Connect RD Station CRM with Z-API
Connect RD Station CRM with Z-API to scale and automate your operations.
Explore automation templates
Automate RD Station CRM and Z-API with Pluga integrations
For each deal created on RD Station CRM, send text message on WhatsApp (Z-API)
For each closed deal lost on RD Station CRM, send text message on WhatsApp (Z-API)
For each deal marked as sale on RD Station CRM, send text message on WhatsApp (Z-API)
For each created contact on RD Station CRM, send text message on WhatsApp (Z-API)
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RD Station CRM and Z-API
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Check out the available triggers and actions in the automation of apps RD Station CRM + Z-API
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
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 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
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
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 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
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
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
New message received
New message received on WhatsApp (Z-API)
Sender phone number
Sender name
Message ID
Sent at (timestamp)
Message sent from own number?
Text content of the message
URL to download the audio
Message type: 'text' or 'audio'
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
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 Required
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
Search Organizations
Search Organizations on RD Station CRM
Search field
Search term
Result limit
No company found?
Criar tarefa
Create task in RD Station CRM
Deal ID Required
Task type Required
Subject Required
Date and time Required
Assignee
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
Search deals
Search deals on RD Station CRM
Search field
Search term
Result limit
No deals found?
Get deal by ID or Email
Get deal by ID or Email on RD Station CRM
ID or Email Required
Send text message
Send text message on WhatsApp (Z-API)
Recipient number Required
Message Required
Send delay (seconds)
Typing time (seconds)
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 Required
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
Search contacts
Search Contact on RD Station CRM
Search field
Search term
Result limit
No contacts found?
Mark deal as won
Mark a deal as won in RD Station CRM.
Deal ID Required
Note
Boost this flow in your workflow
With Pluga, you connect RD Station CRM + Z-API 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 marked as sale on RD Station CRM".
- Basic 2
Set the destinations and the actions
Select the apps that make up the flow with Z-API and what Pluga should run automatically at each step. Example: "Send text message on WhatsApp (Z-API)"
- 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
CRMConnect RD Station CRM 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.
Z-API
CommunicationConnect Z-API to 131+ apps with Pluga and turn your work into a productive machine. Every move inside your apps can become a message to the customer or an alert to the team — in the right channel and with the right data.
