Connect RD Station CRM with Olist
Unlock the superpowers of RD Station CRM + Olist and automate your tasks without having to write a single line of code.
RD Station CRM and Olist
your way
Check out the available triggers and actions in the automation of apps RD Station CRM + Olist
Created deal
For each deal created on RD Station CRMHow it works:
Whenever something happens on the source app
All happening in a single automation! ✨
Created deal
For each deal created on RD Station CRMTrigger
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
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
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'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
Unpaid account will expire
For each new due account pay on OlistHow it works:
Whenever something happens on the source app
All happening in a single automation! ✨
Unpaid account will expire
For each new due account pay on OlistTrigger
Identification number
Date of issue
Due date
Amount
Balance
Document number
Supplier code
Provider's name
Supplier person type
Supplier's CPF or CNPJ
Supplier state registration
Supplier ID
Supplier address
Supplier address number
Supplier address supplement
Supplier neighborhood
Supplier Zip Code
Supplier city
Supplier UF
Supplier country
Supplier phone number
Supplier email
Historic
Category
Situation
Type of occurrence
Due date
Number of plots
Added receivable account
For each added accounts receivable on OlistHow it works:
Whenever something happens on the source app
All happening in a single automation! ✨
Added receivable account
For each added accounts receivable on OlistTrigger
Account receivable: ID
Account receivable: Issue date
Account receivable: Due date
Account receivable: Amount
Account receivable: Document number
Account receivable: Document series
Account receivable: Bank number
Account receivable: Competence
Customer: Code
Customer: Name
Customer: Type of person (in the format: 'F', 'J', or 'E')
Customer: Type of person in full (in the format: Individual, Legal Entity, Foreigner)
Customer: CPF or CNPJ
Customer: State registration
Customer: RG
Customer: Address
Customer: Address number
Customer: Address complement
Customer: Neighborhood
Customer: Zip Code
Customer: City
Customer: UF
Customer: Country
Customer: Telephone
Customer: Email
Account receivable: History
Account receivable: Category
Account receivable: Payment method
Account receivable: Payment method
Account receivable: Status
Account receivable: Occurrence (in the format: 'U', 'P', 'W', 'M', 'T', 'S', 'A')
Account receivable: Occurrence in words (in the format: 'Single', 'Instalments', 'Weekly', 'Monthly', 'Quarterly', 'Six-monthly', 'Annual')
Account receivable: Due date
Account receivable: Number of installments
Account receivable: Day of the week when the weekly installment is due
Account receivable: Account receivable balance
Lost deal
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 deal
For each closed deal lost on RD Station CRMTrigger
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
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
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'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
Included new customer or supplier
When a new customer or supplier is included on OlistHow it works:
Whenever something happens on the source app
All happening in a single automation! ✨
Included new customer or supplier
When a new customer or supplier is included on OlistTrigger
Identification number
code
Name or company name
Kind of person
Date of birth
Sex
Fancy name
CPF or CNPJ
RG
State registration
Municipal registration
Landline
Cell phone
Profession
Address
Address number
Address complement
Neighborhood
City
UF
Contact email
Situation
Creation date
Observations about contact
Deal marked as won
For each deal marked as sale on RD Station CRMHow it works:
Whenever something happens on the source app
All happening in a single automation! ✨
Deal marked as won
For each deal marked as sale on RD Station CRMTrigger
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
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
Included new order
For each new order added on OlistHow it works:
Whenever something happens on the source app
All happening in a single automation! ✨
Included new order
For each new order added on OlistTrigger
Order items
Identification number
Order number
Request Date
Forecast date
Description of payment condition
Form of payment
Payment method
Number of installments
Carrier name
Responsible for shipping
Shipping method
Cost of shipping
Discount
Total amount of products
Purchase order number
Seller identification number
Observation
Internal observation
Order tracking code
Order tracking URL
Identifier of the invoice referenced by the sale
Name of the deposit linked by the sale
Order status
Total amount
Total amount (comma separated)
ecommerce order number
Order markers (Description)
Order installments
Order item list
Order seller name
Name of the e-commerce
Order number in e-commerce
Description of the sales channel linked to e-commerce
Customer code
Customer name
Customer's trade name
Customer person type
Customer CPF or CNPJ
Customer state registration
Customer ID
Customer address
Customer address number
Customer address complement
Customer neighborhood
Customer Zip Code
Customer city
Customer UF
Customer phone
Customer email
Name of delivery recipient
Type of delivery person
CPF or CNPJ for delivery
Delivery address
Delivery address number
Delivery address complement
Delivery neighborhood
Delivery Zip Code
Delivery city
UF delivery
Delivery phone
Summary of items (Description - Quantity). Separated by semicolons.
