Connect Ploomes with Asaas
Unlock the superpowers of Ploomes + Asaas and automate your tasks without having to write a single line of code.
Ploomes and Asaas
your way
Check out the available triggers and actions in the automation of apps Ploomes + Asaas
Won Card
For each won card on PloomesHow it works:
Whenever something happens on the source app
All happening in a single automation! ✨
Won Card
For each won card on Ploomes
Card: ID
Card: Title
Card: Contact name
Card: Person's name
Card: Card pipeline ID
Card: Card stage ID in the pipeline
Card: Card status ID
Card: Card creation date
Card: Card completion date
Card: Amount
Card: Amount negotiated at the beginning of the negotiation
Card: Card time in days
Card: Card time in hours
Customer: ID
Customer: Type ID
Customer: Name
Customer: Social Reason
Customer: CPF or CNPJ
Customer: CNPJ (if the contact is a company)
Customer: CPF (if the contact is a person)
Customer: Birthday
Customer: Next birthday
Customer: Previous birthday
Customer: Observations
Customer: Email
Customer: Website
Customer: Skype
Customer: Facebook
Customer: City
Customer: State
Cliente: Estado (sigla)
Customer: Department
Customer: Address
Customer: Address Number
Customer: Address Complement
Customer: Neighborhood
Customer: Zip Code
Customer: Zip Code abroad
Customer: Marketing Email
Customer: CNAE Code
Customer: CNAE Name
Customer: CNAE Secondary Name
Customer: Phone Numbers (comma separated)
Person: ID
Person: Type ID
Person: Name
Person: Legal Name
Person: Legal Registration
Person: CNPJ
Person: CPF
Person: Birthday
Person: Upcoming birthday
Person: Previous birthday
Person: Observations
Person: Email
Person: Website
Person: Skype
Person: Facebook
Person: City
Person: State
Person: Country
Person: Department
Person: Address
Person: Address Number
Person: Address Complement
Person: Neighborhood
Person: Zip Code
Person: Zipcode
Person: Marketing Email
Person: CNAE Code
Person: Name CNAE
Person: Secondary Name CNAE
Person: Phone Numbers (separated by comma)
Status: Id
Status: Name
Pipeline: Pipeline ID
Pipeline: Pipeline name
Pipeline: Pipeline name in singular
Pipeline: Pipeline name in plural
Internship: ID
Stage: Name of the stage in the pipeline
Stage: Pipeline ID
Stage: Last stage of the pipeline when the card has been closed
Stage: Position in the pipeline (number)
Card Owner: Name
Card Owner: Email
Won proposal
For each won proposal on PloomesHow it works:
Whenever something happens on the source app
All happening in a single automation! ✨
Won proposal
For each won proposal on Ploomes
Quote products
Proposal: Contact ID
Proposal: Customer name
Proposal: Title
Proposal: Date
Proposal: Number
Proposal: Contact name
Proposal: ID of the Currency Used
Proposal: Amount
Proposal: Discount
Proposal: Due Date
Proposal: Delivery Time
Proposal: Payment Method
Proposal: Description
Proposal: Observations
Proposal: Shipping Cost
Proposal: Shipping Method
Proposal: Number of Installments
Proposal: Key
Proposal: Document URL
Proposal: Creation Date
Proposal: Last Update Date
Customer: ID
Customer: Type ID
Customer: Name
Customer: Social Reason
Customer: CPF or CNPJ
Customer: CNPJ (if the contact is a company)
Customer: CPF (if the contact is a person)
Customer: Birthday
Customer: Next birthday
Customer: Previous birthday
Customer: Observations
Customer: Email
Customer: Website
Customer: Skype
Customer: Facebook
Customer: City
Customer: State
Cliente: Estado (sigla)
Customer: Department
Customer: Address
Customer: Address Number
Customer: Address Complement
Customer: Neighborhood
Customer: Zip Code
Customer: Zip Code abroad
Customer: Marketing Email
Customer: CNAE Code
Customer: CNAE Name
Customer: CNAE Secondary Name
Customer: Phone Numbers (comma separated)
Contacted: ID
Contact: Type ID
Contact: Name
Contact: Legal Name
Contact: Legal Registration
Contact: CNPJ
Contact: CPF
Contact: Birthday
Contact: Next birthday
Contact: Previous birthday
Contact: Observations
Contact: Email
Contact: Website
Contact: Skype
Contact: Facebook
Contact: City
Contact: State
