Connect Nibo with RD Station CRM

Unlock the superpowers of Nibo + RD Station CRM and automate your tasks without having to write a single line of code.

Nibo and RD Station CRM
your way

Check out the available triggers and actions in the integration of apps Nibo + RD Station CRM and build your automation

RD Station CRM-icon

Created opportunity

For each opportunity created on RD Station CRM

Trigger

Information from RD Station CRM that can be used and sent to other apps.

Deal's ID

Opportunity Name

Responsible User

Responsible User Email

Sales pipeline

Sales pipeline stage

Contact name

Contact Position

Contact Email

Contact Phone

Contact's Birthday

Campaign Name

Source Name

Reason for Loss

Company Name

Company's adress

Company user id number

Company username

Company URL

Company segments (comma separated)

Seller team ID (separated by comma)

Organization contact emails (comma separated)

Opportunity tasks (separated by commas and line breaks)

Opportunity notes (separated by commas and line breaks)

Last opportunity note

Company ID

Product names (separated by commas)

Product descriptions (comma separated)

Product IDs (separated by commas)

Product quantities (separated by comma)

Product prices (separated by comma)

Product Names, Descriptions, Quantities and Prices (separated by comma)

Total Gross Products

Total Discount

Unique amount

Recurring amount

Total amount

Qualification

Opportunity Win

Paused Opportunity

Creation date

Closing date

Closing Forecast

Created At in the format 'yyyy-mm-dd'

Created At in the format 'dd/mm/yyyy'

Creation date formatted in 'yyyy-mm-dd HH:mm:ss'

Closed At in the format 'yyyy-mm-dd'

Closed At in the format 'dd/mm/yyyy'

Closing date formatted in 'yyyy-mm-dd HH:mm:ss'

Prediction date in the format 'yyyy-mm-dd'

Prediction date in the format 'dd/mm/yyyy'

Forecast closing date formatted in 'yyyy-mm-dd HH:mm:ss'

Date and time the opportunity entered the selected Stage

Date on which the opportunity entered the selected stage formatted as 'yyyy-mm-dd'

Date on which the opportunity entered the selected stage formatted as 'dd/mm/yyyy'

RD Station CRM-icon

Opportunity moved to specific stage in pipeline

For each opportunity moved to a certain stage in the RD Station CRM funnel

Trigger

Information from RD Station CRM that can be used and sent to other apps.

Deal's ID

Opportunity Name

Responsible user name

Email of the responsible user

Sales pipeline

Sales pipeline stage

Contact name

Contact position

Contact Email

Contact Phone

Contact's Birthday

Campaign Name

Source Name

Reason for Loss

Company Name

Company's adress

Company user id number

Company username

Company URL

Company segments (comma separated)

Seller team ID (separated by comma)

Organization contact emails (comma separated)

Opportunity tasks (separated by commas and line breaks)

Opportunity notes (separated by commas and line breaks)

Last opportunity note

Company ID

Product names (separated by comma)

Product descriptions (comma separated)

Product IDs (separated by comma)

Product quantities (separated by commas)

Product prices (separated by comma)

Product names, descriptions, quantities and prices (separated by commas)

Gross total of products

Full discount

Unique amount

Recurring amount

Total amount

Qualification

Negotiation Wins

Paused Trading

Creation date

Closing date

Estimated closing date

Created At in the format 'yyyy-mm-dd'

Created At in the format 'dd/mm/yyyy'

Creation date formatted in 'yyyy-mm-dd HH:mm:ss'

Closed At in the format 'yyyy-mm-dd'

Closed At in the format 'dd/mm/yyyy'

Closing date formatted in 'yyyy-mm-dd HH:mm:ss'

Prediction date in the format 'yyyy-mm-dd'

Prediction date in the format 'dd/mm/yyyy'

Forecast closing date formatted in 'yyyy-mm-dd HH:mm:ss'

Date and time the opportunity entered the selected Stage

Date on which the opportunity entered the selected stage formatted as 'yyyy-mm-dd'

Date on which the opportunity entered the selected stage formatted as 'dd/mm/yyyy'

RD Station CRM-icon

Lost opportunity

For each closed deal lost on RD Station CRM

Trigger

Information from RD Station CRM that can be used and sent to other apps.

