Connect Conta Azul with PipeRun
Connect Conta Azul with PipeRun to scale and automate your operations.
Explore automation templates
Automate Conta Azul and PipeRun with Pluga integrations
For each added opportunity on PipeRun, create/update a customer on Conta Azul
For each won opportunity on PipeRun, create/update a customer on Conta Azul
For each won opportunity on PipeRun, create a sale on Conta Azul
When an opportunity reaches a certain funnel stage on PipeRun, create a sale on Conta Azul
For each created contact on PipeRun, create/update a customer on Conta Azul
For each sale created on Conta Azul, create a deal on PipeRun (multi-item)
For each won opportunity on PipeRun, create an accounts payable in Conta Azul
For each won opportunity on PipeRun, create an accounts receivable in Conta Azul
Didn't find the template you wanted? Build the integration your own way. ;)
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Check out the available triggers and actions in the automation of apps Conta Azul + PipeRun
New account receivable
When a new account receivable is created in Conta Azul Financeiro
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
Venda emitida
For each sale issued on Conta Azul
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
Financial account id
Financial account name
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 email separated by comma
Seller's name
Sale situation
Sale reached a status
Sale reached a status in Conta Azul
Sale items on Conta Azul
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 price separated by comma
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
Sale situation
Won opportunity
For each won opportunity on PipeRun
Last proposal items
Opportunity ID
Title the opportunity
Opportunity owner email
Name of opportunity owner
Opportunity creation date
Closing date
Bin
Frozen
Hash
Amount
Recurring Amount (MRR)
Tags
Company: ID
Company: Name
Company: CNPJ
Person: ID
Person: Name
Person: Email
Person: Phone
Person: CPF
Company: Social Name
Pipeline
Deal stage
Origin of the opportunity
Person: Position
Person: Birthday
Person: Public place
Person: Address Number
Person: Zip Code
Person: Address Complement
Person: Neighborhood
Person: UF
Person: City
Person: Website
Person: Facebook
Person: LinkedIn
Company: State Registration
Company: Company Type
Company: Telephone
Company: Email
Company: Logradouro
Company: Address Number
Company: Zip Code
Company: Address Complement
Company: Neighborhood
Company: UF
Company: City
Company: Company Status
Company: Company Status
Empresa: Status Touch
Company: C-Sat/NPS Score
Company: Date of foundation
Company: Email to send the invoice
Company: Share Capital
Company: Website
Company: Facebook
Company: LinkedIn
Last proposal: Amount
Last proposal: Introduction
Last proposal: Observation
Last proposal: Url
Latest proposal: Creation date
Last proposal: Update date
Last proposal: Due date
Latest proposal: MRR due date
Last proposal: Number of installments
Last proposal: Number of installments (MRR)
Last proposal: Interval between installments
Latest proposal: Deadline for the first installment
Last proposal: Currency name
Latest proposal: Country of currency
Latest proposal: Currency symbol
Last proposal: Shipping Amount
Last proposal: Total amount of items added without discounts
Last proposal: Total amount of the item discount
Last proposal: Total discount amount
Last proposal: Name, amount and quantity of items separated by commas
Last proposal: comma-separated item names
Last proposal: amount of items separated by comma
Last proposal: quantity of items separated by commas
Last proposal: code for items separated by commas
Last proposal: items' descriptions (comma-separated)
Last proposal: MRR item names (comma-separated)
Last proposal: P&S item names (comma-separated)
Last proposal: expected delivery date
Last proposal: expected delivery date
Last proposal: name
Last proposal: Purchase order
Last proposal: First payment date
Last proposal: First payment date (MRR)
Last proposal: Down payment percent
Last proposal: Payment method
Last proposal: Payment method (MRR)
Emails of people and contact separated by comma
Official carrier name
Carrier name
CNPJ of the carrier
Carrier Zip Code
Carrier address
Carrier address number
Carrier address supplement
Download attachment links
Opportunity lost
For each lost opportunity on PipeRun
Last proposal items
id
Opportunity title
Reason for loss
Opportunity owner’s email
