Connect RD Station CRM (legado) with vhsys
Connect RD Station CRM (legado) with vhsys to scale and automate your operations.
Explore automation templates
Automate RD Station CRM (legado) and vhsys with Pluga integrations
For each deal marked as sale on RD Station CRM, create payable in vhsys
For each deal moved to a certain stage in the RD Station CRM funnel, create payable in vhsys
For each task created on RD Station CRM, create sales order in vhsys
For each task created on RD Station CRM, create sales order in vhsys
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RD Station CRM (legado) and vhsys
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Check out the available triggers and actions in the automation of apps RD Station CRM (legado) + vhsys
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'
New POS sale
New POS sale in vhsys
Counter sale ID
Counter sale sequential ID
Customer ID
Customer name
Seller name
Seller ID
Products total value
Discount value
Surcharge value
Sale total value
Payment method
Received value
Change value
Sale notes
Sale status
Sale creation date
Sale last modification date
Create/update client
Create or update client in vhsys
Update customer based on
Legal name / Name Required
Person type
CNPJ or CPF
Registration type
Trade name
Address
Address number
Neighborhood
Zip code
City
State
Phone
Mobile phone
Status
Create receivable
Create receivable in vhsys
Update client based on
CNPJ or CPF
Company or person name Required
Description Required
Amount Required
Due date Required
Bank account Required
Payment method
Issue date
Financial category
Document number
Notes
Create sales order
Create sales order in vhsys
Update client based on
CNPJ or CPF
Company or person name Required
Product (name or code)
Quantity
Unit price
Order date
Order discount
Shipping cost
Order reference
Notes
Internal notes
Create payable
Create payable in vhsys
CNPJ or CPF Required
Company or person name Required
Cellphone number Required
Description Required
Amount Required
Due date Required
Bank account Required
Payment method
Issue date
Financial category
Document number
Notes
Boost this flow in your workflow
With Pluga, you connect RD Station CRM (legado) + vhsys 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 vhsys and what Pluga should run automatically at each step. Example: "Create receivable in vhsys"
- 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 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.
vhsys
ERPConnect vhsys to 133+ apps with Pluga and turn your work into a productive machine. Sync customer and supplier records, create sales and purchase orders and settle receivables. Keep finance and inventory up to date, automatically.
