Automations with Ploomes

Asaas
asaas - Pluga
Payment

Asaas

26 automations

Automations
Pipefy
pipefy - Pluga
Project

Pipefy

22 automations

Automations
Pagar.me
pagar_me - Pluga
Payment

Pagar.me

20 automations

Automations
iugu
iugu - Pluga
Payment

iugu

18 automations

Automations
Gmail
gmail - Pluga
Email

Gmail

18 automations

Automations
Google Sheets
google_sheets - Pluga
Spreadsheet

Google Sheets

18 automations

Automations
Twilio
twilio - Pluga
Phone SMS

Twilio

16 automations

Automations
Olist ERP (Tiny ERP)
tinyerp - Pluga
ERP

Olist ERP (Tiny ERP)

16 automations

Automations
MercadoPago
mercado_pago - Pluga
Payment

MercadoPago

14 automations

Automations
RD Station Marketing
rd_station - Pluga
Marketing

RD Station Marketing

14 automations

Automations
Conta Azul
conta_azul - Pluga
Accounting

Conta Azul

14 automations

Automations
Bling
bling - Pluga
ERP

Bling

13 automations

Automations
ClickUp
clickup - Pluga
Project

ClickUp

12 automations

Automations
monday.com
monday_com - Pluga
Project

monday.com

12 automations

Automations
Ramper Marketing
lahar - Pluga
Marketing

Ramper Marketing

12 automations

Automations
Hotmart
hotmart - Pluga
Product Info

Hotmart

12 automations

Automations
Notion
notion - Pluga
Document

Notion

12 automations

Automations
Leadlovers
leadlovers - Pluga
Marketing

Leadlovers

12 automations

Automations
Trello
trello - Pluga
Project

Trello

11 automations

Automations
Mailchimp
mailchimp - Pluga
Email

Mailchimp

11 automations

Automations
E-goi
egoi - Pluga
Marketing

E-goi

10 automations

Automations
Intercom
intercom - Pluga
Marketing

Intercom

10 automations

Automations
Pluga Webhooks
pluga_webhooks - Pluga
Developer tools

Pluga Webhooks

10 automations

Automations
Shopify
shopify - Pluga
Ecommerce

Shopify

10 automations

Automations
Excel
excel - Pluga
Spreadsheet

Excel

10 automations

Automations
Asana
asana - Pluga
Project

Asana

10 automations

Automations
Jira Software Cloud
jira - Pluga
Project

Jira Software Cloud

10 automations

Automations
Microsoft Outlook
outlook - Pluga
Email

Microsoft Outlook

10 automations

Automations
Airtable
airtable - Pluga
Project

Airtable

10 automations

Automations
Vindi Recorrência
vindi - Pluga
Payment

Vindi Recorrência

10 automations

Automations
Mautic
mautic - Pluga
Marketing

Mautic

10 automations

Automations
Nibo
nibo - Pluga
Accounting

Nibo

9 automations

Automations
WooCommerce
woocommerce - Pluga
Ecommerce

WooCommerce

8 automations

Automations
Loja Integrada
loja_integrada - Pluga
Ecommerce

Loja Integrada

8 automations

Automations
Adobe Commerce 1.X (Magento)
magento - Pluga
Ecommerce

Adobe Commerce 1.X (Magento)

8 automations

Automations
MemberKit
memberkit - Pluga
Product Info

MemberKit

8 automations

Automations
Eduzz
eduzz - Pluga
Product Info

Eduzz

8 automations

Automations
Adobe Commerce 2.X (Magento)
magento2 - Pluga
Ecommerce

Adobe Commerce 2.X (Magento)

