Connect Asaas with Ploomes

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

Asaas and Ploomes
your way

Check out the available triggers and actions in the integration of apps Asaas + Ploomes and build your automation

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

URL to download the slip

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'

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'

Ploomes-icon

Won Card

For each won card on Ploomes

Trigger

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

Card: ID

Card: Name

Card: Contact name

Card: Person's name

Card: Card pipeline ID

Card: Card stage ID in the pipeline

Card: Card status ID

Card: Card creation date

Card: Card completion date

Card: Amount

Card: Amount negotiated at the beginning of the negotiation

Card: Card time in days

Card: Card time in hours

Customer: ID

Customer: Type ID

Customer: Name

Customer: Social Reason

Customer: CPF or CNPJ

Customer: CNPJ (if the contact is a company)

Customer: CPF (if the contact is a person)

Customer: Birthday

Customer: Next birthday

Customer: Previous birthday

Customer: Observations

Customer: Email

Customer: Website

Customer: Skype

Customer: Facebook

Customer: City

Customer: State

Customer: Country

Customer: Position

Customer: Department

Customer: Address

Customer: Address Number

Customer: Address Complement

Customer: Neighborhood

Customer: Zip Code

Customer: Zip Code abroad

Customer: Marketing Email

Customer: CNAE Code

Customer: CNAE Name

Customer: CNAE Secondary Name

Customer: Phone Numbers (comma separated)

Person: ID

Person: Type ID

Person: Name

Person: Legal Name

Person: Legal Registration

Person: CNPJ

Person: CPF

Person: Birthday

Person: Upcoming birthday

Person: Previous birthday

Person: Observations

Person: Email

Person: Website

Person: Skype

Person: Facebook

Person: City

Person: State

Person: Country

Person: Position

Person: Department

Person: Address

Person: Address Number

Person: Address Complement

Person: Neighborhood

Person: Zip Code

Person: Zipcode

Person: Marketing Email

Person: CNAE Code

Person: Name CNAE

Person: Secondary Name CNAE

Person: Phone Numbers (separated by comma)

Status: Id

Status: Name

Pipeline: Pipeline ID

Pipeline: Pipeline name

Pipeline: Pipeline name in singular

Pipeline: Pipeline name in plural

Internship: ID

Stage: Name of the stage in the pipeline

Stage: Pipeline ID

Stage: Last stage of the pipeline when the card has been closed

Stage: Position in the pipeline (number)

Card Owner: Name

Card Owner: Email

Ploomes-icon

Won proposal

For each won proposal on Ploomes

Trigger Premium

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

Proposal: ID

Proposal: Contact ID

Proposal: Customer name

Proposal: Title

Proposal: Date

Proposal: Number

Proposal: Contact name

Proposal: ID of the Currency Used

Proposal: Amount

Proposal: Discount

Proposal: Due Date

Proposal: Delivery Time

Proposal: Payment Method

Proposal: Description

Proposal: Observations

Proposal: Shipping Cost

Proposal: Shipping Method

Proposal: Number of Installments

Proposal: Key

Proposal: Document URL

Proposal: Creation Date

Proposal: Last Update Date

Customer: ID

Customer: Type ID

Customer: Name

Customer: Social Reason

Customer: CPF or CNPJ

Customer: CNPJ (if the contact is a company)

Customer: CPF (if the contact is a person)

Customer: Birthday

Customer: Next birthday

Customer: Previous birthday

Customer: Observations

Customer: Email

Customer: Website

Customer: Skype

Customer: Facebook

Customer: City

Customer: State

Customer: Country

Customer: Position

Customer: Department

Customer: Address

Customer: Address Number

Customer: Address Complement

Customer: Neighborhood

Customer: Zip Code

Customer: Zip Code abroad

Customer: Marketing Email

Customer: CNAE Code

Customer: CNAE Name

Customer: CNAE Secondary Name

Customer: Phone Numbers (comma separated)

Contacted: ID

Contact: Type ID

Contact: Name

Contact: Legal Name

Contact: Legal Registration

Contact: CNPJ

Contact: CPF

Contact: Birthday

Contact: Next birthday

Contact: Previous birthday

Contact: Observations

Contact: Email

Contact: Website

Contact: Skype

Contact: Facebook

Contact: City

Contact: State

Contact: Country

Contact: Position

Contact: Department

Contact: Address

Contact: Address Number

Contact: Address Supplement

Contact: Neighborhood

Contact: Zip Code

Contato: Zipcode

Contact: Marketing Email

Contact: CNAE Code

Contact: CNAE Name

Contact: CNAE Secondary Name

Contact: Telephone Numbers (separated by commas)

