Automations with Conta Azul
Asaas
23 automations
Automations
HubSpot
19 automations
Automations
Ploomes
15 automations
Automations
Google Sheets
15 automations
Automations
Agendor
14 automations
Automations
WooCommerce
13 automations
Automations
RD Station CRM
12 automations
Automations
iugu
12 automations
Automations
Pipefy
12 automations
Automations
Bling
11 automations
Automations
Pagar.me
10 automations
Automations
Adobe Commerce 2.X (Magento)
10 automations
Automations
Hotmart
10 automations
Automations
Vindi Recorrência
10 automations
Automations
Pluga Webhooks
9 automations
Automations
Shopify
9 automations
Automations
Eduzz
9 automations
Automations
Moskit CRM
9 automations
Automations
Pipedrive
9 automations
Automations
Bitrix24
9 automations
Automations
Notion
8 automations
Automations
PipeRun
8 automations
Automations
Kommo
7 automations
Automations
Squarespace
7 automations
Automations
monday.com
7 automations
Automations
ActiveCampaign
7 automations
Automations
Olist
7 automations
Automations
Loja Integrada
7 automations
Automations
Excel
7 automations
Automations
Omie CRM
6 automations
Automations
Superlógica Assinaturas
6 automations
Automations
Trello
6 automations
Automations
Airtable
6 automations
Automations
Clicksign
6 automations
Automations
Gmail
6 automations
Automations
Omie ERP
6 automations
Automations
Meets
6 automations
Automations
Nuvemshop (Tiendanube)
5 automations
Automations
Webflow
5 automations
Automations
NectarCRM
5 automations
Automations
Kobana
5 automations
Automations
ClickUp
5 automations
Automations
Google Docs
5 automations
Automations
Ramper Pipeline
5 automations
Automations
Adobe Commerce 1.X (Magento)
5 automations
Automations
Asana
4 automations
Automations
Typeform
4 automations
Automations
Google Forms
4 automations
Automations
RD Station Marketing
4 automations
Automations
Todoist
4 automations
Automations
Tally
4 automations
Automations
PayPal
4 automations
Automations
Microsoft Outlook
4 automations
Automations
Mercado Pago
4 automations
Automations
Yampi
4 automations
Automations
Vindi Pagamentos
4 automations
Automations
PagBank
4 automations
Automations
Sympla
4 automations
Automations
Twilio
4 automations
Automations
Jotform
4 automations
Automations
Gravity Forms
4 automations
Automations
Stripe
4 automations
Automations
Kiwify
4 automations
Automations
ZapSign
3 automations
Automations
MemberKit
3 automations
Automations
Slack
3 automations
Automations
Discord
3 automations
Automations
Jira Software Cloud
3 automations
Automations
Ramper Marketing
3 automations
Automations
Eventbrite
3 automations
Automations
Leadlovers
3 automations
Automations
Mautic
3 automations
Automations
Intercom
3 automations
Automations
Telegram Bot
2 automations
Automations
Facebook Custom Audiences
2 automations
Automations
Mailchimp
2 automations
Automations
E-goi
2 automations
Automations
Blip
2 automations
Automations
Manychat
2 automations
Automations
WhatsApp Business API
2 automations
Automations
Microsoft Teams
2 automations
Automations
Google Contacts
2 automations
Automations
G Digital
2 automations
Automations
NFe.io
2 automations
Automations
SendGrid
2 automations
Automations
Zenvia Canais
2 automations
Automations
Google Calendar
2 automations
Automations
Mercado Livre (Mercado Libre)
1 automations
Automations
Bkper
1 automations
Automations
eNotas
1 automations
Automations
Zoho CRM
1 automations
AutomationsPossibilities with Conta Azul
Check out the use cases to automate and make the most of integrations with Conta Azul
New account receivable
When a new account receivable is created in Conta Azul FinanceiroHow it works:
Whenever something happens on the source app
All happening in a single automation! ✨
New account receivable
When a new account receivable is created in Conta Azul FinanceiroTrigger
Bill to Receive: ID
Bill to Receive: Status
Bill to Receive: Total Amount
Bill to Receive: Description
Bill to Receive: Due date
Bill to Receive: Unpaid amount
Bill to Receive: Paid amount
Bill to Receive: Creation date
Bill to Receive: Last modification date
Client: ID
Client: Name
Client: Email
Client: Cellphone
Client: ID Document
Receivables: Delays
Receivables: This month
Payments: Delays
Payments: This month
Client: Business phone
Client: Creation date
Client: Person type
Client: ZIP Code
Client: Street
Client: Address number
Client: Address complement
Client: Neighborhood
Client: City
Client: State
Client: Country
Category name
Category ID
Cost center name
Cost center ID
New account payable
When a new accounts payable entry is created in Conta Azul FinanceiroHow it works:
Whenever something happens on the source app
All happening in a single automation! ✨
New account payable
When a new accounts payable entry is created in Conta Azul FinanceiroTrigger
Accounts Payable: ID
Accounts Payable: Status
Accounts Payable: Total Amount
Accounts Payable: Description
Accounts Payable: Due date
Accounts Payable: Unpaid amount
Accounts Payable: Paid amount
