Connect Vindi Recorrência with RD Station CRM
Connect Vindi Recorrência with RD Station CRM to scale and automate your operations.
Explore automation templates
Automate Vindi Recorrência and RD Station CRM with Pluga integrations
For each deal marked as sale on RD Station CRM, create a subscription on Vindi Recorrência
For each deal marked as sale on RD Station CRM, create invoice on Vindi Recorrência
For each subscription canceled on Vindi Recorrência, create/update a deal on RD Station CRM
For each created invoice on Vindi Recorrência, create or update a contact on RD Station CRM
For each approved invoice on Vindi Recorrência, create or update a contact on RD Station CRM
For each declined billing on Vindi Recorrência, create or update a contact on RD Station CRM
For each reversed billing on Vindi Recorrência, create or update a contact on RD Station CRM
For each subscription created on Vindi Recorrência, create or update a contact on RD Station CRM
Didn't find the template you wanted? Build the integration your own way. ;)
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Vindi Recorrência and RD Station CRM
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Check out the available triggers and actions in the automation of apps Vindi Recorrência + RD Station CRM
Charge refunded
For each reversed billing on Vindi Recorrência
billing id
expiration date (formatted - DD/MM/YYYY)
email customer
customer name
status
total amount
total amount (text)
installments
created in (YYYY-MM-DDTHH:mm:ss-Z)
created on (DD/MM/YYYY)
created in (H:M:S)
created in (DD/MM/YYYY - H:M:S)
updated in (YYYY-MM-DDTHH:mm:ss-Z)
updated on (DD/MM/YYYY)
updated in (H:M:S)
updated in (DD/MM/YYYY - H:M:S)
Payment method
paid in (YYYY-MM-DDTHH:mm:ss-Z)
paid in (DD/MM/YYYY)
paid in (H:M:S)
paid in (DD/MM/YYYY - H:M:S)
customer id
id and invoice
plan name
payment method name
Customer CPF/CNPJ
customer status
External code
mobile customer
landline customer
customer address Zip Code
customer street address
customer address number
customer address neighborhood
customer address city
customer address state
customer country address
customer add-on address
Created subscription
For each subscription created on Vindi Recorrência
Subscription items
subscription id
start date (formatted - DD/MM/YYYY)
start day (formatted - DD)
end date (formatted - DD/MM/YYYY)
date of next invoice (formatted - DD/MM/YYYY)
cancellation date (formatted - DD/MM/YYYY)
Maximum number of subscription periods
late since (formatted - DD/MM/YYYY)
plan id
plan name
Plan code upon subscription
products name
products description
email customer
customer name
total discount amount
status
total amount
installments
Payment method
created in (YYYY-MM-DDTHH:mm:ss-Z)
created on (DD/MM/YYYY)
created in (H:M:S)
created in (DD/MM/YYYY - H:M:S)
updated in (YYYY-MM-DDTHH:mm:ss-Z)
updated on (DD/MM/YYYY)
updated in (H:M:S)
updated in (DD/MM/YYYY - H:M:S)
billing date current period (YYYY-MM-DDTHH:mm:ss-Z)
start date of the current period (formatted - DD/MM/YYYY)
end date of the current period (formatted - DD/MM/YYYY)
customer id
Customer CPF/CNPJ
External code
customer status
mobile customer
landline customer
customer address Zip Code
customer street address
customer address number
customer address neighborhood
customer address city
customer address state
customer country address
customer add-on address
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
Charge declined
For each declined billing on Vindi Recorrência
billing id
expiration date (formatted - DD/MM/YYYY)
email customer
customer name
status
total amount
total amount (text)
installments
created in (YYYY-MM-DDTHH:mm:ss-Z)
created on (DD/MM/YYYY)
created in (H:M:S)
created in (DD/MM/YYYY - H:M:S)
updated in (YYYY-MM-DDTHH:mm:ss-Z)
updated on (DD/MM/YYYY)
updated in (H:M:S)
updated in (DD/MM/YYYY - H:M:S)
Payment method
paid in (YYYY-MM-DDTHH:mm:ss-Z)
paid in (DD/MM/YYYY)
paid in (H:M:S)
paid in (DD/MM/YYYY - H:M:S)
