Connect PipeRun with Asaas

Connect PipeRun with Asaas to scale and automate your operations.

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

Trigger
PipeRun

Won opportunity

For each won opportunity on PipeRun

Last proposal items

Opportunity ID

Title the opportunity

Opportunity owner email

Name of opportunity owner

Opportunity creation date

Closing date

Bin

Frozen

Hash

Amount

Recurring Amount (MRR)

Tags

Company: ID

Company: Name

Company: CNPJ

Person: ID

Person: Name

Person: Email

Person: Phone

Person: CPF

Company: Social Name

Pipeline

Deal stage

Origin of the opportunity

Person: Position

Person: Birthday

Person: Public place

Person: Address Number

Person: Zip Code

Person: Address Complement

Person: Neighborhood

Person: UF

Person: City

Person: Website

Person: Facebook

Person: LinkedIn

Company: State Registration

Company: Company Type

Company: Telephone

Company: Email

Company: Logradouro

Company: Address Number

Company: Zip Code

Company: Address Complement

Company: Neighborhood

Company: UF

Company: City

Company: Company Status

Company: Company Status

Empresa: Status Touch

Company: C-Sat/NPS Score

Company: Date of foundation

Company: Email to send the invoice

Company: Share Capital

Company: Website

Company: Facebook

Company: LinkedIn

Last proposal: Amount

Last proposal: Introduction

Last proposal: Observation

Last proposal: Url

Latest proposal: Creation date

Last proposal: Update date

Last proposal: Due date

Latest proposal: MRR due date

Last proposal: Number of installments

Last proposal: Number of installments (MRR)

Last proposal: Interval between installments

Latest proposal: Deadline for the first installment

Last proposal: Currency name

Latest proposal: Country of currency

Latest proposal: Currency symbol

Last proposal: Shipping Amount

Last proposal: Total amount of items added without discounts

Last proposal: Total amount of the item discount

Last proposal: Total discount amount

Last proposal: Name, amount and quantity of items separated by commas

Last proposal: comma-separated item names

Last proposal: amount of items separated by comma

Last proposal: quantity of items separated by commas

Last proposal: code for items separated by commas

Last proposal: items' descriptions (comma-separated)

Last proposal: MRR item names (comma-separated)

Last proposal: P&S item names (comma-separated)

Last proposal: expected delivery date

Last proposal: expected delivery date

Last proposal: name

Last proposal: Purchase order

Last proposal: First payment date

Last proposal: First payment date (MRR)

Last proposal: Down payment percent

Last proposal: Payment method

Last proposal: Payment method (MRR)

Emails of people and contact separated by comma

Official carrier name

Carrier name

CNPJ of the carrier

Carrier Zip Code

Carrier address

Carrier address number

Carrier address supplement

Download attachment links

Trigger
PipeRun

Opportunity lost

For each lost opportunity on PipeRun

Last proposal items

id

Opportunity title

Reason for loss

Opportunity owner’s email

Name of opportunity owner

Creation date

Closing date

Bin

Frozen

Hash

Amount

Recurring Amount (MRR)

Tags

Company: ID

Company: Name

Company: CNPJ

Person: ID

Person: Name

Person: Email

Person: Phone

Person: CPF

Company: Social Name

Pipeline

Deal stage

Origin of the opportunity

Person: Position

Person: Birthday

Person: Public place

Person: Address Number

Person: Zip Code

Person: Address Complement

Person: Neighborhood

Person: UF

Person: City

Person: Website

Person: Facebook

Person: LinkedIn

Company: State Registration

Company: Company Type

Company: Telephone

Company: Email

Company: Logradouro

Company: Address Number

Company: Zip Code

Company: Address Complement

Company: Neighborhood

Company: UF

Company: City

Company: Company Status

Company: Company Status

Empresa: Status Touch

Company: C-Sat/NPS Score

Company: Date of foundation

Company: Email to send the invoice

Company: Share Capital

Company: Website

Company: Facebook

Company: LinkedIn

Last proposal: Amount

Last proposal: Introduction

Last proposal: Observation

Last proposal: Url

Latest proposal: Creation date

Last proposal: Update date

Last proposal: Due date

Latest proposal: MRR due date

Last proposal: Number of installments

Last proposal: Number of installments (MRR)

