Below, learn the step-by-step process to integrate the OMIE Enterprise Management System with Zenvia Customer Cloud.
💡 Tip: Learn more details about OMIE and what is possible with this integration in the article Overview of OMIE.
To understand and explore usage actions, access the article OMIE Use Cases.
Step 1: Access Key
If you already use this , to integrate it with our software you need to obtain the APP_KEY and APP_SECRET access credentials, which are provided by Omie.
Follow the instructions in the Business Management System:
Go to https://app.omie.com.br/login/ and log in with your account.
In the upper right corner, click the gear icon next to your username.
Go to My Applications and click the gear icon again for the desired app.
Then select App Summary.
Scroll to the bottom of the page to find the Integration Key (API) section, where you'll find your APP_KEY and APP_SECRET.
Copy these credentials — you'll need them in the next integration step.
💡 Tip: You can also access these credentials in the Developer Area by clicking Applications and selecting the desired app.
Step 2: Configure the integration in Zenvia Customer Cloud
Go to the menu Settings > Integrations;
Look for Omie and click on Integrate to open the details fields;
Enter the access credentials in the respective fields: APP_KEY and APP_SECRET;
Click Integrate to validate the credentials.
How can I use OMIE data in Zenvia Customer Cloud?
In the Messaging module, under the segmentation rule conditions and marketing automation flow, you can use:
Last purchase date from the Success Monitor, and the RFM classification (only in segmentation).
Segmentation rules
Marketing automation flow
In the Expert Agents module, you can use:
Last purchase date from the Success Monitor and/or the RFM classification.
Expert Agents
Now you understand how the OMIE integration with Zenvia Customer Cloud works.
Want to know more?
Click here to learn more about the integration
Click here to see the use cases