Automate Ploomes with Agendor
Unlock the superpowers of Ploomes + Agendor and automate your tasks without having to write a single line of code.
Ploomes and Agendor
your way
Check out the available triggers and actions in the automation of apps Ploomes + Agendor
Won Card
For each won card on PloomesHow it works:
Whenever something happens on the source app
All happening in a single automation! ✨
Won Card
For each won card on PloomesTrigger
Card: ID
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 PloomesHow it works:
Whenever something happens on the source app
All happening in a single automation! ✨
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: ID
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 PloomesHow it works:
Whenever something happens on the source app
All happening in a single automation! ✨
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
Won deal
For each won deal on AgendorHow it works:
Whenever something happens on the source app
All happening in a single automation! ✨
Won deal
For each won deal on AgendorTrigger
Earning date
ID
Status
Stage
Ranking
Registration date/time
Registration date (formatted in YYYY-MM-DD)
Registration date (formatted in DD/MM/YY)
Title
Nome do autor
Total amount
Start date
Completion/earning date
Description
Nome do responsável pelo negócio
Email of the person responsible for the deal
Related products and services
Product name
Product price
Product category
Quantity of each product
Name and quantity of each product
Name, price and quantity of each product
Total quantity of products
Subtotal of products
Name, category and quantity of each product
Endereço de e-mail para o qual você pode enviar uma cópia, para registrar tarefas.
Person: id
Person: name
Person: email
Person: cpf
Person: position
Person: ranking
Person: description
Person: birthday
Person: full birthday in 'day/month/year' format
Person: full birthday in 'year-month-day' format
Person: category
Person: origin
Person: responsible
Person: from which company?
Person: phone
Person: cell phone
Person: fax
Person: extension
Person: radio
Person: whatsapp
Person: facebook
Person: twitter
Person: linkedin
Person: skype
Person: instagram
Person: related products and services
Person: country
Person: neighborhood
Person: street
Person: street number
Person: complement
Person: Zip Code
Person: state
Person: city
Company: id
Company: name
Company: corporate name
Company: email
Company: cnpj
Company: website
Company: ranking
Company: description
Company: category
Company: origin
Company: responsible
Company: sector
Company: phone
Company: cell phone
Company: fax
Company: extension
Company: radio
Company: whatsapp
Company: facebook
Company: twitter
Company: linkedin
Company: skype
Company: instagram
Company: related products and services
Company: country
Company: neighborhood
Company: street
Company: street number
Company: complement
Company: Zip Code
Company: state
Company: city
Company: people from that company
Company: People from that company (name - email - telephone - position)
Company: first name of people in this company
Company: first email of people from this company
Company: first phone number for people in this company
Company: first position of people in this company
Pessoa vinculada à empresa: Id
Pessoa vinculada à empresa: Nome
Pessoa vinculada à empresa: E-mail
Pessoa vinculada à empresa: Cpf
Pessoa vinculada à empresa: Cargo
Pessoa vinculada à empresa: Ranking
Pessoa vinculada à empresa: Descrição
Pessoa vinculada à empresa: Data de aniversário
Pessoa vinculada à empresa: Data de aniversário completa no formato 'Dia/mês/ano'
Pessoa vinculada à empresa: Data de aniversário completa no formato 'ano-mês-dia'
Pessoa vinculada à empresa: Categoria
Pessoa vinculada à empresa: Origem
Pessoa vinculada à empresa: Responsável
Pessoa vinculada à empresa: De qual empresa?
