Automate Ploomes with RD Station CRM
Unlock the superpowers of Ploomes + RD Station CRM and automate your tasks without having to write a single line of code.
Ploomes and RD Station CRM
your way
Check out the available triggers and actions in the automation of apps Ploomes + RD Station CRM
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 PloomesTrigger
Card: ID
Card: Name
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
Customer: Country
Customer: Position
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: Position
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 PloomesTrigger Premium
Proposal: ID
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
Customer: Country
Customer: Position
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
Contact: Country
Contact: Position
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: Name
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 PloomesTrigger
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: Country
Customer: Position
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
Lost opportunity
For each closed deal lost on RD Station CRMHow it works:
Whenever something happens on the source app
All happening in a single automation! ✨
Lost opportunity
For each closed deal lost on RD Station CRMTrigger
Deal's ID
Opportunity Name
Responsible user
Email of the responsible user
Sales pipeline
Sales pipeline stage
Contact name
Contact position
Contact email
Contact phone
Contact's birthday
Campaign Name
Source Name
Reason for Loss
Company Name
Company's adress
Company user id number
Company username
Company URL
Organization segments (comma separated)
Seller team ID (separated by comma)
Organization contact emails (comma separated)
Opportunity tasks (separated by commas and line breaks)
Opportunity notes (separated by commas and line breaks)
Last opportunity note
Company ID
Product names (separated by commas)
Product descriptions (comma separated)
Product IDs (separated by commas)
Product quantities (separated by comma)
Product prices (separated by comma)
Product names, descriptions, quantities and prices (separated by commas)
Gross total of products
Full discount
Unique Amount
Recurring Amount
Total amount
Qualification
Opportunity Win
Paused Trading
Creation date
Closing date
Estimated closing date
Created At in the format 'yyyy-mm-dd'
Created At in the format 'dd/mm/yyyy'
Creation date formatted in 'yyyy-mm-dd HH:mm:ss'
Closed At in the format 'yyyy-mm-dd'
Closed At in the format 'dd/mm/yyyy'
Closing date formatted in 'yyyy-mm-dd HH:mm:ss'
Prediction date in the format 'yyyy-mm-dd'
Prediction date in the format 'dd/mm/yyyy'
Forecast closing date formatted in 'yyyy-mm-dd HH:mm:ss'
Date and time the opportunity entered the selected Stage
Date on which the opportunity entered the selected stage formatted as 'yyyy-mm-dd'
Date on which the opportunity entered the selected stage formatted as 'dd/mm/yyyy'
For every task created
For each task created on RD Station CRMHow it works:
Whenever something happens on the source app
All happening in a single automation! ✨
For every task created
For each task created on RD Station CRMTrigger
Task ID
Task type
Task subject
Task-related opportunity name
Task-related opportunity pipeline stage name
Task-related opportunity creation date
Total opportunity amount related to the task
Task date and time
Task's date and time (BR timezone)
Task date
Task time
Task notes
Task completion date
Name of the company related to the task
Address of the company related to the task
Names of contacts related to the task (separated by commas)
Job titles of contacts related to the task, separated by commas
Emails from contacts related to the task, separated by a comma and vertical bar
Contact emails related to the task, separated by commas
Telephone numbers of contacts related to the task, separated by commas
Names, positions, emails and telephone numbers of contacts related to the task, separated by commas
Name of users related to the task
Email of users related to the task
Task completion status
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 PloomesTrigger
Card: ID
Card: Name
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
Customer: Country
Customer: Position
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: Position
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 PloomesTrigger
Card: ID
Card: Name
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
Customer: Country
Customer: Position
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: Position
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 PloomesTrigger
Card: ID
Card: Name
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
Customer: Country
Customer: Position
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: Position
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
Opportunity marked as sale
For each opportunity marked as sale on RD Station CRMHow it works:
Whenever something happens on the source app
All happening in a single automation! ✨
Opportunity marked as sale
For each opportunity marked as sale on RD Station CRMTrigger
Deal's ID
Opportunity Name
Responsible User
Responsible User Email
Sales pipeline
Sales Pipeline Stage
Contact name
Contact Position
Contact Email
Contact Phone
Contact's Birthday
Campaign Name
Source Name
Reason for Loss
Company Name
Company's adress
Company user id number
Company username
Company URL
Company segments (comma separated)
