Automate Shopify with NectarCRM
Unlock the superpowers of Shopify + NectarCRM and automate your tasks without having to write a single line of code.
Shopify and NectarCRM
your way
Check out the available triggers and actions in the automation of apps Shopify + NectarCRM
Created order
For each created order on ShopifyHow it works:
Whenever something happens on the source app
All happening in a single automation! ✨
Created order
For each created order on ShopifyTrigger
Order: ID
Order: Creation date/time
Order: Creation date/time (formatted YYYY-MM-DD H:M:S).
Order: Total amount (decimal)
Order: Total amount (formatted in reais)
Order: Subtotal amount (decimal)
Order: Subtotal amount (formatted in reais)
Order: Weight (g)
Order: Total fee (decimal)
Order: Currency
Order: Full discount (decimal)
Order: Total discount percentage (decimal)
Order: Total amount of items (decimal)
Request: Customer Location
Order number
Order: Discount codes (comma separated)
Order: Note
Order: Note attributes (comma separated)
Order: Name of note attributes (separated by comma)
Order: Amount of note attributes (separated by comma)
Order: Payment Gateway
Request: Payment gateway names (comma separated)
Order: Origin name
Order: Tags (comma separated)
Request: URL
Order: Full shipping (decimal)
Order: Total shipping (formatted in reais)
Order: Tips Total (decimal)
Order: Summary of items (Title - Quantity - Variation - SKU - Tags - Amount). Separated by comma.
Order: Summary of items (Title - Quantity - Amount). Separated by comma.
Order: Summary of items (Title - Amount). Separated by comma.
Order: Summary of items (Title - SKU). Separated by comma.
Order: Summary of items (Title - Quantity - Variation). Separated by comma.
Order: Name of items (Title). Separated by comma.
Order: Full name of items (Title + Variant). Separated by comma.
Order: Item quantities (Quantity). Separated by comma.
Order: Comma separated SKUs
Order: Shipping summary (Title - Amount). Separated by comma.
Billing: full name
Billing: first name
Billing: second name
Billing: telephone
Billing: city
Billing: state
Billing: country
Billing: Zip Code
Billing: Address
Billing: Supplement
Billing: company
Billing: country code
Billing: UF
Delivery: full name
Delivery: first name
Delivery: second name
Delivery: telephone
Delivery: city
Delivery: state
Delivery: country
Delivery: Zip Code
Delivery: Address
Delivery: Complement
Delivery: company
Delivery: country code
Delivery: UF
Customer: ID
Customer: Email
Customer: Do you acZip Codet email marketing?
Customer: Creation date/time
Customer: Update date/time
Customer: First name
Customer: Last name
Customer: Notes
Customer: Tax exempt?
Customer: Telephone
Customer: Tags (comma separated)
Customer: Currency
Customer (default address): First name
Customer (default address): Last name
Customer (default address): Company
Customer (default address): Address
Customer (default address): Complement
Customer (default address): City
Customer (default address): State
Customer (default address): Country
Customer (default address): Zip Code
Customer (default address): Telephone
Customer (default address): Full name
Customer (default address): UF
Customer (default address): Country code
Customer (default address): Country name
Order refunded
For each refunded order on ShopifyHow it works:
Whenever something happens on the source app
All happening in a single automation! ✨
Order refunded
For each refunded order on ShopifyTrigger
Order: ID
Order: Creation date/time
Order: Creation date/time (formatted YYYY-MM-DD H:M:S).
Order: Total amount (decimal)
Order: Total amount (formatted in reais)
Order: Subtotal amount (decimal)
Order: Subtotal amount (formatted in reais)
Order: Weight (g)
Order: Total fee (decimal)
Order: Currency
Order: Full discount (decimal)
Order: Total discount percentage (decimal)
Order: Total amount of items (decimal)
Request: Customer Location
Order number
Order: Discount codes (comma separated)
Order: Note
Order: Note attributes (comma separated)
Order: Name of note attributes (separated by comma)
Order: Amount of note attributes (separated by comma)
Order: Payment Gateway
Request: Payment gateway names (comma separated)
Order: Origin name
Order: Tags (comma separated)
Request: URL
Order: Full shipping (decimal)
Order: Total shipping (formatted in reais)
Order: Tips Total (decimal)
Order: Summary of items (Title - Quantity - Variation - SKU - Tags - Amount). Separated by comma.
Order: Summary of items (Title - Quantity - Amount). Separated by comma.
Order: Summary of items (Title - Amount). Separated by comma.
Order: Summary of items (Title - SKU). Separated by comma.
Order: Summary of items (Title - Quantity - Variation). Separated by comma.
Order: Name of items (Title). Separated by comma.
Order: Full name of items (Title + Variant). Separated by comma.
Order: Item quantities (Quantity). Separated by comma.
Order: Comma separated SKUs
Order: Shipping summary (Title - Amount). Separated by comma.
Billing: full name
Billing: first name
Billing: second name
Billing: telephone
Billing: city
Billing: state
Billing: country
Billing: Zip Code
Billing: Address
Billing: Supplement
Billing: company
Billing: country code
Billing: UF
Delivery: full name
Delivery: first name
Delivery: second name
Delivery: telephone
Delivery: city
Delivery: state
Delivery: country
Delivery: Zip Code
Delivery: Address
Delivery: Complement
Delivery: company
Delivery: country code
Delivery: UF
Customer: ID
Customer: Email
Customer: Do you acZip Codet email marketing?
Customer: Creation date/time
Customer: Update date/time
Customer: First name
Customer: Last name
Customer: Notes
Customer: Tax exempt?