customer id
id and invoice
plan name
payment method name
Customer CPF/CNPJ
External code
customer status
mobile customer
landline customer
customer address Zip Code
customer street address
customer address number
customer address neighborhood
customer address city
customer address state
customer country address
customer add-on address
Approved invoice
For each approved invoice on Vindi Recorrência
Invoice items
invoice id
expiration date (formatted - DD/MM/YYYY)
expiration date - charges (formatted - DD/MM/YYYY)
invoice url
email customer
customer name
status
total amount
total amount (text)
total amount paid of charges
installments
created in (YYYY-MM-DDTHH:mm:ss-Z)
created on (DD/MM/YYYY)
created on (day - DD)
created in (H:M:S)
created in (DD/MM/YYYY - H:M:S)
payment date (YYYY-MM-DDTHH:mm:ss-Z)
update date (DD/MM/YYYY)
update time (H:M:S)
update date (DD/MM/YYYY - H:M:S)
paid in (YYYY-MM-DDTHH:mm:ss-Z)
paid in (DD/MM/YYYY)
paid in (H:M:S)
paid in (DD/MM/YYYY - H:M:S)
customer id
Payment method
Método de pagamento (nome público)
URL para impressão da cobrança. Usado apenas para boletos
Payment company code
items name
items description
quantidade dos itens separados por vírgula
Total discount amount of items (Positive)
Amount of items separated by comma
Formatted amount of items separated by comma
creation date of the item pricing scheme
charges information
charges: gateway authorization
charges: gateway response fields
cobranças: id de transação do gateway
cobranças: NSUs (separados por vírgula)
subscription id
plan id on subscription
plan name on subscription
Plan code upon subscription
Customer CPF/CNPJ
External code
customer status
mobile customer
landline customer
customer address Zip Code
customer street address
customer address number
customer address neighborhood
customer address city
customer address state
customer country address
customer add-on address
Fiscal Note: Id
Invoice: External integration code
Invoice: Number or reference at the government institution
Tax Note: Amount
Nota Fiscal: Status
Invoice: URL
Invoice: Description
Invoice: Date and time of issue
Invoice: Competence date
Invoice: Date and time of appointment
Invoice: Date and time of generation
Invoice: Date and time of last update
Period Cycle
Fim do período contratado
Metadata summary
Metadata amounts
IDs dos participantes do split (separados por vírgula)
Valores dos participantes do split (separados por vírgula)
Tipos de valor (porcentagem ou absoluto) dos participantes do split (separados por vírgula)
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
Canceled subscription
For each subscription canceled on Vindi Recorrência
Subscription items
subscription id
start date (formatted - DD/MM/YYYY)
end date (formatted - DD/MM/YYYY)
date of next invoice (formatted - DD/MM/YYYY)
cancellation date (formatted - DD/MM/YYYY)
Maximum number of subscription periods
late since (formatted - DD/MM/YYYY)
plan id
plan name
Plan code upon subscription
products name
products description
email customer
customer name
status
total amount
installments
Payment method
created in (YYYY-MM-DDTHH:mm:ss-Z)
created on (DD/MM/YYYY)
created in (H:M:S)
created in (DD/MM/YYYY - H:M:S)
updated in (YYYY-MM-DDTHH:mm:ss-Z)
updated on (DD/MM/YYYY)
updated in (H:M:S)
updated in (DD/MM/YYYY - H:M:S)
billing date current period (YYYY-MM-DDTHH:mm:ss-Z)
start date of the current period (formatted - DD/MM/YYYY)
end date of the current period (formatted - DD/MM/YYYY)
customer id
Customer CPF/CNPJ
External code
customer status
mobile customer
landline customer
customer address Zip Code
customer street address
customer address number
customer address neighborhood
customer address city
customer address state
customer country address
customer add-on address
Created invoice
For each created invoice on Vindi Recorrência
Invoice items
id and invoice
expiration date (formatted - DD/MM/YYYY)
expiration date - charges (formatted - DD/MM/YYYY)
invoice url
email customer
