Connect Ploomes with Omie CRM

Unlock the superpowers of Ploomes + Omie CRM and automate your tasks without having to write a single line of code.

Ploomes and Omie CRM
your way

Check out the available triggers and actions in the automation of apps Ploomes + Omie CRM

Ploomes-icon

Won Card

For each won card on Ploomes

Trigger

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

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

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: 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

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

Omie CRM-icon

Opportunity with cancelled status

For each cancelled opportunity on Omie CRM module

Trigger

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

Description of the opportunity

Opportunity email

Observation

Completion date

Lead prospecting date

Negotiation date

Qualification date

Date from proposal

Presentation date

Account code

Contact code

Opportunity code

Origin code

Solution code

Expected closing month

Months of contact

Amount of products

Recurrence amount

Amount of services

Temperature

Ticket

Current phase

Reason for conclusion

Seller's name

Seller's email

Seller's cell phone

Seller's phone

Origin of the opportunity

Contact position

Contact name

Contact last name

Contact's date of birth

Contact observation

Contact email

contact's mobile area code 1

Contact's cell phone 1

contact telephone area code

Contact phone

Contact website

Contact neighborhood

Contact Zip Code

Contact city

Contact complement

Contact address

Contact country

Contact State

Account document (CPF or CNPJ)

Account name

Tags da conta (separadas por vírgula)

Account Notes

Account registration date

Account expiration date

Account neighborhood

Account Zip Code

Account city

Account supplement

Account address

Account country

Account State

Account Fax DDD

account phone number

Account's e-mail

Fax to account

Account phone

Account website

Closing forecast

Solution description

Account Vertical

Seller's name

Seller's email

Omie CRM-icon

Opportunity with a lost status

For each opportunity lost in the Omie CRM module

Trigger

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

Description of the opportunity

Opportunity email

Observation

Completion date

Lead prospecting date

Negotiation date

Qualification date

Date from proposal

Presentation date

Account code

Contact code

Opportunity code

Origin code

Solution code

Expected closing month

Months of contact

Amount of products

Recurrence amount

Amount of services

Temperature

Ticket

Current phase

Reason for conclusion

Seller's name

Seller's email

Seller's cell phone

Seller's phone

Origin of the opportunity

Contact position

Contact name

Contact last name

Contact's date of birth

Contact notes

Contact email

contact's mobile area code 1

Contact's cell phone 1

contact telephone area code

Contact phone

Contact website

Contact neighborhood

Contact Zip Code

Contact city

Contact complement

Contact address

Contact country

Contact State

Account document (CPF or CNPJ)

Account name

Tags da conta (separadas por vírgula)

Account observation

Account registration date

Account expiration date

Account neighborhood

Account Zip Code

Account city

Account supplement

Account address

Account country

Account State

Account Fax DDD

DDD Account phone number

Account's e-mail

Fax to account

Account phone

Account website

Expected closing year

Solution description

Account Vertical

Seller's name

Seller's email

Ploomes-icon

Lost card

For each lost card on Ploomes

Trigger

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

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

Ploomes-icon

Card created

For each created card on Ploomes

Trigger

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

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

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: 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

Omie CRM-icon

Opportunity with a won status

For each conquered opportunity in the Omie CRM module

Trigger

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

Description of the opportunity

Opportunity email

Observation

Completion date

Lead prospecting date

Negotiation date

Qualification date

Date from proposal

Presentation date

Account code

Contact code

Opportunity code

Origin code

Solution code

Expected closing month

Months of contact

Amount of products

Recurrence amount

Amount of services

Temperature

Ticket

Current phase

Reason for conclusion

Seller's name

Seller's email

Seller's cell phone (with area code)

Seller's telephone number (with area code)

Origin of the opportunity

Contact position

Contact name

Contact last name

Contact's date of birth

Contact notes

Contact email

contact's mobile area code 1

Contact's cell phone 1

contact telephone area code

Contact phone

Contact website

Contact neighborhood

Contact Zip Code

Contact city

Contact complement

Contact address

Contact country

Contact State

Account document (CPF or CNPJ)

Account name

Tags da conta (separadas por vírgula)

Account observation

Account registration date

Account expiration date

Account neighborhood

Account Zip Code

Account city

Account supplement

Account address

Account country

Account State

Account Fax DDD

account phone number

Account's e-mail

Fax to account

Account phone

Account website

Expected closing year

Solution description

Account Vertical

Seller's name

Seller's email

Omie CRM-icon

Opportunity with a suspended status

For each opportunity suspended in the Omie CRM module

Trigger

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

Description of the opportunity

Opportunity email

Observation

Completion date

Lead prospecting date

Negotiation date

Qualification date

Date from proposal

Presentation date

Account code

Contact code

Opportunity code

Origin code

Solution code

Expected closing month

Months of contact

Amount of products

Recurrence amount

Amount of services

Temperature

Ticket

Current phase

Reason for conclusion

Seller's name

Seller's email

Seller's cell phone

Seller's phone

Origin of the opportunity

Contact position

Contact name

Contact last name

Contact's date of birth

Contact notes

Contact email

contact's mobile area code 1

Contact's cell phone 1

contact telephone area code

Contact phone

Contact website

Contact neighborhood

Contact Zip Code

Contact city

Contact complement

Contact address

Contact country

Contact State

Account document (CPF or CNPJ)

Account name

Tags da conta (separadas por vírgula)

Account observation

Account registration date

Account expiration date

Account neighborhood

Account Zip Code

Account city

Account supplement

Account address

Account country

Account state

Account Fax DDD

account phone number

Account's e-mail

Fax to account

Account phone

Account website

Expected closing year

Solution description

Account Vertical

Seller's name

Seller's email

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: 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