Summary of items (Description - Quantity). Separated by semicolons.
Resumo dos itens (Descrição - Quantidade). Separado por vírgula
Resumo dos itens (Descrição - SKU - Quantidade). Separado por vírgula
Description of items separated by commas
Quantity of items separated by comma
Unit amount of items separated by commas
Comma-separated item SKUs
Achieved status
When an order reaches a certain status on OlistHow it works:
Whenever something happens on the source app
All happening in a single automation! ✨
Achieved status
When an order reaches a certain status on OlistTrigger
Order items
Identification number
Sales order number in Tiny
Date of sale
Expected delivery date
Payment terms
Method of receipt
Payment method
Number of installments
Carrier name
Responsible for shipping
Shipping method
Cost of shipping
Discount
Total amount of products
Sale details: Order number
Seller identification number
Observation
Internal observation
Order tracking code
Order tracking URL
Identifier of the invoice referenced by the sale
Name of the deposit linked to the sale
Order status
Total amount
Total amount (comma separated)
ecommerce order number
Order markers (Description)
Order installments
Order item list
Seller's name
Nome do ecommerce
Código do pedido do ecommerce
Descrição do canal de venda do ecommerce
Customer code
Customer name
Customer's trade name
Customer person type
Customer CPF/CNPJ
Customer state registration
Customer ID
Customer address
Customer address number
Customer address complement
Customer address neighborhood
Customer address Zip Code
City of customer address
UF of the customer's address
Customer phone
Customer email
Name of delivery recipient
Type of delivery person
Delivery CPF/CNPJ
Delivery address
Delivery address number
Delivery address complement
Delivery address neighborhood
Delivery address Zip Code
City of delivery address
State of delivery address
Delivery phone
Summary of items (Description - Quantity). Separated by semicolon
Summary of items (Description - Quantity - Amount). Separated by comma
Summary of items (Description - Quantity). Separated by comma
Resumo dos itens (Descrição - SKU - Quantidade). Separado por ponto e vírgula
Description of items separated by commas
Quantity of items separated by comma
Unit amount of items separated by commas
Comma-separated item SKUs
Create or update company
create or update a company on RD Station CRMHow it works:
Whenever something happens on the source app
1.
All happening in a single automation! ✨
Create or update company
create or update a company on RD Station CRMAction
Company Name Required
Company responsible user Required
Company URL
Company Summary
Create or update deal (multiple items)
create or update a deal in RD Station CRMHow it works:
Whenever something happens on the source app
1.
All happening in a single automation! ✨
Create or update deal (multiple items)
create or update a deal in RD Station CRMAction
Distribute new deals
Select sellers
User email
User name
Team that will receive deals
Deal Name Required
Deal owner Required
Deal Qualification
Source Name
Name of the Campaign/Marketing Action
Deal forecast date
Contact name Required
Contact Position
Contact e-mail
Contact phone
Contact Birthday
Company/Customer Name
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
Products
Products
Include accounts payable
include an account payable on OlistHow it works:
Whenever something happens on the source app
1. An accounts payable will be added on Olist
2. A supplier associated with the accounts payable will be added on Olist
All happening in a single automation! ✨
Include accounts payable
include an account payable on OlistAction
Maturity Required
Amount Required
Date of issue
Document number
Provider's name Required
Supplier person type
Supplier's CPF or CNPJ
Código do fornecedor
Supplier state registration
Supplier ID
Supplier address
Supplier address number
Supplier address supplement
Supplier neighborhood
Supplier Zip Code
Supplier city
Supplier UF
Supplier country
Supplier phone number
Supplier email
Historic
Category selection mode
Category
Category
Type of occurrence
Due date
Number of installments
Create sales order (single item)
create a sales order on OlistHow it works:
Whenever something happens on the source app
1. A sales order will be created on Olist
2. A contact associated with the sales order will be created/updated on Olist
3. An item will be deducted from Olist inventory
All happening in a single automation! ✨
Create sales order (single item)
create a sales order on OlistAction Premium
Order date
Order predicted date
Customer name Required
Item Description Required
Item code
Item unit Required
Item Quantity Required
Item unit price Required
Item type Required
Item origin Required
Installment period
Número de parcelas
Gap between installments
Forma de recebimento das parcelas do pedido.
