Automate RD Station CRM with iugu
Unlock the superpowers of RD Station CRM + iugu and automate your tasks without having to write a single line of code.
RD Station CRM and iugu
your way
Check out the available triggers and actions in the automation of apps RD Station CRM + iugu
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'
Created payment
For each created payment on iuguHow it works:
Whenever something happens on the source app
All happening in a single automation! ✨
Created payment
For each created payment on iuguTrigger
transaction id
due date (formatted - DD/MM/YYYY)
status
coin
amount of items in cents
discount in cents
iugu fees (cents)
iugu fees (decimal)
iugu fees (text)
total amount (cents)
installments
total amount in Reais (decimal separated by dot)
total amount in Reais (decimal separated by comma)
total amount in Reais in the format "R$ 10.00"
payment amount (cents)
payment amount (decimal)
payment amount (text)
marketplace commission (cents)
marketplace commission (decimal)
marketplace commission (text)
fine and interest (cents)
fine and interest (decimal)
fine and interest (text)
created in (YYYY-MM-DDTHH:mm:ss-Z)
created on (DD/MM/YYYY)
created in (H:M:S)
created in (DD/MM/YYYY - H:M:S)
updated in (YYYY-MM-DDTHH:mm:ss-Z)
updated on (DD/MM/YYYY)
updated in (H:M:S)
updated in (DD/MM/YYYY - H:M:S)
paid in (YYYY-MM-DDTHH:mm:ss-Z)
paid in (DD/MM/YYYY)
paid in (H:M:S)
paid in (DD/MM/YYYY - H:M:S)
invoice url
customer id
bank slip (link)
payment method
Customer Subscription ID
Purchase order ID
items description
items quantity
items description, quantity and price
cpf or cnpj
buyer email
CC emails buyer
Buyer's Notes
buyer name
buyer's telephone number (DDD)
buyer telephone number (number)
address street
address: number
full address
address neighborhood
address: city
address: state
address: country
address: Zip Code
slip (digital line)
QR code (link)
QR code (text)
Expired payment
For each expired payment on iuguHow it works:
Whenever something happens on the source app
All happening in a single automation! ✨
Expired payment
For each expired payment on iuguTrigger
transaction id
due date (formatted - DD/MM/YYYY)
status
coin
amount of items in cents
discount in cents
iugu fees (cents)
iugu fees (decimal)
iugu fees (text)
total amount (cents)
installments
total amount in Reais (decimal separated by dot)
total amount in Reais (decimal separated by comma)
total amount in Reais in the format "R$ 10.00"
payment amount (cents)
payment amount (decimal)
payment amount (text)
marketplace commission (cents)
marketplace commission (decimal)
marketplace commission (text)
fine and interest (cents)
fine and interest (decimal)
fine and interest (text)
created in (YYYY-MM-DDTHH:mm:ss-Z)
created on (DD/MM/YYYY)
created in (H:M:S)
created in (DD/MM/YYYY - H:M:S)
updated in (YYYY-MM-DDTHH:mm:ss-Z)
updated on (DD/MM/YYYY)
updated in (H:M:S)
updated in (DD/MM/YYYY - H:M:S)
paid in (YYYY-MM-DDTHH:mm:ss-Z)
paid in (DD/MM/YYYY)
paid in (H:M:S)
paid in (DD/MM/YYYY - H:M:S)
invoice url
customer id
bank slip (link)
payment method
Customer Subscription ID
Purchase order ID
items description
items quantity
items description, quantity and price
cpf or cnpj
buyer email
CC emails buyer
Buyer's Notes
buyer name
buyer's telephone number (DDD)
buyer telephone number (number)
address street
address: number
full address
address neighborhood
address: city
address: state
address: country
address: Zip Code
Partially paid payment
For each partially paid payment on iuguHow it works:
Whenever something happens on the source app
All happening in a single automation! ✨
Partially paid payment
For each partially paid payment on iuguTrigger
transaction id
due date (formatted - DD/MM/YYYY)
status
coin
amount of items in cents
discount in cents
iugu fees (cents)
iugu fees (decimal)
iugu fees (text)
total amount (cents)