Pessoa vinculada à empresa: Telefone
Pessoa vinculada à empresa: Celular
Pessoa vinculada à empresa: Fax
Pessoa vinculada à empresa: Ramal
Pessoa vinculada à empresa: Radio
Pessoa vinculada à empresa: Whatsapp
Pessoa vinculada à empresa: Facebook
Pessoa vinculada à empresa: Twitter
Pessoa vinculada à empresa: Linkedin
Pessoa vinculada à empresa: Skype
Pessoa vinculada à empresa: Instagram
Pessoa vinculada à empresa: Produtos e serviços relacionados
Pessoa vinculada à empresa: País
Pessoa vinculada à empresa: Bairro
Pessoa vinculada à empresa: Rua
Pessoa vinculada à empresa: Nº da rua
Pessoa vinculada à empresa: Complemento
Pessoa vinculada à empresa: Cep
Pessoa vinculada à empresa: Estado
Pessoa vinculada à empresa: Cidade
Created person
For each created person on AgendorHow it works:
Whenever something happens on the source app
All happening in a single automation! ✨
Created person
For each created person on AgendorTrigger
Person: id
Person: name
Person: email
Person: cpf
Person: position
Person: ranking
Person: description
Person: birthday
Person: full birthday in 'day/month/year' format
Person: full birthday in 'year-month-day' format
Person: category
Person: origin
Person: responsible
Company: name
Person: phone
Person: cell phone
Person: fax
Person: extension
Person: radio
Person: whatsapp
Person: facebook
Person: twitter
Person: linkedin
Person: skype
Person: instagram
Person: related products and services
Person: country
Person: neighborhood
Person: street
Person: street number
Person: complement
Person: Zip Code
Person: state
Person: city
Company: id
Company: name
Company: corporate name
Company: email
Company: cnpj
Company: website
Company: ranking
Company: description
Company: category
Company: origin
Company: responsible
Company: sector
Company: phone
Company: cell phone
Company: fax
Company: extension
Company: radio
Company: whatsapp
Company: facebook
Company: twitter
Company: linkedin
Company: skype
Company: instagram
Company: related products and services
Company: country
Company: neighborhood
Company: street
Company: street number
Company: complement
Company: Zip Code
Company: state
Company: city
Company: People from that company (name - email)
Company: People from that company (name - email - telephone - position)
Company: First name of the people in this company
Company: First email of people from this company
Company: First phone number for people from this company
Company: First position of people in this company
Lost card
For each lost card on PloomesHow it works:
Whenever something happens on the source app
All happening in a single automation! ✨
Lost card
For each lost card on PloomesTrigger
Card: ID
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 PloomesHow it works:
Whenever something happens on the source app
All happening in a single automation! ✨
Card created
For each created card on PloomesTrigger
Card: ID
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 PloomesHow it works:
Whenever something happens on the source app
All happening in a single automation! ✨
Card reaches a stage in the pipeline
When a card reaches a funnel stage on PloomesTrigger
Card: ID
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
Created deal
For each added deal on AgendorHow it works:
Whenever something happens on the source app
All happening in a single automation! ✨
Created deal
For each added deal on AgendorTrigger
ID
Status
Stage
Ranking
Registration date/time
Registration date (formatted in YYYY-MM-DD)
Registration date (formatted in DD/MM/YY)
Title
Responsible
Total amount
Start date
Date of the conclusion
Description
Email of the person responsible for the deal
Related products and services
Product name
Product price
Product category
Quantity of each product
Name and quantity of each product
Name, price and quantity of each product
Total quantity of products
Subtotal of products
Name, category and quantity of each product
Person: id
Person: name
Person: email
Person: cpf
Person: position
Person: ranking
Person: description
Person: birthday
Person: full birthday in 'day/month/year' format
Person: full birthday in 'year-month-day' format
Person: category
Person: origin
Person: responsible
Person: from which company?