Accounts Payable: Creation date
Accounts Payable: Last modification date
Supplier: ID
Supplier: Name
Supplier: Email
Supplier: Cellphone
Supplier: Document
Receivables: Overdue
Receivables: This Month
Payments: Overdue
Payments: This Month
Supplier: Business Phone
Supplier: Creation Date
Person: Type
Supplier: ZIP Code
Supplier: Street
Supplier: Address Number
Supplier: Address Complement
Supplier: Neighborhood
Supplier: City
Supplier: State
Supplier: Country
Category name
Category ID
Cost center name
Cost center ID
New sale
For each sale created on Conta AzulHow it works:
Whenever something happens on the source app
All happening in a single automation! ✨
New sale
For each sale created on Conta AzulTrigger
Sale items
ID
Sale number
Status
Sale emission date
Customer ID
Customer name
Customer company
Customer e-mail
Customer phone
Customer phone DDD
Customer phone without DDD
Customer mobile phone
Customer mobile phone DDD
Customer mobile phone without DDD
Customer person type
Customer document
Customer identity document
Customer state registration number
Customer state registration type
Customer city registration
Customer 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
Payment method
Payment installments
Payment installments size
Due date of payment installments
Due date of payment installments (dd/mm/yyyy)
Due date of the first installment
Notes
Shipping cost value
Total value
Total sale gross value (excluding discount and shipping fee)
Total sale net value
Items name
Items name
Items quantity
Item codes (comma-separated)
Items Description and quantity
Items total quantity
Items' subtotal separated by comma
Customer contact e-mail
Customer contact name
Customer contact phone
Customer's contacts names, emails and phones separated by comma
Customer's contacts names separated by comma
Customer's contacts emails separated by comma
Customer's contacts phones separated by comma
Seller's name
Create accounts receivable
create an accounts receivable in Conta AzulHow it works:
Whenever something happens on the source app
1.
All happening in a single automation! ✨
Create accounts receivable
create an accounts receivable in Conta AzulAction
Accounts receivable: Accrual date Required
Accounts receivable: Amount Required
Accounts receivable: Observation Required
Accounts receivable: Description Required
Bank account selection mode
Accounts receivable: Account
Bank account
Category selection mode
Accounts receivable: Category
Category
Client: Name Required
Client: Type Required
Client: Profile type Required
Cost center selection mode
Accounts receivable: Cost center
Centro de custo
Bill due date
Client: Document
Bill interest
Bill fine
Bill tax
Client: Code
Customer: Opted for Simples Nacional (Brazilian Simplified Taxation System)
Customer: Public agency
Client: Trade name
Client: ID
Client: Birthday
Client: Email
Client: Commercial phone
Client: Cellphone
Client: Observation
Client: Origin
Address: ZIP code
Address: Street name
Address: Number
Address: Complement
Address: Neighborhood
Address: City
Addres:s State
Address: Country
Customer: State registration
Customer: National registration
Client: SUFRAMA inscription
Additional contact: Name
Additional contact: Email
Additional contact: Telephone
Additional contact: Cellphone
Additional contact: Office name
Installments: Interval
Installments: Number
Installments: Custom interval
Create sale (multiple items)
create a sale in Conta AzulHow it works:
Whenever something happens on the source app
1.
All happening in a single automation! ✨
Create sale (multiple items)
create a sale in Conta AzulAction
Sale emission date Required
Sale due date
Sale status Required
Item type Required
Items Required
Shipping cost
Discount type
Discount value
Client name Required
Client type Required
Profile type Required
Client document (CPF or CNPJ)
Client is a simple national optant
Client is a public agency
Client fantasy name
Client email
Client commercial phone
Client phone number
Client address CEP
Client address street name
Client address number
Client address complement
Client address neighborhood
Client address city
Client address state
Client address country
State inscryption
National inscryption
Seller selection mode
Seller
Seller's name
Sale observation
Sale payment observation
Payment method selection criteria
Payment Method
Payment Method
Bank account selection mode
Bill account
Bank account
Payment USN
Category selection mode
Category name
Category
Cost center selection mode
Costcenter name
Centro de custo
Client code
Client RG
Client birthday
Contact observation
Client origin
SUFRAMA inscription
Additional contact name
Additional contact email
Additional contact commercial phone
Additional contact phone number
Additional contact office name
Interval between installments
Installments amount
Gap between installments
Create accounts payable
create an accounts payable in Conta AzulHow it works:
Whenever something happens on the source app
1.