Customer: Telephone
Customer: Tags (comma separated)
Customer: Currency
Customer (default address): First name
Customer (default address): Last name
Customer (default address): Company
Customer (default address): Address
Customer (default address): Complement
Customer (default address): City
Customer (default address): State
Customer (default address): Country
Customer (default address): Zip Code
Customer (default address): Telephone
Customer (default address): Full name
Customer (default address): UF
Customer (default address): Country code
Customer (default address): Country name
Request: Refund date/time
Request: Refund date/time (formatted YYYY-MM-DD H:M:S)
Request: Justification for refund
Order: Full refunded
Lost opportunity
For every new lost opportunity on NectarCRMHow it works:
Whenever something happens on the source app
All happening in a single automation! ✨
Lost opportunity
For every new lost opportunity on NectarCRMTrigger
Opportunity: ID
Responsible: ID
Responsible: Name
Author: ID
Author: Email
Author: Name
Update author email
Update author name
Opportunity: Name
Customer: ID
CNPJ do cliente
CPF do cliente
Customer: Name
Customer: Telephone(s)
Customer: Email(s)
Customer email
Customer's main email
Main customer website
Customer segment
Contact ID
Contact name
Contact phone
Contact email
bairro do endereço residencial do contato da oportunidade
cep do endereço residencial do contato da oportunidade
complemento do endereço residencial do contato da oportunidade
estado do endereço residencial do contato da oportunidade
logradouro do endereço residencial do contato da oportunidade
municipio do endereço residencial do contato da oportunidade
numero do endereço residencial do contato da oportunidade
pais do endereço residencial do contato da oportunidade
bairro do endereço de correspondência do contato da oportunidade
cep do endereço de correspondência do contato da oportunidade
complemento do endereço de correspondência do contato da oportunidade
estado do endereço de correspondência do contato da oportunidade
logradouro do endereço de correspondência do contato da oportunidade
municipio do endereço de correspondência do contato da oportunidade
numero do endereço de correspondência do contato da oportunidade
pais do endereço de correspondência do contato da oportunidade
bairro do endereço comercial da matriz do contato da oportunidade
cep do endereço comercial da matriz do contato da oportunidade
complemento do endereço comercial da matriz do contato da oportunidade
estado do endereço comercial da matriz do contato da oportunidade
logradouro do endereço comercial da matriz do contato da oportunidade
municipio do endereço comercial da matriz do contato da oportunidade
numero do endereço comercial da matriz do contato da oportunidade
pais do endereço comercial da matriz do contato da oportunidade
bairro do endereço comercial da filial do contato da oportunidade
cep do endereço comercial da filial do contato da oportunidade
complemento do endereço comercial da filial do contato da oportunidade
estado do endereço comercial da filial do contato da oportunidade
logradouro do endereço comercial da filial do contato da oportunidade
municipio do endereço comercial da filial do contato da oportunidade
numero do endereço comercial da filial do contato da oportunidade
pais do endereço comercial da filial do contato da oportunidade
bairro do endereço comercial rural do contato da oportunidade
cep do endereço comercial rural do contato da oportunidade
complemento do endereço comercial rural do contato da oportunidade
estado do endereço comercial rural do contato da oportunidade
logradouro do endereço comercial rural do contato da oportunidade
municipio do endereço comercial rural do contato da oportunidade
numero do endereço comercial rural do contato da oportunidade
pais do endereço comercial rural do contato da oportunidade
Primary contact's CNPJ
Primary contact's email address
Primary contact's primary email address
Primary contact's email addresses
Primary contact's name
Primary contact's legal name
Primary contact's phone number
Primary contact's primary phone number
Primary contact's phone numbers
Primary contact's first address CEP
Primary contact's first address number
Primary contact's first address state
Primary contact's first address country
Primary contact's first address neighborhood
Primary contact's first address city
Primary contact's first address IBGE city code
Primary contact's first address
Primary contact's first address street
Opportunity: Code
Opportunity: Status
Opportunity: Creation date
Opportunity: Update date
Opportunity: Deadline
Opportunity creation date (Brasília time)
Opportunity update date (Brasília time)
Opportunity deadline (Brasília time)
Pipeline: Name
Pipeline: ID
Pipeline: Name
Pipeline Stage: ID
Pipeline Stage: Name
Opportunity: Probability of closing
Opportunity: Temperature
Opportunity: Lump sum
Opportunity: Monthly amount
Opportunity: Total amount
Opportunity: Total amount of discounts
Product(s): IDs
Product(s): Product names
Product(s): Product descriptions
Product(s): Base Amounts of the products
Product(s): ID(s), name(s), Description(s), price(s) and quantity(s)
Opportunity: Source ID
Opportunity: Source name
Opportunity: Active Origin?
