Connect RD Station CRM with Stone

Connect RD Station CRM with Stone to scale and automate your operations.

Explore automation templates

Automate RD Station CRM and Stone
with Pluga integrations

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RD Station CRM and Stone
your way

Check out the available triggers and actions in the automation of apps RD Station CRM + Stone

Trigger
RD Station CRM

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

1st Contact LinkedIn (Username)

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

Trigger
RD Station CRM

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

Trigger
Stone

Payment created

Payment created in Stone

Payment ID

Payment code

Status

Payment method

Amount (in cents)

Amount

Amount (formatted in BRL)

Currency

Gateway ID

Creation date

Creation date (DD/MM/YYYY HH:MM:SS)

Customer: ID

Customer: name

Customer: email

Customer: document

Customer: type

Customer: mobile phone (country code)

Customer: mobile phone (area code)

Customer: mobile phone (number)

Customer address: street

Customer address: number

Customer address: neighborhood

Customer address: complement

Customer address: city

Customer address: state

Customer address: zip code

Customer address: country

Order: ID

Order: code

Item codes (comma separated)

Item descriptions (comma separated)

Item quantities (comma separated)

Item unit prices in cents (comma separated)

Item description, price and quantity

Shipping (in cents)

Shipping address: street

Shipping address: number

Shipping address: neighborhood

Shipping address: complement

Shipping address: city

Shipping address: state

Shipping address: zip code

Shipping address: country

Card: installments

Card: brand

Card: holder name

Card: first 6 digits

Card: last 4 digits

Card: expiration month

Card: expiration year

Card: type

Acquirer: name

Acquirer: return code

Acquirer: message

Acquirer: NSU

Acquirer: TID

Acquirer: authorization code

Billing address: street

Billing address: number

Billing address: neighborhood

Billing address: complement

Billing address: city

Billing address: state

Billing address: zip code

Billing address: country

Pix: copy and paste code

Pix: QR code image link

Pix: expiration date

Boleto: link

Boleto: PDF link

Boleto: digitable line

Boleto: barcode image link

Boleto: Pix QR code image link

Boleto: 'nosso número'

Boleto: due date

Boleto: bank

Boleto: instructions

Trigger
Stone

Declined payment

Declined payment in Stone

Payment ID

Payment code

Status

Payment method

Amount (in cents)

Amount

Amount (formatted in BRL)

Currency

Gateway ID

Creation date

Creation date (DD/MM/YYYY HH:MM:SS)

Customer: ID

Customer: name

Customer: email

Customer: document

Customer: type

Customer: mobile phone (country code)

Customer: mobile phone (area code)

Customer: mobile phone (number)

Customer address: street

Customer address: number

Customer address: neighborhood

Customer address: complement

Customer address: city

Customer address: state

Customer address: zip code

Customer address: country

Order: ID

Order: code

Item codes (comma separated)

Item descriptions (comma separated)

Item quantities (comma separated)

Item unit prices in cents (comma separated)

Item description, price and quantity

Shipping (in cents)

Shipping address: street

Shipping address: number

Shipping address: neighborhood

Shipping address: complement

Shipping address: city

Shipping address: state

Shipping address: zip code

Shipping address: country

Card: installments

Card: brand

Card: holder name

Card: first 6 digits

Card: last 4 digits

Card: expiration month

Card: expiration year

Card: type

Acquirer: name

Acquirer: return code

Acquirer: message

Acquirer: NSU

Acquirer: TID

Acquirer: authorization code

Billing address: street

Billing address: number

Billing address: neighborhood

Billing address: complement

Billing address: city

Billing address: state

Billing address: zip code

Billing address: country

Pix: copy and paste code

Pix: QR code image link

Pix: expiration date

Boleto: link

Boleto: PDF link

Boleto: digitable line

Boleto: barcode image link

Boleto: Pix QR code image link

Boleto: 'nosso número'

Boleto: due date

Boleto: bank

Boleto: instructions

Refusal reason

Transaction status

Antifraud: status

Antifraud: score

Trigger
RD Station CRM

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

1st Contact LinkedIn (Username)

