Connect Agendor with Conta Azul
Unlock the superpowers of Agendor + Conta Azul and automate your tasks without having to write a single line of code.
Agendor and Conta Azul
your way
Check out the available triggers and actions in the automation of apps Agendor + Conta Azul
Deal reaches pipeline stage
When a deal reaches a certain funnel stage on AgendorTrigger
ID
Status
Stage
Ranking
Registration date/time
Registration date (formatted in YYYY-MM-DD)
Registration date (formatted in DD/MM/YY)
Title
Nome do autor
Total amount
Start date
Date of the conclusion
Description
Nome do responsável pelo negócio
Email of the person responsible for the deal
Related products and services
Product name
Product price
Product category
Quantity of each product
Name and quantity of each product
Name, price and quantity of each product
Total quantity of products
Subtotal of products
Name, category and quantity of each product
Endereço de e-mail para o qual você pode enviar uma cópia, para registrar tarefas.
Person: id
Person: name
Person: email
Person: cpf
Person: position
Person: ranking
Person: description
Person: birthday
Person: full birthday in 'day/month/year' format
Person: full birthday in 'year-month-day' format
Person: category
Person: origin
Person: responsible
Person: from which company?
Person: phone
Person: cell phone
Person: fax
Person: extension
Person: radio
Person: whatsapp
Person: facebook
Person: twitter
Person: linkedin
Person: skype
Person: instagram
Person: related products and services
Person: country
Person: neighborhood
Person: street
Person: street number
Person: complement
Person: Zip Code
Person: state
Person: city
Company: id
Company: name
Company: corporate name
Company: email
Company: cnpj
Company: website
Company: ranking
Company: description
Company: category
Company: origin
Company: responsible
Company: sector
Company: phone
Company: cell phone
Company: fax
Company: extension
Company: radio
Company: whatsapp
Company: facebook
Company: twitter
Company: linkedin
Company: skype
Company: instagram
Company: related products and services
Company: country
Company: neighborhood
Company: street
Company: street number
Company: complement
Company: Zip Code
Company: state
Company: city
Company: people from that company
Company: People from that company (name - email - telephone - position)
Company: first name of people in this company
Company: first email of people from this company
Company: first phone number for people in this company
Company: first position of people in this company
Lost deal
For each lost deal on AgendorTrigger
Reason for loss
Description of the loss
ID
Status
Stage
Ranking
Registration date/time
Registration date (formatted in YYYY-MM-DD)
Registration date (formatted in DD/MM/YY)
Title
Responsible
Total amount
Start date
Completion/loss date
Description
Email of the person responsible for the deal
Related products and services
Product name
Product price
Product category
Quantity of each product
Name and quantity of each product
Name, price and quantity of each product
Total quantity of products
Subtotal of products
Name, category and quantity of each product
Person: id
Person: name
Person: email
Person: cpf
Person: position
Person: ranking
Person: description
Person: birthday
Person: full birthday in 'day/month/year' format
Person: full birthday in 'year-month-day' format
Person: category
Person: origin
Person: responsible
Person: from which company?
