Stage: Name of the stage in the pipeline
Stage: Pipeline ID
Stage: Last stage of the pipeline when the card has been closed
Stage: Position in the pipeline (number)
Card Owner: Name
Card Owner: Email
Won proposal
For each won proposal on PloomesTrigger Premium
Proposal: ID
Proposal: Contact ID
Proposal: Customer name
Proposal: Title
Proposal: Date
Proposal: Number
Proposal: Contact name
Proposal: ID of the Currency Used
Proposal: Amount
Proposal: Discount
Proposal: Due Date
Proposal: Delivery Time
Proposal: Payment Method
Proposal: Description
Proposal: Observations
Proposal: Shipping Cost
Proposal: Shipping Method
Proposal: Number of Installments
Proposal: Key
Proposal: Document URL
Proposal: Creation Date
Proposal: Last Update Date
Customer: ID
Customer: Type ID
Customer: Name
Customer: Social Reason
Customer: CPF or CNPJ
Customer: CNPJ (if the contact is a company)
Customer: CPF (if the contact is a person)
Customer: Birthday
Customer: Next birthday
Customer: Previous birthday
Customer: Observations
Customer: Email
Customer: Website
Customer: Skype
Customer: Facebook
Customer: City
Customer: State
Customer: Country
Customer: Position
Customer: Department
Customer: Address
Customer: Address Number
Customer: Address Complement
Customer: Neighborhood
Customer: Zip Code
Customer: Zip Code abroad
Customer: Marketing Email
Customer: CNAE Code
Customer: CNAE Name
Customer: CNAE Secondary Name
Customer: Phone Numbers (comma separated)
Contacted: ID
Contact: Type ID
Contact: Name
Contact: Legal Name
Contact: Legal Registration
Contact: CNPJ
Contact: CPF
Contact: Birthday
Contact: Next birthday
Contact: Previous birthday
Contact: Observations
Contact: Email
Contact: Website
Contact: Skype
Contact: Facebook
Contact: City
Contact: State
Contact: Country
Contact: Position
Contact: Department
Contact: Address
Contact: Address Number
Contact: Address Supplement
Contact: Neighborhood
Contact: Zip Code
Contato: Zipcode
Contact: Marketing Email
Contact: CNAE Code
Contact: CNAE Name
Contact: CNAE Secondary Name
Contact: Telephone Numbers (separated by commas)
Card: Name
Card: Contact name
Card: Person's name
Card: Card pipeline ID
Card: Card stage ID in the pipeline
Card: Card status ID
Card: Card creation date
Card: Card completion date
Card: Amount
Card: Amount negotiated at the beginning of the negotiation
Card: Card time in days
Card: Card time in hours
Products: Product Name (separated by commas)
Products: Quantity (separated by commas)
Products: Unit price (separated by commas)
Products: Discount (separated by commas)
Products: Total sales (separated by commas)
Products: Product Code (separated by commas)
Produtos: Nomes e quantidades (separado por vírgulas)
Products: Names, quantities, and unit prices (separated by commas)
Internship: ID
Internship: Name
Stage: Pipeline ID
Stage: Last stage of the pipeline?
