Your guide to connecting Omie CRM to Albato

How to connect Omie CRM to Albato | Boost your business with seamless integration
9/5/2024
·
4 min. read

Omie is simple to set up and easy to use. You can manage everything in one place with Omie's new CRM.

Available Trigger:

Triggers are events that trigger an automation. All triggers run in real time; that is, data is transferred the moment the event occurs.

  • Opportunity created
  • Opportunity won
  • Opportunity canceled
  • Opportunity lost
  • Opportunity suspended

Available Actions

Actions are what Albato performs when your automation is running. Actions also allow you to transfer data to other apps and systems.

  • Create contact
  • Update contact
  • Get contact by ID
  • Create opportunity
  • Update opportunity
  • Create account
  • Get account by ID
  • Custom API request

Before setting up automations with Omie CRM, connect the app to Albato.

  1. Access your Albato account

Log in to your Albato account. If you don't have an account, sign up here.

  1. Add a new connection

To do this, go to the Apps section and click the Add a connection button.

Example.png

  1. Search for Omie CRM

In the search bar, type Omie CRM and select it from the menu.

OmieCRM.png

Click Add a connection to start the setup process.

  1. Enter your Omie CRM credentials

You'll need to provide your Omie CRM App Key and App Secret.

OmieCRM (1).png

Sign in to your Omie CRM Portal do Desenvolvedor account.

Go to the Aplicativos section.

OmieCRM (2).png

Click on you app and copy your App Key and App Secret.

OmieCRM (3).png

  1. Complete the connection

After entering the required information into the Albato connection fields, click Continue to establish the connection.

OmieCRM (4).png

Once the connection is established, you’ll see a success message, and your Omie CRM account will be connected to Albato.

  1. How to set up webhook

The connection is good to go, but we also need to set up the Albato webhook for Omie CRM.

Copy the Albato webhook URL.

OmieCRM (5).png

Go back to your Omie CRM account and follow this link notificações do webhook.

OmieCRM (6).png

Open your app and click the Adicionar novo webhook button.

OmieCRM (7).png

Paste your Albato webhook URL into the Endpoint field.

Choose the following values:

  • CRM.Oportunidade.Incluido
  • CRM.Oportunidade.StatusAlterado
  • CRM.Oportunidade.Alterado
  • CRM.Oportunidade.Excluido
  • CRM.Oportunidade.Faturado

Omie CRM.png

Now, save those settings. The connection is ready and automations waiting for you!


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