Deal's ID

Opportunity Name

Responsible user

Email of the responsible user

Sales pipeline

Sales pipeline stage

Contact name

Contact position

Contact email

Contact phone

Contact's birthday

Campaign Name

Source Name

Reason for Loss

Company Name

Company's adress

Company user id number

Company username

Company URL

Organization segments (comma separated)

Seller team ID (separated by comma)

Organization contact emails (comma separated)

Opportunity tasks (separated by commas and line breaks)

Opportunity notes (separated by commas and line breaks)

Last opportunity note

Company ID

Product names (separated by commas)

Product descriptions (comma separated)

Product IDs (separated by commas)

Product quantities (separated by comma)

Product prices (separated by comma)

Product names, descriptions, quantities and prices (separated by commas)

Gross total of products

Full discount

Unique Amount

Recurring Amount

Total amount

Qualification

Opportunity Win

Paused Trading

Creation date

Closing date

Estimated closing date

Created At in the format 'yyyy-mm-dd'

Created At in the format 'dd/mm/yyyy'

Creation date formatted in 'yyyy-mm-dd HH:mm:ss'

Closed At in the format 'yyyy-mm-dd'

Closed At in the format 'dd/mm/yyyy'

Closing date formatted in 'yyyy-mm-dd HH:mm:ss'

Prediction date in the format 'yyyy-mm-dd'

Prediction date in the format 'dd/mm/yyyy'

Forecast closing date formatted in 'yyyy-mm-dd HH:mm:ss'

Date and time the opportunity entered the selected Stage

Date on which the opportunity entered the selected stage formatted as 'yyyy-mm-dd'

Date on which the opportunity entered the selected stage formatted as 'dd/mm/yyyy'

RD Station CRM-icon

For every task created

For each task created on RD Station CRM

Trigger

Information from RD Station CRM that can be used and sent to other apps.

Task ID

Task type

Task subject

Task-related opportunity name

Task-related opportunity pipeline stage name

Task-related opportunity creation date

Total opportunity amount related to the task

Task date and time

Task's date and time (BR timezone)

Task date

Task time

Task notes

Task completion date

Name of the company related to the task

Address of the company related to the task

Names of contacts related to the task (separated by commas)

Job titles of contacts related to the task, separated by commas

Emails from contacts related to the task, separated by a comma and vertical bar

Contact emails related to the task, separated by commas

Telephone numbers of contacts related to the task, separated by commas

Names, positions, emails and telephone numbers of contacts related to the task, separated by commas

Name of users related to the task

Email of users related to the task

Task completion status

RD Station CRM-icon

Opportunity marked as sale

For each opportunity marked as sale on RD Station CRM

Trigger

Information from RD Station CRM that can be used and sent to other apps.

Deal's ID

Opportunity Name

Responsible User

Responsible User Email

Sales pipeline

Sales Pipeline Stage

Contact name

Contact Position

Contact Email

Contact Phone

Contact's Birthday

Campaign Name

Source Name

Reason for Loss

Company Name

Company's adress

Company user id number

Company username

Company URL

Company segments (comma separated)

Seller team ID (separated by comma)

Organization contact emails (comma separated)

Opportunity tasks (separated by commas and line breaks)

Opportunity notes (separated by commas and line breaks)

Last opportunity note

Company ID

Product names (separated by comma)

Product descriptions (comma separated)

Product IDs (separated by comma)

Product quantities (separated by comma)

Product prices (separated by comma)

Product names, descriptions, quantities and prices (separated by commas)

Gross total of products

Full discount

Unique Amount

Recurring Amount

Total Amount

Qualification

Negotiation Wins

Paused Trading

Creation date

Closing date

Estimated closing date

Created At in the format 'yyyy-mm-dd'

Created At in the format 'dd/mm/yyyy'

Creation date formatted in 'yyyy-mm-dd HH:mm:ss'

Closed At in the format 'yyyy-mm-dd'

Closed At in the format 'dd/mm/yyyy'

Closing date formatted in 'yyyy-mm-dd HH:mm:ss'

Prediction date in the format 'yyyy-mm-dd'

Prediction date in the format 'dd/mm/yyyy'

Forecast closing date formatted in 'yyyy-mm-dd HH:mm:ss'

Date and time the opportunity entered the selected Stage

Date on which the opportunity entered the selected stage formatted as 'yyyy-mm-dd'

Date on which the opportunity entered the selected stage formatted as 'dd/mm/yyyy'

RD Station CRM-icon

Created contact

For each created contact on RD Station CRM

Trigger

Information from RD Station CRM that can be used and sent to other apps.