Internship: Pipeline position
Pipeline: ID
Pipeline: Name
Pipeline: Single Unit Name
Pipeline: Plural Unit Name
Card Owner: Name
Card Owner: Email
Created client
For each created client on PloomesTrigger
Customer: ID
Customer: Type ID
Customer: Name
Customer: Legal Name
Customer: Legal Registry
Customer: CNPJ
Customer: CPF
Customer: Birthday
Customer: Next birthday
Customer: Previous birthday
Customer: Observations
Customer: Email
Customer: Website
Customer: Skype
Customer: Facebook
Customer: City
Customer: State
Customer: Country
Customer: Position
Customer: Department
Customer: Address
Customer: Address Number
Customer: Address Complement
Customer: Neighborhood
Customer: Zip Code
Customer: Zip Code abroad
Customer: Marketing Email
Customer: CNAE Code
Customer: CNAE Name
Customer: CNAE Secondary Name
Customer: Phone Numbers (comma separated)
Customer: Contact Type ID
Customer: Type of Contact (Person or Company)
Customer Company: ID
Customer Company: Type ID
Customer Company: Name
Customer Company: Legal Name
Customer Company: Legal Registration
Customer Company: CNPJ
Customer Company: CPF
Customer Company: Birthday
Customer Company: Upcoming anniversary
Customer Company: Previous birthday
Customer Company: Email
Customer Company: Website
Customer Company: Skype
Customer Company: Facebook
Customer Company: Address
Customer Company: Address Number
Customer Company: Address Complement
Customer Company: Zip Code
Customer Company: Zip Code abroad
Customer Company: Marketing Email
Customer Company: CNAE Code
Customer Company: CNAE Name
Customer Company: CNAE Secondary Name
Lost card
For each lost card on PloomesTrigger
Card: Name
Card: Contact name
Card: Person's name
Card: Card pipeline ID
Card: Card stage ID in the pipeline
Card: Card status ID
Card: Card creation date
Card: Card completion date
Card: Amount
Card: Amount negotiated at the beginning of the negotiation
Card: Card time in days
Card: Card time in hours
Card: Loss reason ID
Customer: ID
Customer: Type ID
Customer: Name
Customer: Social Reason
Customer: CPF or CNPJ
Customer: CNPJ (if the contact is a company)
Customer: CPF (if the contact is a person)
Customer: Birthday
Customer: Next birthday
Customer: Previous birthday
Customer: Observations
Customer: Email
Customer: Website
Customer: Skype
Customer: Facebook
Customer: City
Customer: State
Customer: Country
Customer: Position
Customer: Department
Customer: Address
Customer: Address Number
Customer: Address Complement
Customer: Neighborhood
Customer: Zip Code
Customer: Zip Code abroad
Customer: Marketing Email
Customer: CNAE Code
Customer: CNAE Name
Customer: CNAE Secondary Name
Customer: Phone Numbers (comma separated)
Person: ID
Person: Type ID
Person: Name
Person: Legal Name
Person: Legal Registration
Person: CNPJ
Person: CPF
Person: Birthday
Person: Upcoming birthday
Person: Previous birthday
Person: Observations
Person: Email
Person: Website
Person: Skype
Person: Facebook
Person: City
Person: State
Person: Country
Person: Position
Person: Department
Person: Address
Person: Address Number
Person: Address Complement
Person: Neighborhood
Person: Zip Code
Person: Zipcode
Person: Marketing Email
Person: CNAE Code
Person: Name CNAE
Person: Secondary Name CNAE
Person: Phone Numbers (separated by comma)
Status: Id
Status: Name
Pipeline: ID
Pipeline: Pipeline name
Pipeline: Pipeline name in singular
Pipeline: Pipeline name in plural
Internship: ID
Internship: Name
