Automate Asaas with NectarCRM

Unlock the superpowers of Asaas + NectarCRM and automate your tasks without having to write a single line of code.

Asaas and NectarCRM
your way

Check out the available triggers and actions in the automation of apps Asaas + NectarCRM

Asaas-icon

Created payment

For each created payment on Asaas

Trigger

Information from Asaas that can be used and sent to other apps.

id

Charge creation date

Billing due date

Original billing due date

Charge amount

Net charge amount

External billing identifier

Customer ID

Customer name

Customer email

Additional customer emails

Customer company

Customer CPF or CNPJ

Customer phone

Customer's cell phone

Customer address street

Customer address number

Customer address complement

Customer address neighborhood

Customer address Zip Code

Customer address State

City of customer address

Country of customer address

Customer creation date

External customer identifier

Comma-separated customer groups.

Customer creation date formatted in 'year-month-day'

Discount amount

Days before expiration to apply discount

Type of discount

Interest percentage

Fine percentage

Form of payment

Billing status

Description of the charge

Original charge amount

Calculated amount of interest and fine that must be paid after the charge is due

Date of last invoice view

Date of last viewing of the bank slip

Charge confirmation date (Credit card only)

Bill settlement date in ASAAS

Date on which the customer paid the bank slip

Invoice in URL

Bill number

Link to the bankslip file

Charge issuance fee

Charge removed

Charge creation date formatted in 'year-month-day'

Billing due date formatted in 'year-month-day'

Original billing due date formatted in 'year-month-day'

Date of last viewing of the invoice formatted in 'year-month-day'

Date of last viewing of the bank slip formatted in 'year-month-day'

Billing confirmation date (Credit card only) formatted in 'year-month-day'

Available withdrawal date (Credit card only) formatted in 'year-month-day'

Bill settlement date in ASAAS formatted in 'year-month-day'

Date on which the customer paid the bank slip formatted in 'year-month-day'

Credit data in 'year-month-day'

Available withdrawal date (any type of charge) formatted in 'year-month-day'

Charge amount in cents

Net amount of the charge in cents

Unique installment identifier

Payment link: name

Payment link: installment count

Payment link: URL

Payment link: description

Payment link: billing type

Payment link: subscription cycle

Payment link: charge type

Payment link: value

Subscription

Number of payment installments

Date the withdrawal becomes available

Asaas-icon

Created subscription

For each created subscription on Asaas

Trigger

Information from Asaas that can be used and sent to other apps.

Subscription ID

Subscription creation date

Customer ID

Customer creation date

Customer name

Customer email

Customer company

Customer landline

Customer's cell phone

Address: Customer's street

Address: Customer number

Address: Customer Complement

Address: Customer neighborhood

Address: Customer Zip Code

Customer CPF/CNPJ

Customer type

Additional customer emails

Customer identifier in your system

Disable sending billing notifications?

Additional observations

Customer municipal registration

Customer state registration

Address: Customer city

Address: Customer State

Address: Customer's country

Customer creation date formatted in 'year-month-day'

Customer groups

Payment link

Subscription amount

Billing frequency

Subscription description

Form of payment

Subscription status

Subscription identifier on your system

Fine percentage

Interest percentage per month

First charge: invoice URL

Subscription creation date formatted in 'year-month-day'

Due date of the first monthly installment formatted in 'year-month-day'

First monthly payment due

Deadline for monthly payments to be due

Maximum number of monthly payments to be generated

Discount amount to be applied to the charge amount

Days before expiration to apply discount.

Type of discount

Deadline for monthly installments to be due formatted in 'year-month-day'

NectarCRM-icon

Discarded opportunity

For every new discarded opportunity on NectarCRM

Trigger

Information from NectarCRM that can be used and sent to other apps.

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

NectarCRM-icon

Opportunity reaches stage

When an opportunity is moved to a specific stage on NectarCRM

Trigger

Information from NectarCRM that can be used and sent to other apps.

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

Asaas-icon

Reversed payment

For each refunded payment on Asaas

Trigger

Information from Asaas that can be used and sent to other apps.

id

Charge creation date

Billing due date

Original billing due date

Charge amount

Net charge amount

External billing identifier

Customer ID

Customer name

Customer email

Additional customer emails

Customer company

Customer CPF or CNPJ

Customer phone

Customer's cell phone

Customer's public address

Address number

Address complement

Neighborhood

Customer address Zip Code

Customer address state

City of customer address

Country of customer address

Customer creation date

External customer identifier

Comma-separated customer groups.