Card: ID

Card: Name

Card: Contact name

Card: Person's name

Card: Card pipeline ID

Card: Card stage ID in the pipeline

Card: Card status ID

Card: Card creation date

Card: Card completion date

Card: Amount

Card: Amount negotiated at the beginning of the negotiation

Card: Card time in days

Card: Card time in hours

Products: Product Name (separated by commas)

Products: Quantity (separated by commas)

Products: Unit price (separated by commas)

Products: Discount (separated by commas)

Products: Total sales (separated by commas)

Products: Product Code (separated by commas)

Produtos: Nomes e quantidades (separado por vírgulas)

Products: Names, quantities, and unit prices (separated by commas)

Internship: ID

Internship: Name

Stage: Pipeline ID

Stage: Last stage of the pipeline?

Internship: Pipeline position

Pipeline: ID

Pipeline: Name

Pipeline: Single Unit Name

Pipeline: Plural Unit Name

Card Owner: Name

Card Owner: Email

Ploomes-icon

Created client

For each created client on Ploomes

Trigger

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

Customer: ID

Customer: Type ID

Customer: Name

Customer: Legal Name

Customer: Legal Registry

Customer: CNPJ

Customer: CPF

Customer: Birthday

Customer: Next birthday

Customer: Previous birthday

Customer: Observations

Customer: Email

Customer: Website

Customer: Skype

Customer: Facebook

Customer: City

Customer: State

Customer: Country

Customer: Position

Customer: Department

Customer: Address

Customer: Address Number

Customer: Address Complement

Customer: Neighborhood

Customer: Zip Code

Customer: Zip Code abroad

Customer: Marketing Email

Customer: CNAE Code

Customer: CNAE Name

Customer: CNAE Secondary Name

Customer: Phone Numbers (comma separated)

Customer: Contact Type ID

Customer: Type of Contact (Person or Company)

Customer Company: ID

Customer Company: Type ID

Customer Company: Name

Customer Company: Legal Name

Customer Company: Legal Registration

Customer Company: CNPJ

Customer Company: CPF

Customer Company: Birthday

Customer Company: Upcoming anniversary

Customer Company: Previous birthday

Customer Company: Email

Customer Company: Website

Customer Company: Skype

Customer Company: Facebook

Customer Company: Address

Customer Company: Address Number

Customer Company: Address Complement

Customer Company: Zip Code

Customer Company: Zip Code abroad

Customer Company: Marketing Email

Customer Company: CNAE Code

Customer Company: CNAE Name

Customer Company: CNAE Secondary Name

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

URL to download the slip

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'

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

Bank slip URL

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

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)

Ploomes-icon

Lost card

For each lost card on Ploomes

Trigger

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

Card: ID

Card: Name

Card: Contact name

Card: Person's name

Card: Card pipeline ID

Card: Card stage ID in the pipeline

Card: Card status ID

Card: Card creation date

Card: Card completion date

Card: Amount

Card: Amount negotiated at the beginning of the negotiation

Card: Card time in days

Card: Card time in hours

Card: Loss reason ID

Customer: ID

Customer: Type ID

Customer: Name

Customer: Social Reason

Customer: CPF or CNPJ

Customer: CNPJ (if the contact is a company)

Customer: CPF (if the contact is a person)

Customer: Birthday

Customer: Next birthday

Customer: Previous birthday

Customer: Observations

Customer: Email

Customer: Website

Customer: Skype

Customer: Facebook

Customer: City

Customer: State

Customer: Country

Customer: Position

Customer: Department

Customer: Address

Customer: Address Number

Customer: Address Complement

Customer: Neighborhood

Customer: Zip Code

Customer: Zip Code abroad

Customer: Marketing Email

Customer: CNAE Code

Customer: CNAE Name

Customer: CNAE Secondary Name

Customer: Phone Numbers (comma separated)

Person: ID

Person: Type ID

Person: Name

Person: Legal Name

Person: Legal Registration

Person: CNPJ

Person: CPF

Person: Birthday

Person: Upcoming birthday

Person: Previous birthday

Person: Observations

Person: Email

Person: Website

Person: Skype

Person: Facebook

Person: City

Person: State

Person: Country

Person: Position

Person: Department

Person: Address

Person: Address Number

Person: Address Complement

Person: Neighborhood

Person: Zip Code

Person: Zipcode

Person: Marketing Email

Person: CNAE Code

Person: Name CNAE

Person: Secondary Name CNAE

Person: Phone Numbers (separated by comma)