Stage: Name of the stage in the pipeline
Stage: Last stage of the pipeline when the card has been closed
Stage: Position in the pipeline (number)
Card Owner: Name
Card Owner: Email
Card created
For each created card on PloomesTrigger
Card: Name
Card: Contact name
Card: Person's name
Card: Card pipeline ID
Card: Card stage ID in the pipeline
Card: Card status ID
Card: Card creation date
Card: Card completion date
Card: Amount
Card: Amount negotiated at the beginning of the negotiation
Card: Card time in days
Card: Card time in hours
Customer: ID
Customer: Type ID
Customer: Name
Customer: Social Reason
Customer: CPF or CNPJ
Customer: CNPJ (if the contact is a company)
Customer: CPF (if the contact is a person)
Customer: Birthday
Customer: Next birthday
Customer: Previous birthday
Customer: Observations
Customer: Email
Customer: Website
Customer: Skype
Customer: Facebook
Customer: City
Customer: State
Customer: Country
Customer: Position
Customer: Department
Customer: Address
Customer: Address Number
Customer: Address Complement
Customer: Neighborhood
Customer: Zip Code
Customer: Zip Code abroad
Customer: Marketing Email
Customer: CNAE Code
Customer: CNAE Name
Customer: CNAE Secondary Name
Customer: Phone Numbers (comma separated)
Person: ID
Person: Type ID
Person: Name
Person: Legal Name
Person: Legal Registration
Person: CNPJ
Person: CPF
Person: Birthday
Person: Upcoming birthday
Person: Previous birthday
Person: Observations
Person: Email
Person: Website
Person: Skype
Person: Facebook
Person: City
Person: State
Person: Country
Person: Position
Person: Department
Person: Address
Person: Address Number
Person: Address Complement
Person: Neighborhood
Person: Zip Code
Person: Zipcode
Person: Marketing Email
Person: CNAE Code
Person: Name CNAE
Person: Secondary Name CNAE
Person: Phone Numbers (separated by comma)
Status: Id
Status: Name
Pipeline: Pipeline ID
Pipeline: Pipeline name
Pipeline: Pipeline name in singular
Pipeline: Pipeline name in plural
Internship: ID
Stage: Name of the stage in the pipeline
Stage: Pipeline ID
Stage: Last stage of the pipeline when the card has been closed
Stage: Position in the pipeline (number)
Card Owner: Name
Card Owner: Email
Card reaches a stage in the pipeline
When a card reaches a funnel stage on PloomesTrigger
Card: Name
Card: Contact name
Card: Person's name
Card: Card pipeline ID
Card: Card stage ID in the pipeline
Card: Card status ID
Card: Card creation date
Card: Card completion date
Card: Amount
Card: Amount negotiated at the beginning of the negotiation
Card: Card time in days
Card: Card time in hours
Customer: ID
Customer: Type ID
Customer: Name
Customer: Social Reason
Customer: CPF or CNPJ
Customer: CNPJ (if the contact is a company)
Customer: CPF (if the contact is a person)
Customer: Birthday
Customer: Next birthday
Customer: Previous birthday
Customer: Observations
Customer: Email
Customer: Website
Customer: Skype
Customer: Facebook
Customer: City
Customer: State
Customer: Country
Customer: Position
Customer: Department
Customer: Address
Customer: Address Number
Customer: Address Complement
Customer: Neighborhood
Customer: Zip Code
Customer: Zip Code abroad
Customer: Marketing Email
Customer: CNAE Code
Customer: CNAE Name
Customer: CNAE Secondary Name
Customer: Phone Numbers (comma separated)
Person: ID
Person: Type ID
Person: Name
Person: Legal Name
Person: Legal Registration
Person: CNPJ
Person: CPF
Person: Birthday
Person: Upcoming birthday
