Connect PipeRun with Vindi Recorrência
Connect PipeRun with Vindi Recorrência to scale and automate your operations.
Explore automation templates
Automate PipeRun and Vindi Recorrência with Pluga integrations
For each declined billing on Vindi Recorrência, add an opportunity on PipeRun
For each created invoice on Vindi Recorrência, create or update a contact on PipeRun
For each approved invoice on Vindi Recorrência, create or update a contact on PipeRun
For each declined billing on Vindi Recorrência, create or update a contact on PipeRun
For each reversed billing on Vindi Recorrência, create or update a contact on PipeRun
For each subscription created on Vindi Recorrência, create or update a contact on PipeRun
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Check out the available triggers and actions in the automation of apps PipeRun + Vindi Recorrência
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
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
Charge declined
For each declined billing on Vindi Recorrência
billing id
expiration date (formatted - DD/MM/YYYY)
email customer
customer name
status
total amount
total amount (text)
installments
created in (YYYY-MM-DDTHH:mm:ss-Z)
created on (DD/MM/YYYY)
created in (H:M:S)
created in (DD/MM/YYYY - H:M:S)
updated in (YYYY-MM-DDTHH:mm:ss-Z)
updated on (DD/MM/YYYY)
updated in (H:M:S)
updated in (DD/MM/YYYY - H:M:S)
Payment method
paid in (YYYY-MM-DDTHH:mm:ss-Z)
paid in (DD/MM/YYYY)
paid in (H:M:S)
paid in (DD/MM/YYYY - H:M:S)
customer id
id and invoice
plan name
payment method name
Customer CPF/CNPJ
External code
customer status
mobile customer
landline customer
customer address Zip Code
customer street address
customer address number
customer address neighborhood
customer address city
customer address state
customer country address
customer add-on address
Approved invoice
For each approved invoice on Vindi Recorrência
Invoice items
invoice id
expiration date (formatted - DD/MM/YYYY)
expiration date - charges (formatted - DD/MM/YYYY)
invoice url
email customer
customer name
status
total amount
total amount (text)
total amount paid of charges
installments
created in (YYYY-MM-DDTHH:mm:ss-Z)
created on (DD/MM/YYYY)
created on (day - DD)
created in (H:M:S)
created in (DD/MM/YYYY - H:M:S)
payment date (YYYY-MM-DDTHH:mm:ss-Z)
update date (DD/MM/YYYY)
update time (H:M:S)
update date (DD/MM/YYYY - H:M:S)
paid in (YYYY-MM-DDTHH:mm:ss-Z)
paid in (DD/MM/YYYY)
paid in (H:M:S)
paid in (DD/MM/YYYY - H:M:S)
customer id
Payment method
Método de pagamento (nome público)
URL para impressão da cobrança. Usado apenas para boletos
Payment company code
items name
items description
quantidade dos itens separados por vírgula
Total discount amount of items (Positive)
Amount of items separated by comma
Formatted amount of items separated by comma
creation date of the item pricing scheme
charges information
charges: gateway authorization
charges: gateway response fields
cobranças: id de transação do gateway
cobranças: NSUs (separados por vírgula)
subscription id
plan id on subscription
plan name on subscription
Plan code upon subscription
Customer CPF/CNPJ
External code
customer status
mobile customer
landline customer
customer address Zip Code
customer street address
customer address number
customer address neighborhood
customer address city
customer address state
customer country address
customer add-on address
Fiscal Note: Id
Invoice: External integration code
Invoice: Number or reference at the government institution
Tax Note: Amount
Nota Fiscal: Status
Invoice: URL
Invoice: Description
Invoice: Date and time of issue
Invoice: Competence date
Invoice: Date and time of appointment
Invoice: Date and time of generation
Invoice: Date and time of last update
Period Cycle
Fim do período contratado
Metadata summary
Metadata amounts
IDs dos participantes do split (separados por vírgula)
Valores dos participantes do split (separados por vírgula)
Tipos de valor (porcentagem ou absoluto) dos participantes do split (separados por vírgula)
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
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]
Canceled subscription
For each subscription canceled on Vindi Recorrência
Subscription items
subscription id
start date (formatted - DD/MM/YYYY)
end date (formatted - DD/MM/YYYY)
date of next invoice (formatted - DD/MM/YYYY)
cancellation date (formatted - DD/MM/YYYY)
Maximum number of subscription periods
late since (formatted - DD/MM/YYYY)
plan id
plan name
Plan code upon subscription
products name
products description
email customer
customer name
status
total amount
installments
Payment method
created in (YYYY-MM-DDTHH:mm:ss-Z)
created on (DD/MM/YYYY)
created in (H:M:S)
created in (DD/MM/YYYY - H:M:S)
updated in (YYYY-MM-DDTHH:mm:ss-Z)
updated on (DD/MM/YYYY)
updated in (H:M:S)
updated in (DD/MM/YYYY - H:M:S)
billing date current period (YYYY-MM-DDTHH:mm:ss-Z)
start date of the current period (formatted - DD/MM/YYYY)
end date of the current period (formatted - DD/MM/YYYY)
customer id
Customer CPF/CNPJ
External code
customer status
mobile customer
landline customer
customer address Zip Code
customer street address
customer address number
customer address neighborhood
customer address city
customer address state
customer country address
customer add-on address
Created invoice
For each created invoice on Vindi Recorrência
Invoice items
id and invoice
expiration date (formatted - DD/MM/YYYY)
expiration date - charges (formatted - DD/MM/YYYY)
invoice url
email customer
customer name
status
total amount
total amount (text)
installments
created in (YYYY-MM-DDTHH:mm:ss-Z)
created on (DD/MM/YYYY)
created on (day - DD)
created in (H:M:S)
created in (DD/MM/YYYY - H:M:S)
updated in (YYYY-MM-DDTHH:mm:ss-Z)
updated on (DD/MM/YYYY)
updated in (H:M:S)
updated in (DD/MM/YYYY - H:M:S)
paid in (YYYY-MM-DDTHH:mm:ss-Z)
paid in (DD/MM/YYYY)
paid in (H:M:S)