Person: phone
Person: cell phone
Person: fax
Person: extension
Person: radio
Person: whatsapp
Person: facebook
Person: twitter
Person: linkedin
Person: skype
Person: instagram
Person: related products and services
Person: country
Person: neighborhood
Person: street
Person: street number
Person: complement
Person: Zip Code
Person: state
Person: city
Company: id
Company: name
Company: corporate name
Company: email
Company: cnpj
Company: website
Company: ranking
Company: description
Company: category
Company: origin
Company: responsible
Company: sector
Company: phone
Company: cell phone
Company: fax
Company: extension
Company: radio
Company: whatsapp
Company: facebook
Company: twitter
Company: linkedin
Company: skype
Company: instagram
Company: related products and services
Company: country
Company: neighborhood
Company: street
Company: street number
Company: complement
Company: Zip Code
Company: state
Company: city
Company: people from that company
Company: People from that company (name - email - telephone - position)
Company: first name of people in this company
Company: first email of people from this company
Company: first phone number for people in this company
Company: first position of people in this company
Created company
For each created company on AgendorHow it works:
Whenever something happens on the source app
All happening in a single automation! ✨
Created company
For each created company on AgendorTrigger
Company: id
Company: name
Company: corporate name
Company: email
Company: cnpj
Company: website
Company: ranking
Company: description
Company: category
Company: lead source
Company: responsible
Company: sector
Company: phone
Company: cell phone
Company: fax
Company: extension
Company: radio
Company: whatsapp
Company: facebook
Company: twitter
Company: linkedin
Company: skype
Company: instagram
Company: related products and services
Company: country
Company: neighborhood
Company: street
Company: street number
Company: complement
Company: Zip Code
Company: state
Company: city
Company: people from that company (name - email)
Company: people from that company (name - email - telephone - position)
Company: first name of people in this company
Company: first email of people from this company
Company: first phone number for people in this company
Company: first position of people in this company
Lost proposal
For each lost proposal on PloomesHow it works:
Whenever something happens on the source app
All happening in a single automation! ✨
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: ID
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 PloomesHow it works:
Whenever something happens on the source app
All happening in a single automation! ✨
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: ID
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
Deal reaches pipeline stage
When a deal reaches a certain funnel stage on AgendorHow 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 funnel stage on AgendorTrigger
ID
Status
Stage
Ranking
Registration date/time
Registration date (formatted in YYYY-MM-DD)
Registration date (formatted in DD/MM/YY)
Title
Nome do autor
Total amount
Start date
Date of the conclusion
Description
Nome do responsável pelo negócio
Email of the person responsible for the deal
Related products and services
Product name
Product price
Product category
Quantity of each product
Name and quantity of each product
Name, price and quantity of each product
Total quantity of products
Subtotal of products
Name, category and quantity of each product
Endereço de e-mail para o qual você pode enviar uma cópia, para registrar tarefas.
Person: id
Person: name
Person: email
Person: cpf
Person: position
Person: ranking
Person: description
Person: birthday
Person: full birthday in 'day/month/year' format
Person: full birthday in 'year-month-day' format
Person: category
Person: origin
Person: responsible
Person: from which company?
Person: phone
Person: cell phone
Person: fax
Person: extension
Person: radio
Person: whatsapp
Person: facebook
Person: twitter
Person: linkedin
Person: skype
Person: instagram
Person: related products and services
Person: country
Person: neighborhood
Person: street
Person: street number
Person: complement
Person: Zip Code
Person: state
Person: city
Company: id
Company: name
Company: corporate name
Company: email
Company: cnpj
Company: website
Company: ranking
Company: description
Company: category
Company: origin
Company: responsible
Company: sector
Company: phone
Company: cell phone
Company: fax
Company: extension
Company: radio
Company: whatsapp
Company: facebook
Company: twitter
Company: linkedin
Company: skype
Company: instagram
Company: related products and services
Company: country
Company: neighborhood
Company: street
Company: street number
Company: complement
Company: Zip Code
Company: state
Company: city
Company: people from that company
Company: People from that company (name - email - telephone - position)
Company: first name of people in this company
Company: first email of people from this company
Company: first phone number for people in this company
Company: first position of people in this company
Lost deal
For each lost deal on AgendorHow it works:
Whenever something happens on the source app
All happening in a single automation! ✨
Lost deal
For each lost deal on AgendorTrigger
Reason for loss
Description of the loss
ID
Status
Stage
Ranking
Registration date/time
Registration date (formatted in YYYY-MM-DD)
Registration date (formatted in DD/MM/YY)
Title
Responsible
Total amount
Start date
Completion/loss date
Description
Email of the person responsible for the deal
Related products and services
Product name
Product price
Product category
Quantity of each product
Name and quantity of each product
Name, price and quantity of each product
Total quantity of products
Subtotal of products
Name, category and quantity of each product
Person: id
Person: name
Person: email
Person: cpf
Person: position
Person: ranking
Person: description
Person: birthday
Person: full birthday in 'day/month/year' format
Person: full birthday in 'year-month-day' format
Person: category
Person: origin
Person: responsible
Person: from which company?