8 automations

Automations
SendGrid
sendgrid - Pluga
Transactional Email

SendGrid

8 automations

Automations
Mandrill
mandrill - Pluga
Transactional Email

Mandrill

8 automations

Automations
Slack
slack - Pluga
Communication

Slack

8 automations

Automations
Discord
discord - Pluga
Communication

Discord

8 automations

Automations
Microsoft Teams
microsoft_teams - Pluga
Communication

Microsoft Teams

8 automations

Automations
G Digital
gdigital - Pluga
Marketing

G Digital

8 automations

Automations
ActiveCampaign
active_campaign - Pluga
CRM

ActiveCampaign

8 automations

Automations
Zendesk
zendesk - Pluga
Support

Zendesk

8 automations

Automations
PagBank
pag_seguro - Pluga
Payment

PagBank

8 automations

Automations
Todoist
todoist - Pluga
Project

Todoist

8 automations

Automations
Superlógica Assinaturas
superlogica - Pluga
Payment

Superlógica Assinaturas

8 automations

Automations
Granatum Financeiro
granatum_financeiro - Pluga
Accounting

Granatum Financeiro

7 automations

Automations
Sympla
sympla - Pluga
Event

Sympla

6 automations

Automations
Stripe
stripe - Pluga
Payment

Stripe

6 automations

Automations
Webflow
webflow - Pluga
Ecommerce

Webflow

6 automations

Automations
Squarespace
squarespace - Pluga
Ecommerce

Squarespace

6 automations

Automations
Omie ERP
omie - Pluga
ERP

Omie ERP

5 automations

Automations
Nuvemshop
nuvemshop - Pluga
Ecommerce

Nuvemshop

4 automations

Automations
Vindi Pagamentos
vindi_pagamentos - Pluga
Payment

Vindi Pagamentos

4 automations

Automations
HubSpot
hubspot_crm - Pluga
CRM

HubSpot

4 automations

Automations
Manychat
manychat - Pluga
Chatbot

Manychat

4 automations

Automations
JivoChat
jivochat - Pluga
Chatbot

JivoChat

4 automations

Automations
Eventbrite
eventbrite - Pluga
Event

Eventbrite

4 automations

Automations
Kommo
kommo - Pluga
CRM

Kommo

3 automations

Automations
Google Calendar
google_calendar - Pluga
Calendar

Google Calendar

3 automations

Automations
eNotas
enotas - Pluga
Invoice

eNotas

3 automations

Automations
NFe.io
nfe_io - Pluga
Invoice

NFe.io

3 automations

Automations
ZapSign
zapsign - Pluga
Signatures

ZapSign

3 automations

Automations
Blip
blip - Pluga
Communication

Blip

2 automations

Automations
Kiwify
kiwify - Pluga
Product Info

Kiwify

2 automations

Automations
WhatsApp Business Cloud
whatsapp_business - Pluga
Communication

WhatsApp Business Cloud

2 automations

Automations
Yampi
yampi - Pluga
Ecommerce

Yampi

2 automations

Automations
Google Contacts
google_contacts - Pluga
Contact

Google Contacts

2 automations

Automations
Linkedin Lead Ads
linkedin_lead_ads - Pluga
Ads analytics

Linkedin Lead Ads

2 automations

Automations
Gravity Forms
gravity_forms - Pluga
Forms

Gravity Forms

2 automations

Automations
Jotform
jotform - Pluga
Forms

Jotform

2 automations

Automations
Bkper
bkper - Pluga
Accounting

Bkper

2 automations

Automations
Google Forms
google_forms - Pluga
Forms

Google Forms

2 automations

Automations
Zenvia Canais
zenvia - Pluga
Phone SMS

Zenvia Canais

2 automations

Automations
TikTok Ads
tiktok_ads - Pluga
Ads analytics

TikTok Ads

2 automations

Automations
Typeform
typeform - Pluga
Forms

Typeform

2 automations

Automations
Mercado Livre
mercado_livre - Pluga
Marketplace

Mercado Livre

2 automations

Automations
Ads analytics

Facebook Lead Ads

2 automations

Automations
PayPal
paypal - Pluga
Payment

PayPal

2 automations

Automations
Google Lead Form
google_lead_form - Pluga
Ads analytics

Google Lead Form

2 automations

Automations
RD Station CRM
plugcrm - Pluga
CRM

RD Station CRM

2 automations

Automations
PipeRun
piperun - Pluga
CRM

PipeRun

1 automations

Automations
Agendor
agendor - Pluga
CRM

Agendor

1 automations

Automations
Kobana
boleto_simples - Pluga
Payment

Kobana

1 automations

Automations
NectarCRM
nectar_crm - Pluga
CRM

NectarCRM

1 automations

Automations
Omie CRM
omie_crm - Pluga
CRM

Omie CRM

1 automations

Automations
Pipedrive
pipedrive - Pluga
CRM

Pipedrive

1 automations

Automations
Moskit CRM
moskit - Pluga
CRM

Moskit CRM

1 automations

Automations

Possibilities with Ploomes

Check out the use cases to automate and make the most of integrations with Ploomes

Ploomes-icon

Won Card

For each won card on Ploomes

Trigger

Information from Ploomes that can be used and sent to other apps.

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

Ploomes-icon

Won proposal

For each won proposal on Ploomes

Trigger Premium

Information from Ploomes that can be used and sent to other apps.