All happening in a single automation! ✨
Create accounts payable
create an accounts payable in Conta AzulAction
Accounts payable: Accrual date Required
Accounts payable: Amount Required
Accounts payable: Observation Required
Accounts payable: Description Required
Bank account selection mode
Accounts payable: Account
Bank account
Category selection mode
Accounts payable: Category
Category
Supplier: Name Required
Client: Type Required
Client: Profile type Required
Cost center selection mode
Accounts payable: Cost center
Centro de custo
Bill due date
Client: Document
Bill interest
Bill fine
Bill tax
Client: Code
Customer: Opted for Simples Nacional (Brazilian Simplified Taxation System)
Customer: Public agency
Client: Trade name
Client: ID
Client: Birthday
Client: Email
Client: Commercial phone
Client: Cellphone
Client: Observation
Client: Origin
Address: ZIP code
Address: Street name
Address: Number
Address: Complement
Address: Neighborhood
Address: City
Addres:s State
Address: Country
Customer: State registration
Customer: National registration
Client: SUFRAMA inscription
Additional contact: Name
Additional contact: Email
Additional contact: Telephone
Additional contact: Cellphone
Additional contact: Office name
Installments: Interval
Installments: Number
Installments: Custom interval
Create sale (Single item)
create a new sale in Conta AzulHow it works:
Whenever something happens on the source app
1.
All happening in a single automation! ✨
Create sale (Single item)
create a new sale in Conta AzulAction
Sale emission date Required
Sale due date
Sale status Required
Item type Required
Item: Name Required
Item: Quantity Required
Item: Value Required
Item code
Shipping cost
Discount type
Discount value
Client name Required
Client type Required
Profile type Required
Client document (CPF or CNPJ)
Client is a simple national optant
Client is a public agency
Client fantasy name
Client email
Client commercial phone
Client phone number
Client address CEP
Client address street name
Client address number
Client address complement
Client address neighborhood
Client address city
Client address state
Client address country
State inscryption
National inscryption
Seller selection mode
Seller
Seller's name
Sale observation
Sale payment observation
Payment method selection criteria
Payment Method
Payment Method
Bank account selection mode
Bill account
Bank account
Payment USN
Category selection mode
Category name
Category
Cost center selection mode
Costcenter name
Centro de custo
Client code
Client RG
Client birthday
Contact observation
Client origin
SUFRAMA inscription
Additional contact name
Additional contact email
Additional contact commercial phone
Additional contact phone number
Additional contact office name
Interval between installments
Installments amount
Gap between installments
Create contact
create a customer in Conta AzulHow it works:
Whenever something happens on the source app
1.
All happening in a single automation! ✨
Create contact
create a customer in Conta AzulAction
Client name Required
Client type Required
Profile type Required
Client document (CPF or CNPJ)
Client is a simple national optant
Client is a public agency
Client fantasy name
Client email
Client commercial phone
Client phone number
Client address CEP
Client address street name
Client address number
Client address complement
Client address neighborhood
Client address city
Client address state
Client address country
State inscryption
National inscryption
Client code
Client RG
Client birthday
Contact observation
Client origin
SUFRAMA inscription
Additional contact name
Additional contact email
Additional contact commercial phone
Additional contact phone number
Additional contact office name
Didn't find your use case? Send suggestion.
Trusted by over 10.000 amazing companies
Create automations with Conta Azul
and say goodbye to manual (and tedious) tasks!
By connecting Conta Azul to the apps you use through Pluga, you can automate various processes in your routine and have time for tasks that really matter. 
How to automate Conta Azul with Pluga?
Pluga allows you to create automations between Conta Azul and various other apps in a simple, practical way without needing to write a single line of code. See 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. Based on this choice, you can define what will happen in the destination app of your automation.
-
What is an action within an automation with Conta Azul?
An action works as a response to the selected trigger. In other words, it occurs from the moment the trigger is activated: when something happens in the app selected as the source, the action will be performed in the destination app.
-
How does information mapping work?
Mapping is where you configure which information captured from the source app will be sent to each of the fields in the destination app(s). In this step, you define which information from one app should fill the fields of the other software.
-
Is it possible to have more than one action?
Through Pluga, you can create automations integrating multiple apps at once. For example, you can integrate an ad app + online spreadsheet + internal communication software, so when the trigger is activated, the first action is executed, and a notification is sent to your team.
Conta 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.
Visit Conta Azul