Connect Ploomes with RD Station CRM
Connect Ploomes with RD Station CRM to scale and automate your operations.
Explore automation templates
Automate Ploomes and RD Station CRM with Pluga integrations
Trusted by over 10.000 amazing companies
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 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 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 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
Create task
Task created in Ploomes
Task ID
Title
Description
Task type ID
Owner ID
Due date
Deal ID
Contact ID
ID of the user who performed the action
Created deal
For each deal created on RD Station CRM
Deal products
Deal's ID
Deal's Name
Status
Responsible User Email
Pipeline ID
Sales pipeline
Stage ID
Sales pipeline stage
Responsible ID
Responsible User
Contact name
Contact Position
Contact Email
Contact Phone
Contact's Birthday
Unique amount
Recurrence Value (monthly)
Total Value
Created At
Updated At
Closed At
Expected close date
Rating
Source Name
Campaign Name
Company ID
Company Name
Company URL
Company's adress
Company segments (comma separated)
Seller team names (separated by comma)
Company user id number
Company username
Deal tasks (separated by commas and line breaks)
Deal notes (separated by commas and line breaks)
Last deal note
Product names (separated by commas)
Descrições dos produtos (separados por vírgula)
Product IDs (separated by commas)
Product quantities (separated by comma)
Full discount on products
Product prices (separated by comma)
Product Totals
Product Names, Descriptions, Quantities and Prices (separated by comma)
Net Total Products
For every task created
For each task created on RD Station CRM
Task's ID
Task's Type
Task's Subject
Task's Notes
Task's Status
Completion Date
Due Date
Deal's ID
Creator ID
Created At
Updated At
Owner ID
Responsible Name
Responsible Email
Deal ID
Task-related deal name
Total deal amount related to the task
Pipeline Name
Task-related deal pipeline stage name
Company Name
Company Website
Contact Name
Contact Email
Contact Phone
Contact Title
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 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 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
Task updated
Task updatted in Ploomes
Task ID
Title
Description
Task type ID
Owner ID
Due date
Deal ID
Contact ID
ID of the user who performed the action
Last update date
Lost deal
For each closed deal lost on RD Station CRM
Deal products
Deal's ID
Deal's Name
Status
Responsible user email
Pipeline ID
Sales pipeline
Stage ID
Sales pipeline stage
Responsible ID
Responsible User
Contact name
Contact Position
Contact Email
Contact Phone
Contact's Birthday
Unique amount
Recurrence Value (monthly)
Total Value
Created At
Updated At
Closed At
Expected close date
Rating
Source Name
Campaign Name
Company ID
Company Name
Company URL
Company's adress
Company segments (comma separated)
Seller team names (separated by comma)
Company user id number
Company username
Deal tasks (separated by commas and line breaks)
Deal notes (separated by commas and line breaks)
Last deal note
Product names (separated by commas)
Descrições dos produtos (separados por vírgula)
Product IDs (separated by commas)
Product quantities (separated by comma)
Full discount on products
Product prices (separated by comma)
Product Totals
Product Names, Descriptions, Quantities and Prices (separated by comma)
Net Total Products
Lost Reason
Created contact
For each created contact on RD Station CRM
Contact's ID
Contact's Name
Contact position
Contact's birthday
Primary Email
First contact phone number
Contact emails (separated by comma)
Contact phone numbers (separated by comma)
Facebook (Username)
LinkedIn (Username)
Company Name
Company Website
Company Description
Company Owner Name
Company Followers
Created At
Updated At
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 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 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
Task closed
Task closed in Ploomes
Task ID
Title
Description
Task type ID
Owner ID
Due date
Deal ID
Contact ID
ID of the user who performed the action
Completion date
Deal marked as won
For each deal marked as sale on RD Station CRM
Deal products
Deal's ID
Deal's Name
Status
Responsible user email
Pipeline ID
Sales pipeline
Stage ID
Sales pipeline stage
Responsible ID
Responsible User
Contact name
Contact Position
Contact Email
Contact Phone
Contact's Birthday
Unique amount