Person: phone
Person: cell phone
Person: fax
Person: extension
Person: radio
Person: whatsapp
Person: facebook
Person: twitter
Person: linkedin
Person: skype
Person: instagram
Person: related products and services
Person: country
Person: neighborhood
Person: street
Person: street number
Person: complement
Person: Zip Code
Person: state
Person: city
Company: id
Company: name
Company: corporate name
Company: email
Company: cnpj
Company: website
Company: ranking
Company: description
Company: category
Company: origin
Company: responsible
Company: sector
Company: phone
Company: cell phone
Company: fax
Company: extension
Company: radio
Company: whatsapp
Company: facebook
Company: twitter
Company: linkedin
Company: skype
Company: instagram
Company: related products and services
Company: country
Company: neighborhood
Company: street
Company: street number
Company: complement
Company: Zip Code
Company: state
Company: city
Company: people from that company
Company: People from that company (name - email - telephone - position)
Company: first name of people in this company
Company: first email of people from this company
Company: first phone number for people in this company
Company: first position of people in this company
Created task
When a task is created on AgendorHow it works:
Whenever something happens on the source app
All happening in a single automation! ✨
Created task
When a task is created on AgendorTrigger
Task: ID
Task: Creator
Task: Title
Person: Name
Person: Email
Company: Name
Company: Email
Deal: Title
Task: Due date in format (DD/MM/YYYY - H:M:S)
Task: Due date in format (DD/MM/YYYY)
Task: Due date in format (H:M:S)
Task: Creation date and time
Task: Assigned Users
Deal: Associated metrics
Task: Type
Deal: ID
Deal: Status
Deal: Stage
Deal: Ranking
Deal: Registration date and time
Deal: Registration date (formatted in YYYY-MM-DD)
Deal: Registration date (formatted in DD/MM/YY)
Deal: Title
Deal: Responsible
Deal: Total amount
Deal: Start date
Deal: Completion date
Deal: Description
Deal: Email of the person responsible
Deal: Related products and services
Deal: Products name
Deal: Price of products
Deal: Product categories
Deal: Quantity of each product
Deal: Name and quantity of each product
Deal: Name, price and quantity of each product
Deal: Total quantity of products
Deal: Subtotal of products
Deal: Name, category and quantity of each product
Person: ID
Person: Name
Person: Email
Person: CPF
Person: Position
Person: Ranking
Person: Description
Person: Birthday date
Person: Full birthday 'Day/month/year'
Person: Birthday date in 'year-month-day' format
Person: Category
Person: Origin
Person: Responsible
Person: Company
Person: Phone
Person: Cell phone
Person: Fax
Person: Extension
Person: Radio
Person: Whatsapp
Person: Facebook
Person: Twitter
Person: Linkedin
Person: Skype
Person: Instagram
Person: Related products and services
Person: Country
Person: Neighborhood
Person: Street
Person: Address number
Person: Complement address
Person: Zip Code
Person: State
Person: City
Company: ID
Company: Name
Company: Corporate name
Company: Email
Company: CNPJ
Company: Website
Company: Ranking
Company: Description
Company: Category
Company: Origin
Company: Responsible
Company: Sector
Company: Telephone
Company: Cellular
Company: Fax
Company: Ramal
Company: Radio
Company: Whatsapp
Company: Facebook
Company: Twitter
Company: Linkedin
Company: Skype
Company: Instagram
Company: Related products and services
Company: Country
Company: Neighborhood
Company: Rua
Company: Address number
Company: Address complement
Company: Zip Code
Company: State
Company: City
Company: Related people (name and email)
Company: Related people (name, email, telephone and position)
Company: Name of related people
Company: Email of related people
Company: Telephone number of related people
Company: Position of related people
Create or update client
create/update a customer on PloomesHow it works:
Whenever something happens on the source app
All happening in a single automation! ✨
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 contact
create or update a contact on AgendorHow it works:
Whenever something happens on the source app
1. A contact (person and/or company) will be added or updated on Agendor;
2. If desired, the created/updated contact can be assigned to a salesperson or randomly assigned among the registered salespeople on Agendor