Contact ID

Contact name

Contact position

Contact's birthday

Contact Linkedin

Contact-related opportunities

Contact emails (separated by comma)

Contact phone numbers (separated by comma)

First contact phone number

Organization of contact

Contact organization website

Address of the contact organization

Nibo-icon

Generate account receivable

generate an account receivable on Nibo

Action

Fields in Nibo that can receive information from other apps.

Company Required

description Required

reference

Amount Required

Scheduling Required

Due date Required

Category Required

Cost center selection

Cost center id

Cost center description

Number of installments

Customer name. Required

Customer email.

Customer Document Number.

Customer phone number.

Customer's cell phone.

Customer address

Customer address number

Customer address complement

Customer address neighborhood

City of customer address

Customer address state

Customer address Zip Code

Country of customer address

Nibo-icon

Include expense

include an expense on Nibo

Action

Fields in Nibo that can receive information from other apps.

Company Required

Account Required

Category Required

Cost center selection

Cost Centers

Cost center description

Amount Required

Entry date Required

description Required

Provider's name. Required

Supplier email.

Supplier Document Number.

Supplier's telephone number.

Supplier's cell phone.

Supplier address

Supplier address number

Supplier address supplement

Supplier address neighborhood

City of supplier address

Supplier address state

Supplier address Zip Code

Country of supplier address

RD Station CRM-icon

Create or update contact

create or update a contact on RD Station CRM

Action

Fields in RD Station CRM that can receive information from other apps.

Contact name Required

Update contact based on

Contact Email

Contact Phone

Contact Position

Organization Name

Organization URL

Contact's Birthday

Nibo-icon

Register customer

register the customer on Nibo

Action

Fields in Nibo that can receive information from other apps.

Company Required

Name Required

Email

Document

Customer phone number.

Customer's cell phone.

Customer address

Customer address number

Customer address complement

Customer address neighborhood

City of customer address

Customer address state

Customer address Zip Code

Country of customer address

Nibo-icon

Register vendor

register the vendor on Nibo

Action

Fields in Nibo that can receive information from other apps.

Company Required

Name Required

Email

Document

Customer phone number.

Customer's cell phone.

Customer address

Customer address number

Customer address complement

Customer address neighborhood

City of customer address

Customer address state

Customer address Zip Code

Country of customer address

RD Station CRM-icon

Create or update company

create or update a company on RD Station CRM

Action

Fields in RD Station CRM that can receive information from other apps.

Company Name Required

Company URL

Company Summary

Nibo-icon

Include receipt

include a receipt on Nibo

Action

Fields in Nibo that can receive information from other apps.

Company Required

Account Required

Category Required

Cost center selection

Cost Centers

value

Amount Required

Entry date Required

description Required

Customer name. Required

Customer email.

Customer Document Number.

Customer phone number.

Customer's cell phone.

Customer address

Customer address number

Customer address complement

Customer address neighborhood

City of customer address

Customer address state

Customer address Zip Code

Country of customer address

RD Station CRM-icon

Create or update opportunity

create/update an opportunity on RD Station CRM

Action

Fields in RD Station CRM that can receive information from other apps.

Distribute new deals

Select sellers

Team that will receive opportunities

Email of the Responsible

Atualização de oportunidades

Deal owner update logic

Update criteria for negotiations

Opportunity name Required

Deal forecast date

Opportunity Qualification

Opportunity status

Contact updates

Company/Customer Name

Company website URL

Contact name Required

Contact Phone

Contact Email

Contact Position

Source Name

Name of the Campaign/Marketing Action

Product/Service Name

Product/service description

Product/Service Price

Product/Service Quantity

Product discount type

Product discount

Task Subject

Task date

Task type

Assignment Notes

Opportunity Note

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Automate Nibo and RD Station CRM
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 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 Nibo + RD Station CRM
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
Nibo-icon

Nibo

Accounting

Nibo is a simple robust financial management system for small and medium-sized businesses. Among other features, the platform allows the unification of accounting file formats and their sharing between the company and the accountant, acting as an intermediary to save you time. This way, every manager can have their finances and accounting online, organized, and efficient.

Integrations with Nibo Visit Nibo
RD Station CRM-icon

RD Station CRM

CRM

RD Station CRM is the CRM module of the RD Station platform. It offers tools for customer relationship management, sales automation, analytics, and integration with other digital marketing apps.

Integrations with RD Station CRM Visit RD Station CRM

Frequently Asked Questions

  • With Pluga, you can easily integrate Nibo com RD Station CRM . 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 Nibo with RD Station CRM 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 Nibo, RD Station CRM, 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.