paid in (DD/MM/YYYY - H:M:S)
customer id
Payment method
items name
items description
Valor total do desconto dos itens (Positivo)
Valor dos items separado por vírgula
Valor formatado dos items separado por vírgula
data de criação do esquema de precificação dos items
charges information
charges: gateway authorization
charges: gateway response fields
subscription id
plan id on subscription
plan name on subscription
Plan code upon subscription
Customer CPF/CNPJ
External code
customer status
mobile customer
landline customer
customer address Zip Code
customer street address
customer address number
customer address neighborhood
customer address city
customer address state
customer country address
customer add-on address
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
Charge refunded
For each reversed billing on Vindi Recorrência
billing id
expiration date (formatted - DD/MM/YYYY)
email customer
customer name
status
total amount
total amount (text)
installments
created in (YYYY-MM-DDTHH:mm:ss-Z)
created on (DD/MM/YYYY)
created in (H:M:S)
created in (DD/MM/YYYY - H:M:S)
updated in (YYYY-MM-DDTHH:mm:ss-Z)
updated on (DD/MM/YYYY)
updated in (H:M:S)
updated in (DD/MM/YYYY - H:M:S)
Payment method
paid in (YYYY-MM-DDTHH:mm:ss-Z)
paid in (DD/MM/YYYY)
paid in (H:M:S)
paid in (DD/MM/YYYY - H:M:S)
customer id
id and invoice
plan name
payment method name
Customer CPF/CNPJ
customer status
External code
mobile customer
landline customer
customer address Zip Code
customer street address
customer address number
customer address neighborhood
customer address city
customer address state
customer country address
customer add-on address
Created subscription
For each subscription created on Vindi Recorrência
Subscription items
subscription id
start date (formatted - DD/MM/YYYY)
start day (formatted - DD)
end date (formatted - DD/MM/YYYY)
date of next invoice (formatted - DD/MM/YYYY)
cancellation date (formatted - DD/MM/YYYY)
Maximum number of subscription periods
late since (formatted - DD/MM/YYYY)
plan id
plan name
Plan code upon subscription
products name
products description
email customer
customer name
total discount amount
status
total amount
installments
Payment method
created in (YYYY-MM-DDTHH:mm:ss-Z)
created on (DD/MM/YYYY)
created in (H:M:S)
created in (DD/MM/YYYY - H:M:S)
updated in (YYYY-MM-DDTHH:mm:ss-Z)
updated on (DD/MM/YYYY)
updated in (H:M:S)
updated in (DD/MM/YYYY - H:M:S)
billing date current period (YYYY-MM-DDTHH:mm:ss-Z)
start date of the current period (formatted - DD/MM/YYYY)
end date of the current period (formatted - DD/MM/YYYY)
customer id
Customer CPF/CNPJ
External code
customer status
mobile customer
landline customer
customer address Zip Code
customer street address
customer address number
customer address neighborhood
customer address city
customer address state
customer country address
customer add-on address
Create/update deal (single item)
add or update an opportunity on PipeRunHow it works:
Whenever something happens on the source app
1. An deal will be added from a pipeline stage on PipeRun
2. A person associated with this deal will be created/updated on PipeRun
3. A company associated with this deal will be created/updated on PipeRun
4. If desired, the created/updated deal can be assigned to a salesperson or distributed among registered salespeople on PipeRun (Round Robin)
All happening in a single automation! ✨
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
Create customer
create a customer on Vindi Recorrência
name Required
telephone
cell phone
document
External code
Zip Code address
address street
address number
full address
address neighborhood
city address
state address
country address
Create invoice (múltiple items)
Create invoice on Vindi Recorrência
Update customers
Customer: Name Required
Customer: Email
Customer: CPF/CNPJ
Invoice: Payment method Required
Invoice: Due date
Customer: Telephone
Customer: Cellphone
Customer: Code
Customer: Zip code
Customer: Street
Customer: Address number
Customer: Address complement
Customer: Neighborhood
Customer: City
Customer: State
Customer: Country
Invoice: Items
Invoice: Items Required
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
Create subscription
create a subscription on Vindi Recorrência
customer name Required
email customer
Subscription start date
Payment method Required
Plan selection form
Plan
Plan
Plan
Plan interval count
Plan billing cycles
plan billing trigger type
billing trigger day
plan code
plan description
plan item name
plan item price
plan item code
plan item description
plan item unit of measurement
telephone
cell phone
document
Update customer based on
Customer Code
Zip Code address
address street
address number
full address
address neighborhood
city address
state address
country address
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
Create invoice (single item)
Create invoice on Vindi Recorrência
Update customers
Customer: Name Required
Customer: Email
Customer: CPF/CNPJ
Invoice: Payment method Required
Invoice: Due date
Item: Name Required
Item price Required
Item: Quantity
Item: Code
Customer: Telephone
Customer: Cellphone
Customer: Code
Customer: Zip code
Customer: Street
Customer: Address number
Customer: Address complement
Customer: Neighborhood
Customer: City
Customer: State
Customer: Country
Boost this flow in your workflow
With Pluga, you connect PipeRun + Vindi Recorrência 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 created invoice on Vindi Recorrência".
- Basic 2
Set the destinations and the actions
Select the apps that make up the flow with PipeRun and what Pluga should run automatically at each step. Example: "add or update an opportunity on PipeRun"
- 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
CRMConnect 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.
Vindi Recorrência
PaymentConnect Vindi Recorrência 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.