All happening in a single automation! ✨
Create or update contact
create or update a contact on AgendorAction
Distribuir novos contatos
Selecionar vendedores
Select the person responsible
Update person based on
Person: name Required
Person: email
Person: phone
Person: cell phone
Person: cpf
Person: position
Person: description
Person: birthday
Person: category
Person: origin
Person: product/service
Person: ranking
Company: name
Company: corporate name
Company: cnpj
Company: ranking
Company: description
Company: email
Company: phone
Company: cell phone
Company: category
Company: origin
Company: sector
Company: product/service
Person: cep
Person: country
Person: neighborhood
Person: state
Person: street
Person: street number
Person: complement
Person: city
Company: cep
Company: country
Company: neighborhood
Company: state
Company: street
Company: street number
Company: complement
Company: city
Person: fax
Person: whatsapp
Person: facebook
Person: twitter
Person: instagram
Person: linkedin
Person: skype
Company: fax
Company: whatsapp
Company: facebook
Company: twitter
Company: instagram
Company: linkedin
Company: skype
Create or update card
create/update a card on PloomesHow it works:
Whenever something happens on the source app
1. A card will be created/updated from a pipeline stage on Ploomes
2. A person associated with this card will be created/updated on Ploomes
3. A company associated with this card will be created/updated on Ploomes
4. If desired, the created/updated card can be assigned to a salesperson or distributed among registered salespeople on Ploomes (Round Robin)
All happening in a single automation! ✨
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
Add or update deal
add/update a deal on AgendorHow it works:
Whenever something happens on the source app
1. A deal will be added or updated in the selected stage and pipeline on Agendor
2. A person associated with this deal will be created or updated on Agendor
3. A company associated with this deal will be created or updated on Agendor
4. A task will be created on Agendor
All happening in a single automation! ✨
Add or update deal
add/update a deal on AgendorAction
Distribute new deal
Select sellers
Email of the Responsible
Title Required
Contact type Required
Deal status
Description
Start date
Date of the conclusion
Ranking
Amount
Deal: product/service
Negócio: valor unitário do produto/serviço
Negócio: quantidade do produto/serviço
Negócio: código do produto/serviço
Negócio: desconto do produto/serviço
Visible to all users?
Update person based on
Person: name
Person: cpf
Person: ranking
Person: description
Person: birthday
Person: email
Person: phone
Person: cell phone
Person: fax
Person: whatsapp
Person: facebook
Person: twitter
Person: instagram
Person: linkedin
Person: skype
Person: cep
Person: country
Person: neighborhood
Person: state
Person: street
Person: street number
Person: complement
Person: city
Person: origin
Person: category
Person: product/service
Company: name
Company: corporate name
Company: cnpj
Company: ranking
Company: description
Company: email
Company: phone
Company: cell phone
Company: fax
Company: whatsapp
Company: facebook
Company: twitter
Company: instagram
Company: linkedin
Company: skype
Company: cep
Company: country
Company: neighborhood
Company: state
Company: street
Company: street number
Company: complement
Company: city
Company: origin
Company: category
Company: sector
Company: product/service
Task title
Person responsible for the created task
Task due date
Task type
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Automate Ploomes and Agendor with Pluga integrations
Explore automation templates
For each won deal on Agendor, create/update a customer on Ploomes
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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.
-
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 Ploomes + Agendor
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. 
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.
Integrations with Ploomes Visit Ploomes Agendor
CRMAgendor is a CRM platform that works as a personal assistant for sales teams, helping salespeople reach their full potential. From planning to post-sales, the app encompasses various features to ensure no opportunity is lost in the pipeline.
Integrations with Agendor Visit Agendor