Last proposal: Interval between installments

Latest proposal: Deadline for the first installment

Last proposal: Currency name

Latest proposal: Country of currency

Latest proposal: Currency symbol

Last proposal: Shipping Amount

Last proposal: Total amount of items added without discounts

Last proposal: Total amount of the item discount

Last proposal: Name, amount and quantity of items separated by commas

Last proposal: comma-separated item names

Last proposal: amount of items separated by comma

Last proposal: quantity of items separated by commas

Last proposal: code for items separated by commas

Last proposal: expected delivery date

Last proposal: expected delivery date

Last proposal: name

Last proposal: Purchase order

Emails of people and contact separated by comma

Official carrier name

Carrier name

CNPJ of the carrier

Carrier Zip Code

Carrier address

Carrier address number

Carrier address supplement

Download attachment links

Trigger
Asaas

Reversed payment

For each refunded payment on Asaas

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

Person type

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'

Customer state inscription

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

Payment description (without installments)

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

Installment number

Subscription: creation date

Subscription: next due date

Subscription: billing cycle

Subscription: description

Subscription: value

Split values by wallet (comma-separated)

Split wallet IDs (comma-separated)

Trigger
Asaas

Confirmed payment

For each confirmed payment on Asaas

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

Person type

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

Customer state inscription

Discount value

Discount due date limit days

Discount type

Interest value

Fine percentage

Billing type

Status

Payment description

Payment original value

Payment description (without installments)

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

Installment number

Subscription: creation date

Subscription: next due date

Subscription: billing cycle

Subscription: description

Subscription: value

Split values by wallet (comma-separated)

Split wallet IDs (comma-separated)

Withdrawal available at (Valid only for credit card)

Trigger
Asaas

New financial statement transaction

New financial statement transaction in Asaas

Transaction ID

Transaction amount

Transaction type

Transaction date

Transaction description

Balance after transaction

Related payment ID

Related transfer ID

Trigger
PipeRun

Moved opportunity

When an opportunity reaches a certain funnel stage on PipeRun

Last proposal items

Opportunity ID

Opportunity title

Reason for loss

Opportunity owner’s email

Name of opportunity owner

Creation date

Moved in

Closing date

Bin

Frozen

Hash

Amount

Recurring Amount (MRR)

Tags

Company: ID

Company: Name

Company: CNPJ

Person: ID

Person: Name

Person: Email

Person: Phone

Person: CPF

Company: Social Name

Pipeline

Deal stage

Origin of the opportunity

Person: Position

Person: Birthday

Person: Public place

Person: Address Number

Person: Zip Code

Person: Address Complement

Person: Neighborhood

Person: UF

Person: City

Person: Website

Person: Facebook

Person: LinkedIn

Company: State Registration

Company: Company Type

Company: Telephone

Company: Email

Company: Logradouro

Company: Address Number

Company: Zip Code

Company: Address Complement

Company: Neighborhood

Company: UF

Company: City

Company: Company Status

Company: Company Status

Empresa: Status Touch

Company: C-Sat/NPS Score

Company: Date of foundation

Company: Email to send the invoice

Company: Share Capital

Company: Website

Company: Facebook

Company: LinkedIn

Last proposal: Amount

Last proposal: Introduction

Last proposal: Observation

Last proposal: URL

Latest proposal: Creation date

Last proposal: Update date

Last proposal: Due date

Latest proposal: MRR due date

Last proposal: Number of installments

Last proposal: Number of installments (MRR)