Contato: Estado (sigla)
Contact: Country
Contact: Department
Contact: Address
Contact: Address Number
Contact: Address Supplement
Contact: Neighborhood
Contact: Zip Code
Contato: Zipcode
Contact: Marketing Email
Contact: CNAE Code
Contact: CNAE Name
Contact: CNAE Secondary Name
Contact: Telephone Numbers (separated by commas)
Card: ID
Card: Title
Card: Contact name
Card: Person's name
Card: Card pipeline ID
Card: Card stage ID in the pipeline
Card: Card status ID
Card: Card creation date
Card: Card completion date
Card: Amount
Card: Amount negotiated at the beginning of the negotiation
Card: Card time in days
Card: Card time in hours
Products: Product Name (separated by commas)
Products: Quantity (separated by commas)
Products: Unit price (separated by commas)
Products: Discount (separated by commas)
Products: Total sales (separated by commas)
Products: Product Code (separated by commas)
Produtos: Nomes e quantidades (separado por vírgulas)
Products: Names, quantities, and unit prices (separated by commas)
Internship: ID
Internship: Name
Stage: Pipeline ID
Stage: Last stage of the pipeline?
Internship: Pipeline position
Pipeline: ID
Pipeline: Name
Pipeline: Single Unit Name
Pipeline: Plural Unit Name
Card Owner: Name
Card Owner: Email
Created client
For each created client on PloomesHow it works:
Whenever something happens on the source app
All happening in a single automation! ✨
Created client
For each created client on Ploomes
Customer: ID
Customer: Type ID
Customer: Name
Customer: Legal Name
Customer: Legal Registry
Customer: CNPJ
Customer: CPF
Customer: Birthday
Customer: Next birthday
Customer: Previous birthday
Customer: Observations
Customer: Email
Customer: Website
Customer: Skype
Customer: Facebook
Customer: City
Customer: State
Customer: Department
Customer: Address
Customer: Address Number
Customer: Address Complement
Customer: Neighborhood
Customer: Zip Code
Customer: Zip Code abroad
Customer: Marketing Email
Customer: CNAE Code
Customer: CNAE Name
Customer: CNAE Secondary Name
Customer: Phone Numbers (comma separated)
Customer: Contact Type ID
Customer: Type of Contact (Person or Company)
Customer Company: ID
Customer Company: Type ID
Customer Company: Name
Customer Company: Legal Name
Customer Company: Legal Registration
Customer Company: CNPJ
Customer Company: CPF
Customer Company: Birthday
Customer Company: Upcoming anniversary
Customer Company: Previous birthday
Customer Company: Email
Customer Company: Website
Customer Company: Skype
Customer Company: Facebook
Customer Company: Address
Customer Company: Address Number
Customer Company: Address Complement
Customer Company: Zip Code
Customer Company: Zip Code abroad
Customer Company: Marketing Email
Customer Company: CNAE Code
Customer Company: CNAE Name
Customer Company: CNAE Secondary Name
Created payment
For each created payment on AsaasHow it works:
Whenever something happens on the source app
All happening in a single automation! ✨
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
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
Created subscription
For each created subscription on AsaasHow it works:
Whenever something happens on the source app
All happening in a single automation! ✨
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'
Card payment declined or refused
Card payment declined or refused in AsaasHow it works:
Whenever something happens on the source app
All happening in a single automation! ✨
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
Lost card
For each lost card on PloomesHow it works:
Whenever something happens on the source app
All happening in a single automation! ✨
Lost card
For each lost card on Ploomes
Card: ID
Card: Title
Card: Contact name
Card: Person's name
Card: Card pipeline ID
Card: Card stage ID in the pipeline
Card: Card status ID
Card: Card creation date
Card: Card completion date
Card: Amount
Card: Amount negotiated at the beginning of the negotiation
Card: Card time in days
Card: Card time in hours
Card: Loss reason ID
Customer: ID
Customer: Type ID