Name of opportunity owner
Creation date
Closing date
Bin
Frozen
Hash
Amount
Recurring Amount (MRR)
Tags
Company: ID
Company: Name
Company: CNPJ
Person: ID
Person: Name
Person: Email
Person: Phone
Person: CPF
Company: Social Name
Pipeline
Deal stage
Origin of the opportunity
Person: Position
Person: Birthday
Person: Public place
Person: Address Number
Person: Zip Code
Person: Address Complement
Person: Neighborhood
Person: UF
Person: City
Person: Website
Person: Facebook
Person: LinkedIn
Company: State Registration
Company: Company Type
Company: Telephone
Company: Email
Company: Logradouro
Company: Address Number
Company: Zip Code
Company: Address Complement
Company: Neighborhood
Company: UF
Company: City
Company: Company Status
Company: Company Status
Empresa: Status Touch
Company: C-Sat/NPS Score
Company: Date of foundation
Company: Email to send the invoice
Company: Share Capital
Company: Website
Company: Facebook
Company: LinkedIn
Last proposal: Amount
Last proposal: Introduction
Last proposal: Observation
Last proposal: Url
Latest proposal: Creation date
Last proposal: Update date
Last proposal: Due date
Latest proposal: MRR due date
Last proposal: Number of installments
Last proposal: Number of installments (MRR)
Last proposal: Interval between installments
Latest proposal: Deadline for the first installment
Last proposal: Currency name
Latest proposal: Country of currency
Latest proposal: Currency symbol
Last proposal: Shipping Amount
Last proposal: Total amount of items added without discounts
Last proposal: Total amount of the item discount
Last proposal: Name, amount and quantity of items separated by commas
Last proposal: comma-separated item names
Last proposal: amount of items separated by comma
Last proposal: quantity of items separated by commas
Last proposal: code for items separated by commas
Last proposal: expected delivery date
Last proposal: expected delivery date
Last proposal: name
Last proposal: Purchase order
Emails of people and contact separated by comma
Official carrier name
Carrier name
CNPJ of the carrier
Carrier Zip Code
Carrier address
Carrier address number
Carrier address supplement
Download attachment links
New account payable
When a new accounts payable entry is created in Conta Azul Financeiro
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 quote
New quote in Conta Azul
Quote items on Conta Azul
ID
Quote number
Status
Creation date
Total value
Customer name
Customer document
Customer e-mail
Notes
Items summary (Pluga)
Invoice issued
Invoice issued in Conta Azul
ID
Invoice number
Status
Emission date
Value
Customer name
Customer document
Sale ID
Invoice type
Moved opportunity
When an opportunity reaches a certain funnel stage on PipeRun
Last proposal items
Opportunity ID
Opportunity title
Reason for loss
Opportunity owner’s email
Name of opportunity owner
Creation date
Moved in
Closing date
Bin
Frozen
Hash
Amount
Recurring Amount (MRR)
Tags
Company: ID
Company: Name
Company: CNPJ
Person: ID
Person: Name
Person: Email
Person: Phone
Person: CPF
Company: Social Name
Pipeline
Deal stage
Origin of the opportunity
Person: Position
Person: Birthday
Person: Public place
Person: Address Number
Person: Zip Code
Person: Address Complement
Person: Neighborhood
Person: UF
Person: City
Person: Website
Person: Facebook
Person: LinkedIn
Company: State Registration
Company: Company Type
Company: Telephone
Company: Email
Company: Logradouro
Company: Address Number
Company: Zip Code
Company: Address Complement
Company: Neighborhood
Company: UF
Company: City
Company: Company Status
Company: Company Status
Empresa: Status Touch
Company: C-Sat/NPS Score
Company: Date of foundation
Company: Email to send the invoice
Company: Share Capital
Company: Website
Company: Facebook
Company: LinkedIn
Last proposal: Amount
Last proposal: Introduction
Last proposal: Observation
Last proposal: URL
Latest proposal: Creation date
Last proposal: Update date
Last proposal: Due date
Latest proposal: MRR due date
Last proposal: Number of installments
Last proposal: Number of installments (MRR)
Last proposal: Interval between installments
Latest proposal: Deadline for the first installment
Last proposal: Currency name
Latest proposal: Country of currency
Latest proposal: Currency symbol
Last proposal: Shipping Amount
Last proposal: Total amount of items added without discounts
Last proposal: Total amount of the item discount
Last proposal: Name, amount and quantity of items separated by commas