Person: phone
Person: cell phone
Person: fax
Person: extension
Person: radio
Person: whatsapp
Person: facebook
Person: twitter
Person: linkedin
Person: skype
Person: instagram
Person: related products and services
Person: country
Person: neighborhood
Person: street
Person: street number
Person: complement
Person: Zip Code
Person: state
Person: city
Company: id
Company: name
Company: corporate name
Company: email
Company: cnpj
Company: website
Company: ranking
Company: description
Company: category
Company: origin
Company: responsible
Company: sector
Company: phone
Company: cell phone
Company: fax
Company: extension
Company: radio
Company: whatsapp
Company: facebook
Company: twitter
Company: linkedin
Company: skype
Company: instagram
Company: related products and services
Company: country
Company: neighborhood
Company: street
Company: street number
Company: complement
Company: Zip Code
Company: state
Company: city
Company: people from that company
Company: People from that company (name - email - telephone - position)
Company: first name of people in this company
Company: first email of people from this company
Company: first phone number for people in this company
Company: first position of people in this company
Created task
When a task is created on AgendorTrigger
Task: ID
Task: Creator
Task: Title
Person: Name
Person: Email
Company: Name
Company: Email
Deal: Title
Task: Due date in format (DD/MM/YYYY - H:M:S)
Task: Due date in format (DD/MM/YYYY)
Task: Due date in format (H:M:S)
Task: Creation date and time
Task: Assigned Users
Deal: Associated metrics
Task: Type
Deal: ID
Deal: Status
Deal: Stage
Deal: Ranking
Deal: Registration date and time
Deal: Registration date (formatted in YYYY-MM-DD)
Deal: Registration date (formatted in DD/MM/YY)
Deal: Title
Deal: Responsible
Deal: Total amount
Deal: Start date
Deal: Completion date
Deal: Description
Deal: Email of the person responsible
Deal: Related products and services
Deal: Products name
Deal: Price of products
Deal: Product categories
Deal: Quantity of each product
Deal: Name and quantity of each product
Deal: Name, price and quantity of each product
Deal: Total quantity of products
Deal: Subtotal of products
Deal: Name, category and quantity of each product
Person: ID
Person: Name
Person: Email
Person: CPF
Person: Position
Person: Ranking
Person: Description
Person: Birthday date
Person: Full birthday 'Day/month/year'
Person: Birthday date in 'year-month-day' format
Person: Category
Person: Origin
Person: Responsible
Person: Company
Person: Phone
Person: Cell phone
Person: Fax
Person: Extension
Person: Radio
Person: Whatsapp
Person: Facebook
Person: Twitter
Person: Linkedin
Person: Skype
Person: Instagram
Person: Related products and services
Person: Country
Person: Neighborhood
Person: Street
Person: Address number
Person: Complement address
Person: Zip Code
Person: State
Person: City
Company: ID
Company: Name
Company: Corporate name
Company: Email
Company: CNPJ
Company: Website
Company: Ranking
Company: Description
Company: Category
Company: Origin
Company: Responsible
Company: Sector
Company: Telephone
Company: Cellular
Company: Fax
Company: Ramal
Company: Radio
Company: Whatsapp
Company: Facebook
Company: Twitter
Company: Linkedin
Company: Skype
Company: Instagram
Company: Related products and services
Company: Country
Company: Neighborhood
Company: Rua
Company: Address number
Company: Address complement
Company: Zip Code
Company: State
Company: City
Company: Related people (name and email)
Company: Related people (name, email, telephone and position)
Company: Name of related people
Company: Email of related people
Company: Telephone number of related people
Company: Position of related people
Won deal
For each won deal on AgendorTrigger
Earning date
ID
Status
Stage
Ranking
Registration date/time
Registration date (formatted in YYYY-MM-DD)
Registration date (formatted in DD/MM/YY)
Title
Nome do autor
Total amount
Start date
Completion/earning date
Description
Nome do responsável pelo negócio
Email of the person responsible for the deal
Related products and services
Product name
Product price
Product category
Quantity of each product
Name and quantity of each product
Name, price and quantity of each product
Total quantity of products
Subtotal of products
Name, category and quantity of each product
Endereço de e-mail para o qual você pode enviar uma cópia, para registrar tarefas.
Person: id
Person: name
Person: email
Person: cpf
Person: position
Person: ranking
Person: description
Person: birthday
Person: full birthday in 'day/month/year' format
Person: full birthday in 'year-month-day' format
Person: category
Person: origin
Person: responsible
Person: from which company?
Person: phone
Person: cell phone
Person: fax
Person: extension
Person: radio
Person: whatsapp
Person: facebook
Person: twitter
Person: linkedin
Person: skype
Person: instagram
Person: related products and services
Person: country
Person: neighborhood
Person: street
Person: street number
Person: complement
Person: Zip Code
Person: state
Person: city
Company: id
Company: name
Company: corporate name
Company: email
Company: cnpj
Company: website
Company: ranking
Company: description
Company: category
Company: origin
Company: responsible
Company: sector
Company: phone
Company: cell phone
Company: fax
Company: extension
Company: radio
Company: whatsapp
Company: facebook
Company: twitter
Company: linkedin
Company: skype
Company: instagram
Company: related products and services
Company: country
Company: neighborhood
Company: street
Company: street number
Company: complement
Company: Zip Code
Company: state
Company: city
Company: people from that company
Company: People from that company (name - email - telephone - position)
Company: first name of people in this company
Company: first email of people from this company
Company: first phone number for people in this company
Company: first position of people in this company
Pessoa vinculada à empresa: Id
Pessoa vinculada à empresa: Nome
Pessoa vinculada à empresa: E-mail
Pessoa vinculada à empresa: Cpf
Pessoa vinculada à empresa: Cargo
Pessoa vinculada à empresa: Ranking
Pessoa vinculada à empresa: Descrição
Pessoa vinculada à empresa: Data de aniversário
Pessoa vinculada à empresa: Data de aniversário completa no formato 'Dia/mês/ano'
Pessoa vinculada à empresa: Data de aniversário completa no formato 'ano-mês-dia'
Pessoa vinculada à empresa: Categoria
Pessoa vinculada à empresa: Origem
Pessoa vinculada à empresa: Responsável
Pessoa vinculada à empresa: De qual empresa?