customer name
status
total amount
total amount (text)
installments
created in (YYYY-MM-DDTHH:mm:ss-Z)
created on (DD/MM/YYYY)
created on (day - DD)
created in (H:M:S)
created in (DD/MM/YYYY - H:M:S)
updated in (YYYY-MM-DDTHH:mm:ss-Z)
updated on (DD/MM/YYYY)
updated in (H:M:S)
updated in (DD/MM/YYYY - H:M:S)
paid in (YYYY-MM-DDTHH:mm:ss-Z)
paid in (DD/MM/YYYY)
paid in (H:M:S)
paid in (DD/MM/YYYY - H:M:S)
customer id
Payment method
items name
items description
Valor total do desconto dos itens (Positivo)
Valor dos items separado por vírgula
Valor formatado dos items separado por vírgula
data de criação do esquema de precificação dos items
charges information
charges: gateway authorization
charges: gateway response fields
subscription id
plan id on subscription
plan name on subscription
Plan code upon subscription
Customer CPF/CNPJ
External code
customer status
mobile customer
landline customer
customer address Zip Code
customer street address
customer address number
customer address neighborhood
customer address city
customer address state
customer country address
customer add-on address
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
Create customer
create a customer on Vindi Recorrência
name Required
telephone
cell phone
document
External code
Zip Code address
address street
address number
full address
address neighborhood
city address
state address
country address
Create invoice (múltiple items)
Create invoice on Vindi Recorrência
Update customers
Customer: Name Required
Customer: Email
Customer: CPF/CNPJ
Invoice: Payment method Required
Invoice: Due date
Customer: Telephone
Customer: Cellphone
Customer: Code
Customer: Zip code
Customer: Street
Customer: Address number
Customer: Address complement
Customer: Neighborhood
Customer: City
Customer: State
Customer: Country
Invoice: Items
Invoice: Items Required
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
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
Create subscription
create a subscription on Vindi Recorrência
customer name Required
email customer
Subscription start date
Payment method Required
Plan selection form
Plan
Plan
Plan
Plan interval count
Plan billing cycles
plan billing trigger type
billing trigger day
plan code
plan description
plan item name
plan item price
plan item code
plan item description
plan item unit of measurement
telephone
cell phone
document
Update customer based on
Customer Code
Zip Code address
address street
address number
full address
address neighborhood
city address
state address
country address
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
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 invoice (single item)
Create invoice on Vindi Recorrência
Update customers
Customer: Name Required
Customer: Email
Customer: CPF/CNPJ
Invoice: Payment method Required
Invoice: Due date
Item: Name Required
Item price Required
Item: Quantity
Item: Code
Customer: Telephone
Customer: Cellphone
Customer: Code
Customer: Zip code
Customer: Street
Customer: Address number
Customer: Address complement
Customer: Neighborhood
Customer: City
Customer: State
Customer: Country
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
Boost this flow in your workflow
With Pluga, you connect Vindi Recorrência + RD Station CRM 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 declined billing on Vindi Recorrência".
- 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: "create or update a company 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
Vindi Recorrência
PaymentConnect Vindi Recorrência to 133+ apps with Pluga and turn your work into a productive machine. Generate invoices as soon as a deal closes and automate what happens with payment data: notify the customer, settle it in your finance app and log it in your CRM. You can also push sales records out to keep cash flow dashboards always up to date.
RD Station CRM
CRMConnect RD Station CRM 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.