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

Trigger
RD Station CRM

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

Trigger
Stone

Refunded payment

Refunded payment in Stone

Payment ID

Payment code

Status

Payment method

Amount (in cents)

Amount

Amount (formatted in BRL)

Currency

Gateway ID

Creation date

Creation date (DD/MM/YYYY HH:MM:SS)

Customer: ID

Customer: name

Customer: email

Customer: document

Customer: type

Customer: mobile phone (country code)

Customer: mobile phone (area code)

Customer: mobile phone (number)

Customer address: street

Customer address: number

Customer address: neighborhood

Customer address: complement

Customer address: city

Customer address: state

Customer address: zip code

Customer address: country

Order: ID

Order: code

Item codes (comma separated)

Item descriptions (comma separated)

Item quantities (comma separated)

Item unit prices in cents (comma separated)

Item description, price and quantity

Shipping (in cents)

Shipping address: street

Shipping address: number

Shipping address: neighborhood

Shipping address: complement

Shipping address: city

Shipping address: state

Shipping address: zip code

Shipping address: country

Card: installments

Card: brand

Card: holder name

Card: first 6 digits

Card: last 4 digits

Card: expiration month

Card: expiration year

Card: type

Acquirer: name

Acquirer: return code

Acquirer: message

Acquirer: NSU

Acquirer: TID

Acquirer: authorization code

Billing address: street

Billing address: number

Billing address: neighborhood

Billing address: complement

Billing address: city

Billing address: state

Billing address: zip code

Billing address: country

Pix: copy and paste code

Pix: QR code image link

Pix: expiration date

Boleto: link

Boleto: PDF link

Boleto: digitable line

Boleto: barcode image link

Boleto: Pix QR code image link

Boleto: 'nosso número'

Boleto: due date

Boleto: bank

Boleto: instructions

Payment date

Payment date (DD/MM/YYYY HH:MM:SS)

Paid amount (in cents)

Paid amount

Paid amount (formatted in BRL)

Pix: transaction identifier (E2E)

Pix: payer name

Pix: payer document (partial)

Pix: payer document type

Pix: payer bank

Pix: payer bank ISPB

Refund date

Refund date (DD/MM/YYYY HH:MM:SS)

Refunded amount (in cents)

Refunded amount

Refunded amount (formatted in BRL)

Trigger
RD Station CRM

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

1st Contact LinkedIn (Username)

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

Trigger
Stone

Approved payment

Approved payment na Stone

Payment ID

Payment code

Status

Payment method

Amount (in cents)

Amount

Amount (formatted in BRL)

Currency

Gateway ID

Creation date

Creation date (DD/MM/YYYY HH:MM:SS)

Customer: ID

Customer: name

Customer: email

Customer: document

Customer: type

Customer: mobile phone (country code)

Customer: mobile phone (area code)

Customer: mobile phone (number)

Customer address: street

Customer address: number

Customer address: neighborhood

Customer address: complement

Customer address: city

Customer address: state

Customer address: zip code

Customer address: country

Order: ID

Order: code

Item codes (comma separated)

Item descriptions (comma separated)

Item quantities (comma separated)

Item unit prices in cents (comma separated)

Item description, price and quantity

Shipping (in cents)

Shipping address: street

Shipping address: number

Shipping address: neighborhood

Shipping address: complement

Shipping address: city

Shipping address: state

Shipping address: zip code

Shipping address: country

Card: installments

Card: brand

Card: holder name

Card: first 6 digits

Card: last 4 digits

Card: expiration month

Card: expiration year

Card: type

Acquirer: name

Acquirer: return code

Acquirer: message

Acquirer: NSU

Acquirer: TID

Acquirer: authorization code

Billing address: street

Billing address: number

Billing address: neighborhood

Billing address: complement

Billing address: city

Billing address: state

Billing address: zip code

Billing address: country

Pix: copy and paste code

Pix: QR code image link

Pix: expiration date

Boleto: link

Boleto: PDF link

Boleto: digitable line

Boleto: barcode image link

Boleto: Pix QR code image link

Boleto: 'nosso número'