Opportunity: Status justification(s)
Opportunity: Justification(s)
Days Stagnant in Funnel Stage
Opportunity: Days without interaction
Opportunity: Number of associated products
Opportunity: Tags
Opportunity: Completion date
Opportunity completion date (Brasília time)
Links to approved proposals files
Link to the most recent approved proposal file
Link to ongoing proposals files
Link to the most recent ongoing proposal file
Extended opportunity
For each new extended opportunity on NectarCRMHow it works:
Whenever something happens on the source app
All happening in a single automation! ✨
Extended opportunity
For each new extended opportunity on NectarCRMTrigger
Opportunity: ID
Responsible: ID
Responsible: Name
Author: ID
Author: Email
Author: Name
Update author email
Update author name
Opportunity: Name
Opportunity: Name
Customer CNPJ
CPF do cliente
Customer: Name
Customer: Telephone(s)
Customer: Email(s)
Customer email
Customer's main email
Main customer website
Customer segment
Contact ID
Contact name
Contact phone
Contact email
bairro do endereço residencial do contato da oportunidade
cep do endereço residencial do contato da oportunidade
complemento do endereço residencial do contato da oportunidade
estado do endereço residencial do contato da oportunidade
logradouro do endereço residencial do contato da oportunidade
municipio do endereço residencial do contato da oportunidade
numero do endereço residencial do contato da oportunidade
pais do endereço residencial do contato da oportunidade
bairro do endereço de correspondência do contato da oportunidade
cep do endereço de correspondência do contato da oportunidade
complemento do endereço de correspondência do contato da oportunidade
estado do endereço de correspondência do contato da oportunidade
logradouro do endereço de correspondência do contato da oportunidade
municipio do endereço de correspondência do contato da oportunidade
numero do endereço de correspondência do contato da oportunidade
pais do endereço de correspondência do contato da oportunidade
bairro do endereço comercial da matriz do contato da oportunidade
cep do endereço comercial da matriz do contato da oportunidade
complemento do endereço comercial da matriz do contato da oportunidade
estado do endereço comercial da matriz do contato da oportunidade
logradouro do endereço comercial da matriz do contato da oportunidade
municipio do endereço comercial da matriz do contato da oportunidade
numero do endereço comercial da matriz do contato da oportunidade
pais do endereço comercial da matriz do contato da oportunidade
bairro do endereço comercial da filial do contato da oportunidade
cep do endereço comercial da filial do contato da oportunidade
complemento do endereço comercial da filial do contato da oportunidade
estado do endereço comercial da filial do contato da oportunidade
logradouro do endereço comercial da filial do contato da oportunidade
municipio do endereço comercial da filial do contato da oportunidade
numero do endereço comercial da filial do contato da oportunidade
pais do endereço comercial da filial do contato da oportunidade
bairro do endereço comercial rural do contato da oportunidade
cep do endereço comercial rural do contato da oportunidade
complemento do endereço comercial rural do contato da oportunidade
estado do endereço comercial rural do contato da oportunidade
logradouro do endereço comercial rural do contato da oportunidade
municipio do endereço comercial rural do contato da oportunidade
numero do endereço comercial rural do contato da oportunidade
pais do endereço comercial rural do contato da oportunidade
Primary contact's CNPJ
Primary contact's email address
Primary contact's primary email address
Primary contact's email addresses
Primary contact's name
Primary contact's legal name
Primary contact's phone number
Primary contact's primary phone number
Primary contact's phone numbers
Primary contact's first address CEP
Primary contact's first address number
Primary contact's first address state
Primary contact's first address country
Primary contact's first address neighborhood
Primary contact's first address city
Primary contact's first address IBGE city code
Primary contact's first address
Primary contact's first address street
Opportunity: Code
Opportunity: Status
Opportunity: Creation date
Opportunity: Update date
Opportunity: Deadline
Opportunity creation date (Brasília time)
Opportunity update date (Brasília time)
Opportunity deadline (Brasília time)
Pipeline: Name
Pipeline: ID
Pipeline: Name
Pipeline Stage: ID
Pipeline Stage: Name
Opportunity: Probability of closing
Opportunity: Temperature
Opportunity: Lump sum
Opportunity: Monthly amount
Opportunity: Total amount
Opportunity: Total amount of discounts
Product(s): IDs
Product(s): Product names
Product(s): Product descriptions
Product(s): Base Amounts of the products
Product(s): ID(s), name(s), Description(s), price(s) and quantity(s)
Opportunity: Source ID
Opportunity: Source name
Opportunity: Active Origin?
Opportunity: Status justification(s)
Opportunity: Justification(s)
Days Stagnant in Funnel Stage
Opportunity: Days without interaction
Opportunity: Number of associated products
Opportunity: Tags
Opportunity Completion Date
Opportunity Completion Date (Brasília Time)
Links to approved proposals files
Link to the most recent approved proposal file
Link to ongoing proposals files
Link to the most recent ongoing proposal file
Processed order
For each processed order on ShopifyHow it works:
Whenever something happens on the source app
All happening in a single automation! ✨
Processed order
For each processed order on ShopifyTrigger
Order: ID
Order: Creation date/time
Order: Creation date/time (formatted YYYY-MM-DD H:M:S).
Order: Total amount (decimal)
Order: Total amount (formatted in reais)
Order: Subtotal amount (decimal)
Order: Subtotal amount (formatted in reais)
Order: Weight (g)
Order: Total fee (decimal)
Order: Currency
Order: Full discount (decimal)
Order: Total discount percentage (decimal)
Order: Total amount of items (decimal)
Request: Customer Location
Order number
Order: Discount codes (comma separated)
Order: Note
Order: Note attributes (comma separated)
Order: Name of note attributes (separated by comma)
Order: Amount of note attributes (separated by comma)
Order: Payment Gateway
Request: Payment gateway names (comma separated)
Order: Origin name
Order: Tags (comma separated)
Request: URL
Order: Full shipping (decimal)
Order: Total shipping (formatted in reais)
Order: Tips Total (decimal)
Order: Summary of items (Title - Quantity - Variation - SKU - Tags - Amount). Separated by comma.
Order: Summary of items (Title - Quantity - Amount). Separated by comma.
Order: Summary of items (Title - Amount). Separated by comma.
Order: Summary of items (Title - SKU). Separated by comma.
Order: Summary of items (Title - Quantity - Variation). Separated by comma.
Order: Name of items (Title). Separated by comma.
Order: Full name of items (Title + Variant). Separated by comma.
