Connect Conta Azul with HubSpot
Unlock the superpowers of Conta Azul + HubSpot and automate your tasks without having to write a single line of code.
Conta Azul and HubSpot
your way
Check out the available triggers and actions in the automation of apps Conta Azul + HubSpot
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 HubSpotHow 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 HubSpotTrigger
Deal products
Deal name
deal id
Pipeline
Stage
Reason for loss
owner name
Owner's surname
Owner's email
Amount
Description
Type
Comments
Contact: Email
Contact: Name
Contact: Last name
Contact: Position
Contact: Telephone number
Contact: City
Contact: Address
Contact: Zip Code
Contact: State/Region
Contact: Country
Contact: Cell phone number
Contact: Message
Contact: Persona
Contact: Owner's name
Contact: Owner's last name
Contact: Owner's email
Contact: Life cycle phase
Contact: Status
Contact: Source
Company: Company domain name
Company: Name
Company: Address
Company: Phone number
Company: Phone number without spaces and special characters
Company: Country
Company: City
Company: State/Region
Company: Zip Code
Company: Annual revenue
Company: Description
Company: Company page on LinkedIn
Company: Number of employees
Company: Sector
Company: Type
Summary of deal-related products
Deal-related product names
Deal-related product SKUs
Prices of deal-related products
Quantities of products related to the deal
Billing frequency for recurring products
Billing period for recurring products
Billing period for recurring products (only numbers)
Billing date for recurring products
Total amount of products related to the deal
Total amount of the discount on products related to the deal
Deal Currency Code
Closing date
Deal last modified date
Contact: Date created
Won deal
For each won deal on HubSpotHow it works:
Whenever something happens on the source app
All happening in a single automation! ✨
Won deal
For each won deal on HubSpotTrigger
Deal products
Deal name
deal id
Deal pipeline
Deal stage
Reason for deal loss
Deal owner name
Deal owner's last name
Deal owner email
Deal amount
Deal description
Type of deal
Deal observations
Contact: Email
Contact: Name
Contact: Last name
Contact: Position
Contact: Telephone number
Contact: City
Contact: Address
Contact: Zip Code
Contact: State/Region
Contact: Country
Contact: Cell phone number
Contact: Message
Contact: Persona
Contact: Owner's name
Contact: Owner's last name
Contact: Owner's email
Contact: Life cycle phase
Contact: Status
Contact: Source
Company: Company domain name
Company: Name
Company: Address
Company: Phone number
Company: Phone number without spaces and special characters
Company: Country
Company: City
Company: State/Region
Company: Zip Code
Company: Annual revenue
Company: Description
Company: Company page on LinkedIn
Company: Number of employees
Company: Sector
Company: Type
Summary of deal-related products
Deal-related product names
Deal-related product SKUs
Prices of deal-related products
Quantities of products related to the deal
Billing frequency for recurring products
Billing period for recurring products
Total amount of products related to the deal
Total amount of the discount on products related to the deal
Deal Currency Code
Closing date
Deal last modified date
Contact: Date created
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 contact
For each created contact on HubSpotHow it works:
Whenever something happens on the source app
All happening in a single automation! ✨
New contact
For each created contact on HubSpotTrigger
Is the contact in a workflow?
Study area
School
Contact position
Contact city
Contact Zip Code
Contact email
Contact address
Contact State/Region
Contact country
Life cycle phase
Original source through which a contact found your website
Message that the contact can leave on the form
Contact name
Contact last name
Company Name
Twitter username
Contact's cell phone number
Contact phone number
Contact's WhatsApp phone number
Company annual revenue
Company sector
Contact sex
Contact content association status
Lead status
URL of the contact's company website
Date of first conversion
Name of the event of the first conversion
Date of the recent conversio
Name of the event of the recent conversion
Number of employees
Contact creation date
A contact's start date, automatically synced from the Lead Ads tool
Contact's date of birth
Days to closing
Annual revenue of the primary company associated with the contact
Industry of the primary company associated with the contact
Name of the primary company associated with the contact
Website of the primary company associated with the contact
Created deal
For each created deal on HubSpotHow it works:
Whenever something happens on the source app
All happening in a single automation! ✨
Created deal
For each created deal on HubSpotTrigger
Deal products
Deal: Deal name
Deal: Deal ID
Deal: Pipeline
Deal: Deal stage
Deal: Closing reason lost
Deal: Name of deal owner
Deal: Owner's last name
Deal: Owner's email
Deal: Deal amount
Deal: Description
Deal: Type of deal
Deal: Observations
Contact: Email
Contact: Name
Contact: Last name
Contact: Position
Contact: Telephone number
Contact: City
Contact: Address
Contact: Zip Code
Contact: State/Region
Contact: Country
Contact: Cell phone number
Contact: Message
Contact: Persona
Contact: Owner's name
Contact: Owner's last name
Contact: Owner's email
Deal: Sales cycle phase
Contact: Status
Contact: Source
Company: Company domain name
Company: Name
Company: Address
Company: Phone number
Company: Phone number without spaces and special characters
Company: Country
Company: City
Company: State/Region
Company: Zip Code
Company: Annual revenue
Company: Description
Company: Company page on LinkedIn
Company: Number of employees
Company: Sector
Company: Type
Deal: Product Summary
Deal: Product names
Deal: Product SKUs
Deal: Product prices
Deal: Product quantities
Billing frequency for recurring products
Billing period for recurring products
Deal: Total amount of related products
Deal: Total discount amount of related products
Deal: Currency Code
Deal: Closing date
Deal: Last modified date
Contact: Date created
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
New form submission
For each new form response on HubSpotHow it works:
Whenever something happens on the source app
All happening in a single automation! ✨
New form submission
For each new form response on HubSpotTrigger
Form name
Date of submission of the response to the form
Lost deal
For each lost deal on HubSpotHow it works:
Whenever something happens on the source app
All happening in a single automation! ✨
Lost deal
For each lost deal on HubSpotTrigger
Deal products
Deal: Deal name
Deal: ID
Deal: Pipeline
Deal: Stage
Deal: Lost reason
Deal: Owner name
Deal: Owner Last name
Deal: Owner email
Deal: Amount
Deal: Description
Deal: Type
Deal: Notes
Contact: E-mail
Contact: Name
Contact: Last name
Contact: Job title
Contact: Telephone
Contact: City
Contact: Address
Contact: Zip code
Contact: State
Contact: Country
Contact: Cellphone
Contact: Message
Contact: Persona
Contact: Owner name
Contact: Owner last name
Contact: Owner email
Contact: Lifecycle stage
Contact: Status
Contact: Source
Company: Domain name
Company: Name
Company: Address
Company: Telephone
Company: Telephone without spaces and special characters
Company: Country
Company: City
Company: State
Company: Zip code
Company: Annual revenue
Company: Description
Company: LinkedIn
Company: Number of employees
Company: Sector
Company: Type
Deal: Related products resume (SKUs, names, price, quantity)
Deal: Related product names
Deal: Related product SKUs
Deal: Related product prices
Deal: Related product quantities
Deal: Billing frequency for recurring products
Deal: Billing period for recurring products
Deal: Total value of related products
Deal: Total discount value of related products
Deal: Currency code
Deal: Close date
Deal: Last modified date
Contact: Create date
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 HubSpotHow it works:
Whenever something happens on the source app
1. A deal will be created/updated from a pipeline stage on HubSpot
2. A company associated with the deal will be created/updated on HubSpot
3. A contact associated with the deal will be created/updated on HubSpot
4. One or more products associated with the deal will be created/updated on HubSpot
5. If desired, the created/updated deal can be assigned to a salesperson or distributed among registered salespeople on HubSpot (Round Robin)
All happening in a single automation! ✨
Create or update deal
create/update a deal on HubSpotAction
Deal update settings
Deal update criteria
Distribute new deal
Select sellers
Opportunity owner email
Deal name Required
Contact: Name
Contact: Last name
Contact: Telephone
Contact: Cell phone
WhatsApp Phone Number
Deal: Deal amount
Deal: Description
Deal: Closing date
Type of deal
Contact: Email
Contact: Position
Contact: Message
Contact: Address
Contact: City
Contact: State/Region
Contact: Country
Contact: Status
Contact: Life cycle phase
Company: name
Comments
Company: Company domain name
Company: Sector
Company: Phone number
Company: Type
Company: City
Company: State/Region
Company: Zip Code
Company: Country
Company: Number of employees
Company: Annual revenue
Company: Description
Company: Company page on LinkedIn
Product: Name of the product related to the deal
Product: Deal-related product SKU
Product: Quantity of the product related to the deal
Product: Price of the product related to the deal
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 HubSpotHow it works:
Whenever something happens on the source app
1. A contact will be created/updated on HubSpot
2. A company associated with the contact will be created/updated on HubSpot
3. If desired, the contact can be added to a contact list on HubSpot
All happening in a single automation! ✨
Create or update contact
create/update a contact on HubSpotAction
Contact list
Email Required
Name
Surname
Phone number
Cell phone number
WhatsApp Phone Number
Office
Message
Owner's email
Address
City
State/Region
Country
Postal Code
Status
Life cycle stage
Number of employees
Company: name
Company: Company domain name
Company: Sector
Company: Phone number
Company: Type
Company: City
Company: State/Region
Company: Zip Code
Company: Country
Company: Number of employees
Company: Annual revenue
Company: Description
Company: Company page on LinkedIn
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Automate Conta Azul and HubSpot with Pluga integrations
Explore automation templates
When a deal reaches a certain funnel stage on HubSpot, create/update a customer on Conta Azul
When a deal reaches a certain funnel stage on HubSpot, create a sale on Conta Azul
For each sale created on Conta Azul, create/update a deal on HubSpot
For each sale created on Conta Azul, create/update a contact on HubSpot
For each created contact on HubSpot, create/update a customer on Conta Azul
For each new form response on HubSpot, create/update a customer on Conta Azul
For each new form response on HubSpot, create a sale on Conta Azul
For each won deal on HubSpot, create/update a customer on Conta Azul
For each created deal on HubSpot, create/update a customer on Conta Azul
For each created deal on HubSpot, create a sale on Conta Azul
For each won deal on HubSpot, create a sale on Conta Azul
When a deal reaches a certain funnel stage on HubSpot, create an accounts payable in Conta Azul
For each new form response on HubSpot, create an accounts payable in Conta Azul
For each created deal on HubSpot, create an accounts payable in Conta Azul
For each won deal on HubSpot, create an accounts payable in Conta Azul
When a deal reaches a certain funnel stage on HubSpot, create an accounts receivable in Conta Azul
For each new form response on HubSpot, create an accounts receivable in Conta Azul
For each created deal on HubSpot, create an accounts receivable in Conta Azul
For each won deal on HubSpot, create an accounts receivable in Conta Azul
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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.
-
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.
-
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 + HubSpot
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 HubSpot
CRMHubSpot is a software that offers tools for marketing, sales, and customer service. It facilitates marketing automation, customer relationship management (CRM), content creation, and data analysis, promoting customer attraction and engagement.
Integrations with HubSpot Visit HubSpot