Customer: Name
Customer: Social Reason
Customer: CPF or CNPJ
Customer: CNPJ (if the contact is a company)
Customer: CPF (if the contact is a person)
Customer: Birthday
Customer: Next birthday
Customer: Previous birthday
Customer: Observations
Customer: Email
Customer: Website
Customer: Skype
Customer: Facebook
Customer: City
Customer: State
Cliente: Estado (sigla)
Customer: Department
Customer: Address
Customer: Address Number
Customer: Address Complement
Customer: Neighborhood
Customer: Zip Code
Customer: Zip Code abroad
Customer: Marketing Email
Customer: CNAE Code
Customer: CNAE Name
Customer: CNAE Secondary Name
Customer: Phone Numbers (comma separated)
Person: ID
Person: Type ID
Person: Name
Person: Legal Name
Person: Legal Registration
Person: CNPJ
Person: CPF
Person: Birthday
Person: Upcoming birthday
Person: Previous birthday
Person: Observations
Person: Email
Person: Website
Person: Skype
Person: Facebook
Person: City
Person: State
Person: Country
Person: Department
Person: Address
Person: Address Number
Person: Address Complement
Person: Neighborhood
Person: Zip Code
Person: Zipcode
Person: Marketing Email
Person: CNAE Code
Person: Name CNAE
Person: Secondary Name CNAE
Person: Phone Numbers (separated by comma)
Status: Id
Status: Name
Pipeline: ID
Pipeline: Pipeline name
Pipeline: Pipeline name in singular
Pipeline: Pipeline name in plural
Internship: ID
Internship: Name
Stage: Name of the stage in the pipeline
Stage: Last stage of the pipeline when the card has been closed
Stage: Position in the pipeline (number)
Card Owner: Name
Card Owner: Email
Card created
For each created card on PloomesHow it works:
Whenever something happens on the source app
All happening in a single automation! ✨
Card created
For each created card on Ploomes
Card: ID
Card: title
Card: Contact name
Card: Person's name
Card: Card pipeline ID
Card: Card stage ID in the pipeline
Card: Card status ID
Card: Card creation date
Card: Card completion date
Card: Amount
Card: Amount negotiated at the beginning of the negotiation
Card: Card time in days
Card: Card time in hours
Customer: ID
Customer: Type ID
Customer: Name
Customer: Social Reason
Customer: CPF or CNPJ
Customer: CNPJ (if the contact is a company)
Customer: CPF (if the contact is a person)
Customer: Birthday
Customer: Next birthday
Customer: Previous birthday
Customer: Observations
Customer: Email
Customer: Website
Customer: Skype
Customer: Facebook
Customer: City
Customer: State
Cliente: Estado (sigla)
Customer: Department
Customer: Address
Customer: Address Number
Customer: Address Complement
Customer: Neighborhood
Customer: Zip Code
Customer: Zip Code abroad
Customer: Marketing Email
Customer: CNAE Code
Customer: CNAE Name
Customer: CNAE Secondary Name
Customer: Phone Numbers (comma separated)
Person: ID
Person: Type ID
Person: Name
Person: Legal Name
Person: Legal Registration
Person: CNPJ
Person: CPF
Person: Birthday
Person: Upcoming birthday
Person: Previous birthday
Person: Observations
Person: Email
Person: Website
Person: Skype
Person: Facebook
Person: City
Person: State
Person: Country
Person: Department
Person: Address
Person: Address Number
Person: Address Complement
Person: Neighborhood
Person: Zip Code
Person: Zipcode
Person: Marketing Email
Person: CNAE Code
Person: Name CNAE
Person: Secondary Name CNAE
Person: Phone Numbers (separated by comma)
Status: Id
Status: Name
Pipeline: Pipeline ID
Pipeline: Pipeline name
Pipeline: Pipeline name in singular
Pipeline: Pipeline name in plural
Internship: ID
Stage: Name of the stage in the pipeline
Stage: Pipeline ID
Stage: Last stage of the pipeline when the card has been closed
Stage: Position in the pipeline (number)
Card Owner: Name
Card Owner: Email
Card reaches a stage in the pipeline
When a card reaches a funnel stage on PloomesHow it works:
Whenever something happens on the source app
All happening in a single automation! ✨
Card reaches a stage in the pipeline
When a card reaches a funnel stage on Ploomes
Card: ID
Card: Title
Card: Contact name
Card: Person's name