Order: Item quantities (Quantity). Separated by comma.
Order: Comma separated SKUs
Order: Shipping summary (Title - Amount). Separated by comma.
Billing: full name
Billing: first name
Billing: second name
Billing: telephone
Billing: city
Billing: state
Billing: country
Billing: Zip Code
Billing: Address
Billing: Supplement
Billing: company
Billing: country code
Billing: UF
Delivery: full name
Delivery: first name
Delivery: second name
Delivery: telephone
Delivery: city
Delivery: State
Delivery: country
Delivery: Zip Code
Delivery: Address
Delivery: Complement
Delivery: company
Delivery: country code
Delivery: UF
Customer: ID
Customer: Email
Customer: Do you acZip Codet email marketing?
Customer: Creation date/time
Customer: Update date/time
Customer: First name
Customer: Last name
Customer: Notes
Customer: Tax exempt?
Customer: Telephone
Customer: Tags (comma separated)
Customer: Currency
Customer (default address): First name
Customer (default address): Last name
Customer (default address): Company
Customer (default address): Address
Customer (default address): Complement
Customer (default address): City
Customer (default address): State
Customer (default address): Country
Customer (default address): Zip Code
Customer (default address): Telephone
Customer (default address): Full name
Customer (default address): UF
Customer (default address): Country code
Customer (default address): Country name
Order reversed
For each nullified/refunded payment order on ShopifyHow it works:
Whenever something happens on the source app
All happening in a single automation! ✨
Order reversed
For each nullified/refunded payment order on ShopifyTrigger
Order: ID
Order: Creation date/time
Order: Creation date/time (formatted YYYY-MM-DD H:M:S).
Order: Total amount (decimal)
Order: Total amount (formatted in reais)
Order: Subtotal amount (decimal)
Order: Subtotal amount (formatted in reais)
Order: Weight (g)
Order: Total fee (decimal)
Order: Currency
Order: Full discount (decimal)
Order: Total discount percentage (decimal)
Order: Total amount of items (decimal)
Request: Customer Location
Order number
Order: Discount codes (comma separated)
Order: Note
Order: Note attributes (comma separated)
Order: Name of note attributes (separated by comma)
Order: Amount of note attributes (separated by comma)
Order: Payment Gateway
Request: Payment gateway names (comma separated)
Order: Origin name
Order: Tags (comma separated)
Request: URL
Order: Full shipping (decimal)
Order: Total shipping (formatted in reais)
Order: Tips Total (decimal)
Order: Summary of items (Title - Quantity - Variation - SKU - Tags - Amount). Separated by comma.
Order: Summary of items (Title - Quantity - Amount). Separated by comma.
Order: Summary of items (Title - Amount). Separated by comma.
Order: Summary of items (Title - SKU). Separated by comma.
Order: Summary of items (Title - Quantity - Variation). Separated by comma.
Order: Name of items (Title). Separated by comma.
Order: Full name of items (Title + Variant). Separated by comma.
Order: Item quantities (Quantity). Separated by comma.
Order: Comma separated SKUs
Order: Shipping summary (Title - Amount). Separated by comma.
Billing: full name
Billing: first name
Billing: second name
Billing: telephone
Billing: city
Billing: state
Billing: country
Billing: Zip Code
Billing: Address
Billing: Supplement
Billing: company
Billing: country code
Billing: UF
Delivery: full name
Delivery: first name
Delivery: second name
Delivery: telephone
Delivery: city
Delivery: state
Delivery: country
Delivery: Zip Code
Delivery: Address
Delivery: Complement
Delivery: company
Delivery: country code
Delivery: UF
Customer: ID
Customer: Email
Customer: Do you acZip Codet email marketing?
Customer: Creation date/time
Customer: Update date/time
Customer: First name
Customer: Last name
Customer: Notes
Customer: Tax exempt?
Customer: Telephone
Customer: Tags (comma separated)
Customer: Currency
Customer (default address): First name
Customer (default address): Last name
Customer (default address): Company
Customer (default address): Address
Customer (default address): Complement
Customer (default address): City
Customer (default address): State
Customer (default address): Country
Customer (default address): Zip Code
Customer (default address): Telephone
Customer (default address): Full name
Customer (default address): UF
Customer (default address): Country code
Customer (default address): Country name
Request: Refund date/time
Order: Refund date/time (formatted YYYY-MM-DD H:M:S)
Request: Justification for reversal
Open opportunity
For every new opened opportunity on NectarCRMHow it works:
Whenever something happens on the source app
All happening in a single automation! ✨
Open opportunity
For every new opened opportunity on NectarCRMTrigger
Opportunity: ID
Responsible: ID
Responsible: Name
Author: ID
Author: ID
Author: Name
Update author email
Update author name
Opportunity: Name
Customer: ID
Customer CNPJ
CPF do cliente
Customer: Name
Customer: Telephone(s)
Customer: Email(s)
Customer email
Customer's main email
Main customer website
Customer segment
Contact ID
Contact name
Contact phone
Contact email
bairro do endereço residencial do contato da oportunidade
cep do endereço residencial do contato da oportunidade
complemento do endereço residencial do contato da oportunidade
estado do endereço residencial do contato da oportunidade
logradouro do endereço residencial do contato da oportunidade
municipio do endereço residencial do contato da oportunidade
numero do endereço residencial do contato da oportunidade
pais do endereço residencial do contato da oportunidade