Seller team ID (separated by comma)
Organization contact emails (comma separated)
Opportunity tasks (separated by commas and line breaks)
Opportunity notes (separated by commas and line breaks)
Last opportunity note
Company ID
Product names (separated by comma)
Product descriptions (comma separated)
Product IDs (separated by comma)
Product quantities (separated by comma)
Product prices (separated by comma)
Product names, descriptions, quantities and prices (separated by commas)
Gross total of products
Full discount
Unique Amount
Recurring Amount
Total Amount
Qualification
Negotiation Wins
Paused Trading
Creation date
Closing date
Estimated closing date
Created At in the format 'yyyy-mm-dd'
Created At in the format 'dd/mm/yyyy'
Creation date formatted in 'yyyy-mm-dd HH:mm:ss'
Closed At in the format 'yyyy-mm-dd'
Closed At in the format 'dd/mm/yyyy'
Closing date formatted in 'yyyy-mm-dd HH:mm:ss'
Prediction date in the format 'yyyy-mm-dd'
Prediction date in the format 'dd/mm/yyyy'
Forecast closing date formatted in 'yyyy-mm-dd HH:mm:ss'
Date and time the opportunity entered the selected Stage
Date on which the opportunity entered the selected stage formatted as 'yyyy-mm-dd'
Date on which the opportunity entered the selected stage formatted as 'dd/mm/yyyy'
Created contact
For each created contact on RD Station CRMHow it works:
Whenever something happens on the source app
All happening in a single automation! ✨
Created contact
For each created contact on RD Station CRMTrigger
Contact ID
Contact name
Contact position
Contact's birthday
Contact Linkedin
Contact-related opportunities
Contact emails (separated by comma)
Contact phone numbers (separated by comma)
First contact phone number
Organization of contact
Contact organization website
Address of the contact organization
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 PloomesTrigger Premium
Proposal: ID
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
Customer: Country
Customer: Position
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
Contact: Country
Contact: Position
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: Name
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 PloomesTrigger Premium
Proposal: ID
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
Customer: Country
Customer: Position
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
Contact: Country
Contact: Position
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: Name
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
Created opportunity
For each opportunity created on RD Station CRMHow it works:
Whenever something happens on the source app
All happening in a single automation! ✨
Created opportunity
For each opportunity created on RD Station CRMTrigger
Deal's ID
Opportunity Name
Responsible User
Responsible User Email
Sales pipeline
Sales pipeline stage
Contact name
Contact Position
Contact Email
Contact Phone
Contact's Birthday
Campaign Name
Source Name
Reason for Loss
Company Name
Company's adress
Company user id number
Company username
Company URL
Company segments (comma separated)
Seller team ID (separated by comma)
Organization contact emails (comma separated)
Opportunity tasks (separated by commas and line breaks)
Opportunity notes (separated by commas and line breaks)
Last opportunity note
Company ID
Product names (separated by commas)
Product descriptions (comma separated)
Product IDs (separated by commas)
Product quantities (separated by comma)
Product prices (separated by comma)
Product Names, Descriptions, Quantities and Prices (separated by comma)
Total Gross Products
Total Discount
Unique amount
Recurring amount
Total amount
Qualification
Opportunity Win
Paused Opportunity
Creation date
Closing date
Closing Forecast
Created At in the format 'yyyy-mm-dd'
Created At in the format 'dd/mm/yyyy'
Creation date formatted in 'yyyy-mm-dd HH:mm:ss'
Closed At in the format 'yyyy-mm-dd'
Closed At in the format 'dd/mm/yyyy'
Closing date formatted in 'yyyy-mm-dd HH:mm:ss'
Prediction date in the format 'yyyy-mm-dd'
Prediction date in the format 'dd/mm/yyyy'
Forecast closing date formatted in 'yyyy-mm-dd HH:mm:ss'
Date and time the opportunity entered the selected Stage
Date on which the opportunity entered the selected stage formatted as 'yyyy-mm-dd'
Date on which the opportunity entered the selected stage formatted as 'dd/mm/yyyy'
Opportunity moved to specific stage in pipeline
For each opportunity moved to a certain stage in the RD Station CRM funnelHow it works:
Whenever something happens on the source app
All happening in a single automation! ✨
Opportunity moved to specific stage in pipeline
For each opportunity moved to a certain stage in the RD Station CRM funnelTrigger
Deal's ID
Opportunity Name
Responsible user name
Email of the responsible user
Sales pipeline
Sales pipeline stage
Contact name
Contact position
Contact Email
Contact Phone
Contact's Birthday
Campaign Name
Source Name
Reason for Loss
Company Name
Company's adress
Company user id number
Company username
Company URL
Company segments (comma separated)
Seller team ID (separated by comma)
Organization contact emails (comma separated)
Opportunity tasks (separated by commas and line breaks)
Opportunity notes (separated by commas and line breaks)
Last opportunity note
Company ID
Product names (separated by comma)
Product descriptions (comma separated)
Product IDs (separated by comma)
Product quantities (separated by commas)
