# Your guide to connecting Omie CRM to Albato — Albato Help Center

Source: https://albato.com/wiki/articles/omie-crm-automation-for-small-businesses

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# Your guide to connecting Omie CRM to Albato

Last update:  
22/5/2026 · 4 min read

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IN THIS ARTICLE

[Omie](https://albato.com/apps/omie_crm) 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](https://albato.com/).

2.  **Add a new connection**

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

Example.png

3.  **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.

4.  **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

5.  **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.

6.  **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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