installments
total amount in Reais (decimal separated by dot)
total amount in Reais (decimal separated by comma)
total amount in Reais in the format "R$ 10.00"
payment amount (cents)
payment amount (decimal)
payment amount (text)
marketplace commission (cents)
marketplace commission (decimal)
marketplace commission (text)
fine and interest (cents)
fine and interest (decimal)
fine and interest (text)
created in (YYYY-MM-DDTHH:mm:ss-Z)
created on (DD/MM/YYYY)
created in (H:M:S)
created in (DD/MM/YYYY - H:M:S)
updated in (YYYY-MM-DDTHH:mm:ss-Z)
updated on (DD/MM/YYYY)
updated in (H:M:S)
updated in (DD/MM/YYYY - H:M:S)
paid in (YYYY-MM-DDTHH:mm:ss-Z)
paid in (DD/MM/YYYY)
paid in (H:M:S)
paid in (DD/MM/YYYY - H:M:S)
invoice url
customer id
bank slip (link)
payment method
Customer Subscription ID
Purchase order ID
items description
items quantity
items description, quantity and price
cpf or cnpj
buyer email
CC emails buyer
Buyer's Notes
buyer name
buyer's telephone number (DDD)
buyer telephone number (number)
address street
address: number
full address
address neighborhood
address: city
address: state
address: country
address: Zip Code
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
Overdue invoice
When an invoice is due on iuguHow it works:
Whenever something happens on the source app
All happening in a single automation! ✨
Overdue invoice
When an invoice is due on iuguTrigger
transaction id
due date (formatted - DD/MM/YYYY)
status
coin
amount of items in cents
discount in cents
iugu fees (cents)
iugu fees (decimal)
iugu fees (text)
total amount (cents)
installments
total amount in Reais (decimal separated by dot)
total amount in Reais (decimal separated by comma)
total amount in Reais in the format "R$ 10.00"
payment amount (cents)
payment amount (decimal)
payment amount (text)
marketplace commission (cents)
marketplace commission (decimal)
marketplace commission (text)
fine and interest (cents)
fine and interest (decimal)
fine and interest (text)
created in (YYYY-MM-DDTHH:mm:ss-Z)
created on (DD/MM/YYYY)
created in (H:M:S)
created in (DD/MM/YYYY - H:M:S)
updated in (YYYY-MM-DDTHH:mm:ss-Z)
updated on (DD/MM/YYYY)
updated in (H:M:S)
updated in (DD/MM/YYYY - H:M:S)
paid in (YYYY-MM-DDTHH:mm:ss-Z)
paid in (DD/MM/YYYY)
paid in (H:M:S)
paid in (DD/MM/YYYY - H:M:S)
invoice url
customer id
bank slip (link)
payment method
Customer Subscription ID
Purchase order ID
items description
items quantity
items description, quantity and price
cpf or cnpj
buyer email
CC emails buyer
Buyer's Notes
buyer name
buyer's telephone number (DDD)
buyer telephone number (number)
address street
address: number
full address
address neighborhood
address: city
address: state
address: country
address: Zip Code
Approved payment
For each approved payment on iuguHow it works:
Whenever something happens on the source app
All happening in a single automation! ✨
Approved payment
For each approved payment on iuguTrigger
transaction id
due date (formatted - DD/MM/YYYY)
status
coin
amount of items in cents
discount in cents
iugu fees (cents)
iugu fees (decimal)
iugu fees (text)
total amount (cents)
installments
total amount in Reais (decimal separated by dot)
total amount in Reais (decimal separated by comma)
total amount in Reais in the format "R$ 10.00"
payment amount (cents)
payment amount (decimal)
payment amount (text)
marketplace commission (cents)
marketplace commission (decimal)
marketplace commission (text)
fine and interest (cents)
fine and interest (decimal)
fine and interest (text)
created in (YYYY-MM-DDTHH:mm:ss-Z)
created on (DD/MM/YYYY)
created in (H:M:S)
created in (DD/MM/YYYY - H:M:S)
updated in (YYYY-MM-DDTHH:mm:ss-Z)
updated on (DD/MM/YYYY)
updated in (H:M:S)
updated in (DD/MM/YYYY - H:M:S)
paid in (YYYY-MM-DDTHH:mm:ss-Z)
paid in (DD/MM/YYYY)
paid in (H:M:S)
paid in (DD/MM/YYYY - H:M:S)
invoice url
customer id