Status: Id

Status: Name

Pipeline: ID

Pipeline: Pipeline name

Pipeline: Pipeline name in singular

Pipeline: Pipeline name in plural

Internship: ID

Internship: Name

Stage: Name of the stage in the pipeline

Stage: Last stage of the pipeline when the card has been closed

Stage: Position in the pipeline (number)

Card Owner: Name

Card Owner: Email

Ploomes-icon

Card created

For each created card on Ploomes

Trigger

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

Card: ID

Card: Name

Card: Contact name

Card: Person's name

Card: Card pipeline ID

Card: Card stage ID in the pipeline

Card: Card status ID

Card: Card creation date

Card: Card completion date

Card: Amount

Card: Amount negotiated at the beginning of the negotiation

Card: Card time in days

Card: Card time in hours

Customer: ID

Customer: Type ID

Customer: Name

Customer: Social Reason

Customer: CPF or CNPJ

Customer: CNPJ (if the contact is a company)

Customer: CPF (if the contact is a person)

Customer: Birthday

Customer: Next birthday

Customer: Previous birthday

Customer: Observations

Customer: Email

Customer: Website

Customer: Skype

Customer: Facebook

Customer: City

Customer: State

Customer: Country

Customer: Position

Customer: Department

Customer: Address

Customer: Address Number

Customer: Address Complement

Customer: Neighborhood

Customer: Zip Code

Customer: Zip Code abroad

Customer: Marketing Email

Customer: CNAE Code

Customer: CNAE Name

Customer: CNAE Secondary Name

Customer: Phone Numbers (comma separated)

Person: ID

Person: Type ID

Person: Name

Person: Legal Name

Person: Legal Registration

Person: CNPJ

Person: CPF

Person: Birthday

Person: Upcoming birthday

Person: Previous birthday

Person: Observations

Person: Email

Person: Website

Person: Skype

Person: Facebook

Person: City

Person: State

Person: Country

Person: Position

Person: Department

Person: Address

Person: Address Number

Person: Address Complement

Person: Neighborhood

Person: Zip Code

Person: Zipcode

Person: Marketing Email

Person: CNAE Code

Person: Name CNAE

Person: Secondary Name CNAE

Person: Phone Numbers (separated by comma)

Status: Id

Status: Name

Pipeline: Pipeline ID

Pipeline: Pipeline name

Pipeline: Pipeline name in singular

Pipeline: Pipeline name in plural

Internship: ID

Stage: Name of the stage in the pipeline

Stage: Pipeline ID

Stage: Last stage of the pipeline when the card has been closed

Stage: Position in the pipeline (number)

Card Owner: Name

Card Owner: Email

Ploomes-icon

Card reaches a stage in the pipeline

When a card reaches a funnel stage on Ploomes

Trigger

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

Card: ID

Card: Name

Card: Contact name

Card: Person's name

Card: Card pipeline ID

Card: Card stage ID in the pipeline

Card: Card status ID

Card: Card creation date

Card: Card completion date

Card: Amount

Card: Amount negotiated at the beginning of the negotiation

Card: Card time in days

Card: Card time in hours

Customer: ID

Customer: Type ID

Customer: Name

Customer: Social Reason

Customer: CPF or CNPJ

Customer: CNPJ (if the contact is a company)

Customer: CPF (if the contact is a person)

Customer: Birthday

Customer: Next birthday

Customer: Previous birthday

Customer: Observations

Customer: Email

Customer: Website

Customer: Skype

Customer: Facebook

Customer: City

Customer: State

Customer: Country

Customer: Position

Customer: Department

Customer: Address

Customer: Address Number

Customer: Address Complement

Customer: Neighborhood

Customer: Zip Code

Customer: Zip Code abroad

Customer: Marketing Email

Customer: CNAE Code

Customer: CNAE Name

Customer: CNAE Secondary Name

Customer: Phone Numbers (comma separated)

Person: ID

Person: Type ID

Person: Name

Person: Legal Name

Person: Legal Registration

Person: CNPJ

Person: CPF

Person: Birthday

Person: Upcoming birthday

Person: Previous birthday

Person: Observations

Person: Email

Person: Website

Person: Skype

Person: Facebook

Person: City

Person: State

Person: Country

Person: Position

Person: Department

Person: Address

Person: Address Number

Person: Address Complement

Person: Neighborhood

Person: Zip Code

Person: Zipcode

Person: Marketing Email

Person: CNAE Code

Person: Name CNAE

Person: Secondary Name CNAE

Person: Phone Numbers (separated by comma)

