Automate Ploomes with Yampi
Unlock the superpowers of Ploomes + Yampi and automate your tasks without having to write a single line of code.
Ploomes and Yampi
your way
Check out the available triggers and actions in the automation of apps Ploomes + Yampi
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
Paid order
For each paid order on YampiHow it works:
Whenever something happens on the source app
All happening in a single automation! ✨
Paid order
For each paid order on YampiTrigger
Request: Status
Order number
Order: Total amount
Order: Subtotal of products
Order: Shipping cost
Order: Discount amount
Request: Fee amount
Delivery: Deadline (in days)
Order: Creation date and time
Request: Creation time zone
Order: Date and time of creation in the format (DD/MM/YYYY - H:M:S)
Order: Creation date in format (DD/MM/YYYY)
Order: Creation time in format (H:M:S)
Delivery: Estimated date and time
Delivery: Forecast time zone
Delivery: Estimated date and time in the format (DD/MM/YYYY - H:M:S)
Delivery: Expected date in the format (DD/MM/YYYY)
Delivery: Estimated time not format (H:M:S)
Customer: IP number
Delivery: ID
Delivery: Street
Delivery: Number
Delivery: Neighborhood
Delivery: Person who will receive the order
Delivery: Zip Code
Delivery: Complement
Delivery: City
Delivery: State
Delivery: UF
Delivery: Country
Delivery: Full address
Delivery: Shipping service
Customer: ID
Customer: Name
Customer: First name
Customer: Last name
Customer: Email
Customer: CPF
Customer: CNPJ
Customer: Company name
Customer: Birthday date
Customer: Telephone/Cell phone with area code without formatting (e.g.: 21999999999)
Customer: Telephone/Cellular area code
Customer: Telephone/Cellular
Customer: Telephone/Cell phone with formatted area code (e.g.: (21) 99999-9999)
Customer: Whatsapp Link
Order: Name of products (separated by comma)
Order: SKU code of the products (separated by a comma)
Order: Price of products (separated by comma)
Order: Quantity of products purchased (separated by commas)
Order: [SKUs] Name - price x quantity of products (separated by commas)
Order: Product customizations (separated by a comma in the format 'customization name - customer choice')
Transaction: Holder's name
Transaction: Installments
Transaction: Installment amount
Transaction: Quantity and amount of installments (e.g. 2x of R$ 200.00)
Transaction: Payment type
Transaction: Payment date and time
Transaction: Payment time zone
Transaction: Date and time of payment in the format (DD/MM/YYYY - H:M:S)
Transaction: Payment date in the format (DD/MM/YYYY)
Transaction: Payment time in the format (H:M:S)
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
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
Created order
For each new created order on YampiHow it works:
Whenever something happens on the source app
All happening in a single automation! ✨
Created order
For each new created order on YampiTrigger
Order: Current status
Order number
Order: Total amount
Order: Subtotal of products
Order: Shipping cost
Order: Discount amount
Request: Fee amount
Order: Deadline (in days) for delivery
Order: Creation date and time
Request: Creation time zone
Order: Date and time of creation in the format (DD/MM/YYYY - H:M:S)
Order: Creation date in format (DD/MM/YYYY)
Order: Creation time in format (H:M:S)
Delivery: Estimated date and time
Delivery: Forecast time zone
Delivery: Expected date and time in the format (DD/MM/YYYY - H:M:S)
Delivery: Expected date in the format (DD/MM/YYYY)
Delivery: Estimated time not format (H:M:S)
Customer: IP number
Delivery: ID
Delivery: Street
Delivery: Number
Delivery: Neighborhood
Delivery: Person who will receive the order
Delivery: Zip Code
Delivery: Complement
Delivery: City
Delivery: State
Delivery: UF
Delivery: Country
Delivery: Full address
Delivery: Shipping service
Customer: ID
Customer: Name
Customer: First name
Customer: Last name
Customer: Email
Customer: CPF
Customer: CNPJ
Customer: Company name
Customer: Birthday date
Customer: Telephone/Mobile: number with area code without formatting (e.g.: 21999999999)
Customer: DDD Telephone/Cellular
Customer: Telephone/Cellular
Customer: Telephone/Cell phone with formatted area code (e.g.: (21) 99999-9999)
Customer: Link Whatsapp
Order: Name of items (separated by comma)
Order: SKU code of the products (separated by a comma)
Order: Price of products (separated by comma)
Order: Quantity of products purchased (separated by comma)
Order: [SKUs] Name - price x quantity of products (separated by commas)
Order: Customizations (separated by a comma in the format 'customization name - customer choice')
Transaction: Holder's name
Transaction: Installments
Transaction: Installment amount
Transaction: Quantity and amount of installments (e.g. 2x of R$ 200.00)
Order: Payment type used
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 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
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Automate Ploomes and Yampi with Pluga integrations
Explore automation templates
For each paid order on Yampi, create/update a customer on Ploomes
EXPLORE For each paid order on Yampi, create/update a card 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 + Yampi
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 Yampi
EcommerceYampi is an e-commerce and payment platform. With it, you can create your online store and benefit from management and sales features. The platform also offers the option to operate as a dropshipping service and provides easy store customization.
Integrations with Yampi Visit Yampi