Product prices (separated by comma)
Product names, descriptions, quantities and prices (separated by commas)
Gross total of products
Full discount
Unique amount
Recurring amount
Total amount
Qualification
Negotiation Wins
Paused Trading
Creation date
Closing date
Estimated closing date
Created At in the format 'yyyy-mm-dd'
Created At in the format 'dd/mm/yyyy'
Creation date formatted in 'yyyy-mm-dd HH:mm:ss'
Closed At in the format 'yyyy-mm-dd'
Closed At in the format 'dd/mm/yyyy'
Closing date formatted in 'yyyy-mm-dd HH:mm:ss'
Prediction date in the format 'yyyy-mm-dd'
Prediction date in the format 'dd/mm/yyyy'
Forecast closing date formatted in 'yyyy-mm-dd HH:mm:ss'
Date and time the opportunity entered the selected Stage
Date on which the opportunity entered the selected stage formatted as 'yyyy-mm-dd'
Date on which the opportunity entered the selected stage formatted as 'dd/mm/yyyy'
Create or update client
create/update a customer on PloomesHow it works:
Whenever something happens on the source app
All happening in a single automation! ✨
Create or update client
create/update a customer on PloomesAction
Person: Name
Person: Email
Company: Social Name
Person: CPF
Person: Position
Email do responsável
Person: Department
Person: Birthday
Person: Phone
Company: Company Name
Company: Email
Company: CNPJ
Person: 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
Create or update contact
create or update a contact on RD Station CRMHow it works:
Whenever something happens on the source app
All happening in a single automation! ✨
Create or update contact
create or update a contact on RD Station CRMAction
Contact name Required
Update contact based on
Contact Email
Contact Phone
Contact Position
Organization Name
Organization URL
Contact's Birthday
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 PloomesAction
Choose the sellers who will be responsible for the cards created
List of sellers
Seller's email
Title Required
Start date
Amount
Initial amount
Person: Name
Person: Email
Person: Phone
Company: Social Name
Person: CPF
Company: Name
Company: Email
Company: CNPJ
Company: Website
Company: Facebook
Company Address: Street
Company Address: Number
Company Address: Complement
Company Address: Neighborhood
Company Address: Zip Code
Company Address: State
Company Address: City
Person: Birthday
Person Address: Street
Person Address: Number
Person Address: Complement
Person Address: Neighborhood
Person Address: Zip Code
Person Address: State
Person Address: City
Create or update company
create or update a company on RD Station CRMHow it works:
Whenever something happens on the source app
All happening in a single automation! ✨
Create or update company
create or update a company on RD Station CRMAction
Company Name Required
Company URL
Company Summary
Create or update opportunity
create/update an opportunity on RD Station CRMHow it works:
Whenever something happens on the source app
1. An deal will be created/updated from a pipeline stage on RD Station CRM
2. A person/company associated with this deal will be created/updated on RD Station CRM
3. If desired, the created/updated deal can be assigned to a salesperson or distributed among registered salespeople on RD Station CRM (Round Robin)
All happening in a single automation! ✨
Create or update opportunity
create/update an opportunity on RD Station CRMAction
Distribute new deals
Select sellers
Team that will receive opportunities
Email of the Responsible
Atualização de oportunidades
Deal owner update logic
Update criteria for negotiations
Opportunity name Required
Deal forecast date
Opportunity Qualification
Opportunity status
Contact updates
Company/Customer Name
Company website URL
Contact name Required
Contact Phone
Contact Email
Contact Position
Source Name
Name of the Campaign/Marketing Action
Product/Service Name
Product/service description
Product/Service Price
Product/Service Quantity
Product discount type
Product discount
Task Subject
Task date
Task type
Assignment Notes
Opportunity Note
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Automate Ploomes and RD Station CRM with Pluga integrations
Explore automation templates
For each opportunity marked as sale on RD Station CRM, create/update a customer on Ploomes
EXPLORE For each opportunity moved to a certain stage in the RD Station CRM funnel, create/update a customer on Ploomes
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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.
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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.
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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.
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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.
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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 + RD Station CRM
and say goodbye to manual (and tedious) tasks!
By connecting the apps you use through Pluga, you can automate various processes in your routine and have time for tasks that really matter. 
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 RD Station CRM
CRMRD Station CRM is the CRM module of the RD Station platform. It offers tools for customer relationship management, sales automation, analytics, and integration with other digital marketing apps.
Integrations with RD Station CRM Visit RD Station CRM