Status: Id

Status: Name

Pipeline: Pipeline ID

Pipeline: Pipeline name

Pipeline: Pipeline name in singular

Pipeline: Pipeline name in plural

Internship: ID

Stage: Name of the stage in the pipeline

Stage: Pipeline ID

Stage: Last stage of the pipeline when the card has been closed

Stage: Position in the pipeline (number)

Card Owner: Name

Card Owner: Email

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

URL to download the slip

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'

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

Bank slip URL

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

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

Ploomes-icon

Lost proposal

For each lost proposal on Ploomes

Trigger Premium

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

Proposal: ID

Proposal: Contact ID

Proposal: Customer name

Proposal: Title

Proposal: Date

Proposal: Number

Proposal: Contact name

Proposal: ID of the Currency Used

Proposal: Amount

Proposal: Discount

Proposal: Due Date

Proposal: Delivery Time

Proposal: Payment Method

Proposal: Description

Proposal: Observations

Proposal: Shipping Cost

Proposal: Shipping Method

Proposal: Number of Installments

Proposal: Key

Proposal: Document URL

Proposal: Creation Date

Proposal: Last Update Date

Customer: ID

Customer: Type ID

Customer: Name

Customer: Social Reason

Customer: CPF or CNPJ

Customer: CNPJ (if the contact is a company)

Customer: CPF (if the contact is a person)

Customer: Birthday

Customer: Next birthday

Customer: Previous birthday

Customer: Observations

Customer: Email

Customer: Website

Customer: Skype

Customer: Facebook

Customer: City

Customer: State

Customer: Country

Customer: Position

Customer: Department

Customer: Address

Customer: Address Number

Customer: Address Complement

Customer: Neighborhood

Customer: Zip Code

Customer: Zip Code abroad

Customer: Marketing Email

Customer: CNAE Code

Customer: CNAE Name

Customer: CNAE Secondary Name

Customer: Phone Numbers (comma separated)

Contacted: ID

Contact: Type ID

Contact: Name

Contact: Legal Name

Contact: Legal Registration

Contact: CNPJ

Contact: CPF

Contact: Birthday

Contact: Next birthday

Contact: Previous birthday

Contact: Observations

Contact: Email

Contact: Website

Contact: Skype

Contact: Facebook

Contact: City

Contact: State

Contact: Country

Contact: Position

Contact: Department

Contact: Address

Contact: Address Number

Contact: Address Supplement

Contact: Neighborhood

Contact: Zip Code

Contato: Zipcode

Contact: Marketing Email

Contact: CNAE Code

Contact: CNAE Name

Contact: CNAE Secondary Name

Contact: Telephone Numbers (separated by commas)

Card: ID

Card: Name

Card: Contact name

Card: Person's name

Card: Card pipeline ID

Card: Card stage ID in the pipeline

Card: Card status ID

Card: Card creation date

Card: Card completion date

Card: Amount

Card: Amount negotiated at the beginning of the negotiation

Card: Card time in days

Card: Card time in hours

Products: Product Name (separated by commas)

Products: Quantity (separated by commas)

Products: Unit price (separated by commas)

Products: Discount (separated by commas)

Products: Total sales (separated by commas)

Products: Product Code (separated by commas)

Products: Name with Quantity and Units Sold

Products: Names, quantities, and unit prices (separated by commas)

Internship: ID

Internship: Name

Stage: Pipeline ID

Stage: Last stage of the pipeline?

Internship: Pipeline position

Pipeline: ID

Pipeline: Name

Pipeline: Single Unit Name

Pipeline: Plural Unit Name

Ploomes-icon

Created proposal

For each created proposal on Ploomes

Trigger Premium

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

Proposal: ID

Proposal: Contact ID

Proposal: Customer name

Proposal: Title

Proposal: Date

Proposal: Number

Proposal: Contact name

Proposal: ID of the Currency Used

Proposal: Amount

Proposal: Discount

Proposal: Due Date

Proposal: Delivery Time

Proposal: Payment Method

Proposal: Description

Proposal: Observations

Proposal: Shipping Cost

Proposal: Shipping Method

Proposal: Number of Installments

Proposal: Key

Proposal: Document URL

Proposal: Creation Date

Proposal: Last Update Date

Customer: ID

Customer: Type ID

Customer: Name

Customer: Social Reason

Customer: CPF or CNPJ

Customer: CNPJ (if the contact is a company)

Customer: CPF (if the contact is a person)