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: 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

Omie CRM-icon

Opportunity moved to a specific stage

For each moved opportunity to a certain phase in the Omie CRM module

Trigger

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

Description of the opportunity

Opportunity email

Observation

Completion date

Lead prospecting date

Negotiation date

Qualification date

Date from proposal

Presentation date

Account code

Contact code

Opportunity code

Origin code

Solution code

Expected closing month

Months of contact

Amount of products

Recurrence amount

Amount of services

Temperature

Ticket

Current phase

Reason for conclusion

Seller's name

Seller's email

Seller's cell phone

Seller's phone

Origin of the opportunity

Contact position

Contact name

Contact last name

Contact's date of birth

Contact notes

Contact email

contact's mobile area code 1

Contact's cell phone 1

contact telephone area code

Contact phone

Contact website

Contact neighborhood

Contact Zip Code

Contact city

Contact complement

Contact address

Contact country

Contact State

Account document (CPF or CNPJ)

Account name

Tags da conta (separadas por vírgula)

Account observation

Account registration date

Account expiration date

Account neighborhood

Account Zip Code

Account city

Account supplement

Account address

Account country

Account state

Account Fax DDD

account phone number

Account's e-mail

Fax to account

Account phone

Account website

Expected closing year

Solution description

Account Vertical

Seller's name

Seller's email

Omie CRM-icon

Included opportunity

For each opportunity created in the Omie CRM module

Trigger

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

Description of the opportunity

Opportunity email

Observation

Completion date

Lead prospecting date

Negotiation date

Qualification date

Date from proposal

Presentation date

Account code

Contact code

Opportunity code

Origin code

Solution code

Expected closing month

Months of contact

Amount of products

Recurrence amount

Amount of services

Temperature

Ticket

Current phase

Reason for conclusion

Seller's name

Seller's email

Seller's cell phone

Seller's phone

Origin of the opportunity

Contact position

Contact name

Contact last name

Contact's date of birth

Contact notes

Contact email

contact's mobile area code 1

Contact's cell phone 1

contact telephone area code

Contact phone

Contact website

Contact neighborhood

Contact Zip Code

Contact city

Contact complement

Contact address

Contact country

Contact State

Account document (CPF or CNPJ)

Account name

Tags da conta (separadas por vírgula)

Account observation

Account registration date

Account expiration date

Account neighborhood

Account Zip Code

Account city

Account supplement

Account address

Account country

Account State

Account Fax DDD

account phone number

Account's e-mail

Fax to account

Account phone

Account website

Expected closing year

Solution description

Account Vertical

Seller's name

Seller's email

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

Omie CRM-icon

Create or update opportunity

create or update an opportunity on Omie CRM module

Action

Fields in Omie CRM that can receive information from other apps.

Distribute new opportunities Required

Select sellers

Seller's email

Atualização de oportunidades

Origin of the opportunity Required

Opportunity Solution Required

Description of the opportunity Required

Account name Required

Account's e-mail Required

Account document

Contact name Required

Contact last name

Contact email Required

Contact position

Contact's date of birth

Contact address

Complementing the contact address

Contact Zip Code

Contact neighborhood

Contact city

Contact state

Contact country

contact's cell phone area code

Contact cell phone

Contact website

Account registration date

Account due date

Account address

Account neighborhood

Account Zip Code

Account city

Account state

Account country

Account telephone area code

Account phone

Account website

Opportunity observation

Task date

Task time

Select to send notification by email

Select task activity

Task description

Ticket: Products amount

Ticket: Services amount

Ticket: Recurring amount

Ticket: Months in contract

Competitors

Involved people: pre-sale

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

Omie CRM-icon

Create or update contact

create or update a contact on Omie CRM module

Action

Fields in Omie CRM that can receive information from other apps.

Account name Required

Account's e-mail Required

Account document

Contact name Required

Contact last name

Contact email Required

Contact position

Contact's date of birth

Contact address

Complementing the contact address

Contact Zip Code

Contact neighborhood

Contact city

Contact state

Contact country

Contact's cell phone area code

Contact cell phone

Contact website

Account registration date

Account due date

Account address

Account neighborhood

Account Zip Code

Account city

Account state

Account country

Account telephone area code

Account phone

Account website

Didn't find your use case? Send suggestion.

Automate Ploomes and Omie CRM
with Pluga integrations

Explore automation templates

Trusted by over 10.000 amazing companies

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.

  • 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. For example, if you choose Facebook Lead Ads as the source app, the trigger could be: For each response on an advertisement.

  • Action and destination app of the automation

    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.

  • Information mapping of the automation

    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.

  • Automation with multiple actions among more than two apps

    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 + Omie CRM
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.

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
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.

Integrations with Ploomes Visit Ploomes
Omie CRM-icon

Omie CRM

CRM

Omie CRM is part of the Omie platform, offering customer relationship management tools, sales automation, lead tracking, and analytics for businesses.

Integrations with Omie CRM Visit Omie CRM

Frequently Asked Questions

  • With Pluga, you can easily automate Ploomes com Omie CRM . Just follow these steps:

    • 1. Log in or sign up (for free) on Pluga and click on “Create automation”;
    • 2. Select the source app and trigger;
    • 3. Select the destination app and action;
    • 4. Make the necessary adjustments, specifying which data will be sent to one app to another.
  • By automating Ploomes with Omie CRM on Pluga, you can automate various manual tasks that reduce productivity for those who perform them, while also avoiding human errors. The best part is that the process is simple and doesn’t require typing a single line of code.

  • On Pluga, you can make several automations for free with the free plan. Additionally, you have the option to try all the features for 7 days at no cost to create automations between Ploomes, Omie CRM, and even 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 Pluga's pricing page for more details.