bairro do endereço de correspondência do contato da oportunidade
cep do endereço de correspondência do contato da oportunidade
complemento do endereço de correspondência do contato da oportunidade
estado do endereço de correspondência do contato da oportunidade
logradouro do endereço de correspondência do contato da oportunidade
municipio do endereço de correspondência do contato da oportunidade
numero do endereço de correspondência do contato da oportunidade
pais do endereço de correspondência do contato da oportunidade
bairro do endereço comercial da matriz do contato da oportunidade
cep do endereço comercial da matriz do contato da oportunidade
complemento do endereço comercial da matriz do contato da oportunidade
estado do endereço comercial da matriz do contato da oportunidade
logradouro do endereço comercial da matriz do contato da oportunidade
municipio do endereço comercial da matriz do contato da oportunidade
numero do endereço comercial da matriz do contato da oportunidade
pais do endereço comercial da matriz do contato da oportunidade
bairro do endereço comercial da filial do contato da oportunidade
cep do endereço comercial da filial do contato da oportunidade
complemento do endereço comercial da filial do contato da oportunidade
estado do endereço comercial da filial do contato da oportunidade
logradouro do endereço comercial da filial do contato da oportunidade
municipio do endereço comercial da filial do contato da oportunidade
numero do endereço comercial da filial do contato da oportunidade
pais do endereço comercial da filial do contato da oportunidade
bairro do endereço comercial rural do contato da oportunidade
cep do endereço comercial rural do contato da oportunidade
complemento do endereço comercial rural do contato da oportunidade
estado do endereço comercial rural do contato da oportunidade
logradouro do endereço comercial rural do contato da oportunidade
municipio do endereço comercial rural do contato da oportunidade
numero do endereço comercial rural do contato da oportunidade
pais do endereço comercial rural do contato da oportunidade
Primary contact's CNPJ
Primary contact's email address
Primary contact's primary email address
Primary contact's email addresses
Primary contact's name
Primary contact's legal name
Primary contact's phone number
Primary contact's primary phone number
Primary contact's phone numbers
Primary contact's first address CEP
Primary contact's first address number
Primary contact's first address state
Primary contact's first address country
Primary contact's first address neighborhood
Primary contact's first address city
Primary contact's first address IBGE city code
Primary contact's first address
Primary contact's first address street
Opportunity: Code
Opportunity: Status
Opportunity: Creation date
Opportunity: Update date
Opportunity: Deadline
Opportunity creation date (Brasília time)
Opportunity update date (Brasília time)
Opportunity deadline (Brasília time)
Pipeline: Name
Pipeline: ID
Pipeline: Name
Pipeline Stage: ID
Pipeline Stage: Name
Opportunity: Probability of closing
Opportunity: Temperature
Opportunity: Lump sum
Opportunity: Monthly amount
Opportunity: Total amount
Opportunity: Total amount of discounts
Product(s): IDs
Product(s): Product names
Product(s): Product descriptions
Product(s): Base Amounts of the products
Product(s): ID(s), name(s), Description(s), price(s) and quantity(s)
Opportunity: Source ID
Opportunity: Source name
Opportunity: Active Origin?
Opportunity: State justification(s)
Opportunity: Justification(s)
Days Stagnant in Funnel Stage
Opportunity: Days without interaction
Opportunity: Number of associated products
Opportunity: Tags
Opportunity Completion Date
Opportunity Completion Date (Brasília Time)
Links to approved proposals files
Link to the most recent approved proposal file
Link to ongoing proposals files
Link to the most recent ongoing proposal file
Won opportunity
For each new won opportunity on NectarCRMHow it works:
Whenever something happens on the source app
All happening in a single automation! ✨
Won opportunity
For each new won opportunity on NectarCRMTrigger
Opportunity: ID
Responsible: ID
Responsible: Name
Author: ID
Author: Email
Author: Name
Update author email
Update author name
Opportunity: Name
Customer: ID
Customer CNPJ
CPF do cliente
Customer: Name
Customer: Telephone(s)
Customer: Email(s)
Customer email
Customer's main email
Main customer website
Customer segment
Contact ID
Contact name
Contact phone
Contact email
bairro do endereço residencial do contato da oportunidade
cep do endereço residencial do contato da oportunidade
complemento do endereço residencial do contato da oportunidade
estado do endereço residencial do contato da oportunidade
logradouro do endereço residencial do contato da oportunidade
municipio do endereço residencial do contato da oportunidade
numero do endereço residencial do contato da oportunidade
pais do endereço residencial do contato da oportunidade
bairro do endereço de correspondência do contato da oportunidade
cep do endereço de correspondência do contato da oportunidade
complemento do endereço de correspondência do contato da oportunidade
estado do endereço de correspondência do contato da oportunidade
logradouro do endereço de correspondência do contato da oportunidade
municipio do endereço de correspondência do contato da oportunidade
numero do endereço de correspondência do contato da oportunidade
pais do endereço de correspondência do contato da oportunidade
bairro do endereço comercial da matriz do contato da oportunidade
cep do endereço comercial da matriz do contato da oportunidade