Customer creation date formatted in 'year-month-day'

Discount amount

Days before expiration to apply discount

Type of discount

Interest percentage

Fine percentage

Form of payment

Billing status

Description of the charge

Original charge amount

Calculated amount of interest and fine that must be paid after the charge is due

Date of last invoice view

Date of last viewing of the bank slip

Charge confirmation date (Credit card only)

Bill settlement date in ASAAS

Date on which the customer paid the bank slip

Invoice in URL

Bill number

Link to the bank slip file

Charge issuance fee

Charge removed

Charge creation date formatted in 'year-month-day'

Billing due date formatted in 'year-month-day'

Original billing due date formatted in 'year-month-day'

Date of last viewing of the invoice formatted in 'year-month-day'

Date of last viewing of the bank slip formatted in 'year-month-day'

Billing confirmation date (Credit card only) formatted in 'year-month-day'

Available withdrawal date (Credit card only) formatted in 'year-month-day'

Bill settlement date in ASAAS formatted in 'year-month-day'

Date on which the customer paid the bank slip formatted in 'year-month-day'

Credit data in 'year-month-day'

Available withdrawal date (any type of charge) formatted in 'year-month-day'

Charge amount in cents

Net amount of the charge in cents

Unique installment identifier

Payment link: name

Payment link: installment count

Payment link: URL

Payment link: description

Payment link: billing type

Payment link: subscription cycle

Payment link: charge type

Payment link: value

Subscription

Number of payment installments

Asaas-icon

Confirmed payment

For each confirmed payment on Asaas

Trigger

Information from Asaas that can be used and sent to other apps.

ID

Payment date created

Payment due date

Payment original due date

Payment value

Payment net value

External payment reference

Customer ID

Customer name

Customer Email

Customer Email Additionals

Customer Company

Customer CPF/CNPJ

Customer phone

Customer mobile phone

Customer Address

Address number

Address complement

Neighborhood

Customer postal code

Customer state

Customer city

Customer country

Customer date create

External customer reference

Customer groups separated by comma.

Customer date create in 'year-month-day' format

Discount value

Discount due date limit days

Discount type

Interest value

Fine percentage

Billing type

Status

Payment description

Payment original value

Calculated interest value

Invoice last viewed date

Bank slip last viewed date

Payment confirmed date (Valid only for credit card)

Asaas payment date

Customer payment date

Invoice URL

Invoice number

Link to the bank slip file

Payment creation fee

Payment deleted

Payment date created in 'year-month-day' format

Payment due date in 'year-month-day' format

Payment original due date in 'year-month-day' format

Invoice last viewed date in 'year-month-day' format

Bank slip last viewed date in 'year-month-day' format

Payment confirmed date (Valid only for credit card) in 'year-month-day' format

Withdrawal available at (Valid only for credit card) in 'year-month-day' format

Asaas payment date in 'year-month-day' format

Customer payment date in 'year-month-day' format

Credit data in 'year-month-day'

Withdrawal available at (any billing type) in 'year-month-day' format

Charge amount in cents

Net amount of the charge in cents

Unique installment identifier

Payment link name

Payment link: installment count

Payment link: URL

Payment link: description

Payment link: billing type

Payment link: subscription cycle

Payment link: charge type

Payment link: value

Subscription

Number of payment installments

Withdrawal available at (Valid only for credit card)

NectarCRM-icon

Lost opportunity

For every new lost opportunity on NectarCRM

Trigger

Information from NectarCRM that can be used and sent to other apps.

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

NectarCRM-icon

Extended opportunity

For each new extended opportunity on NectarCRM

Trigger

Information from NectarCRM that can be used and sent to other apps.

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

Asaas-icon

Overdue payment

For each overdue payment on Asaas

Trigger

Information from Asaas that can be used and sent to other apps.

Billing ID

Charge creation date

Billing due date

Original billing due date

Charge amount

Net charge amount

External billing identifier

Customer ID

Customer name

Customer email

Additional customer emails

Customer company

Customer CPF or CNPJ

Customer phone

Customer's cell phone

Customer's public address

Address number

Address complement

Neighborhood

Customer address Zip Code

Customer address State

City of customer address

Country of customer address

Customer creation date

External customer identifier

Comma-separated customer groups.