Last proposal: comma-separated item names
Last proposal: amount of items separated by comma
Last proposal: quantity of items separated by commas
Last proposal: code for items separated by commas
Last proposal: expected delivery date
Last proposal: expected delivery date
Last proposal: name
Last proposal: Purchase order
Emails of people and contact separated by comma
Official carrier name
Carrier name
CNPJ of the carrier
Carrier Zip Code
Carrier address
Carrier address number
Carrier address supplement
Download attachment links
For each created contact
For each created contact on PipeRun
Contact: ID
Contact: Name
Contact: Address
Contact: Address number
Contact: Address Complement
Contact: District
Contact: Postal code
Contact: Website
Contact: Status
Contact: Created at
Contact: Email
Contact: Telephone
Contact: Email for invoice [only legal person]
Contact: CPF
Contact: CNPJ
Contact: State registration [only legal person]
New sale
For each sale created on Conta Azul
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
Sale situation
Receivable settled
Receivable settled in Conta Azul
Installment ID
Settlement status
Paid amount
Settlement date
Due date
Partial settlement?
Client name
Client document
Payable settled
Payable settled in Conta Azul
Settlement ID
Installment ID
Settlement status
Paid amount
Settlement date
Payment method
Financial account
Supplier name
Supplier document
Due date
Partial settlement?
Opportunity created
For each added opportunity on PipeRun
Last proposal items
Opportunity ID
Opportunity title
Reason for loss
Opportunity owner’s email
Name of opportunity owner
Creation date
Closing date
Bin
Frozen
Hash
Amount
Recurring Amount (MRR)
Tags
Company: ID
Company: Name
Company: CNPJ
Person: ID
Person: Name
Person: Email
Person: Phone
Person: CPF
Company: Social Name
Pipeline
Deal stage
Origin of the opportunity
Person: Position
Person: Birthday
Person: Public place
Person: Address Number
Person: Zip Code
Person: Address Complement
Person: Neighborhood
Person: City
Person: UF
Person: Website
Person: Facebook
Person: LinkedIn
Company: State Registration
Company: Company Type
Company: Telephone
Company: Email
Company: Logradouro
Company: Address Number
Company: Zip Code
Company: Address Complement
Company: Neighborhood
Company: UF
Company: City
Company: Company Status
Company: Company Status
Empresa: Status Touch
Company: C-Sat/NPS Score
Company: Date of foundation
Company: Email to send the invoice
Company: Share Capital
Company: Website
Company: Facebook
Company: LinkedIn
Last proposal: Amount
Last proposal: Introduction
Last proposal: Observation
Last proposal: URL
Latest proposal: Creation date
Last proposal: Update date
Last proposal: Due date
Latest proposal: MRR due date
Last proposal: Number of installments
Last proposal: Number of installments (MRR)
Last proposal: Interval between installments
Latest proposal: Deadline for the first installment
Last proposal: Currency name
Latest proposal: Country of currency
Latest proposal: Currency symbol
Last proposal: Shipping Amount
Last proposal: Total amount of items added without discounts
Last proposal: Total amount of the item discount
Last proposal: Name, amount and quantity of items separated by commas
Last proposal: comma-separated item names
Last proposal: amount of items separated by comma
Last proposal: quantity of items separated by commas
Last proposal: code for items separated by commas
Last proposal: expected delivery date
Last proposal: expected delivery date
Last proposal: name
Last proposal: Purchase order
Emails of people and contact separated by comma
Official carrier name
Carrier name
CNPJ of the carrier
Carrier Zip Code
Carrier address
Carrier address number
Carrier address supplement
Download attachment links
Create accounts receivable
Create bill to receive on Conta Azul
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
Payment method selection criteria
Payment Method
Payment Method
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/update sale (multiple items)
Create or update sale (multi item) on Conta Azul
Sale update settings
Sale number
Sale emission date Required
Sale due date
Sale status Required
Item type Required
Items Required
Client name Required
Client type Required
Profile type Required
Client document (CPF or CNPJ)
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
Client email
Client commercial phone
Client phone number
Client fantasy name
Client RG
Interval between installments