Recurrence Value (monthly)
Total Value
Created At
Updated At
Closed At
Expected close date
Rating
Source Name
Campaign Name
Company ID
Company Name
Company URL
Company's adress
Company segments (comma separated)
Seller team names (separated by comma)
Company user id number
Company username
Deal tasks (separated by commas and line breaks)
Deal notes (separated by commas and line breaks)
Last deal note
Product names (separated by commas)
Descrições dos produtos (separados por vírgula)
Product IDs (separated by commas)
Product quantities (separated by comma)
Full discount on products
Product prices (separated by comma)
Product Totals
Product Names, Descriptions, Quantities and Prices (separated by comma)
Net Total Products
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 company
create or update a company on RD Station CRM
Company Name Required
Company responsible user Required
Update organization owner
Company URL
Company Summary
Create or update deal (multiple items)
create or update a deal in RD Station CRM
Distribute new deals
Select sellers
User email
User name
Deal owner update logic
Team that will receive deals
Deal Name
Deal owner
Deal Qualification
Source selection mode
Source Name
Source Name
Campaign selection mode
Name of the Campaign/Marketing Action
Campaign Name
Deal forecast date
Deal Status
Deal loss reason
Contact name
Contact Position
Contact e-mail
Contact phone
Contact Birthday
Company/Customer Name
Organization owner
Update organization owner
Company website URL
Company Resume
Task's subject
Task's owner
Task's date and time
Task's type
Task's notes
Created by
Deal's note
Product: Discount Type
Products
Products
Search Organizations
Search Organizations on RD Station CRM
Search field
Search term
Result limit
No company found?
Criar tarefa
Create task in RD Station CRM
Deal ID Required
Task type Required
Subject Required
Date and time Required
Assignee
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 or update contact
create or update a contact on RD Station CRM
Contact name Required
Contact Position
Contact e-mail
Contact phone
Contact Birthday
Company Name
Organization Owner ID
Update organization owner
Company URL
Company Resume
Search deals
Search deals on RD Station CRM
Search field
Search term
Result limit
No deals found?
Get deal by ID or Email
Get deal by ID or Email on RD Station CRM
ID or Email Required
Create Task
Create task in Ploomes
Task title Required
Description
Due date
Task type
Owner
Deal ID
Contact ID
Create or update deal (single item)
create/update a deal on RD Station CRM
Distribute new deals
Select sellers
User email
User name
Deal owner update logic
Team that will receive deals
Deal name
Deal Owner
Deal Qualification
Source selection mode
Source Name
Source Name
Campaign selection mode
Name of the Campaign/Marketing Action
Campaign Name
Deal forecast date
Deal Status
Deal loss reason
Contact name
Contact Position
Contact e-mail
Contact phone
Contact Birthday
Company/Customer Name
Company Owner
Update organization owner
Company website URL
Company Resume
Product/Service Name
Product/service description
Product/Service Price
Product/Service Quantity
Product discount type
Product discount
Task's subject
Task's owner
Task's date and time
Task's type
Task's notes
Created by
Deal Note
Search contacts
Search Contact on RD Station CRM
Search field
Search term
Result limit
No contacts found?
Mark deal as won
Mark a deal as won in RD Station CRM.
Deal ID Required
Note
Boost this flow in your workflow
With Pluga, you connect Ploomes + RD Station CRM to build anything from the simplest integration to the most advanced flows, with several layers of logic.
- Basic 1
Pick the source app and the trigger
Choose which app starts the automation and which event works as the trigger. For example, "For each created contact on RD Station CRM".
- Basic 2
Set the destinations and the actions
Select the apps that make up the flow with Ploomes and what Pluga should run automatically at each step. Example: "Create task in Ploomes"
- 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
Ploomes
CRMConnect Ploomes 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.
RD Station CRM
CRMConnect RD Station CRM to 133+ apps with Pluga and turn your work into a productive machine. Register leads from every channel automatically, move deals along on their own, generate contracts and invoices, fire personalized follow-ups at the right moment and keep your pipeline always up to date.