complemento do endereço comercial da matriz do contato da oportunidade
estado do endereço comercial da matriz do contato da oportunidade
logradouro do endereço comercial da matriz do contato da oportunidade
municipio do endereço comercial da matriz do contato da oportunidade
numero do endereço comercial da matriz do contato da oportunidade
pais do endereço comercial da matriz do contato da oportunidade
bairro do endereço comercial da filial do contato da oportunidade
cep do endereço comercial da filial do contato da oportunidade
complemento do endereço comercial da filial do contato da oportunidade
estado do endereço comercial da filial do contato da oportunidade
logradouro do endereço comercial da filial do contato da oportunidade
municipio do endereço comercial da filial do contato da oportunidade
numero do endereço comercial da filial do contato da oportunidade
pais do endereço comercial da filial do contato da oportunidade
bairro do endereço comercial rural do contato da oportunidade
cep do endereço comercial rural do contato da oportunidade
complemento do endereço comercial rural do contato da oportunidade
estado do endereço comercial rural do contato da oportunidade
logradouro do endereço comercial rural do contato da oportunidade
municipio do endereço comercial rural do contato da oportunidade
numero do endereço comercial rural do contato da oportunidade
pais do endereço comercial rural do contato da oportunidade
Primary contact's CNPJ
Primary contact's email address
Primary contact's primary email address
Primary contact's email addresses
Primary contact's name
Primary contact's legal name
Primary contact's phone number
Primary contact's primary phone number
Primary contact's phone numbers
Primary contact's first address CEP
Primary contact's first address number
Primary contact's first address state
Primary contact's first address country
Primary contact's first address neighborhood
Primary contact's first address city
Primary contact's first address IBGE city code
Primary contact's first address
Primary contact's first address street
Opportunity: Code
Opportunity: Status
Opportunity: Creation date
Opportunity: Update date
Opportunity: Deadline
Opportunity creation date (Brasília time)
Opportunity update date (Brasília time)
Opportunity deadline (Brasília time)
Pipeline: Name
Pipeline: ID
Pipeline: Name
Pipeline Stage: ID
Pipeline Stage: Name
Opportunity: Probability of closing
Opportunity: Temperature
Opportunity: Lump sum
Opportunity: Monthly amount
Opportunity: Total amount
Opportunity: Total amount of discounts
Product(s): IDs
Product(s): Product names
Product(s): Product descriptions
Product(s): Base Amounts of the products
Product(s): ID(s), name(s), Description(s), price(s) and quantity(s)
Opportunity: Source ID
Opportunity: Source name
Opportunity: Active Origin?
Opportunity: State justification(s)
Opportunity: Justification(s)
Days Stagnant in Funnel Stage
Opportunity: Days without interaction
Opportunity: Number of associated products
Opportunity: Tags
Opportunity: Completion date
Opportunity completion date (Brasília time)
Links to download approved proposals
Link to download the most recent approved proposal.
Link to download ongoing proposals
Link to download the most recent ongoing proposal.
Paid order
For each paid order on ShopifyHow it works:
Whenever something happens on the source app
All happening in a single automation! ✨
Paid order
For each paid order on ShopifyTrigger
Order: ID
Order: Creation date/time
Order: Creation date/time (formatted YYYY-MM-DD H:M:S).
Order: Total amount (decimal)
Order: Total amount (formatted in reais)
Order: Subtotal amount (decimal)
Order: Subtotal amount (formatted in reais)
Order: Weight (g)
Order: Total fee (decimal)
Order: Currency
Order: Full discount (decimal)
Order: Total discount percentage (decimal)
Order: Total amount of items (decimal)
Request: Customer Location
Order number
Order: Discount codes (comma separated)
Order: Note
Order: Note attributes (comma separated)
Order: Name of note attributes (separated by comma)
Order: Amount of note attributes (separated by comma)
Order: Payment Gateway
Request: Payment gateway names (comma separated)
Order: Origin name
Order: Tags (comma separated)
Request: URL
Order: Full shipping (decimal)
Order: Total shipping (formatted in reais)
Order: Tips Total (decimal)
Order: Summary of items (Title - Quantity - Variation - SKU - Tags - Amount). Separated by comma.
Order: Summary of items (Title - Quantity - Amount). Separated by comma.
Order: Summary of items (Title - Amount). Separated by comma.
Order: Summary of items (Title - SKU). Separated by comma.
Order: Summary of items (Title - Quantity - Variation). Separated by comma.
Order: Name of items (Title). Separated by comma.
Order: Full name of items (Title + Variant). Separated by comma.
Order: Item quantities (Quantity). Separated by comma.
Order: Comma separated SKUs
Order: Shipping summary (Title - Amount). Separated by comma.
Billing: full name
Billing: first name
Billing: second name
Billing: telephone
Billing: city
Billing: state
Billing: country
Billing: Zip Code
Billing: Address
Billing: Supplement
Billing: company
Billing: country code
Billing: UF
Delivery: full name
Delivery: first name
Delivery: second name
Delivery: telephone
Delivery: city
Delivery: state
Delivery: country
Delivery: Zip Code
Delivery: Address
Delivery: Complement
Delivery: company
Delivery: country code
Delivery: UF
Customer: ID
Customer: Email
Customer: Do you acZip Codet email marketing?
Customer: Creation date/time
Customer: Update date/time
Customer: First name
Customer: Last name
Customer: Notes
Customer: Tax exempt?