Card: Card pipeline ID
Card: Card stage ID in the pipeline
Card: Card status ID
Card: Card creation date
Card: Card completion date
Card: Amount
Card: Amount negotiated at the beginning of the negotiation
Card: Card time in days
Card: Card time in hours
Customer: ID
Customer: Type ID
Customer: Name
Customer: Social Reason
Customer: CPF or CNPJ
Customer: CNPJ (if the contact is a company)
Customer: CPF (if the contact is a person)
Customer: Birthday
Customer: Next birthday
Customer: Previous birthday
Customer: Observations
Customer: Email
Customer: Website
Customer: Skype
Customer: Facebook
Customer: City
Customer: State
Cliente: Estado (sigla)
Customer: Department
Customer: Address
Customer: Address Number
Customer: Address Complement
Customer: Neighborhood
Customer: Zip Code
Customer: Zip Code abroad
Customer: Marketing Email
Customer: CNAE Code
Customer: CNAE Name
Customer: CNAE Secondary Name
Customer: Phone Numbers (comma separated)
Person: ID
Person: Type ID
Person: Name
Person: Legal Name
Person: Legal Registration
Person: CNPJ
Person: CPF
Person: Birthday
Person: Upcoming birthday
Person: Previous birthday
Person: Observations
Person: Email
Person: Website
Person: Skype
Person: Facebook
Person: City
Person: State
Person: Country
Person: Department
Person: Address
Person: Address Number
Person: Address Complement
Person: Neighborhood
Person: Zip Code
Person: Zipcode
Person: Marketing Email
Person: CNAE Code
Person: Name CNAE
Person: Secondary Name CNAE
Person: Phone Numbers (separated by comma)
Status: Id
Status: Name
Pipeline: Pipeline ID
Pipeline: Pipeline name
Pipeline: Pipeline name in singular
Pipeline: Pipeline name in plural
Internship: ID
Stage: Name of the stage in the pipeline
Stage: Pipeline ID
Stage: Last stage of the pipeline when the card has been closed
Stage: Position in the pipeline (number)
Card Owner: Name
Card Owner: Email
Reversed payment
For each refunded payment on AsaasHow it works:
Whenever something happens on the source app
All happening in a single automation! ✨
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
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)
Confirmed payment
For each confirmed payment on AsaasHow it works:
Whenever something happens on the source app
1.
All happening in a single automation! ✨
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
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)
Lost proposal
For each lost proposal on PloomesHow it works:
Whenever something happens on the source app
All happening in a single automation! ✨
Lost proposal
For each lost proposal on Ploomes
Quote products
Proposal: Contact ID
Proposal: Customer name
Proposal: Title
Proposal: Date
Proposal: Number
Proposal: Contact name
Proposal: ID of the Currency Used
Proposal: Amount
Proposal: Discount
Proposal: Due Date
Proposal: Delivery Time
Proposal: Payment Method
Proposal: Description
Proposal: Observations
Proposal: Shipping Cost
Proposal: Shipping Method
Proposal: Number of Installments
Proposal: Key
Proposal: Document URL
Proposal: Creation Date
Proposal: Last Update Date
Customer: ID
Customer: Type ID
Customer: Name
Customer: Social Reason
Customer: CPF or CNPJ
Customer: CNPJ (if the contact is a company)
Customer: CPF (if the contact is a person)
Customer: Birthday
Customer: Next birthday
Customer: Previous birthday
Customer: Observations
Customer: Email
Customer: Website
Customer: Skype
Customer: Facebook
Customer: City
Customer: State
Cliente: Estado (sigla)
Customer: Department
Customer: Address
Customer: Address Number
Customer: Address Complement
Customer: Neighborhood
Customer: Zip Code
Customer: Zip Code abroad
Customer: Marketing Email
Customer: CNAE Code
Customer: CNAE Name
Customer: CNAE Secondary Name
Customer: Phone Numbers (comma separated)
Contacted: ID
Contact: Type ID
Contact: Name
Contact: Legal Name
Contact: Legal Registration
Contact: CNPJ
Contact: CPF
Contact: Birthday
Contact: Next birthday
Contact: Previous birthday
Contact: Observations
Contact: Email
Contact: Website
Contact: Skype