bank slip (link)
payment method
Customer Subscription ID
Purchase order ID
items description
items quantity
items description, quantity and price
cpf or cnpj
buyer email
CC emails buyer
Buyer's Notes
buyer name
buyer's telephone number (DDD)
buyer telephone number (number)
address street
address: number
full address
address neighborhood
address: city
address: state
address: country
address: Zip Code
financial return date
Date, amount and taxes of financial returns separated by commas
Duplicate invoice
Duplicate original invoice ID
Created subscription
For each created subscription on iuguHow it works:
Whenever something happens on the source app
All happening in a single automation! ✨
Created subscription
For each created subscription on iuguTrigger
Signature: ID
Signature: Plan identifier
Subscription: Price in cents
Subscription: Currency
Customer: ID
Customer: Email
Customer: Name
Customer: Notes
Customer: CPF/CNPJ
Customer: Zip Code
Customer: Address number
Customer: Address complement
Customer: Rua
Customer: Neighborhood
Customer: Telephone
Customer: Telephone (DDD)
Customer: City
Customer: State
Signature: Date of creation (in the format YYYY-MM-DDTHH:mm:ss-Z)
Signature: Creation date (DD/MM/YYYY)
Signature: Creation time (H:M:S)
Signature: Date created (DD/MM/YYYY - H:M:S)
Signature: Update date (in the format YYYY-MM-DDTHH:mm:ss-Z)
Signature: Update date (DD/MM/YYYY)
Signature: Update time (H:M:S)
Signature: Update date (in the format DD/MM/YYYY - H:M:S)
Subscription: Description of items
Subscription: Quantity of items
Signature: Description of items, quantity and price
Subscription: Price (R$)
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
Payment canceled
For each canceled payment on iuguHow it works:
Whenever something happens on the source app
All happening in a single automation! ✨
Payment canceled
For each canceled payment on iuguTrigger
transaction id
due date (formatted - DD/MM/YYYY)
status
coin
amount of items in cents
discount in cents
iugu fees (cents)
iugu fees (decimal)
iugu fees (text)
total amount (cents)
installments
total amount in Reais (decimal separated by dot)
total amount in Reais (decimal separated by comma)
total amount in Reais in the format "R$ 10.00"
payment amount (cents)
payment amount (decimal)
payment amount (text)
marketplace commission (cents)
marketplace commission (decimal)
marketplace commission (text)
fine and interest (cents)
fine and interest (decimal)
fine and interest (text)
created in (YYYY-MM-DDTHH:mm:ss-Z)
created on (DD/MM/YYYY)
created in (H:M:S)
created in (DD/MM/YYYY - H:M:S)
updated in (YYYY-MM-DDTHH:mm:ss-Z)
updated on (DD/MM/YYYY)
updated in (H:M:S)
updated in (DD/MM/YYYY - H:M:S)
paid in (YYYY-MM-DDTHH:mm:ss-Z)
paid in (DD/MM/YYYY)
paid in (H:M:S)
paid in (DD/MM/YYYY - H:M:S)
invoice url
customer id
bank slip (link)
payment method
Customer Subscription ID
Purchase order ID
items description
items quantity
items description, quantity and price
cpf or cnpj
buyer email
CC emails buyer
Buyer's Notes
buyer name
buyer's telephone number (DDD)
buyer telephone number (number)
address street
address: number
full address
address neighborhood
address: city
address: state
address: country
address: Zip Code
referência externa
Refunded invoice
For each refunded payment on iuguHow it works:
Whenever something happens on the source app
All happening in a single automation! ✨
Refunded invoice
For each refunded payment on iuguTrigger
transaction id
due date (formatted - DD/MM/YYYY)
status
coin
amount of items in cents
discount in cents
iugu fees (cents)
iugu fees (decimal)
iugu fees (text)
total amount (cents)
installments
total amount in Reais (decimal separated by dot)
total amount in Reais (decimal separated by comma)
total amount in Reais in the format "R$ 10.00"
payment amount (cents)
payment amount (decimal)
payment amount (text)
