Connect Granatum Financeiro with RD Station CRM
Unlock the superpowers of Granatum Financeiro + RD Station CRM and automate your tasks without having to write a single line of code.
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Automate Granatum Financeiro and RD Station CRM with Pluga integrations
For each deal marked as sale on RD Station CRM, include a receipt on Granatum Financeiro
Miss an automation with this apps?
Granatum Financeiro and RD Station CRM
your way
Check out the available triggers and actions in the automation of apps Granatum Financeiro + RD Station CRM
Created deal
For each deal created on RD Station CRMHow it works:
Whenever something happens on the source app
All happening in a single automation! ✨
Created deal
For each deal created on RD Station CRM
Deal products
Deal's ID
Deal's Name
Status
Responsible User Email
Pipeline ID
Sales pipeline
Stage ID
Sales pipeline stage
Responsible ID
Responsible User
Contact name
Contact Position
Contact Email
Contact Phone
Contact's Birthday
Unique amount
Recurrence Value (monthly)
Total Value
Created At
Updated At
Closed At
Expected close date
Rating
Source Name
Campaign Name
Company ID
Company Name
Company URL
Company's adress
Company segments (comma separated)
Seller team names (separated by comma)
Company user id number
Company username
Deal tasks (separated by commas and line breaks)
Deal notes (separated by commas and line breaks)
Last deal note
Product names (separated by commas)
Descrições dos produtos (separados por vírgula)
Product IDs (separated by commas)
Product quantities (separated by comma)
Full discount on products
Product prices (separated by comma)
Product Totals
Product Names, Descriptions, Quantities and Prices (separated by comma)
Net Total Products
For every task created
For each task created on RD Station CRMHow it works:
Whenever something happens on the source app
All happening in a single automation! ✨
For every task created
For each task created on RD Station CRM
Task's ID
Task's Type
Task's Subject
Task's Notes
Task's Status
Completion Date
Due Date
Deal's ID
Creator ID
Created At
Updated At
Owner ID
Responsible Name
Responsible Email
Deal ID
Task-related deal name
Total deal amount related to the task
Pipeline Name
Task-related deal pipeline stage name
Company Name
Company Website
Contact Name
Contact Email
Contact Phone
Contact Title
Lost deal
For each closed deal lost on RD Station CRMHow it works:
Whenever something happens on the source app
All happening in a single automation! ✨
Lost deal
For each closed deal lost on RD Station CRM
Deal products
Deal's ID
Deal's Name
Status
Responsible user email
Pipeline ID
Sales pipeline
Stage ID
Sales pipeline stage
Responsible ID
Responsible User
Contact name
Contact Position
Contact Email
Contact Phone
Contact's Birthday
Unique amount
Recurrence Value (monthly)
Total Value
Created At
Updated At
Closed At
Expected close date
Rating
Source Name
Campaign Name
Company ID
Company Name
Company URL
Company's adress
Company segments (comma separated)
Seller team names (separated by comma)
Company user id number
Company username
Deal tasks (separated by commas and line breaks)
Deal notes (separated by commas and line breaks)
Last deal note
Product names (separated by commas)
Descrições dos produtos (separados por vírgula)
Product IDs (separated by commas)
Product quantities (separated by comma)
Full discount on products
Product prices (separated by comma)
Product Totals
Product Names, Descriptions, Quantities and Prices (separated by comma)
Net Total Products
Lost Reason
Created contact
For each created contact on RD Station CRMHow it works:
Whenever something happens on the source app
All happening in a single automation! ✨
Created contact
For each created contact on RD Station CRM
Contact's ID
Contact's Name
Contact position
Contact's birthday
Primary Email
First contact phone number
Contact emails (separated by comma)
Contact phone numbers (separated by comma)
Facebook (Username)
LinkedIn (Username)
Company Name
Company Website
Company Description
Company Owner Name
Company Followers
Created At
Updated At
Deal marked as won
For each deal marked as sale on RD Station CRMHow it works:
Whenever something happens on the source app
All happening in a single automation! ✨
Deal marked as won
For each deal marked as sale on RD Station CRM
Deal products
Deal's ID
Deal's Name
Status
Responsible user email
Pipeline ID
Sales pipeline
Stage ID
Sales pipeline stage
Responsible ID
Responsible User
Contact name
Contact Position
Contact Email
Contact Phone
Contact's Birthday
Unique amount
Recurrence Value (monthly)
Total Value
Created At
Updated At
Closed At
Expected close date
Rating
Source Name
Campaign Name
Company ID
Company Name
Company URL
Company's adress
Company segments (comma separated)
Seller team names (separated by comma)
Company user id number
Company username
Deal tasks (separated by commas and line breaks)
Deal notes (separated by commas and line breaks)
Last deal note
Product names (separated by commas)
Descrições dos produtos (separados por vírgula)
Product IDs (separated by commas)
Product quantities (separated by comma)
Full discount on products
Product prices (separated by comma)
Product Totals
Product Names, Descriptions, Quantities and Prices (separated by comma)
Net Total Products
Include payment related to fee
include a payment on Granatum Financeiro for refund feeHow it works:
Whenever something happens on the source app
1.
All happening in a single automation! ✨
Include payment related to fee
include a payment on Granatum Financeiro for refund fee
description Required
Amount Required
due date Required
Select account Required
Select the category Required
payday
date of competence
Pay Automatically
Select the cost/profit center
Select payment method
Select the supplier
Reps
observation
Supplier updates
supplier email
provider's name
Create or update company
create or update a company on RD Station CRMHow it works:
Whenever something happens on the source app
1.