Contact: Facebook
Contact: City
Contact: State
Contato: Estado (sigla)
Contact: Country
Contact: Department
Contact: Address
Contact: Address Number
Contact: Address Supplement
Contact: Neighborhood
Contact: Zip Code
Contato: Zipcode
Contact: Marketing Email
Contact: CNAE Code
Contact: CNAE Name
Contact: CNAE Secondary Name
Contact: Telephone Numbers (separated by commas)
Card: ID
Card: Título
Card: Contact name
Card: Person's name
Card: Card pipeline ID
Card: Card stage ID in the pipeline
Card: Card status ID
Card: Card creation date
Card: Card completion date
Card: Amount
Card: Amount negotiated at the beginning of the negotiation
Card: Card time in days
Card: Card time in hours
Products: Product Name (separated by commas)
Products: Quantity (separated by commas)
Products: Unit price (separated by commas)
Products: Discount (separated by commas)
Products: Total sales (separated by commas)
Products: Product Code (separated by commas)
Products: Name with Quantity and Units Sold
Products: Names, quantities, and unit prices (separated by commas)
Internship: ID
Internship: Name
Stage: Pipeline ID
Stage: Last stage of the pipeline?
Internship: Pipeline position
Pipeline: ID
Pipeline: Name
Pipeline: Single Unit Name
Pipeline: Plural Unit Name
Created proposal
For each created proposal on PloomesHow it works:
Whenever something happens on the source app
All happening in a single automation! ✨
Created proposal
For each created proposal on Ploomes
Quote products
Proposal: Contact ID
Proposal: Customer name
Proposal: Title
Proposal: Date
Proposal: Number
Proposal: Contact name
Proposal: ID of the Currency Used
Proposal: Amount
Proposal: Discount
Proposal: Due Date
Proposal: Delivery Time
Proposal: Payment Method
Proposal: Description
Proposal: Observations
Proposal: Shipping Cost
Proposal: Shipping Method
Proposal: Number of Installments
Proposal: Key
Proposal: Document URL
Proposal: Creation Date
Proposal: Last Update Date
Customer: ID
Customer: Type ID
Customer: Name
Customer: Social Reason
Customer: CPF or CNPJ
Customer: CNPJ (if the contact is a company)
Customer: CPF (if the contact is a person)
Customer: Birthday
Customer: Next birthday
Customer: Previous birthday
Customer: Observations
Customer: Email
Customer: Website
Customer: Skype
Customer: Facebook
Customer: City
Customer: State
Cliente: Estado (sigla)
Customer: Department
Customer: Address
Customer: Address Number
Customer: Address Complement
Customer: Neighborhood
Customer: Zip Code
Customer: Zip Code abroad
Customer: Marketing Email
Customer: CNAE Code
Customer: CNAE Name
Customer: CNAE Secondary Name
Customer: Phone Numbers (comma separated)
Contacted: ID
Contact: Type ID
Contact: Name
Contact: Legal Name
Contact: Legal Registration
Contact: CNPJ
Contact: CPF
Contact: Birthday
Contact: Next birthday
Contact: Previous birthday
Contact: Observations
Contact: Email
Contact: Website
Contact: Skype
Contact: Facebook
Contact: City
Contact: State
Contato: Estado (sigla)
Contact: Country
Contact: Department
Contact: Address
Contact: Address Number
Contact: Address Supplement
Contact: Neighborhood
Contact: Zip Code
Contato: Zipcode
Contact: Marketing Email
Contact: CNAE Code
Contact: CNAE Name
Contact: CNAE Secondary Name
Contact: Telephone Numbers (separated by comma)
Card: ID
Card: Title
Card: Contact name
Card: Person's name
Card: Card pipeline ID
Card: ID of the deal stage on the card
Card: Card status ID
Card: Card creation date
Card: Card completion date
Card: Amount
Card: Amount negotiated at the beginning of the negotiation
Card: Card time in days
Card: Card time in hours
Products: Product Name (separated by commas)
Products: Quantity (separated by commas)
Products: Unit price (separated by commas)
Products: Discount (separated by commas)
Products: Total sales (separated by commas)
Products: Product Code (separated by commas)
Products: Name with Quantity and Units Sold
Products: Names, quantities, and unit prices (separated by commas)
Internship: ID
Internship: Name
Stage: Pipeline ID
Stage: Last stage of the pipeline?
