Connect vhsys with Meets
Connect vhsys with Meets to scale and automate your operations.
Explore automation templates
Automate vhsys and Meets with Pluga integrations
New POS sale in vhsys, register an opportunity on Meets
For each conquered opportunity on Meets, create payable in vhsys
For each conquered opportunity on Meets, create sales order in vhsys
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vhsys and Meets
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Check out the available triggers and actions in the automation of apps vhsys + Meets
New POS sale
New POS sale in vhsys
Counter sale ID
Counter sale sequential ID
Customer ID
Customer name
Seller name
Seller ID
Products total value
Discount value
Surcharge value
Sale total value
Payment method
Received value
Change value
Sale notes
Sale status
Sale creation date
Sale last modification date
Lost opportunity
For each lost opportunity on Meets
ID
Opportunity status
Opportunity registration date
Description of the opportunity
Opportunity stage ID
Opportunity stage
Opportunity Pipeline ID
Opportunity pipeline
User ID responsible for the opportunity
Name of the user responsible for the opportunity
Reason for missing the opportunity
Opportunity loss reason ID
Total amount
Customer ID
Customer's area of activity
Customer origin
Address neighborhood
Customer cell phone
Address: Zip Code
Address: City
Customer name
Company CNPJ
Customer CPF
Customer email
Customer phone
Customer Address
Address: Number
Full address
Kind of person
Address: UF
Won opportunity
For each conquered opportunity on Meets
Opportunity ID
Opportunity status
Opportunity registration date
Description of the opportunity
Opportunity stage ID
Opportunity stage
Opportunity Pipeline ID
Opportunity pipeline
User ID responsible for the opportunity
Name of the user responsible for the opportunity
Reason for missing the opportunity
Opportunity loss reason ID
Total amount
Customer ID
Customer's area of activity
Customer origin
Address neighborhood
Customer cell phone
Address: Zip Code
Address: City
Customer name
Company CNPJ
Customer CPF
Customer email
Customer phone
Customer Address
Address: Number
Full address
Kind of person
Address: UF
Created opportunity
For each created opportunity on Meets
ID
Opportunity status
Opportunity registration date
Description of the opportunity
Opportunity stage ID
Opportunity stage
Opportunity Pipeline ID
Opportunity pipeline
User ID responsible for the opportunity
RESPONSIBLE USER
Reason for missing the opportunity
Opportunity loss reason ID
Total amount
Customer ID
Customer's area of activity
Customer origin
Address neighborhood
Customer cell phone
Address: Zip Code
Address: City
Customer name
Company CNPJ
Customer CPF
Customer email
Customer phone
Customer Address
Address: Number
Full address
Kind of person
Address: UF
Opportunity reaches stage in the sales pipeline
When an opportunity reaches a certain funnel stage on Meets
ID
Opportunity status
Opportunity registration date
Description of the opportunity
Opportunity stage
Opportunity Pipeline ID
Opportunity pipeline
User ID responsible for the opportunity
Name of the user responsible for the opportunity
Reason for missing the opportunity
Opportunity loss reason ID
Total amount
Customer ID
Customer's area of activity
Customer origin
Address neighborhood
Customer cell phone
Address: Zip Code
Address: City
Customer name
Company CNPJ
Customer CPF
Customer email
Customer phone
Customer Address
Address: Number
Full address
Kind of person
Address: UF
Create/update client
Create or update client in vhsys
Update customer based on
Legal name / Name Required
Person type
CNPJ or CPF
Registration type
Trade name
Address
Address number
Neighborhood
Zip code
City
State
Phone
Mobile phone
Status
Create receivable
Create receivable in vhsys
Update client based on
CNPJ or CPF
Company or person name Required
Description Required
Amount Required
Due date Required
Bank account Required
Payment method
Issue date
Financial category
Document number
Notes
Create sales order
Create sales order in vhsys
Update client based on
CNPJ or CPF
Company or person name Required
Product (name or code)
Quantity
Unit price
Order date
Order discount
Shipping cost
Order reference
Notes
Internal notes
Add or update opportunity
register an opportunity on MeetsHow it works:
Whenever something happens on the source app
1. An deal will be added/updated on Meets
2. A person associated with this deal will be created/updated on Meets
All happening in a single automation! ✨
Add or update opportunity
register an opportunity on Meets
Opportunity Title Required
Opportunity Tag/Status
Responsible Required
Amount
Products/Services
Name/Corporate Name
Kind of person Required
CPF
CNPJ
Cell phone
Telephone
Occupation area
Origin selection mode
Origin
Origin
City
State
Create payable
Create payable in vhsys
CNPJ or CPF Required
Company or person name Required
Cellphone number Required
Description Required
Amount Required
Due date Required
Bank account Required
Payment method
Issue date
Financial category
Document number
Notes
Boost this flow in your workflow
With Pluga, you connect vhsys + Meets to build anything from the simplest integration to the most advanced flows, with several layers of logic.
- Basic 1
Pick the source app and the trigger
Choose which app starts the automation and which event works as the trigger. For example, "New POS sale in vhsys".
- Basic 2
Set the destinations and the actions
Select the apps that make up the flow with Meets and what Pluga should run automatically at each step. Example: "register an opportunity on Meets"
- Basic 3
Map the information
Point out, visually, which data from the source app should fill in each field of the destination action.
- Intermediate
Only move forward when it makes sense
Set "AND" or "OR" conditions so the automation only runs in the cases that matter
- Intermediate
Pause the flow for as long as you need
Set the automation to wait minutes, hours or days and resume the next action on its own
- Intermediate
Standardize data across apps
Adjust dates, numbers and characters to the format the next app expects to receive
- Advanced
Send data in several directions
Route each piece of data down the right path within a single flow, according to specific conditions
- Advanced
Add a code block
Run JavaScript or Python in the middle of the automation to transform data before the next step
- Advanced
Create loops
Take lists of items, go through each row and run the same action for every one of them
- Advanced
Use generative AI
Send data to an AI assistant or agent and use the response in the next step
- Advanced
Connect to (almost) any app
Send and receive data through a dedicated URL, and connect to apps that are not integrated with Pluga
- Advanced
Requests to external APIs
Query or send data to any external API inside your automation
vhsys
ERPConnect vhsys to 133+ apps with Pluga and turn your work into a productive machine. Sync customer and supplier records, create sales and purchase orders and settle receivables. Keep finance and inventory up to date, automatically.
Meets
CRMConnect Meets to 133+ apps with Pluga and turn your work into a productive machine. Register leads from every channel automatically, move deals along on their own, generate contracts and invoices, fire personalized follow-ups at the right moment and keep your pipeline always up to date.
