Connect Conta Azul with ActiveCampaign
Unlock the superpowers of Conta Azul + ActiveCampaign and automate your tasks without having to write a single line of code.
Conta Azul and ActiveCampaign
your way
Check out the available triggers and actions in the automation of apps Conta Azul + ActiveCampaign
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
Created deal
For each new created deal on ActiveCampaignHow it works:
Whenever something happens on the source app
All happening in a single automation! ✨
Created deal
For each new created deal on ActiveCampaignTrigger
Deal title
Deal: Contact email
Deal: Contact's first name
Deal: Contact last name
Contact email
Deal Amount
Deal organization name
deal id
Deal creation date
Data de criação do negócio (formatado em dd/mm/aaaa)
Deal owner
Deal pipeline
Deal stage
Deal status
Deal currency
Deal description
Contact phone
Contact's first name
Contact last name
Contact Tags
Deal reaches a stage in the pipeline
When a business is moved to a certain stage in the pipeline on ActiveCampaignHow it works:
Whenever something happens on the source app
All happening in a single automation! ✨
Deal reaches a stage in the pipeline
When a business is moved to a certain stage in the pipeline on ActiveCampaignTrigger
Deal title
Deal: Contact email
Deal: Contact's first name
Deal: Contact last name
Contact email
Deal Amount
Deal organization name
deal id
Deal creation date
Deal update date
Deal owner
Deal pipeline
Deal stage
Deal status
Deal currency
Deal description
Contact phone
Contact's first name
Contact last name
Contact Tags
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
Contact reaches a stage in an automation
When a contact reaches a certain stage on an ActiveCampaign automationHow it works:
Whenever something happens on the source app
All happening in a single automation! ✨
Contact reaches a stage in an automation
When a contact reaches a certain stage on an ActiveCampaign automationTrigger
Contact ID
First name
Last name
Telephone
Tags associated with this contact
Cargo
Creation date
Update date
Closed deal
For each new closed business on ActiveCampaignHow it works:
Whenever something happens on the source app
All happening in a single automation! ✨
Closed deal
For each new closed business on ActiveCampaignTrigger
Deal title
Deal: Contact email
Deal: Contact's first name
Deal: Contact last name
Contact email
Deal Amount
Deal organization name
deal id
Deal creation date
Deal update date
Deal owner
Deal pipeline
Deal stage
Deal status
Deal currency
Deal description
Contact phone
Contact's first name
Contact last name
Contact Tags
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
Lost deal
For each new lost business on ActiveCampaignHow it works:
Whenever something happens on the source app
All happening in a single automation! ✨
Lost deal
For each new lost business on ActiveCampaignTrigger
Deal title
Deal: Contact email
Deal: Contact's first name
Deal: Contact last name
Contact email
Deal Amount
Deal organization name
deal id
Deal creation date
Deal update date
Deal owner
Deal pipeline
Deal stage
Deal status
Deal currency
Deal description
Contact phone
Contact's first name
Contact last name
Contact Tags
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 or update deal
create/update a deal on ActiveCampaignHow it works:
Whenever something happens on the source app
1. A deal will be created or updated on ActiveCampaign
2. A contact associated with this deal will be created or updated on ActiveCampaign
All happening in a single automation! ✨
Create or update deal
create/update a deal on ActiveCampaignAction
Title Required
Distribute new business
Deal owners
Email of the deal owner
contact email Required
Description
Coin
Amount
Contact name
Contact last name
Contact phone
Account's name
Account's website
Job title
Tags
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
Create or update contact
create/update a contact on ActiveCampaignHow it works:
Whenever something happens on the source app
1.
All happening in a single automation! ✨
Create or update contact
create/update a contact on ActiveCampaignAction
Email Required
Name
Surname
Telephone
Tags
List
Company Name
Company website
Office
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Automate Conta Azul and ActiveCampaign with Pluga integrations
Explore automation templates
For each sale created on Conta Azul, create/update a contact on ActiveCampaign
For each new closed business on ActiveCampaign, create/update a customer on Conta Azul
For each new closed business on ActiveCampaign, create a sale on Conta Azul
For each sale created on Conta Azul, create/update a deal on ActiveCampaign
For each new closed business on ActiveCampaign, create an accounts payable in Conta Azul
For each new closed business on ActiveCampaign, create an accounts receivable in Conta Azul
When a new account receivable is created in Conta Azul, create/update a contact on ActiveCampaign
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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.
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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.
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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.
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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 Conta Azul + ActiveCampaign
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By connecting the apps you use through Pluga, you can automate various processes in your routine and have time for tasks that really matter. 
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.
Integrations with Conta Azul Visit Conta Azul ActiveCampaign
CRMActiveCampaign is an app that combines features of an email automation platform, marketing, and CRM. Its features are focused on providing a better customer experience, from the beginning to the end of the journey.
Integrations with ActiveCampaign Visit ActiveCampaign