Internship: Pipeline position
Pipeline: ID
Pipeline: Name
Pipeline: Single Unit Name
Pipeline: Plural Unit Name
Proposal reaches a stage in the pipeline
When a card proposal a funnel stage on PloomesHow it works:
Whenever something happens on the source app
All happening in a single automation! ✨
Proposal reaches a stage in the pipeline
When a card proposal a funnel stage on Ploomes
Quote products
Proposta: ID
Proposta: ID de Contato
Proposta: Nome do Contato
Proposta: Título
Proposta: Data
Proposta: Número
Proposta: Nome da Pessoa
Proposta: ID da Moeda Utilizada
Proposta: Quantia
Proposta: Desconto
Proposta: Data de Vencimento
Proposta: Tempo de Entrega
Proposta: Método de Pagamento
Proposta: Descrição
Proposta: Anotações
Proposta: Valor do Frete
Proposta: Modalidade do Frete
Proposta: Número de Parcelas
Proposta: Chave
Proposta: URL do Documento
Proposta: Data de Criação
Proposta: Data de Última Atualização
Cliente: ID
Cliente: ID de Tipo
Cliente: Nome
Cliente: Nome Legal
Cliente: Registro Legal
Cliente: CNPJ
Cliente: CPF
Cliente: Aniversário
Cliente: Próximo aniversário
Cliente: Aniversário anterior
Cliente: Observações
Cliente: Email
Cliente: Website
Cliente: Skype
Cliente: Facebook
Cliente: Cidade
Cliente: Estado
Cliente: Estado (sigla)
Cliente: País
Contato: Cargo
Cliente: Departamento
Cliente: Endereço
Cliente: Número do Endereço
Cliente: Complemento do Endereço
Cliente: Bairro
Cliente: CEP
Cliente: Zipcode
Cliente: Email de Marketing
Cliente: Código CNAE
Cliente: Nome CNAE
Cliente: Nome Secundário CNAE
Cliente: Números de Telefone (separados por vírgula)
Cliente: Números de Telefone (apenas números separados por vírgula)
Contato: ID
Contato: ID de Tipo
Contato: Nome
Contato: Nome Legal
Contato: Registro Legal
Contato: CNPJ
Contato: CPF
Contato: Aniversário
Contato: Próximo aniversário
Contato: Aniversário anterior
Contato: Observações
Contato: Email
Contato: Website
Contato: Skype
Contato: Facebook
Contato: Cidade
Contato: Estado
Contato: Estado (sigla)
Contato: País
Contato: Cargo
Contato: Departamento
Contato: Endereço
Contato: Número do Endereço
Contato: Complemento do Endereço
Contato: Bairro
Contato: CEP
Contato: Zipcode
Contato: Email de Marketing
Contato: Código CNAE
Contato: Nome CNAE
Contato: Nome Secundário CNAE
Contato: Números de Telefone (separados por vírgula)
Contato: Números de Telefone (apenas números separados por vírgula)
Card: ID
Card: Nome
Card: Nome do contato
Card: Nome da pessoa
Card: ID da pipeline do card
Card: ID do estágio do card na pipeline
Card: ID do status do card
Card: Data de início da negociação
Card: Data de término da negociação
Card: Quantia negociada
Card: Quantia negociada no início da negociação
Card: Dias no estágio de negociação
Card: Horas no estágio de negociação
Card: Marcadores (separados por vírgula)
Produtos: Nome dos Produtos (separado por vírgulas)
Produtos: Quantidade (separado por vírgulas)
Produtos: Valor unitário (separado por vírgulas)
Produtos: Desconto (separado por vírgulas)
Produtos: Total da venda (separado por vírgulas)
Produtos: Código dos Produtos (separado por vírgulas)
Produtos: Nomes e quantidades (separado por vírgulas)
Produtos: Nomes, quantidades e valores unitários (separado por vírgulas)
Estágio: ID
Estágio: Nome
Estágio: ID do Pipeline
Estágio: Último estágio do pipeline?
