Connect Conta Azul with Agendor
Unlock the superpowers of Conta Azul + Agendor and automate your tasks without having to write a single line of code.
Conta Azul and Agendor
your way
Check out the available triggers and actions in the automation of apps Conta Azul + Agendor
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
Deal reaches pipeline stage
When a deal reaches a certain funnel stage on AgendorHow it works:
Whenever something happens on the source app
All happening in a single automation! ✨
Deal reaches pipeline stage
When a deal reaches a certain funnel stage on AgendorTrigger
Deal products
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
Desconto total dos produtos do negócio
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 AgendorHow it works:
Whenever something happens on the source app
All happening in a single automation! ✨
Lost deal
For each lost deal on AgendorTrigger
Reason for loss
Description of the loss
Deal products
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 AgendorHow it works:
Whenever something happens on the source app
All happening in a single automation! ✨
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: 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
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
Won deal
For each won deal on AgendorHow it works:
Whenever something happens on the source app
All happening in a single automation! ✨
Won deal
For each won deal on AgendorTrigger
Earning date
Deal products
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
Desconto total dos produtos do negócio
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 AgendorHow it works:
Whenever something happens on the source app
All happening in a single automation! ✨
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: 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
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
Created deal
For each added deal on AgendorHow it works:
Whenever something happens on the source app
All happening in a single automation! ✨
Created deal
For each added deal on AgendorTrigger
Deal products
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 AgendorHow it works:
Whenever something happens on the source app
All happening in a single automation! ✨
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
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 contact
create or update a contact on AgendorHow it works:
Whenever something happens on the source app
1. A contact (person and/or company) will be added or updated on Agendor;
2. If desired, the created/updated contact can be assigned to a salesperson or randomly assigned among the registered salespeople on Agendor
All happening in a single automation! ✨
Create or update contact
create or update a contact on AgendorAction
Distribuir novos contatos
Selecionar vendedores
Select the person responsible
Contact type
Update person based on
Person: name
Person: email
Person: phone
Person: cell phone
Person: whatsapp
Person: cpf
Company: name
Company: corporate name
Company: cnpj
Company: email
Company: phone
Company: cell phone
Company: whatsapp
Person: street
Person: street number
Person: complement
Person: neighborhood
Person: cep
Person: city
Person: state
Person: country
Person: position
Person: description
Person: birthday
Person: category
Person origin selection mode
Person: origin
Pessoa: origem
Person: product/service
Person: ranking
Person: fax
Person: facebook
Person: twitter
Person: instagram
Person: linkedin
Person: skype
Company: street
Company: street number
Company: complement
Company: neighborhood
Company: cep
Company: city
Company: state
Company: country
Company: ranking
Company: description
Company: category
Company: origin
Company: sector
Company: product/service
Company: fax
Company: facebook
Company: twitter
Company: instagram
Company: linkedin
Company: skype
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 deal (multi-items)
Create/update a deal on AgendorHow it works:
Whenever something happens on the source app
1.
All happening in a single automation! ✨
Create deal (multi-items)
Create/update a deal on AgendorAction
Distribuir novos negócios
Selecionar vendedores
Responsável
Deal owner's name
Deal owner update logic
Atualizar negócio baseado em
Título Required
Empresa/Pessoa Required
Status
Descrição
Data de início
Data de conclusão
Ranking
Valor total
Visível por todos os usuários?
Update person based on
Pessoa: nome
Pessoa: cpf
Pessoa: ranking
Pessoa: descrição
Pessoa: data de aniversário
Pessoa: e-mail
Pessoa: telefone
Pessoa: celular
Pessoa: fax
Pessoa: whatsapp
Pessoa: facebook
Pessoa: twitter
Pessoa: instagram
Pessoa: linkedin
Pessoa: skype
Pessoa: cep
Pessoa: país
Pessoa: bairro
Pessoa: estado
Pessoa: rua
Pessoa: nº da rua
Pessoa: complemento
Pessoa: cidade
Person origin selection mode
Pessoa: origem
Pessoa: origem
Pessoa: categoria
Pessoa: produto/serviço
Empresa: nome
Empresa: razão social
Empresa: cnpj
Empresa: ranking
Empresa: descrição
Empresa: e-mail
Empresa: telefone
Empresa: celular
Empresa: fax
Empresa: whatsapp
Empresa: facebook
Empresa: twitter
Empresa: instagram
Empresa: linkedin
Empresa: skype
Empresa: cep
Empresa: país
Empresa: bairro
Empresa: estado
Empresa: rua
Empresa: nº da rua
Empresa: complemento
Empresa: cidade
Empresa: origem
Empresa: categoria
Empresa: setor
Empresa: produto/serviço
Task's title
Person responsible for the created task
Task's due date
Task type
Items
Items
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
Add or update deal
add/update a deal on AgendorHow it works:
Whenever something happens on the source app
1. A deal will be added or updated in the selected stage and pipeline on Agendor
2. A person associated with this deal will be created or updated on Agendor
3. A company associated with this deal will be created or updated on Agendor
4. A task will be created on Agendor
All happening in a single automation! ✨
Add or update deal
add/update a deal on AgendorAction
Distribute new deal
Select sellers
Email of the Responsible
Deal owner's name
Deal owner update logic
Atualizar negócio baseado em
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 selection mode
Person: origin
Pessoa: origem
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
Didn't find your use case? Send suggestion.
Automate Conta Azul and Agendor with Pluga integrations
Explore automation templates
For each won deal on Agendor, create a sale on Conta Azul
For each won deal on Agendor, create/update a customer on Conta Azul
For each added deal on Agendor, create/update a customer on Conta Azul
When a deal reaches a certain funnel stage on Agendor, create/update a customer on Conta Azul
When a deal reaches a certain funnel stage on Agendor, create a sale on Conta Azul
For each sale created on Conta Azul, add/update a deal on Agendor
For each created company on Agendor, create/update a customer on Conta Azul
For each created person on Agendor, create/update a customer on Conta Azul
When a task is created on Agendor, create a sale on Conta Azul
For each won deal on Agendor, create an accounts payable in Conta Azul
When a deal reaches a certain funnel stage on Agendor, create an accounts payable in Conta Azul
For each won deal on Agendor, create an accounts receivable in Conta Azul
When a deal reaches a certain funnel stage on Agendor, create an accounts receivable in Conta Azul
When a new account receivable is created in Conta Azul, add/update a deal on Agendor
Miss an automation with this apps?
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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.
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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 + Agendor
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. 
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 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 Agendor