Customer: Birthday

Customer: Next birthday

Customer: Previous birthday

Customer: Observations

Customer: Email

Customer: Website

Customer: Skype

Customer: Facebook

Customer: City

Customer: State

Customer: Country

Customer: Position

Customer: Department

Customer: Address

Customer: Address Number

Customer: Address Complement

Customer: Neighborhood

Customer: Zip Code

Customer: Zip Code abroad

Customer: Marketing Email

Customer: CNAE Code

Customer: CNAE Name

Customer: CNAE Secondary Name

Customer: Phone Numbers (comma separated)

Contacted: ID

Contact: Type ID

Contact: Name

Contact: Legal Name

Contact: Legal Registration

Contact: CNPJ

Contact: CPF

Contact: Birthday

Contact: Next birthday

Contact: Previous birthday

Contact: Observations

Contact: Email

Contact: Website

Contact: Skype

Contact: Facebook

Contact: City

Contact: State

Contact: Country

Contact: Position

Contact: Department

Contact: Address

Contact: Address Number

Contact: Address Supplement

Contact: Neighborhood

Contact: Zip Code

Contato: Zipcode

Contact: Marketing Email

Contact: CNAE Code

Contact: CNAE Name

Contact: CNAE Secondary Name

Contact: Telephone Numbers (separated by comma)

Card: ID

Card: Name

Card: Contact name

Card: Person's name

Card: Card pipeline ID

Card: ID of the deal stage on the card

Card: Card status ID

Card: Card creation date

Card: Card completion date

Card: Amount

Card: Amount negotiated at the beginning of the negotiation

Card: Card time in days

Card: Card time in hours

Products: Product Name (separated by commas)

Products: Quantity (separated by commas)

Products: Unit price (separated by commas)

Products: Discount (separated by commas)

Products: Total sales (separated by commas)

Products: Product Code (separated by commas)

Products: Name with Quantity and Units Sold

Products: Names, quantities, and unit prices (separated by commas)

Internship: ID

Internship: Name

Stage: Pipeline ID

Stage: Last stage of the pipeline?

Internship: Pipeline position

Pipeline: ID

Pipeline: Name

Pipeline: Single Unit Name

Pipeline: Plural Unit Name

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

Ploomes-icon

Create or update client

create/update a customer on Ploomes

Action

Fields in Ploomes that can receive information from other apps.

Person: Name

Person: Email

Company: Social Name

Person: CPF

Person: Position

Email do responsável

Person: Department

Person: Birthday

Person: Phone

Company: Company Name

Company: Email

Company: CNPJ

Person: Phone

Company: Origin

Company: Operating Segment

Company: Website

Company: Skype User

Company: Facebook User

Person Address: State

Person Address: City

Person Address: Street

Person Address: Number

Person Address: Complement

Person Address: Neighborhood

Person Address: Zip Code

Company Address: State

Company Address: City

Company Address: Street

Company Address: Address Number

Company Address: Address Complement

Company Address: Bairro do Address

Company Address: Zip Code

Company: CNAE Code

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

Ploomes-icon

Create or update card

create/update a card on Ploomes

Action

Fields in Ploomes that can receive information from other apps.

Choose the sellers who will be responsible for the cards created

List of sellers

Seller's email

Title Required

Start date

Amount

Initial amount

Person: Name

Person: Email

Person: Phone

Company: Social Name

Person: CPF

Company: Name

Company: Email

Company: CNPJ

Company: Website

Company: Facebook

Company Address: Street

Company Address: Number

Company Address: Complement

Company Address: Neighborhood

Company Address: Zip Code

Company Address: State

Company Address: City

Person: Birthday

Person Address: Street

Person Address: Number

Person Address: Complement

Person Address: Neighborhood

Person Address: Zip Code

Person Address: State

Person Address: City

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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 integration

    What is the integration 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 integration

    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 integration 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 integration

    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 integration between Facebook Lead Ads and Google Sheets, this step is where you will determine which contact information should fill in the spreadsheet fields.

  • Integrations 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.

Integrate Asaas + Ploomes
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 integrations, 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
Ploomes-icon

Ploomes

CRM

Ploomes is a CRM platform that works with process automation, proposal generation, orders, and contracts. Its features help organize contacts, track business opportunities, and improve the productivity of sales teams.

Integrations with Ploomes Visit Ploomes

Frequently Asked Questions

  • With Pluga, you can easily integrate Asaas com Ploomes . 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 integrating Asaas with Ploomes 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 integrations for free with the free plan. Additionally, you have the option to try all the features for 7 days at no cost to create integrations between Asaas, Ploomes, 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.