Estágio: Posição no pipeline
Pipeline: ID
Pipeline: Nome
Pipeline: Nome da Unidade Singular
Pipeline: Nome da Unidade Plural
Dono do Card: Nome
Dono do Card: Email
Overdue payment
For each overdue payment on AsaasHow it works:
Whenever something happens on the source app
All happening in a single automation! ✨
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
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)
Payment received
For each received payment on AsaasHow it works:
Whenever something happens on the source app
All happening in a single automation! ✨
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
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
Create or update client
create/update a customer on PloomesHow it works:
Whenever something happens on the source app
1.
All happening in a single automation! ✨
Create or update client
create/update a customer on Ploomes
Update contact based on
Person: Name
Person: Email
Person: CPF
Person: allow multiple companies?
Company: Social Name
Person: Position
Email do responsável
Person: Department
Person: Birthday
Person: Phone
Person: Tags
Person: do they receive marketing emails?
Company: Company Name
Company: Email
Company: CNPJ
Company: Phone
Company: Origin
Company: Operating Segment
Company: Website
Company: Skype User
Company: Facebook User
Person Address: State
Person Address: City
Person Address: Street
Person Address: Number
Person Address: Complement
Person Address: Neighborhood
Person Address: Zip Code
Company Address: State
Company Address: City
Company Address: Street
Company Address: Address Number
Company Address: Address Complement
Company Address: Bairro do Address
Company Address: Zip Code
Company: CNAE Code
Company: Tags
Company: do they receive marketing emails?
Create or update customer
create or update a customer on AsaasHow it works:
Whenever something happens on the source app
All happening in a single automation! ✨
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
Create or update card
create/update a card on PloomesHow it works:
Whenever something happens on the source app
1. A card will be created/updated from a pipeline stage on Ploomes
2. A person associated with this card will be created/updated on Ploomes
3. A company associated with this card will be created/updated on Ploomes
4. If desired, the created/updated card can be assigned to a salesperson or distributed among registered salespeople on Ploomes (Round Robin)
All happening in a single automation! ✨
Create or update card
create/update a card on Ploomes
Choose the sellers who will be responsible for the cards created
List of sellers
Seller's email
Title Required
Start date
Person: Name
Person: Email
Person: CPF
Person: Phone
Company: Social Name
Company: Name
Company: Email
Company: CNPJ
Amount
Origin selection mode
Deal origin
Origin
Person origin selection mode
Person origin
Person origin
Person: Tags
Person Address: Street
Person Address: Number
Person Address: Complement
Person Address: Neighborhood
Person Address: Zip Code
Person Address: State
Person Address: City
Person: Birthday
Person: do they receive marketing emails?
Person: allow multiple companies?
Company origin selection mode
Company origin
Company origin
Company: Tags
Company Address: Street
Company Address: Number
Company Address: Complement
Company Address: Neighborhood
Company Address: Zip Code
Company Address: State
Company Address: City
Company: Website
Company: Facebook
Company: do they receive marketing emails?
Create a subscription
create a subscription on AsaasHow it works:
Whenever something happens on the source app
1.
All happening in a single automation! ✨
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: Types of subaccounts for payment splittingAccount selection method
Split: Number of subaccount(s) or Wallet IDs
[Split 1] Select subaccount
[Split 1] Wallet ID
[Split 1] Value type
[Split 1] Value
[Split 2] Select subaccount
[Split 2] Wallet ID
[Split 2] Value type
[Split 2] Value
[Split 3] Select subaccount
[Split 3] Wallet ID
[Split 3] Value type
[Split 3] Value
[Split 4] Select subaccount
[Split 4] Wallet ID
[Split 4] Value type
[Split 4] Value
[Split 5] Select subaccount
[Split 5] Wallet ID
[Split 5] Value type
[Split 5] Value
[Split 6] Select subaccount
[Split 6] Wallet ID
[Split 6] Value type
[Split 6] Value
[Split 7] Select subaccount
[Split 7] Wallet ID
[Split 7] Value type
[Split 7] Value
[Split 8] Select subaccount
[Split 8] Wallet ID
[Split 8] Value type
[Split 8] Value
[Split 9] Select subaccount
[Split 9] Wallet ID
[Split 9] Value type
[Split 9] Value
[Split 10] Select subaccount
[Split 10] Wallet ID
[Split 10] Value type
[Split 10] Value
Generate billing
generate a billing on AsaasHow it works:
Whenever something happens on the source app
1.