Last proposal: Interval between installments

Latest proposal: Deadline for the first installment

Last proposal: Currency name

Latest proposal: Country of currency

Latest proposal: Currency symbol

Last proposal: Shipping Amount

Last proposal: Total amount of items added without discounts

Last proposal: Total amount of the item discount

Last proposal: Name, amount and quantity of items separated by commas

Last proposal: comma-separated item names

Last proposal: amount of items separated by comma

Last proposal: quantity of items separated by commas

Last proposal: code for items separated by commas

Last proposal: expected delivery date

Last proposal: expected delivery date

Last proposal: name

Last proposal: Purchase order

Emails of people and contact separated by comma

Official carrier name

Carrier name

CNPJ of the carrier

Carrier Zip Code

Carrier address

Carrier address number

Carrier address supplement

Download attachment links

Trigger
PipeRun

For each created contact

For each created contact on PipeRun

Contact: ID

Contact: Name

Contact: Address

Contact: Address number

Contact: Address Complement

Contact: District

Contact: Postal code

Contact: Website

Contact: Status

Contact: Created at

Contact: Email

Contact: Telephone

Contact: Email for invoice [only legal person]

Contact: CPF

Contact: CNPJ

Contact: State registration [only legal person]

Trigger
Asaas

Overdue payment

For each overdue payment on Asaas

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

Person type

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'

Customer state inscription

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

Payment description (without installments)

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

Installment number

Subscription: creation date

Subscription: next due date

Subscription: billing cycle

Subscription: description

Subscription: value

Split values by wallet (comma-separated)

Split wallet IDs (comma-separated)

Trigger
Asaas

Payment received

For each received payment on Asaas

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

Person type

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

Customer state inscription

Discount value

Discount due date limit days

Discount type

Interest value

Fine percentage

Billing type

Status

Payment description

Payment original value

Payment description (without installments)

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

Installment number

Subscription: creation date

Subscription: next due date

Subscription: billing cycle

Subscription: description

Subscription: value

Split values by wallet (comma-separated)

Split wallet IDs (comma-separated)

Withdrawal available at

Trigger
Asaas

Invoice event

Invoice event in Asaas

Invoice ID

Event that fired the automation

Invoice status

Status description

Fiscal document type

Customer ID

Invoice value

Invoice deductions

Effective date

Service description

Invoice observations

Estimated taxes description

Municipal service code

Municipal service name

Customer retains ISS?

ISS rate

COFINS rate

CSLL rate

INSS rate

IR rate

PIS rate

Invoice PDF URL

Invoice XML URL

RPS serial number

RPS number

Invoice number

Validation code

Linked payment ID

Linked installment ID

Trigger
PipeRun

Opportunity created

For each added opportunity on PipeRun

Last proposal items

Opportunity ID

Opportunity title

Reason for loss

Opportunity owner’s email

Name of opportunity owner

Creation date

Closing date

Bin

Frozen

Hash

Amount

Recurring Amount (MRR)

Tags

Company: ID

Company: Name

Company: CNPJ

Person: ID

Person: Name

Person: Email

Person: Phone

Person: CPF

Company: Social Name

Pipeline

Deal stage

Origin of the opportunity

Person: Position

Person: Birthday

Person: Public place

Person: Address Number

Person: Zip Code

Person: Address Complement

Person: Neighborhood

Person: City

Person: UF

Person: Website

Person: Facebook

Person: LinkedIn

Company: State Registration

Company: Company Type

Company: Telephone

Company: Email

Company: Logradouro

Company: Address Number

Company: Zip Code

Company: Address Complement

Company: Neighborhood

Company: UF

Company: City

Company: Company Status

Company: Company Status

Empresa: Status Touch

Company: C-Sat/NPS Score

Company: Date of foundation

Company: Email to send the invoice

Company: Share Capital

Company: Website

Company: Facebook

Company: LinkedIn

Last proposal: Amount

Last proposal: Introduction

Last proposal: Observation

Last proposal: URL

Latest proposal: Creation date

Last proposal: Update date

Last proposal: Due date

Latest proposal: MRR due date

Last proposal: Number of installments

Last proposal: Number of installments (MRR)

Last proposal: Interval between installments

Latest proposal: Deadline for the first installment

Last proposal: Currency name

Latest proposal: Country of currency

Latest proposal: Currency symbol

Last proposal: Shipping Amount

Last proposal: Total amount of items added without discounts

Last proposal: Total amount of the item discount

Last proposal: Name, amount and quantity of items separated by commas

Last proposal: comma-separated item names

Last proposal: amount of items separated by comma

Last proposal: quantity of items separated by commas

Last proposal: code for items separated by commas

Last proposal: expected delivery date

Last proposal: expected delivery date

Last proposal: name

Last proposal: Purchase order

Emails of people and contact separated by comma

Official carrier name

Carrier name

CNPJ of the carrier

Carrier Zip Code

Carrier address

Carrier address number

Carrier address supplement

Download attachment links

Trigger
Asaas

Created payment

For each created payment on Asaas

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

Person type

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'