Customer: Telephone
Customer: Tags (comma separated)
Customer: Currency
Customer (default address): First name
Customer (default address): Last name
Customer (default address): Company
Customer (default address): Address
Customer (default address): Complement
Customer (default address): City
Customer (default address): State
Customer (default address): Country
Customer (default address): Zip Code
Customer (default address): Telephone
Customer (default address): Full name
Customer (default address): UF
Customer (default address): Country code
Customer (default address): Country name
Order: Payment date/time
Order: Payment date/time (formatted YYYY-MM-DD H:M:S)
Discarded opportunity
For every new discarded opportunity on NectarCRMHow it works:
Whenever something happens on the source app
All happening in a single automation! ✨
Discarded opportunity
For every new discarded opportunity on NectarCRMTrigger
Opportunity: ID
Responsible: ID
Responsible: Name
Author: ID
Author: Email
Author: Name
Update author email
Update author name
Opportunity: Name
Customer: ID
Customer CNPJ
CPF do cliente
Customer: Name
Customer: Telephone(s)
Customer: Email(s)
Customer email
Customer's main email
Main customer website
Customer segment
Contact ID
Contact name
Contact phone
Contact email
bairro do endereço residencial do contato da oportunidade
cep do endereço residencial do contato da oportunidade
complemento do endereço residencial do contato da oportunidade
estado do endereço residencial do contato da oportunidade
logradouro do endereço residencial do contato da oportunidade
municipio do endereço residencial do contato da oportunidade
numero do endereço residencial do contato da oportunidade
pais do endereço residencial do contato da oportunidade
bairro do endereço de correspondência do contato da oportunidade
cep do endereço de correspondência do contato da oportunidade
complemento do endereço de correspondência do contato da oportunidade
estado do endereço de correspondência do contato da oportunidade
logradouro do endereço de correspondência do contato da oportunidade
municipio do endereço de correspondência do contato da oportunidade
numero do endereço de correspondência do contato da oportunidade
pais do endereço de correspondência do contato da oportunidade
bairro do endereço comercial da matriz do contato da oportunidade
cep do endereço comercial da matriz do contato da oportunidade
complemento do endereço comercial da matriz do contato da oportunidade
estado do endereço comercial da matriz do contato da oportunidade
logradouro do endereço comercial da matriz do contato da oportunidade
municipio do endereço comercial da matriz do contato da oportunidade
numero do endereço comercial da matriz do contato da oportunidade
pais do endereço comercial da matriz do contato da oportunidade
bairro do endereço comercial da filial do contato da oportunidade
cep do endereço comercial da filial do contato da oportunidade
complemento do endereço comercial da filial do contato da oportunidade
estado do endereço comercial da filial do contato da oportunidade
logradouro do endereço comercial da filial do contato da oportunidade
municipio do endereço comercial da filial do contato da oportunidade
numero do endereço comercial da filial do contato da oportunidade
pais do endereço comercial da filial do contato da oportunidade
bairro do endereço comercial rural do contato da oportunidade
cep do endereço comercial rural do contato da oportunidade
complemento do endereço comercial rural do contato da oportunidade
estado do endereço comercial rural do contato da oportunidade
logradouro do endereço comercial rural do contato da oportunidade
municipio do endereço comercial rural do contato da oportunidade
numero do endereço comercial rural do contato da oportunidade
pais do endereço comercial rural do contato da oportunidade
Primary contact's CNPJ
Primary contact's email address
Primary contact's primary email address
Primary contact's email addresses
Primary contact's name
Primary contact's legal name
Primary contact's phone number
Primary contact's primary phone number
Primary contact's phone numbers
Primary contact's first address CEP
Primary contact's first address number
Primary contact's first address state
Primary contact's first address country
Primary contact's first address neighborhood
Primary contact's first address city
Primary contact's first address IBGE city code
Primary contact's first address
Primary contact's first address street
Opportunity: Code
Opportunity: Status
Opportunity: Creation date
Opportunity: Update date
Opportunity: Deadline
Opportunity creation date (Brasília time)
Opportunity update date (Brasília time)
Opportunity deadline (Brasília time)
Pipeline: Name
Pipeline: ID
Pipeline: Name
Pipeline Stage: ID
Pipeline Stage: Name
Opportunity: Probability of closing
Opportunity: Temperature
Opportunity: Lump sum
Opportunity: Monthly amount
Opportunity: Total amount
Opportunity: Total amount of discounts
Product(s): IDs
Product(s): Product names
Product(s): Product descriptions
Product(s): Base Amounts of the products
Product(s): ID(s), name(s), Description(s), price(s) and quantity(s)
Opportunity: Source ID
Opportunity: Source name
Opportunity: Active Origin?
Opportunity: Status justification(s)
Opportunity: Justification(s)
Opportunity: Days of stagnation in the pipeline stage
Opportunity: Days without interaction
Opportunity: Number of associated products
Opportunity: Tags
Opportunity Completion Date
Opportunity Completion Date (Brasília Time)
Links to approved proposals files
Link to the most recent approved proposal file
Link to ongoing proposals files
Link to the most recent ongoing proposal file
Opportunity reaches stage
When an opportunity is moved to a specific stage on NectarCRMHow it works:
Whenever something happens on the source app
All happening in a single automation! ✨
Opportunity reaches stage
When an opportunity is moved to a specific stage on NectarCRMTrigger
Opportunity: ID
Responsible: ID
Responsible: Name
Author: ID
Author: Email
Author: Name
Update author email
Update author name
Opportunity: Name
Customer: ID
Customer CNPJ
CPF do cliente
Customer: Name
Customer: Telephone(s)
Customer: Email(s)
Customer email
Customer's main email
Main customer website
Customer segment
Contact ID
Contact name
Contact phone
Contact email
bairro do endereço residencial do contato da oportunidade
cep do endereço residencial do contato da oportunidade
complemento do endereço residencial do contato da oportunidade
estado do endereço residencial do contato da oportunidade
logradouro do endereço residencial do contato da oportunidade
municipio do endereço residencial do contato da oportunidade
numero do endereço residencial do contato da oportunidade
pais do endereço residencial do contato da oportunidade