All happening in a single automation! ✨
Create or update company
create or update a company on RD Station CRM
Company Name Required
Company responsible user Required
Update organization owner
Company URL
Company Summary
Create or update deal (multiple items)
create or update a deal in RD Station CRMHow it works:
Whenever something happens on the source app
1.
All happening in a single automation! ✨
Create or update deal (multiple items)
create or update a deal in RD Station CRM
Distribute new deals
Select sellers
User email
User name
Deal owner update logic
Team that will receive deals
Deal Name Required
Deal owner
Deal Qualification
Source selection mode
Source Name
Source Name
Campaign selection mode
Name of the Campaign/Marketing Action
Campaign Name
Deal forecast date
Deal Status
Deal loss reason
Contact name
Contact Position
Contact e-mail
Contact phone
Contact Birthday
Company/Customer Name
Organization owner
Update organization owner
Company website URL
Company Resume
Task's subject
Task's owner
Task's date and time
Task's type
Task's notes
Created by
Deal's note
Product: Discount Type
Products
Products
Search Organizations
Search Organizations on RD Station CRMHow it works:
Whenever something happens on the source app
1.
All happening in a single automation! ✨
Search Organizations
Search Organizations on RD Station CRM
Search field
Search term
Result limit
No company found?
Criar tarefa
Create task in RD Station CRMHow it works:
Whenever something happens on the source app
1.
All happening in a single automation! ✨
Criar tarefa
Create task in RD Station CRM
Deal ID Required
Task type Required
Subject Required
Date and time Required
Assignee
Include receipt
include a receipt on Granatum FinanceiroHow it works:
Whenever something happens on the source app
1.
All happening in a single automation! ✨
Include receipt
include a receipt on Granatum Financeiro
description Required
Amount Required
due date Required
Select account Required
Select the category Required
Select the type of document
document number
payday
date of competence
Pay Automatically
Select the cost/profit center
Select payment method
Reps
observation
Contact updates
customer email
customer name
customer phone
Customer's trade name
Customer document
Create or update contact
create or update a contact on RD Station CRMHow it works:
Whenever something happens on the source app
1.
All happening in a single automation! ✨
Create or update contact
create or update a contact on RD Station CRM
Contact name Required
Contact Position
Contact e-mail
Contact phone
Contact Birthday
Company Name
Organization Owner ID
Update organization owner
Company URL
Company Resume
Search deals
Search deals on RD Station CRMHow it works:
Whenever something happens on the source app
1.
All happening in a single automation! ✨
Search deals
Search deals on RD Station CRM
Search field
Search term
Result limit
No deals found?
Get deal by ID or Email
Get deal by ID or Email on RD Station CRMHow it works:
Whenever something happens on the source app
1.
All happening in a single automation! ✨
Get deal by ID or Email
Get deal by ID or Email on RD Station CRM
ID or Email Required
Add or update customer
add/update a customer on Granatum FinanceiroHow it works:
Whenever something happens on the source app
All happening in a single automation! ✨
Add or update customer
add/update a customer on Granatum Financeiro
Document and e-mail address
Name Required
Fantasy name
Document
State registration
Municipal registration
Telephone
Street address
Address no.
Full address
Neighborhood
Zip Code
Estado
Cidade
Observation
Supplier
Create or update deal (single item)
create/update a deal on RD Station CRMHow it works:
Whenever something happens on the source app
1.
All happening in a single automation! ✨
Create or update deal (single item)
create/update a deal on RD Station CRM
Distribute new deals
Select sellers
User email
User name
Deal owner update logic
Team that will receive deals
Deal name Required
Deal Owner
Deal Qualification
Source selection mode
Source Name
Source Name
Campaign selection mode
Name of the Campaign/Marketing Action
Campaign Name
Deal forecast date
Deal Status
Deal loss reason
Contact name
Contact Position
Contact e-mail
Contact phone
Contact Birthday
Company/Customer Name
Company Owner
Update organization owner
Company website URL
Company Resume
Product/Service Name
Product/service description
Product/Service Price
Product/Service Quantity
Product discount type
Product discount
Task's subject
Task's owner
Task's date and time
Task's type
Task's notes
Created by
Deal Note
Search contacts
Search Contact on RD Station CRMHow it works:
Whenever something happens on the source app
1.
All happening in a single automation! ✨
Search contacts
Search Contact on RD Station CRM
Search field
Search term
Result limit
No contacts found?
Mark deal as won
Mark a deal as won in RD Station CRM.How it works:
Whenever something happens on the source app
1.
All happening in a single automation! ✨
Mark deal as won
Mark a deal as won in RD Station CRM.
Deal ID Required
Note
How the Granatum Financeiro and RD Station CRM integration works
Trusted by over 10.000 amazing companies
Granatum Financeiro
AccountingConnect Granatum Financeiro to 131+ apps with Pluga and turn your work into a productive machine. Automate income and expense entries, settle receipts as soon as payment clears and keep payables and receivables current — without spending hours closing the month by hand.
Integrations with Granatum Financeiro See more integrations with Accounting Visit Granatum Financeiro RD Station CRM
CRMConnect RD Station CRM to 131+ apps with Pluga and turn your work into a productive machine. Register leads from every channel automatically, move deals along on their own, generate contracts and invoices, fire personalized follow-ups at the right moment and keep your pipeline always up to date.
Integrations with RD Station CRM See more integrations with CRM Visit RD Station CRM