Connect RD Station CRM (legado) (Negociação movida para determinada etapa do funil) with Nibo
Unlock the superpowers of RD Station CRM (legado) (Negociação movida para determinada etapa do funil) + Nibo and automate your tasks without having to write a single line of code.
RD Station CRM (legado) (Negociação movida para determinada etapa do funil) and Nibo
your way
Check out the available triggers and actions in the automation of apps RD Station CRM (legado) (Negociação movida para determinada etapa do funil) + Nibo
Deal moved to specific stage in pipeline
For each deal 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! ✨
Deal moved to specific stage in pipeline
For each deal moved to a certain stage in the RD Station CRM funnelTrigger
Deal products
Deal's ID
Deal 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)
Deal tasks (separated by commas and line breaks)
Deal notes (separated by commas and line breaks)
Last deal 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)
Valores totais dos produtos após descontos (separados por vírgula)
Product names, descriptions, quantities and prices (separated by commas)
Gross total of products
Total líquido dos produtos
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 deal entered the selected Stage
Date on which the deal entered the selected stage formatted as 'yyyy-mm-dd'
Date on which the deal entered the selected stage formatted as 'dd/mm/yyyy'
Generate account receivable
generate an account receivable on NiboHow it works:
Whenever something happens on the source app
1.
All happening in a single automation! ✨
Generate account receivable
generate an account receivable on NiboAction
Company Required
description Required
reference
Amount Required
Schedule date Required
Due date Required
Accrual date
Category selection mode
Category
Category
Cost center selection
Cost center id
Cost center description
Number of installments
Contact update criteria
Customer name. Required
Customer email.
Customer Document Number.
Customer phone number.
Customer's cell phone.
Customer address
Customer address number
Customer address complement
Customer address neighborhood
City of customer address
Customer address state
Customer address Zip Code
Country of customer address
Include expense
include an expense on NiboHow it works:
Whenever something happens on the source app
All happening in a single automation! ✨
Include expense
include an expense on NiboAction
Company Required
Account Required
Category selection mode
Category
Category
Cost center selection
Cost Centers
Cost center description
Amount Required
Entry date Required
description Required
Contact update criteria
Supplier's Name Required
Supplier's Email
Supplier's Document Number
Supplier's Phone
Supplier's Cellphone
Supplier's Address
Supplier's address number
Supplier's address complement
Supplier's address district
Supplier's address city
Supplier's address state
Supplier's address zip code
Supplier's address country
Register customer
register the customer on NiboHow it works:
Whenever something happens on the source app
1.
All happening in a single automation! ✨
Register customer
register the customer on NiboAction
Company Required
Contact update criteria
Name Required
Document
Customer phone number.
Customer's cell phone.
Customer address
Customer address number
Customer address complement
Customer address neighborhood
City of customer address
Customer address state
Customer address Zip Code
Country of customer address
Register vendor
register the vendor on NiboHow it works:
Whenever something happens on the source app
All happening in a single automation! ✨
Register vendor
register the vendor on NiboAction
Company Required
Contact update criteria
Name Required
Document
Customer phone number.
Customer's cell phone.
Customer address
Customer address number
Customer address complement
Customer address neighborhood
City of customer address
Customer address state
Customer address Zip Code
Country of customer address
Include receipt
include a receipt on NiboHow it works:
Whenever something happens on the source app
1.
All happening in a single automation! ✨
Include receipt
include a receipt on NiboAction
Company Required
Account Required
Category selection mode
Category
Category
Cost center selection
Cost Centers
value
Amount Required
Entry date Required
description Required
Contact update criteria
Customer name. Required
Customer email.
Customer Document Number.
Customer phone number.
Customer's cell phone.
Customer address
Customer address number
Customer address complement
Customer address neighborhood
City of customer address
Customer address state
Customer address Zip Code
Country of customer address
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Automate RD Station CRM (legado) (Negociação movida para determinada etapa do funil) and Nibo with Pluga integrations
Explore automation templates
For each deal marked as sale on RD Station CRM, register the customer on Nibo
For each deal marked as sale on RD Station CRM, include a receipt on Nibo
For each deal marked as sale on RD Station CRM, generate an account receivable on Nibo
For each deal moved to a certain stage in the RD Station CRM funnel, register the customer on Nibo
For each deal moved to a certain stage in the RD Station CRM funnel, include a receipt on Nibo
For each deal moved to a certain stage in the RD Station CRM funnel, generate an account receivable on Nibo
For each created contact on RD Station CRM, register the customer on Nibo
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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 (legado) (Negociação movida para determinada etapa do funil) + Nibo
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. 
RD Station CRM (legado) (Negociação movida para determinada etapa do funil)
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 (legado) (Negociação movida para determinada etapa do funil) Visit RD Station CRM (legado) (Negociação movida para determinada etapa do funil) Nibo
AccountingNibo is a simple robust financial management system for small and medium-sized businesses. Among other features, the platform allows the unification of accounting file formats and their sharing between the company and the accountant, acting as an intermediary to save you time. This way, every manager can have their finances and accounting online, organized, and efficient.
Integrations with Nibo Visit Nibo