All happening in a single automation! ✨
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: Types of subaccounts for payment splittingAccount selection method
Split: Number of subaccount(s) or Wallet IDs
[Split 1] Select subaccount
[Split 1] Wallet ID
[Split 1] Value type
[Split 1] Value
[Split 2] Select subaccount
[Split 2] Wallet ID
[Split 2] Value type
[Split 2] Value
[Split 3] Select subaccount
[Split 3] Wallet ID
[Split 3] Value type
[Split 3] Value
[Split 4] Select subaccount
[Split 4] Wallet ID
[Split 4] Value type
[Split 4] Value
[Split 5] Select subaccount
[Split 5] Wallet ID
[Split 5] Value type
[Split 5] Value
[Split 6] Select subaccount
[Split 6] Wallet ID
[Split 6] Value type
[Split 6] Value
[Split 7] Select subaccount
[Split 7] Wallet ID
[Split 7] Value type
[Split 7] Value
[Split 8] Select subaccount
[Split 8] Wallet ID
[Split 8] Value type
[Split 8] Value
[Split 9] Select subaccount
[Split 9] Wallet ID
[Split 9] Value type
[Split 9] Value
[Split 10] Select subaccount
[Split 10] Wallet ID
[Split 10] Value type
[Split 10] Value
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
Schedule/issue invoice
Schedule/issue an invoice on AsaasHow it works:
Whenever something happens on the source app
All happening in a single automation! ✨
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
Automate Ploomes and Asaas with Pluga integrations
Explore automation templates
For each overdue payment on Asaas, create/update a customer on Ploomes
For each received payment on Asaas, create/update a customer on Ploomes
For each refunded payment on Asaas, create/update a customer on Ploomes
For each created payment on Asaas, create/update a customer on Ploomes
For each overdue payment on Asaas, create/update a card on Ploomes
For each received payment on Asaas, create/update a card on Ploomes
For each refunded payment on Asaas, create/update a card on Ploomes
For each created payment on Asaas, create/update a card on Ploomes
For each won card on Ploomes, generate a billing on Asaas
For each won proposal on Ploomes, generate a billing on Asaas
When a card reaches a funnel stage on Ploomes, generate a billing on Asaas
For each created client on Ploomes, create or update a customer on Asaas
When a card reaches a funnel stage on Ploomes, create or update a customer on Asaas
For each created card on Ploomes, create or update a customer on Asaas
For each won card on Ploomes, create or update a customer on Asaas
For each lost card on Ploomes, create or update a customer on Asaas
For each created proposal on Ploomes, create or update a customer on Asaas
For each won proposal on Ploomes, create or update a customer on Asaas
For each lost proposal on Ploomes, create or update a customer on Asaas
For each won card on Ploomes, create a subscription on Asaas
For each won proposal on Ploomes, create a subscription on Asaas
When a card reaches a funnel stage on Ploomes, create a subscription on Asaas
For each created subscription on Asaas, create/update a customer on Ploomes
For each created subscription on Asaas, create/update a card on Ploomes
For each confirmed payment on Asaas, create/update a customer on Ploomes
For each confirmed payment on Asaas, create/update a card on Ploomes
Miss an automation with this apps?
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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.
-
What is the automation 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.
-
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 automation 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.
-
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 automation between Facebook Lead Ads and Google Sheets, this step is where you will determine which contact information should fill in the spreadsheet fields.
-
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.
Automate Ploomes + Asaas
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. 
Ploomes
CRMPloomes is a CRM platform that works with process automation, proposal generation, orders, and contracts. Its features help organize contacts, track business opportunities, and improve the productivity of sales teams.
Integrations with Ploomes Visit Ploomes Asaas
PaymentAsaas handles your business billing. Pluga turns every payment event into automated actions across the apps your team already uses in their daily operations.
Integrations with Asaas Visit Asaas