Boleto: due date

Boleto: bank

Boleto: instructions

Payment date

Payment date (DD/MM/YYYY HH:MM:SS)

Paid amount (in cents)

Paid amount

Paid amount (formatted in BRL)

Pix: transaction identifier (E2E)

Pix: payer name

Pix: payer document (partial)

Pix: payer document type

Pix: payer bank

Pix: payer bank ISPB

Trigger
Stone

Created subscription

Created subscription in Stone

Subscription ID

Subscription code

Status

Payment method

Billing interval

Interval count

Billing type

Installments

Currency

Total amount (in cents)

Total amount

Total amount (formatted in BRL)

Creation date

Creation date (DD/MM/YYYY HH:MM:SS)

Start date

Start date (DD/MM/YYYY HH:MM:SS)

Next billing date

Next billing date (DD/MM/YYYY HH:MM:SS)

Current cycle: number

Current cycle: start

Current cycle: end

Current cycle: billing date

Customer: ID

Customer: name

Customer: email

Customer: document

Customer: type

Customer: mobile phone (country code)

Customer: mobile phone (area code)

Customer: mobile phone (number)

Customer address: street

Customer address: number

Customer address: neighborhood

Customer address: complement

Customer address: city

Customer address: state

Customer address: zip code

Customer address: country

Item IDs (comma separated)

Item descriptions (comma separated)

Item quantities (comma separated)

Item unit prices in cents (comma separated)

Item description, price and quantity

Card: brand

Card: holder name

Action
RD Station CRM

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

Action
RD Station CRM

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

Premium Action
RD Station CRM

Search Organizations

Search Organizations on RD Station CRM

Search term

Items per page

Order

Page

Action
RD Station CRM

Update deal status

Update deal status on RD Station CRM

Deal ID Required

Deal Status Required

Note

Loss reason

Action
RD Station CRM

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

Premium Action
RD Station CRM

Search deals

Search deals on RD Station CRM

Stage

Deal status

Search filters

Items per page

Order

Page

Action
RD Station CRM

Get deal by ID or Email

Get deal by ID or Email on RD Station CRM

ID or Email Required

Action
Stone

Create/update client

Create/update client in Stone

Customer name Required

Customer email Required

Customer CPF/CNPJ

Gender

Birthdate

Mobile phone: country code

Mobile phone: area code

Mobile phone: number

Address: street

Address: number

Address: neighborhood

Address: complement

Address: zip code

Address: city

Address: state

Address: country

Action
RD Station CRM

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

Premium Action
RD Station CRM

Search contacts

Search Contact on RD Station CRM

Search filters

Items per page

Order

Page

Action
RD Station CRM

Criar tarefa

Create task in RD Station CRM

Deal ID Required

Task type Required

Subject Required

Date and time Required

Assignee

How to integrate RD Station CRM and Stone on Pluga

Boost this flow in your workflow

With Pluga, you connect RD Station CRM + Stone 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, "Payment created in Stone".

  • Basic 2

    Set the destinations and the actions

    Select the apps that make up the flow with RD Station CRM and what Pluga should run automatically at each step. Example: "Search Contact on RD Station CRM"

  • 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

RD Station CRM

CRM

Connect RD Station CRM to 135+ 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.

Stone

Stone

Accounting

Connect Stone to 135+ 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.

Frequently Asked Questions

  • By automating RD Station CRM with Stone on Pluga, you can automate various manual tasks that reduce productivity for those who perform them, while also avoiding human errors. The best part is that the process is simple and doesn’t require typing a single line of code.

  • On Pluga, you can make several automations for free with the free plan. Additionally, you have the option to try all the features for 7 days at no cost to create automations between RD Station CRM, Stone, and even other apps.

    We also offer three other plans, with prices ranging from $17 to $71 per month, which include premium automations and features, as well as a higher volume of events and automations. For companies with specific needs, we have the Enterprise plan, designed to offer customized solutions beyond the resources available in other plans.

    Check Pluga's pricing page for more details.