Customer state inscription

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

Payment description (without installments)

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 ID

Number of payment installments

Installment number

Subscription: creation date

Subscription: next due date

Subscription: billing cycle

Subscription: description

Subscription: value

Split values by wallet (comma-separated)

Split wallet IDs (comma-separated)

Date the withdrawal becomes available

Trigger
Asaas

Created subscription

For each created subscription on Asaas

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'

Trigger
Asaas

Card payment declined or refused

Card payment declined or refused in Asaas

Payment ID

Customer ID

Payment value

Payment net value

Billing type

Status

Payment due date

Payment date created

Payment description

External payment reference

Invoice URL

Invoice number

Payment original value

Installment number

Credit card brand

Credit card last digits

Credit card token

Action
PipeRun

Create/update deal (single item)

add or update an opportunity on PipeRun

Distribute new deal

Select sellers

Opportunity owner’s email

Deal owner update logic

Deal stage update logic

Reopen closed deals

Opportunity title Required

Opportunity Tags

Origin: Type

Origin

Origin name

Description

Observation

Note

Reason for closing the deal

Update contact based on

Persons name Required

Person's email

Person's Telephone

Person's CPF

Deal amount

Recurring Amount

Company Name

Company's Corporate Name

Reason for loss

Opportunity closing forecast

Person: Position

Person: Public place

Person: Address number

Person: Zip Code

Person: Address Complement

Person: Neighborhood

Person: City

Person: State (UF)

Person: Website

Person: Facebook

Person: LinkedIn

Company: State Registration

Type of Company

Company Telephone

Company Email

Company CNPJ

Company: Logradouro

Company: Address number

Company: Zip Code

Company: Address Complement

Company: Neighborhood

Company: City

Company: State

Company Status

Company Status

Company: Modelo Touch

Company: C-Sat/NPS Score

Company: Date of foundation

Company: Email to send the invoice

Company: Capital Social

How do you want to fill the segment field?

Company: Segment

Segment name

Company: Website

Company: Facebook

Company: LinkedIn

Create proposal

Proposal: Proposal type

Proposal: Template

Proposal: Expiration date

Proposal: Item type

Proposal: Payment method

Proposal: Number of installments

Proposal: First payment date

Proposal: Down payment percentage

Proposal: Days between down payment and first installment

Proposal: Day of the month on which each installment will be due

Proposal: Days between each installment

Proposal: Payment method

Proposal: First payment date

Proposal: Day of the month on which each installment will be due

Proposal: Discount type

Proposal: Discount value

Proposal duration (MRR)

Proposal: Introduction

Proposal: Notes

Proposal: Name of the item

Proposal: Item code

Proposal: Quantity of the item

Proposal: Item value

Action
Asaas

Generate billing

generate a billing on Asaas

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: Description

Split: Types of subaccounts for payment splittingAccount selection method

Splits

Splits

Payment method selection criteria

Billing: Payment method

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

Provider: Notification channels to be enabled

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

Premium Action
Asaas

Schedule/issue invoice

Schedule/issue an invoice on Asaas

Customer: Name Required

Customer: CPF/CNPJ Required

Invoice: Amount Required

Authorize invoice immediately Required

Invoice: Date of issue

Address: Street Name

Address: Number

Address: Neighborhood

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

NBS code

Tax situation code

Tax classification code

Operation indicator 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

Premium Action
Asaas

Search charges

Search charges on Asaas

Search filters Required

No charges found?