bairro do endereço de correspondência do contato da oportunidade
cep do endereço de correspondência do contato da oportunidade
complemento do endereço de correspondência do contato da oportunidade
estado do endereço de correspondência do contato da oportunidade
logradouro do endereço de correspondência do contato da oportunidade
municipio do endereço de correspondência do contato da oportunidade
numero do endereço de correspondência do contato da oportunidade
pais do endereço de correspondência do contato da oportunidade
bairro do endereço comercial da matriz do contato da oportunidade
cep do endereço comercial da matriz do contato da oportunidade
complemento do endereço comercial da matriz do contato da oportunidade
estado do endereço comercial da matriz do contato da oportunidade
logradouro do endereço comercial da matriz do contato da oportunidade
municipio do endereço comercial da matriz do contato da oportunidade
numero do endereço comercial da matriz do contato da oportunidade
pais do endereço comercial da matriz do contato da oportunidade
bairro do endereço comercial da filial do contato da oportunidade
cep do endereço comercial da filial do contato da oportunidade
complemento do endereço comercial da filial do contato da oportunidade
estado do endereço comercial da filial do contato da oportunidade
logradouro do endereço comercial da filial do contato da oportunidade
municipio do endereço comercial da filial do contato da oportunidade
numero do endereço comercial da filial do contato da oportunidade
pais do endereço comercial da filial do contato da oportunidade
bairro do endereço comercial rural do contato da oportunidade
cep do endereço comercial rural do contato da oportunidade
complemento do endereço comercial rural do contato da oportunidade
estado do endereço comercial rural do contato da oportunidade
logradouro do endereço comercial rural do contato da oportunidade
municipio do endereço comercial rural do contato da oportunidade
numero do endereço comercial rural do contato da oportunidade
pais do endereço comercial rural do contato da oportunidade
Primary contact's CNPJ
Primary contact's email address
Primary contact's primary email address
Primary contact's email addresses
Primary contact's name
Primary contact's legal name
Primary contact's phone number
Primary contact's primary phone number
Primary contact's phone numbers
Primary contact's first address CEP
Primary contact's first address number
Primary contact's first address state
Primary contact's first address country
Primary contact's first address neighborhood
Primary contact's first address city
Primary contact's first address IBGE city code
Primary contact's first address
Primary contact's first address street
Opportunity: Code
Opportunity: Status
Opportunity: Creation date
Opportunity: Update date
Opportunity: Deadline
Opportunity creation date (Brasília time)
Opportunity update date (Brasília time)
Opportunity deadline (Brasília time)
Pipeline: Name
Pipeline: ID
Pipeline: Name
Pipeline Stage: ID
Pipeline Stage: Name
Opportunity: Probability of closing
Opportunity: Temperature
Opportunity: Lump sum
Opportunity: Monthly amount
Opportunity: Total amount
Opportunity: Total amount of discounts
Product(s): IDs
Product(s): Product names
Product(s): Product descriptions
Product(s): Base Amounts of the products
Product(s): ID(s), name(s), Description(s), price(s) and quantity(s)
Opportunity: Source ID
Opportunity: Source name
Opportunity: Active Origin?
Opportunity: State justification(s)
Opportunity: Justification(s)
Days Stagnant in Funnel Stage
Opportunity: Days without interaction
Opportunity: Number of associated products
Opportunity: Tags
Opportunity Completion Date
Opportunity Completion Date (Brasília Time)
Links to approved proposals files
Link to the most recent approved proposal file
Link to ongoing proposals files
Link to the most recent ongoing proposal file
Create or update opportunity
create an opportunity on NectarCRMHow it works:
Whenever something happens on the source app
1. An opportunity will be created/updated from a pipeline stage on Nectar CRM
2. A person associated with this deal will be created/updated on Nectar CRM
3. A company associated with the deal will be created/updated on Nectar CRM
4. If desired, the created/updated deal can be assigned to a salesperson or distributed among registered salespeople on Nectar CRM (Round Robin)
All happening in a single automation! ✨
Create or update opportunity
create an opportunity on NectarCRMAction
Distribute new opportunities Required
List of Sellers
Responsible
Queue list
Use the responsible party as the author of the opportunity
Opportunity name Required
Contact name Required
Contact email Required
Contact phone
Single Amount
Opportunity Tags
Origin of the opportunity
Opportunity Considerations
Sell on Base
Observation
Ends in
Probability
Monthly amount
Contact's birthday
Contact Section
Contact tags
Contact category
Contact ID
Contact position
Active contact
CPF/CNPJ of the contact
Contact Facebook
Indicator name
Contact's LinkedIn
Note about contact
Date of Foundation/Birth
Number of employees
Origin of contact
Social reason for contact
Contact segment
Set the contact as confidential
contact website
Contact Skype
Contact Twitter
Contact country name
Contact state name
Contact state acronym
Name of the contact's municipality
Contact company name
Company contact email
Active contact
Company Tags
Company CNPJ
Company founding date
Company: Section
Company Facebook
Company indicator name
Company LinkedIn
Note about contact
Source of company contact
Company name
Company annual revenue
Company segment
Set the contact as confidential
Company website
Company Skype
Company phone
Company Twitter
Company country name
Company state name
Company state acronym
Name of the company's municipality
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Automate Shopify and NectarCRM with Pluga integrations
Explore automation templates
For each created order on Shopify, create an opportunity on Nectar CRM
EXPLORE For each refunded order on Shopify, create an opportunity on Nectar CRM
EXPLORE Miss an automation with this apps?
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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 Shopify + NectarCRM
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. 
Shopify
EcommerceShopify is one of the world's largest e-commerce platforms. With it, you can create and manage online stores, process payments, manage inventory, analyze sales, and expand your business.
Integrations with Shopify Visit Shopify NectarCRM
CRMNectarCRM is a CRM solution that helps businesses manage contacts, leads, sales opportunities, and improve customer communication.
Integrations with NectarCRM Visit NectarCRM