Connect PagBank with Zoho CRM
Connect PagBank with Zoho CRM to scale and automate your operations.
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Automate PagBank and Zoho CRM with Pluga integrations
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PagBank and Zoho CRM
your way
Check out the available triggers and actions in the automation of apps PagBank + Zoho CRM
Approved payment
For each approved payment on PagBank
Payment items
transaction id
reference
status
update date
update date (formatted - DD/MM/YYYY)
update date (formatted - H:M:S)
update date (formatted - DD/MM/YYYY - H:M:S)
creation date
creation date (formatted - DD/MM/YYYY)
creation date (formatted - H:M:S)
creation date (formatted - DD/MM/YYYY - H:M:S)
Date on which the transaction amount will be available in the seller's account
Date on which the transaction amount will be available in the seller's account (formatted - DD/MM/YYYY)
Date on which the transaction amount will be available in the seller's account (formatted - H:M:S)
Date on which the transaction amount will be available in the seller's account (formatted - DD/MM/YYYY - H:M:S)
total amount
total amount (formatted)
amount received
received amount (formatted)
amount of fees
amount of fees (formatted)
items id
items description
items quantity
amount items
type of payment method
the payment method
payment link
installments
Nome do titular do PIX
buyer email
buyer name
phone buyer
address street
address number
full address
address neighborhood
city address
state address
Zip Code address
Refunded payment
For each refunded payment on PagBank
Payment items
transaction id
reference
status
update date
update date (formatted - DD/MM/YYYY)
update date (formatted - H:M:S)
update date (formatted - DD/MM/YYYY - H:M:S)
creation date
creation date (formatted - DD/MM/YYYY)
creation date (formatted - H:M:S)
creation date (formatted - DD/MM/YYYY - H:M:S)
Date on which the transaction amount will be available in the seller's account
Date on which the transaction amount will be available in the seller's account (formatted - DD/MM/YYYY)
Date on which the transaction amount will be available in the seller's account (formatted - H:M:S)
Date on which the transaction amount will be available in the seller's account (formatted - DD/MM/YYYY - H:M:S)
total amount
total amount (formatted)
amount received
received amount (formatted)
amount of fees
amount of fees (formatted)
items id
items description
items quantity
amount items
type of payment method
the payment method
payment link
installments
Nome do titular do PIX
buyer email
buyer name
phone buyer
address street
address number
full address
address neighborhood
city address
state address
Zip Code address
Declined payment
For each declined payment on PagBank
Payment items
transaction id
reference
status
update date
update date (formatted - DD/MM/YYYY)
update date (formatted - H:M:S)
update date (formatted - DD/MM/YYYY - H:M:S)
creation date
creation date (formatted - DD/MM/YYYY)
creation date (formatted - H:M:S)
creation date (formatted - DD/MM/YYYY - H:M:S)
Date on which the transaction amount will be available in the seller's account
Date on which the transaction amount will be available in the seller's account (formatted - DD/MM/YYYY)
Date on which the transaction amount will be available in the seller's account (formatted - H:M:S)
Date on which the transaction amount will be available in the seller's account (formatted - DD/MM/YYYY - H:M:S)
total amount
total amount (formatted)
amount received
received amount (formatted)
amount of fees
amount of fees (formatted)
items id
items description
items quantity
amount items
type of payment method
the payment method
payment link
installments
Nome do titular do PIX
buyer email
buyer name
phone buyer
address street
address number
full address
address neighborhood
city address
state address
Zip Code address
Disputed payment
For each disputed payment on PagBank
Payment items
transaction id
reference
status
update date
update date (formatted - DD/MM/YYYY)
update date (formatted - H:M:S)
update date (formatted - DD/MM/YYYY - H:M:S)
creation date
creation date (formatted - DD/MM/YYYY)
creation date (formatted - H:M:S)
creation date (formatted - DD/MM/YYYY - H:M:S)
Date on which the transaction amount will be available in the seller's account
Date on which the transaction amount will be available in the seller's account (formatted - DD/MM/YYYY)
Date on which the transaction amount will be available in the seller's account (formatted - H:M:S)
Date on which the transaction amount will be available in the seller's account (formatted - DD/MM/YYYY - H:M:S)
total amount
total amount (formatted)
amount received
received amount (formatted)
amount of fees
amount of fees (formatted)
items id
items description
items quantity
amount items
type of payment method
the payment method
payment link
installments
Nome do titular do PIX
buyer email
buyer name
phone buyer
address street
address number
full address
address neighborhood
city address
state address
Zip Code address
Created payment
For each created payment on PagBank
Payment items
transaction id
reference
status
update date
update date (formatted - DD/MM/YYYY)
update date (formatted - H:M:S)
update date (formatted - DD/MM/YYYY - H:M:S)
creation date
creation date (formatted - DD/MM/YYYY)
creation date (formatted - H:M:S)
creation date (formatted - DD/MM/YYYY - H:M:S)
Date on which the transaction amount will be available in the seller's account
Date on which the transaction amount will be available in the seller's account (formatted - DD/MM/YYYY)
Date on which the transaction amount will be available in the seller's account (formatted - H:M:S)
Date on which the transaction amount will be available in the seller's account (formatted - DD/MM/YYYY - H:M:S)
total amount
total amount (formatted)
amount received
received amount (formatted)
amount of fees
amount of fees (formatted)
items id
items description
items quantity
amount items
type of payment method
the payment method
payment link
installments
Nome do titular do PIX
buyer email
buyer name
phone buyer
address street
address number
full address
address neighborhood
city address
state address
Zip Code address
Create or update deal
create or update a deal on Zoho CRM
Boost this flow in your workflow
With Pluga, you connect PagBank + Zoho CRM to build anything from the simplest integration to the most advanced flows, with several layers of logic.
- Basic 1
Pick the source app and the trigger
Choose which app starts the automation and which event works as the trigger. For example, "For each disputed payment on PagBank".
- Basic 2
Set the destinations and the actions
Select the apps that make up the flow with Zoho CRM and what Pluga should run automatically at each step. Example: "create or update a deal on Zoho CRM"
- Basic 3
Map the information
Point out, visually, which data from the source app should fill in each field of the destination action.
- Intermediate
Only move forward when it makes sense
Set "AND" or "OR" conditions so the automation only runs in the cases that matter
- Intermediate
Pause the flow for as long as you need
Set the automation to wait minutes, hours or days and resume the next action on its own
- Intermediate
Standardize data across apps
Adjust dates, numbers and characters to the format the next app expects to receive
- Advanced
Send data in several directions
Route each piece of data down the right path within a single flow, according to specific conditions
- Advanced
Add a code block
Run JavaScript or Python in the middle of the automation to transform data before the next step
- Advanced
Create loops
Take lists of items, go through each row and run the same action for every one of them
- Advanced
Use generative AI
Send data to an AI assistant or agent and use the response in the next step
- Advanced
Connect to (almost) any app
Send and receive data through a dedicated URL, and connect to apps that are not integrated with Pluga
- Advanced
Requests to external APIs
Query or send data to any external API inside your automation
PagBank
PaymentConnect PagBank to 133+ apps with Pluga and turn your work into a productive machine. Generate invoices as soon as a deal closes and automate what happens with payment data: notify the customer, settle it in your finance app and log it in your CRM. You can also push sales records out to keep cash flow dashboards always up to date.
Zoho CRM
CRMConnect Zoho CRM to 133+ 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.