marketplace commission (cents)
marketplace commission (decimal)
marketplace commission (text)
fine and interest (cents)
fine and interest (decimal)
fine and interest (text)
created in (YYYY-MM-DDTHH:mm:ss-Z)
created on (DD/MM/YYYY)
created in (H:M:S)
created in (DD/MM/YYYY - H:M:S)
updated in (YYYY-MM-DDTHH:mm:ss-Z)
updated on (DD/MM/YYYY)
updated in (H:M:S)
updated in (DD/MM/YYYY - H:M:S)
paid in (YYYY-MM-DDTHH:mm:ss-Z)
paid in (DD/MM/YYYY)
paid in (H:M:S)
paid in (DD/MM/YYYY - H:M:S)
invoice url
customer id
bank slip (link)
payment method
Customer Subscription ID
Purchase order ID
items description
items quantity
items description, quantity and price
cpf or cnpj
buyer email
CC emails buyer
Buyer's Notes
buyer name
buyer's telephone number (DDD)
buyer telephone number (number)
address street
address: number
full address
address neighborhood
address: city
address: state
address: country
address: Zip Code
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
Create customer
create a customer on iuguHow it works:
Whenever something happens on the source app
All happening in a single automation! ✨
Create customer
create a customer on iuguAction
Customer name Required
Customer email Required
Other emails
Notes
customer cpf/cnpj Required
address street
address: number
full address
address neighborhood
address: city
address: state
address: Zip Code
telephone: area code
telephone number
Customer ID
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 billing
send a billing to the customer via iuguHow it works:
Whenever something happens on the source app
All happening in a single automation! ✨
Create billing
send a billing to the customer via iuguAction
Email Required
Other emails
Payment deadline (days) Required
Item Description Required
Item Quantity Required
Item Price Required
Available payment methods Required
Maximum number of installments
Customer name
Customer notes
Customer document
Address street
Address: number
full address
address neighborhood
address: city
address: state
address: Zip Code
Telephone: area code
Telephone number
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
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Automate RD Station CRM and iugu with Pluga integrations
Explore automation templates
For each opportunity marked as sale on RD Station CRM, send a billing to the customer via iugu
EXPLORE For each expired payment on iugu, create/update an opportunity on RD Station CRM
EXPLORE For each canceled payment on iugu, create/update an opportunity on RD Station CRM
EXPLORE For each opportunity moved to a certain stage in the RD Station CRM funnel, send a billing to the customer via iugu
EXPLORE For each created payment on iugu, create or update a contact on RD Station CRM
EXPLORE For each expired payment on iugu, create or update a contact on RD Station CRM
EXPLORE For each approved payment on iugu, create or update a contact on RD Station CRM
EXPLORE For each canceled payment on iugu, create or update a contact on RD Station CRM
EXPLORE For each refunded payment on iugu, create or update a contact on RD Station CRM
EXPLORE For each created subscription on iugu, create or update a contact on RD Station CRM
EXPLORE For each opportunity moved to a certain stage in the RD Station CRM funnel, send a billing to the customer via iugu
EXPLORE 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.
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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 RD Station CRM + iugu
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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 iugu
PaymentIugu is an online payment platform that offers various features to ease cash flow management. It allows for transparent checkout, one-click purchases, billing for subscriptions and dues, and transactional emails.
Integrations with iugu Visit iugu