Customer creation date formatted in 'year-month-day'

Discount amount

Days before expiration to apply discount

Type of discount

Interest percentage

Fine percentage

Form of payment

Status

Description of the charge

Original charge amount

Calculated amount of interest and fine that must be paid after the charge is due

Date of last viewing of the invoice

Date of last viewing of the bank slip

Charge confirmation date (Credit card only)

Bill settlement date in ASAAS

Date on which the customer paid the bank slip

Invoice in URL

Bill number

Link to the bank slip file

Charge issuance fee

Charge removed

Charge creation date formatted in 'year-month-day'

Billing due date formatted in 'year-month-day'

Original billing due date formatted in 'year-month-day'

Date of last viewing of the invoice formatted in 'year-month-day'

Date of last viewing of the bank slip formatted in 'year-month-day'

Billing confirmation date (Credit card only) formatted in 'year-month-day'

Available withdrawal date (Credit card only) formatted in 'year-month-day'

Bill settlement date in ASAAS formatted in 'year-month-day'

Date on which the customer paid the bank slip formatted in 'year-month-day'

Credit data in 'year-month-day'

Available withdrawal date (any type of charge) formatted in 'year-month-day'

Charge amount in cents

Net amount of the charge in cents

Unique installment identifier

Payment link: name

Payment link: installment count

Payment link: URL

Payment link: description

Payment link: billing type

Payment link: subscription cycle

Payment link: charge type

Payment link: value

Subscription

Number of payment installments

Asaas-icon

Cobrança recebida

For each received payment on Asaas

Trigger

Information from Asaas that can be used and sent to other apps.

ID

Payment date created

Payment due date

Payment original due date

Payment value

Payment net value

External payment reference

Customer ID

Customer name

Customer Email

Customer Email Additionals

Customer Company

Customer CPF/CNPJ

Customer phone

Customer mobile phone

Customer Address

Address number

Address complement

Neighborhood

Customer postal code

Customer state

Customer city

Customer country

Customer date create

External customer reference

Customer groups separated by comma.

Customer date create in 'year-month-day' format

Discount value

Discount due date limit days

Discount type

Interest value

Fine percentage

Billing type

Status

Payment description

Payment original value

Calculated interest value

Invoice last viewed date

Bank slip last viewed date

Payment confirmed date (Valid only for credit card)

Asaas payment date

Customer payment date

Invoice URL

Invoice number

Link to the bank slip file

Payment creation fee

Payment deleted

Payment date created in 'year-month-day' format

Payment due date in 'year-month-day' format

Payment original due date in 'year-month-day' format

Invoice last viewed date in 'year-month-day' format

Bank slip last viewed date in 'year-month-day' format

Payment confirmed date (Valid only for credit card) in 'year-month-day' format

Withdrawal available at (Valid only for credit card) in 'year-month-day' format

Asaas payment date in 'year-month-day' format

Customer payment date in 'year-month-day' format

Credit data in 'year-month-day'

Withdrawal available at (any billing type) in 'year-month-day' format

Charge amount in cents

Net amount of the charge in cents

Unique installment identifier

Payment link: name

Payment link: installment count

Payment link: URL

Payment link: description

Payment link: billing type

Payment link: subscription cycle

Payment link: charge type

Payment link: value

Subscription

Number of payment installments

Withdrawal available at

NectarCRM-icon

Open opportunity

For every new opened opportunity on NectarCRM

Trigger

Information from NectarCRM that can be used and sent to other apps.

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

NectarCRM-icon

Won opportunity

For each new won opportunity on NectarCRM

Trigger

Information from NectarCRM that can be used and sent to other apps.

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.

Asaas-icon

Generate billing

generate a billing on Asaas

Action

Fields in Asaas that can receive information from other apps.

Customer: take email into account as a uniqueness criterion?