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

Ploomes-icon

Created client

For each created client on Ploomes

Trigger

Information from Ploomes that can be used and sent to other apps.

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

Ploomes-icon

Lost card

For each lost card on Ploomes

Trigger

Information from Ploomes that can be used and sent to other apps.

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

Ploomes-icon

Card created

For each created card on Ploomes

Trigger

Information from Ploomes that can be used and sent to other apps.

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

Ploomes-icon

Card reaches a stage in the pipeline

When a card reaches a funnel stage on Ploomes

Trigger

Information from Ploomes that can be used and sent to other apps.

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

Ploomes-icon

Lost proposal

For each lost proposal on Ploomes

Trigger Premium

Information from Ploomes that can be used and sent to other apps.

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

Ploomes-icon

Created proposal

For each created proposal on Ploomes

Trigger Premium

Information from Ploomes that can be used and sent to other apps.

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

Ploomes-icon

Create or update client

create/update a customer on Ploomes

Action

Fields in Ploomes that can receive information from other apps.

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

Ploomes-icon

Create or update card

create/update a card on Ploomes

Action

Fields in Ploomes that can receive information from other apps.

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

Didn't find your use case? Send suggestion.

Trusted by over 10.000 amazing companies

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.

Automatic transfer of your contacts' information to other apps

Automating the transfer of your contact base (leads) information to other apps can greatly facilitate tasks that involve managing them.

At Pluga, you can do this with ease and also helps optimize the work of people, avoiding possible human errors.

Card with contact information being sent to other apps

Automate your sales tracking

With the help of Pluga's automations, you can put your business's sales control on autopilot. This way, tasks surrounding inventory, finance, and logistics can be more aligned and optimized, directly impacting your customer's satisfaction.

Data from a new sale being sent to a spreadsheet

Automated financial control

Dealing with finances requires a lot of attention. For this, integrating apps can be a great ally! With Pluga, you can connect your financial management software and payment methods to other apps to automate tasks involving the organization of your finances.

Data from a new charge being sent to an invoicing app

Reduce communication noise - and rework!

If your company uses any type of internal communication tool, it's possible to automate the routine of notifications and alerts within it.

At Pluga, for example, you can connect this software to your project management platform so that every time a task changes status, this is communicated in a channel. In other words, it increases productivity, reduces communication noise, and avoids possible rework.

Automatic notification in the internal communication app

Customized alerts for customers

Often, personalized communication is what will captivate a customer to keep them interested in your brand. But doing this manually is almost impossible. Using Pluga, you can send these notifications automatically without losing personalization.

Automatic message sent to the customer's WhatsApp

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.

  • Trigger and source app of the automation

    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.

  • Action and destination app of the automation

    What is an action within an automation with Ploomes?

    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.

  • Information mapping of the automation

    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.

  • Automation with multiple actions among more than two apps

    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.

Ploomes-icon

Ploomes

CRM

Ploomes 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.

Visit Ploomes

Frequently Asked Questions

  • With Pluga, you can connect the app Ploomes with over 91 other software platforms and automate various business processes and tasks. Just follow these steps:


    • 1. Log in or sign up (for free) at Pluga and click on “Create Automation”;
    • 2. Select the source app and trigger;
    • 3. Connect the app;
    • 4. Select the destination app and action;
    • 5. Connect the app account;
    • 6. Make the necessary adjustments, specifying which data will be sent from one app to another.
  • At Pluga, you can create up to 3 automations with the free plan. Additionally, you have the option to try all features for 7 days at no cost to create automations between Ploomes and other apps.

    We also offer three other plans, with prices ranging from $17 to $71 per month, which include premium automations and features, as well as a higher volume of events and automations. For companies with specific needs, we have the Enterprise plan, designed to offer customized solutions beyond the resources available in other plans.

    Check out Pluga's pricing page for more details.

  • The number of automations between Ploomes and other apps on Pluga will depend on the chosen plan.

  • No. Pluga is an intuitive platform that allows the creation of automations between Ploomes and other apps without any technical knowledge required.

  • Automating Ploomes with other apps allows you to boost various activities (such as marketing, sales, customer service, and internal communication) and eliminate potential human errors.

  • No, Pluga is not affiliated with or created by Ploomes. Generally, Pluga accesses the documentation provided by Ploomes and independently develops the available integrations. Any mentions of Pluga on the Ploomes website are strictly voluntary collaborations. Pluga remains solely responsible for the maintenance and support of its automation services.