Result limit

Action
PipeRun

Create or update contact

create or update a contact on PipeRun

Update contact based on

Person: Name Required

Person: Email

Person: Phone

Person: CPF

Person: Position

Company: Name

Company: Company Name

Person: Observation

Person: Public place

Person: Address number

Person: Zip Code

Person: Address Complement

Person: Neighborhood

Person: City

Person: State (UF)

Person: Website

Person: Facebook

Person: LinkedIn

Select Responsible CS

Company: CNPJ

Type of Company

Company: Telephone

Company: Email

Company: State Registration

Company: Segment

Company: Company Status

Company: Company Status

Company: Modelo Touch

Company: Observation

Company: Logradouro

Company: Address number

Company: Zip Code

Company: Address Complement

Company: Neighborhood

Company: C-Sat/NPS Score

Company: Date of foundation

Company: Email to send the invoice

Company: Capital Social

Company: Website

Company: Facebook

Company: LinkedIn

Action
Asaas

Create or update customer

create or update a customer on Asaas

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

Provider: Notification channels to be enabled

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

Action
Asaas

Cancel invoice

Cancel invoice in Asaas

Invoice ID Required

Premium Action
Asaas

Search subscriptions

Search subscriptions on Asaas

Search filters Required

No subscriptions found?

Result limit

Action
PipeRun

Create/update deal (multi-item)

Create/update a deal on PipeRun

Distribuir novos negócios

Selecionar vendedores

Deal owner e-mail

Deal owner update logic

Deal stage update logic

Reopen closed deals

Título Required

Deal's Tags

Origin: Type

Origin

Origin name

Description

Observation

Note

Reason to close deal

Update contact based on

Person Name Required

Person Email

Person Phone

Person CPF

Value

Value MRR

Company Name

Company Social Name

Lost Reason

Probably closed

Person: Job Title

Person: Street

Person: Address Number

Person: Postal Code

Person: Neighborhood

Person: Address Complement

Person: City

Person: State

Person: Website

Person: Facebook

Person: LinkedIn

Company: State Id

Company: Type

Company Phone

Company Email

Company CNPJ

Company: Street

Company: Address Number

Company: Postal Code

Company: Neighborhood

Company: Address Complement

Company: City

Company: State

Company: Status

Company: situation

Company: Status Touch

Company: NPS Score

Company: Foundation At

Company: Invoice email

Company: Social Capital

How do you want to fill the segment field?

Segment

Segment name

Company: Website

Company: Facebook

Company: LinkedIn

Deal: Create proposal

Proposal type

Choose a template

Proposal: expiration date

Choose item type

Choose a payment method

Proposal: Number of installments

Proposal: first payment date

Proposal: down payment percentage

Proposal: days between down payment and first installment

Proposal: day of the month on which each installment will be due

Proposal: days between each installment

Choose a payment method

Proposal: first payment date

Proposal: day of the month on which each installment will be due

Proposal: discount type

Proposal: discount value

Proposal duration (MRR)

Proposal: introduction

Proposal: Notes

Distribuir novos negócios

Distribuir novos negócios

Action
Asaas

Create a subscription

create a subscription on Asaas

Customer: Name Required

Customer: CPF/CNPJ Required

Subscription: Amount Required

Subscription: Due date of the first monthly payment Required

Cycle selection mode

Subscription: Frequency

Assinatura: Periodicidade

Signature: Description

Customer: Email

Customer: Landline

Customer: Cell phone

Customer: Company

Billing type selection criteria

Subscription: Payment method

Billing type

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: Description

Split: Types of subaccounts for payment splittingAccount selection method

Splits

Splits

Premium Action
Asaas

Search customers

Search customers on Asaas

Search filters Required

No customers found?

Result limit

How to integrate PipeRun and Asaas on Pluga

Boost this flow in your workflow

With Pluga, you connect PipeRun + Asaas 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, "When an opportunity reaches a certain funnel stage on PipeRun".

  • Basic 2

    Set the destinations and the actions

    Select the apps that make up the flow with Asaas and what Pluga should run automatically at each step. Example: "Search customers on Asaas"

  • 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

PipeRun

PipeRun

CRM

Connect PipeRun 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.

Asaas

Asaas

Payment

Connect Asaas 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.

Frequently Asked Questions

  • By automating PipeRun with Asaas 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 PipeRun, Asaas, and even other apps.

    We also offer three other plans, with prices ranging from $17 to $71 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.