Customer: Name Required

Customer: CPF/CNPJ Required

Billing: Amount Required

Billing: Due date Required

Billing: Description

Customer: Email

Customer: Landline

Customer: Cell phone

Customer: Company

Split payment

Split: Types of subaccounts for payment splittingAccount selection method

Split: Number of subaccount(s) or Wallet IDs

[Split 1] Select subaccount

[Split 1] Wallet ID

[Split 1] Value type

[Split 1] Value

[Split 2] Select subaccount

[Split 2] Wallet ID

[Split 2] Value type

[Split 2] Value

[Split 3] Select subaccount

[Split 3] Wallet ID

[Split 3] Value type

[Split 3] Value

[Split 4] Select subaccount

[Split 4] Wallet ID

[Split 4] Value type

[Split 4] Value

[Split 5] Select subaccount

[Split 5] Wallet ID

[Split 5] Value type

[Split 5] Value

[Split 6] Select subaccount

[Split 6] Wallet ID

[Split 6] Value type

[Split 6] Value

[Split 7] Select subaccount

[Split 7] Wallet ID

[Split 7] Value type

[Split 7] Value

[Split 8] Select subaccount

[Split 8] Wallet ID

[Split 8] Value type

[Split 8] Value

[Split 9] Select subaccount

[Split 9] Wallet ID

[Split 9] Value type

[Split 9] Value

[Split 10] Select subaccount

[Split 10] Wallet ID

[Split 10] Value type

[Split 10] Value

Billing: Payment method

Billing: External reference

Billing: Number of installments

Billing: Discount amount

Billing: Days before due date to apply discount

Billing: Type of discount

Billing: Percentage of interest per month

Billing: Type of fine

Billing: Fine

Billing: Send via post?

Address: Public place

Address: Number

Full address

Address neighborhood

Address: Zip Code

Customer: Customer identifier in your system

Customer: Disable sending billing notifications?

Cliente: Canais de notificações a serem habilitados

Customers: Notifications to enable

Cliente: Dias antes do vencimento para enviar a notificação

Cliente: Dias após o vencimento para enviar a notificação

Customer: Additional emails

Customer: Municipal registration

Customer: State registration

Customer: Observations

Customer: Group name

Asaas-icon

Schedule/issue invoice

Schedule/issue an invoice on Asaas

Action Premium

Fields in Asaas that can receive information from other apps.

Customer: Name Required

Customer: CPF/CNPJ Required

Invoice: Amount Required

Authorize invoice immediately Required

Invoice: Date of issue

Address: Street Name

Address: Number

Endereço: Zip Code

Invoice: Description of services

Customer: E-mail

Customer: Telephone

Customer: Mobile phone

Customer: Company

Invoice: Deductions Required

Invoice: Name of municipal service

Invoice: Municipal Service Code

Invoice: Should the service recipient withhold ISS? Required

Invoice: ISS Tax Rate Required

Invoice: COFINS Tax rate Required

Invoice: CSLL Tax rate Required

Invoice: INSS Tax rate Required

Invoice: IR Tax rate Required

Invoice: PIS Tax rate Required

Invoice: External reference

Invoice: Notes

Address: Additional Information

Address: Neighborhood

Customer: Customer identifier in your system

Customer: Disable billing notification sending?

Customer: Additional e-mails

Customer: Municipal registration

Customer: State registration

Customer: Observations

Customer: Group's name

Should email be used to find the customer?

Asaas-icon

Create or update customer

create or update a customer on Asaas

Action

Fields in Asaas that can receive information from other apps.

Customer: take email into account as a uniqueness criterion?

Customer: Name Required

Customer: CPF/CNPJ Required

Customer: Email

Customer: Landline

Customer: Cell phone

Customer: Company

Address: Public place

Address: Number

Full address

Address neighborhood

Address: Zip Code

Customer: External identifier

Customer: Disable sending billing notifications?

Cliente: Canais de notificações a serem habilitados

Customers: Notifications to enable

Cliente: Dias antes do vencimento para enviar a notificação

Cliente: Dias após o vencimento para enviar a notificação

Customer: Additional emails

Customer: Municipal registration

Customer: State registration

Customer: Observations

Customer: Group name

NectarCRM-icon

Create or update opportunity

create an opportunity on NectarCRM

Action

Fields in NectarCRM that can receive information from other apps.

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

Asaas-icon

Create a subscription

create a subscription on Asaas

Action

Fields in Asaas that can receive information from other apps.

Customer: take email into account as a uniqueness criterion?

Customer: Name Required

Customer: CPF/CNPJ Required

Subscription: Amount Required

Subscription: Due date of the first monthly payment Required

Subscription: Frequency Required

Signature: Description

Customer: Email

Customer: Landline

Customer: Cell phone

Customer: Company

Subscription: Payment method

Subscription: Discount amount

Subscription: Days before due date to apply discount

Subscription: Discount type

Subscription: Interest percentage per month

Signature: Type of fine

Signature: Fine

Subscription: Deadline for monthly installments to be due

Subscription: Maximum number of monthly payments

Signature: Identifier on your system

Address: Public place

Address: Number

Full address

Address neighborhood

Address: Zip Code

Customer: Customer identifier in your system

Customer: Disable sending billing notifications?