Customer person type
Nome fantasia do cliente
Customer CPF or CNPJ
Código do cliente
Customer state registration
Customer address
Customer address number
Customer address complement
Customer neighborhood
Customer Zip Code
Customer city
Customer UF
Customer country
Customer phone
Customer email
Customer: E-mail to send invoice
Tipo de pessoa do endereço de entrega
CPF ou CNPJ de entrega
Endereço de entrega
Número do endereço de entrega
Complemento do endereço de entrega
Bairro de entrega
Cep de entrega
Cidade de entrega
UF de entrega
Nome do destinatário
Telefone de entrega
Order markers
Payment method selection mode
How to receive the order
Vendedor do pedido
Payment method
Lista de preços do pedido
Carrier name
Shipping on account
Cost of shipping
Shipping method
Shipping method
Discount amount
Other expenses
Purchase order number
Order observation
Internal order observation
Order status
Seller selection method
Order seller
Order seller
Order identification number in e-commerce
Platform sending the order
Name of the intermediary
CNPJ of the transaction intermediary
CNPJ of the intermediary's payment institution
Name of the nature of operation
Create or update contact
create or update a contact on RD Station CRMHow it works:
Whenever something happens on the source app
1.
All happening in a single automation! ✨
Create or update contact
create or update a contact on RD Station CRMAction
Contact name Required
Contact Position
Contact e-mail
Contact phone
Contact Birthday
Company Name
Organization Owner ID
Company URL
Company Resume
Include or update customer/vendor
include or update a customer/supplier on OlistHow it works:
Whenever something happens on the source app
1.
All happening in a single automation! ✨
Include or update customer/vendor
include or update a customer/supplier on OlistAction
Type Required
Name or business name of the Contact Required
Situation Required
Fantasy name
Kind of person
Nome fantasia do cliente
CPF or CNPJ
Código do contato
Legal Entity: state registration
RG
Legal Entity: municipal registration
Type of deal
Address
Address number
Address complement
Neighborhood
Zip Code
City
UF
Foreign: Country
Billing address
Billing address number
Address billing add-on
Billing district
Billing Zip Code
Billing city
Billing UF
Contact phone
Fax
Contact cell phone
Contact email
Email to send nfe
Web site
Legal Entity: Tax regime code
Individual and Foreigner in Brazil: Marital status
Individual and Foreigner in Brazil: Profession
Individual and Foreigner in Brazil: Sex
Individual and Foreigner in Brazil: Date of birth
Individual and Foreigner in Brazil: Birthplace
Individual and Foreigner in Brazil: Father’s name
Individual and Foreigner in Brazil: Father's CPF
Individual and Foreigner in Brazil: Mother’s name
Individual and Foreigner in Brazil: Mother's CPF
Credit limit
General observations
Add NFS-e
add an NFS-e on OlistHow it works:
Whenever something happens on the source app
1.
All happening in a single automation! ✨
Add NFS-e
add an NFS-e on OlistAction
customer name Required
customer cpf/cnpj
customer address
customer address number
add the customer's address
neighborhood of the customer's address
customer address Zip Code
city of customer address
uf of customer address
customer phone
customer email
service description Required
service amount Required
Deduct ISS (ISS Withheld) Required
Create or update deal (single item)
create/update a deal on RD Station CRMHow it works:
Whenever something happens on the source app
1.