Person: Previous birthday
Person: Observations
Person: Email
Person: Website
Person: Skype
Person: Facebook
Person: City
Person: State
Person: Country
Person: Position
Person: Department
Person: Address
Person: Address Number
Person: Address Complement
Person: Neighborhood
Person: Zip Code
Person: Zipcode
Person: Marketing Email
Person: CNAE Code
Person: Name CNAE
Person: Secondary Name CNAE
Person: Phone Numbers (separated by comma)
Status: Id
Status: Name
Pipeline: Pipeline ID
Pipeline: Pipeline name
Pipeline: Pipeline name in singular
Pipeline: Pipeline name in plural
Internship: ID
Stage: Name of the stage in the pipeline
Stage: Pipeline ID
Stage: Last stage of the pipeline when the card has been closed
Stage: Position in the pipeline (number)
Card Owner: Name
Card Owner: Email
Lost proposal
For each lost proposal on PloomesTrigger Premium
Proposal: ID
Proposal: Contact ID
Proposal: Customer name
Proposal: Title
Proposal: Date
Proposal: Number
Proposal: Contact name
Proposal: ID of the Currency Used
Proposal: Amount
Proposal: Discount
Proposal: Due Date
Proposal: Delivery Time
Proposal: Payment Method
Proposal: Description
Proposal: Observations
Proposal: Shipping Cost
Proposal: Shipping Method
Proposal: Number of Installments
Proposal: Key
Proposal: Document URL
Proposal: Creation Date
Proposal: Last Update Date
Customer: ID
Customer: Type ID
Customer: Name
Customer: Social Reason
Customer: CPF or CNPJ
Customer: CNPJ (if the contact is a company)
Customer: CPF (if the contact is a person)
Customer: Birthday
Customer: Next birthday
Customer: Previous birthday
Customer: Observations
Customer: Email
Customer: Website
Customer: Skype
Customer: Facebook
Customer: City
Customer: State
Customer: Country
Customer: Position
Customer: Department
Customer: Address
Customer: Address Number
Customer: Address Complement
Customer: Neighborhood
Customer: Zip Code
Customer: Zip Code abroad
Customer: Marketing Email
Customer: CNAE Code
Customer: CNAE Name
Customer: CNAE Secondary Name
Customer: Phone Numbers (comma separated)
Contacted: ID
Contact: Type ID
Contact: Name
Contact: Legal Name
Contact: Legal Registration
Contact: CNPJ
Contact: CPF
Contact: Birthday
Contact: Next birthday
Contact: Previous birthday
Contact: Observations
Contact: Email
Contact: Website
Contact: Skype
Contact: Facebook
Contact: City
Contact: State
Contact: Country
Contact: Position
Contact: Department
Contact: Address
Contact: Address Number
Contact: Address Supplement
Contact: Neighborhood
Contact: Zip Code
Contato: Zipcode
Contact: Marketing Email
Contact: CNAE Code
Contact: CNAE Name
Contact: CNAE Secondary Name
Contact: Telephone Numbers (separated by commas)
Card: Name
Card: Contact name
Card: Person's name
Card: Card pipeline ID
Card: Card stage ID in the pipeline
Card: Card status ID
Card: Card creation date
Card: Card completion date
Card: Amount
Card: Amount negotiated at the beginning of the negotiation
Card: Card time in days
Card: Card time in hours
Products: Product Name (separated by commas)
Products: Quantity (separated by commas)
Products: Unit price (separated by commas)
Products: Discount (separated by commas)
Products: Total sales (separated by commas)
Products: Product Code (separated by commas)
Products: Name with Quantity and Units Sold
Products: Names, quantities, and unit prices (separated by commas)
Internship: ID
Internship: Name
Stage: Pipeline ID
Stage: Last stage of the pipeline?
