Connect RD Station CRM (legado) with Nibo
Connect RD Station CRM (legado) with Nibo to scale and automate your operations.
Explore automation templates
Automate RD Station CRM (legado) and Nibo with Pluga integrations
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
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RD Station CRM (legado) and Nibo
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Check out the available triggers and actions in the automation of apps RD Station CRM (legado) + Nibo
Deal moved to specific stage in pipeline
For each deal moved to a certain stage in the RD Station CRM funnel
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
create a new bills to receive in Nibo
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
Service profile
Auto generate NFS-e type
Days before due date to generate NFS-e
State where service was provided
City where service was provided
Include expense
create a new payment in Nibo
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
create a new customer in Nibo
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
create a new supplier in Nibo
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
create a new receipt in Nibo
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
Create an accounts payable
Create payable in NiboHow it works:
Whenever something happens on the source app
1. Description
All happening in a single automation! ✨
Create an accounts payable
Create payable in Nibo
Organization Required
Vendor Required
Amount Required
Due date Required
Description
Accrual date
Reference
Category
Cost center
Boost this flow in your workflow
With Pluga, you connect RD Station CRM (legado) + Nibo 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 deal moved to a certain stage in the RD Station CRM funnel".
- Basic 2
Set the destinations and the actions
Select the apps that make up the flow with Nibo and what Pluga should run automatically at each step. Example: "Create payable in Nibo"
- 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
RD Station CRM (legado)
CRMConnect RD Station CRM (legado) to 131+ 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.
Nibo
AccountingConnect Nibo to 131+ apps with Pluga and turn your work into a productive machine. Automate income and expense entries, settle receipts as soon as payment clears and keep payables and receivables current — without spending hours closing the month by hand.