Cliente: Canais de notificações a serem habilitados

Customers: Notifications to enable

Cliente: Dias antes do vencimento para enviar a notificação

Cliente: Dias após o vencimento para enviar a notificação

Customer: Additional emails

Customer: Municipal registration

Customer: State registration

Customer: Observations

Customer: Group name

Split payment

Split: Types of subaccounts for payment splittingAccount selection method

Split: Number of subaccount(s) or Wallet IDs

[Split 1] Select subaccount

[Split 1] Wallet ID

[Split 1] Value type

[Split 1] Value

[Split 2] Select subaccount

[Split 2] Wallet ID

[Split 2] Value type

[Split 2] Value

[Split 3] Select subaccount

[Split 3] Wallet ID

[Split 3] Value type

[Split 3] Value

[Split 4] Select subaccount

[Split 4] Wallet ID

[Split 4] Value type

[Split 4] Value

[Split 5] Select subaccount

[Split 5] Wallet ID

[Split 5] Value type

[Split 5] Value

[Split 6] Select subaccount

[Split 6] Wallet ID

[Split 6] Value type

[Split 6] Value

[Split 7] Select subaccount

[Split 7] Wallet ID

[Split 7] Value type

[Split 7] Value

[Split 8] Select subaccount

[Split 8] Wallet ID

[Split 8] Value type

[Split 8] Value

[Split 9] Select subaccount

[Split 9] Wallet ID

[Split 9] Value type

[Split 9] Value

[Split 10] Select subaccount

[Split 10] Wallet ID

[Split 10] Value type

[Split 10] Value

Didn't find your use case? Send suggestion.

Automate Asaas and NectarCRM
with Pluga integrations

Explore automation templates

Trusted by over 10.000 amazing companies

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.

  • Trigger and source app of the automation

    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.

  • Action and destination app of the automation

    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.

  • Information mapping of the automation

    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.

  • Automation with multiple actions among more than two apps

    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 Asaas + 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.

Automatic transfer of your contacts' information to other apps

Automating the transfer of your contact base (leads) information to other apps can greatly facilitate tasks that involve managing them.

At Pluga, you can do this with ease and also helps optimize the work of people, avoiding possible human errors.

Card with contact information being sent to other apps

Automate your sales tracking

With the help of Pluga's automations, you can put your business's sales control on autopilot. This way, tasks surrounding inventory, finance, and logistics can be more aligned and optimized, directly impacting your customer's satisfaction.

Data from a new sale being sent to a spreadsheet

Automated financial control

Dealing with finances requires a lot of attention. For this, integrating apps can be a great ally! With Pluga, you can connect your financial management software and payment methods to other apps to automate tasks involving the organization of your finances.

Data from a new charge being sent to an invoicing app

Reduce communication noise - and rework!

If your company uses any type of internal communication tool, it's possible to automate the routine of notifications and alerts within it.

At Pluga, for example, you can connect this software to your project management platform so that every time a task changes status, this is communicated in a channel. In other words, it increases productivity, reduces communication noise, and avoids possible rework.

Automatic notification in the internal communication app

Customized alerts for customers

Often, personalized communication is what will captivate a customer to keep them interested in your brand. But doing this manually is almost impossible. Using Pluga, you can send these notifications automatically without losing personalization.

Automatic message sent to the customer's WhatsApp
Asaas-icon

Asaas

Payment

Asaas is a financial management platform designed to simplify and reduce business bureaucracy. Its features include providing payment methods, handling various types of sales, and managing cash flow.

Integrations with Asaas Visit Asaas
NectarCRM-icon

NectarCRM

CRM

NectarCRM is a CRM solution that helps businesses manage contacts, leads, sales opportunities, and improve customer communication.

Integrations with NectarCRM Visit NectarCRM

Frequently Asked Questions

  • With Pluga, you can easily automate Asaas com NectarCRM . Just follow these steps:

    • 1. Log in or sign up (for free) on Pluga and click on “Create automation”;
    • 2. Select the source app and trigger;
    • 3. Select the destination app and action;
    • 4. Make the necessary adjustments, specifying which data will be sent to one app to another.
  • By automating Asaas with NectarCRM on Pluga, you can automate various manual tasks that reduce productivity for those who perform them, while also avoiding human errors. The best part is that the process is simple and doesn’t require typing a single line of code.

  • On Pluga, you can make several automations for free with the free plan. Additionally, you have the option to try all the features for 7 days at no cost to create automations between Asaas, NectarCRM, and even other apps.

    We also offer three other plans, with prices ranging from $17 to $65 per month, which include premium automations and features, as well as a higher volume of events and automations. For companies with specific needs, we have the Enterprise plan, designed to offer customized solutions beyond the resources available in other plans.

    Check Pluga's pricing page for more details.