Internship: Pipeline position
Pipeline: ID
Pipeline: Name
Pipeline: Single Unit Name
Pipeline: Plural Unit Name
Created proposal
For each created proposal on PloomesTrigger Premium
Proposal: ID
Proposal: Contact ID
Proposal: Customer name
Proposal: Title
Proposal: Date
Proposal: Number
Proposal: Contact name
Proposal: ID of the Currency Used
Proposal: Amount
Proposal: Discount
Proposal: Due Date
Proposal: Delivery Time
Proposal: Payment Method
Proposal: Description
Proposal: Observations
Proposal: Shipping Cost
Proposal: Shipping Method
Proposal: Number of Installments
Proposal: Key
Proposal: Document URL
Proposal: Creation Date
Proposal: Last Update Date
Customer: ID
Customer: Type ID
Customer: Name
Customer: Social Reason
Customer: CPF or CNPJ
Customer: CNPJ (if the contact is a company)
Customer: CPF (if the contact is a person)
Customer: Birthday
Customer: Next birthday
Customer: Previous birthday
Customer: Observations
Customer: Email
Customer: Website
Customer: Skype
Customer: Facebook
Customer: City
Customer: State
Customer: Country
Customer: Position
Customer: Department
Customer: Address
Customer: Address Number
Customer: Address Complement
Customer: Neighborhood
Customer: Zip Code
Customer: Zip Code abroad
Customer: Marketing Email
Customer: CNAE Code
Customer: CNAE Name
Customer: CNAE Secondary Name
Customer: Phone Numbers (comma separated)
Contacted: ID
Contact: Type ID
Contact: Name
Contact: Legal Name
Contact: Legal Registration
Contact: CNPJ
Contact: CPF
Contact: Birthday
Contact: Next birthday
Contact: Previous birthday
Contact: Observations
Contact: Email
Contact: Website
Contact: Skype
Contact: Facebook
Contact: City
Contact: State
Contact: Country
Contact: Position
Contact: Department
Contact: Address
Contact: Address Number
Contact: Address Supplement
Contact: Neighborhood
Contact: Zip Code
Contato: Zipcode
Contact: Marketing Email
Contact: CNAE Code
Contact: CNAE Name
Contact: CNAE Secondary Name
Contact: Telephone Numbers (separated by comma)
Card: Name
Card: Contact name
Card: Person's name
Card: Card pipeline ID
Card: ID of the deal stage on the card
Card: Card status ID
Card: Card creation date
Card: Card completion date
Card: Amount
Card: Amount negotiated at the beginning of the negotiation
Card: Card time in days
Card: Card time in hours
Products: Product Name (separated by commas)
Products: Quantity (separated by commas)
Products: Unit price (separated by commas)
Products: Discount (separated by commas)
Products: Total sales (separated by commas)
Products: Product Code (separated by commas)
Products: Name with Quantity and Units Sold
Products: Names, quantities, and unit prices (separated by commas)
Internship: ID
Internship: Name
Stage: Pipeline ID
Stage: Last stage of the pipeline?
Internship: Pipeline position
Pipeline: ID
Pipeline: Name
Pipeline: Single Unit Name
Pipeline: Plural Unit Name
Create or update client
create/update a customer on PloomesAction
Person: Name
Person: Email
Company: Social Name
Person: CPF
Person: Position
Email do responsável
Person: Department
Person: Birthday
Person: Phone
Company: Company Name
Company: Email
Company: CNPJ
Person: Phone
Company: Origin
Company: Operating Segment
Company: Website
Company: Skype User
Company: Facebook User
Person Address: State
Person Address: City
Person Address: Street
Person Address: Number
Person Address: Complement
Person Address: Neighborhood
Person Address: Zip Code
Company Address: State
Company Address: City
Company Address: Street
Company Address: Address Number
Company Address: Address Complement
Company Address: Bairro do Address
Company Address: Zip Code
Company: CNAE Code
Create or update card
create/update a card on PloomesAction
Choose the sellers who will be responsible for the cards created
List of sellers
Seller's email
Title Required
Start date
Amount
Initial amount
Person: Name
Person: Email
Person: Phone
Company: Social Name
Person: CPF
Company: Name
Company: Email
Company: CNPJ
Company: Website
Company: Facebook
Company Address: Street
Company Address: Number
Company Address: Complement
Company Address: Neighborhood
Company Address: Zip Code
Company Address: State
Company Address: City
Person: Birthday
Person Address: Street
Person Address: Number
Person Address: Complement
Person Address: Neighborhood
Person Address: Zip Code
Person Address: State
Person Address: City
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Create automations with Ploomes
and say goodbye to manual (and tedious) tasks!
By connecting Ploomes 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 Ploomes with Pluga?
Pluga allows you to create automations between Ploomes 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.
Ploomes
CRMPloomes is a CRM platform that works with process automation, proposal generation, orders, and contracts. Its features help organize contacts, track business opportunities, and improve the productivity of sales teams.
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