Pessoa vinculada à empresa: Telefone
Pessoa vinculada à empresa: Celular
Pessoa vinculada à empresa: Fax
Pessoa vinculada à empresa: Ramal
Pessoa vinculada à empresa: Radio
Pessoa vinculada à empresa: Whatsapp
Pessoa vinculada à empresa: Facebook
Pessoa vinculada à empresa: Twitter
Pessoa vinculada à empresa: Linkedin
Pessoa vinculada à empresa: Skype
Pessoa vinculada à empresa: Instagram
Pessoa vinculada à empresa: Produtos e serviços relacionados
Pessoa vinculada à empresa: País
Pessoa vinculada à empresa: Bairro
Pessoa vinculada à empresa: Rua
Pessoa vinculada à empresa: Nº da rua
Pessoa vinculada à empresa: Complemento
Pessoa vinculada à empresa: Cep
Pessoa vinculada à empresa: Estado
Pessoa vinculada à empresa: Cidade
Created person
For each created person on AgendorTrigger
Person: id
Person: name
Person: email
Person: cpf
Person: position
Person: ranking
Person: description
Person: birthday
Person: full birthday in 'day/month/year' format
Person: full birthday in 'year-month-day' format
Person: category
Person: origin
Person: responsible
Company: name
Person: phone
Person: cell phone
Person: fax
Person: extension
Person: radio
Person: whatsapp
Person: facebook
Person: twitter
Person: linkedin
Person: skype
Person: instagram
Person: related products and services
Person: country
Person: neighborhood
Person: street
Person: street number
Person: complement
Person: Zip Code
Person: state
Person: city
Company: id
Company: name
Company: corporate name
Company: email
Company: cnpj
Company: website
Company: ranking
Company: description
Company: category
Company: origin
Company: responsible
Company: sector
Company: phone
Company: cell phone
Company: fax
Company: extension
Company: radio
Company: whatsapp
Company: facebook
Company: twitter
Company: linkedin
Company: skype
Company: instagram
Company: related products and services
Company: country
Company: neighborhood
Company: street
Company: street number
Company: complement
Company: Zip Code
Company: state
Company: city
Company: People from that company (name - email)
Company: People from that company (name - email - telephone - position)
Company: First name of the people in this company
Company: First email of people from this company
Company: First phone number for people from this company
Company: First position of people in this company
Created sale
For each sale created on Conta AzulTrigger
ID
Sale number
Status
Issue date/time
Issue date/time in yyyy-mm-dd hh:mm:ss
Customer ID
Customer name
Customer company
Customer email
Customer phone
Customer telephone area code
Customer phone number without area code
Customer cell phone
Customer cell phone area code
Customer cell phone without area code
Customer person type
Customer CPF/CNPJ
Customer ID
Customer state registration number
Customer state registration type
Customer municipal registration
Customer's date of birth
Customer Notes
Customer address street
Customer address number
Customer address complement
Customer address Zip Code
Customer address neighborhood
Customer address city name
Customer address state name
Discount measurement unit
Discount rate
Payment type
Payment method
Payment installments
Total payment installments
Payment installment due date
Due date of payment installments (dd/mm/yyyy)
Due date of the first payment installment
Additional information
Shipping
Total
Shipping Amount
Total Amount
Total amount of products (without discount, without shipping)
Total sale value (excluding discount and shipping fee)
Name of items
Price of items separated by comma
Description of items
Total quantity of items
Quantity of each item
Description and quantity of each item
Name, description and quantity of each item
Name, amount and quantity of each item
Subtotal of comma-separated items
Email of first customer contact
Name of first customer contact
Customer first contact telephone number
Names, emails and telephone numbers of customer contacts
Customer contact names
Customer contact emails
Customer contact telephone numbers
Seller's name
Created deal
For each added deal on AgendorTrigger
ID
Status
Stage
Ranking
Registration date/time
Registration date (formatted in YYYY-MM-DD)
Registration date (formatted in DD/MM/YY)
Title
Responsible
Total amount
Start date
Date of the conclusion
Description
Email of the person responsible for the deal
Related products and services
Product name
Product price
Product category
Quantity of each product
Name and quantity of each product
Name, price and quantity of each product
Total quantity of products
Subtotal of products
Name, category and quantity of each product
Person: id
Person: name
Person: email
Person: cpf
Person: position
Person: ranking
Person: description
Person: birthday
Person: full birthday in 'day/month/year' format
Person: full birthday in 'year-month-day' format
Person: category
Person: origin
Person: responsible
Person: from which company?