All happening in a single automation! ✨
Create or update deal (single item)
create/update a deal on RD Station CRMAction
Distribute new deals
Select sellers
User email
User name
Team that will receive deals
Deal name Required
Deal Owner Required
Deal Qualification
Source Name
Name of the Campaign/Marketing Action
Deal forecast date
Contact name Required
Contact Position
Contact e-mail
Contact phone
Contact Birthday
Company/Customer Name
Company 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
Include accounts receivable
include an account receivable on OlistHow it works:
Whenever something happens on the source app
1. An accounts receivable will be added on Olist
2. A contact associated with the accounts receivable will be added on Olist
All happening in a single automation! ✨
Include accounts receivable
include an account receivable on OlistAction
Due date Required
Amount Required
Mark bill as received
Date of issue
Document number
Customer name Required
Customer person type
Customer CPF or CNPJ
Customer state registration
Customer ID
Customer address
Customer address number
Customer address complement
Customer neighborhood
Customer Zip Code
Customer city
Customer UF
Customer country
Customer phone
Customer email
Historic
Category selection mode
Category
Category
Method of receipt
Type of occurrence
Due date
Number of installments
Create sales order (multiple items)
create a sales order on OlistHow it works:
Whenever something happens on the source app
1.
All happening in a single automation! ✨
Create sales order (multiple items)
create a sales order on OlistAction Premium
Order date
Order predicted date
Customer name Required
Items Required
Items
Type of items Required
Origin of items Required
Installment period
Número de parcelas
Gap between installments
Forma de recebimento das parcelas do pedido.
Customer person type
Nome fantasia do cliente
Customer CPF or CNPJ
Código do cliente
Customer state registration
Customer address
Customer address number
Customer address complement
Customer neighborhood
Customer Zip Code
Customer city
Customer UF
Customer country
Customer phone
Customer email
Customer: E-mail to send invoice
Tipo de pessoa do endereço de entrega
CPF ou CNPJ de entrega
Endereço de entrega
Número do endereço de entrega
Complemento do endereço de entrega
Bairro de entrega
Cep de entrega
Cidade de entrega
UF de entrega
Nome do destinatário
Telefone de entrega
Order markers
Payment method selection mode
How to receive the order
Vendedor do pedido
Payment method
Lista de preços do pedido
Carrier name
Shipping on account
Cost of shipping
Shipping method
Shipping method
Discount amount
Other expenses
Purchase order number
Order observation
Internal order observation
Order status
Seller selection method
Order seller
Order seller
Order identification number in e-commerce
Platform sending the order
Name of the intermediary
CNPJ of the transaction intermediary
CNPJ of the intermediary's payment institution
Name of the nature of operation
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Automate RD Station CRM and Olist with Pluga integrations
Explore automation templates
When a new customer or supplier is included on Olist, create/update an deal on RD Station CRM
For each deal marked as sale on RD Station CRM, include or update a customer/supplier on Olist
For each deal marked as sale on RD Station CRM, create a sales order on Olist
For each deal moved to a certain stage in the RD Station CRM funnel, include or update a customer/supplier on Olist
For each deal moved to a certain stage in the RD Station CRM funnel, create a sales order on Olist
When an order reaches a certain status on Olist, create/update an deal on RD Station CRM
For each created contact on RD Station CRM, include or update a customer/supplier on Olist
For each added accounts receivable on Olist, create/update an deal on RD Station CRM
When an order reaches a certain status on Olist, create/update an deal on RD Station CRM
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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.
-
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.
-
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.
-
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.
-
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 + Olist
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
CRMWhether it's just for you or for a sales team, RD Station CRM (formerly PlugCRM) is intuitive and easy to use. In just a few hours, you and your sales team will be experts in the app, all without the need for long training sessions or implementation support.
Integrations with RD Station CRM Visit RD Station CRM Olist
ERPOlist is an ideal management system for micro or small businesses due to its modularity and intuitiveness. It enables automation of sales, invoice issuance, and efficient management of products, listings, and inventory.
Integrations with Olist Visit Olist