Person: phone
Person: cell phone
Person: fax
Person: extension
Person: radio
Person: whatsapp
Person: facebook
Person: twitter
Person: linkedin
Person: skype
Person: instagram
Person: related products and services
Person: country
Person: neighborhood
Person: street
Person: street number
Person: complement
Person: Zip Code
Person: state
Person: city
Company: id
Company: name
Company: corporate name
Company: email
Company: cnpj
Company: website
Company: ranking
Company: description
Company: category
Company: origin
Company: responsible
Company: sector
Company: phone
Company: cell phone
Company: fax
Company: extension
Company: radio
Company: whatsapp
Company: facebook
Company: twitter
Company: linkedin
Company: skype
Company: instagram
Company: related products and services
Company: country
Company: neighborhood
Company: street
Company: street number
Company: complement
Company: Zip Code
Company: state
Company: city
Company: people from that company
Company: People from that company (name - email - telephone - position)
Company: first name of people in this company
Company: first email of people from this company
Company: first phone number for people in this company
Company: first position of people in this company
Created company
For each created company on AgendorTrigger
Company: id
Company: name
Company: corporate name
Company: email
Company: cnpj
Company: website
Company: ranking
Company: description
Company: category
Company: lead source
Company: responsible
Company: sector
Company: phone
Company: cell phone
Company: fax
Company: extension
Company: radio
Company: whatsapp
Company: facebook
Company: twitter
Company: linkedin
Company: skype
Company: instagram
Company: related products and services
Company: country
Company: neighborhood
Company: street
Company: street number
Company: complement
Company: Zip Code
Company: state
Company: city
Company: people from that company (name - email)
Company: people from that company (name - email - telephone - position)
Company: first name of people in this company
Company: first email of people from this company
Company: first phone number for people in this company
Company: first position of people in this company
Add or update deal
add/update a deal on AgendorAction
Distribute new deal
Select sellers
Email of the Responsible
Title Required
Contact type Required
Deal status
Description
Start date
Date of the conclusion
Ranking
Amount
Deal: product/service
Negócio: valor unitário do produto/serviço
Negócio: quantidade do produto/serviço
Negócio: código do produto/serviço
Negócio: desconto do produto/serviço
Visible to all users?
Update person based on
Person: name
Person: cpf
Person: ranking
Person: description
Person: birthday
Person: email
Person: phone
Person: cell phone
Person: fax
Person: whatsapp
Person: facebook
Person: twitter
Person: instagram
Person: linkedin
Person: skype
Person: cep
Person: country
Person: neighborhood
Person: state
Person: street
Person: street number
Person: complement
Person: city
Person: origin
Person: category
Person: product/service
Company: name
Company: corporate name
Company: cnpj
Company: ranking
Company: description
Company: email
Company: phone
Company: cell phone
Company: fax
Company: whatsapp
Company: facebook
Company: twitter
Company: instagram
Company: linkedin
Company: skype
Company: cep
Company: country
Company: neighborhood
Company: state
Company: street
Company: street number
Company: complement
Company: city
Company: origin
Company: category
Company: sector
Company: product/service
Task title
Person responsible for the created task
Task due date
Task type
Create contract (single item)
create a new contract on Conta AzulAction Premium
Billing day Required
Date of sale Required
Total term (in months) Required
Type of discount
Contract discount
Customer name Required
Customer type Required
Customer's business name
Customer email
Customer phone
Customer cell phone
Customer CPF/CNPJ
Identity document
customer state registration
customer state registration indicator
customer's municipal registration
Customer address: Zip Code
Customer address: Street
Customer address: Number
Customer address: Complement
Customer address: Neighborhood
Contact name
Contact email
Contact phone
Contact position
Customer's date of birth
Customer Observations
Payment Notes
Additional information
Shipping to be collected from the customer
Item type Required
Type of service
Item Details Required
Item Quantity Required
Item amount Required
Create or update contact
create or update a contact on AgendorAction
Distribuir novos contatos
Selecionar vendedores
Select the person responsible
Update person based on
Person: name Required
Person: email
Person: phone
Person: cell phone
Person: cpf
Person: position
Person: description
Person: birthday
Person: category
Person: origin
Person: product/service
Person: ranking
Company: name
Company: corporate name
Company: cnpj
Company: ranking
Company: description
Company: email
Company: phone
Company: cell phone
Company: category
Company: origin
Company: sector
Company: product/service
Person: cep
Person: country
Person: neighborhood
Person: state
Person: street
Person: street number
Person: complement
Person: city
Company: cep
Company: country
Company: neighborhood
Company: state
Company: street
Company: street number
Company: complement
Company: city
Person: fax
Person: whatsapp
Person: facebook
Person: twitter
Person: instagram
Person: linkedin
Person: skype
Company: fax
Company: whatsapp
Company: facebook
Company: twitter
Company: instagram
Company: linkedin
Company: skype
Create sale (single item)
create a sale on Conta AzulAction Premium
Sale number
Negotiation status Required
Date of sale Required
Customer name Required
Customer type Required
Customer's business name
Customer email
Seller selection mode
Seller
Seller's name
Customer phone
Customer cell phone
Customer CPF/CNPJ
Identity document
customer state registration
customer state registration indicator
customer's municipal registration
Customer address: Zip Code
Customer address: Street
Customer address: Number
Customer address: Complement
Customer address: Neighborhood
Contact name
Contact email
Contact phone
Contact position
Customer's date of birth
Customer Observations
Type of discount
Discount
Interval between installments
Number of installments
Gap between installments
Payment method selection criteria
Payment method
Payment Method
Bank account selection
Bank account (id)
Banck Account (name)
Additional information
Shipping to be collected from the customer
Due date
Item type Required
Type of service
Item Description Required
Item Quantity Required
Item amount Required
Item code
Create or update customer
create/update a customer on Conta AzulAction
Name Required
kind of person Required
Corporate reason
Commercial phone
Cell phone
Document
RG
State registration
state registration indicator
Municipal registration
Address: Zip Code
Address street
Address: number
Full address
Address neighborhood
Contact name
Contact email
Contact phone
Contact position
Date of birth
Contact notes
Didn't find your use case? Send suggestion.
Automate Agendor and Conta Azul
with Pluga integrationsExplore automation templates
For each won deal on Agendor, create a sale on Conta Azul
EXPLOREFor each won deal on Agendor, create a new contract on Conta Azul
EXPLOREFor each won deal on Agendor, create/update a customer on Conta Azul
EXPLOREFor each added deal on Agendor, create/update a customer on Conta Azul
EXPLOREWhen a deal reaches a certain funnel stage on Agendor, create/update a customer on Conta Azul
EXPLOREWhen a deal reaches a certain funnel stage on Agendor, create a sale on Conta Azul
EXPLOREFor each sale created on Conta Azul, add/update a deal on Agendor
EXPLOREFor each created company on Agendor, create/update a customer on Conta Azul
EXPLOREFor each created person on Agendor, create/update a customer on Conta Azul
EXPLOREWhen a task is created on Agendor, create a sale on Conta Azul
EXPLOREMiss an automation with this apps?
Say to us!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.
Automate Agendor + Conta Azul
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. Agendor
CRMAgendor is a CRM platform that works as a personal assistant for sales teams, helping salespeople reach their full potential. From planning to post-sales, the app encompasses various features to ensure no opportunity is lost in the pipeline.
Integrations with Agendor Visit AgendorConta Azul
AccountingConta Azul is an ERP that ensures the simplification and optimization of financial management for businesses. Operating across various market segments, the platform offers features that assist in managing sales, customers, purchases, suppliers, and inventory with automated and integrated routines. Additionally, the system provides the issuance of invoices and bank slips.
Integrations with Conta Azul Visit Conta Azul