Installments amount
Gap between installments
Payment method selection criteria
Payment Method
Payment Method
Bank account selection mode
Bill account
Bank account
Shipping cost
Discount type
Discount value
Category selection mode
Category name
Category
Cost center selection mode
Costcenter name
Centro de custo
Seller selection mode
Seller
Seller's name
Sale observation
Sale payment observation
Payment USN
Client code
Client birthday
Contact observation
Client origin
Client is a simple national optant
Client is a public agency
State inscryption
National inscryption
SUFRAMA inscription
Additional contact name
Additional contact email
Additional contact commercial phone
Additional contact phone number
Additional contact office name
Criar contrato (múltiplos itens)
Create contract (multiple items) on Conta Azul
Sale emission date Required
Contract number
Billing frequency Required
Frequency interval Required
Term type Required
Contract start date Required
Contract end date
Billing generation day Required
Contract start date Required
First due date
Payment method selection criteria
Payment Method
Payment Method
Client name Required
Client type Required
Profile type Required
Client CPF/CNPJ
Client email
Item type Required
Items Required
Shipping cost
Discount type
Discount value
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
Client fantasy name
Bank account selection mode
Bill account
Bank account
Category selection mode
Category name
Category
Cost center selection mode
Costcenter name
Centro de custo
Seller selection mode
Seller
Seller's name
Sale observation
Sale payment observation
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
Client is a simple national optant
Client is a public agency
State inscryption
National inscryption
Search payable accounts
Search accounts payable on Conta Azul
Search field Required
Search term Required
Result limit
No accounts payable found?
Delete sale
Delete a sale in Conta Azul
Sale ID Required
Create/update deal (multi-item)
Create/update a deal on PipeRun
Distribuir novos negócios
Selecionar vendedores
Deal owner e-mail
Deal owner update logic
Deal stage update logic
Reopen closed deals
Título Required
Deal's Tags
Origin: Type
Origin
Origin name
Description
Observation
Note
Reason to close deal
Update contact based on
Person Name Required
Person Email
Person Phone
Person CPF
Value
Value MRR
Company Name
Company Social Name
Lost Reason
Probably closed
Person: Job Title
Person: Street
Person: Address Number
Person: Postal Code
Person: Neighborhood
Person: Address Complement
Person: City
Person: State
Person: Website
Person: Facebook
Person: LinkedIn
Company: State Id
Company: Type
Company Phone
Company Email
Company CNPJ
Company: Street
Company: Address Number
Company: Postal Code
Company: Neighborhood
Company: Address Complement
Company: City
Company: State
Company: Status
Company: situation
Company: Status Touch
Company: NPS Score
Company: Foundation At
Company: Invoice email
Company: Social Capital
How do you want to fill the segment field?
Segment
Segment name
Company: Website
Company: Facebook
Company: LinkedIn
Deal: Create proposal
Proposal type
Choose a template
Proposal: expiration date
Choose item type
Choose a payment method
Proposal: Number of installments
Proposal: first payment date
Proposal: down payment percentage
Proposal: days between down payment and first installment
Proposal: day of the month on which each installment will be due
Proposal: days between each installment
Choose a payment method
Proposal: first payment date
Proposal: day of the month on which each installment will be due
Proposal: discount type
Proposal: discount value
Proposal duration (MRR)
Proposal: introduction
Proposal: Notes
Distribuir novos negócios
Distribuir novos negócios
Create accounts payable
Create bill to pay on Conta Azul
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
Payment method selection criteria
Payment Method
Payment Method
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/update sale (Single item)
Create or update sale (single item) on Conta AzulHow it works:
Whenever something happens on the source app
1. A sale will be created on Conta Azul
2. A contact associated with the sale will be created/updated on Conta Azul
3. An item will be deducted from your inventory on Conta Azul
All happening in a single automation! ✨
Create/update sale (Single item)
Create or update sale (single item) on Conta Azul
Sale update settings
Sale number
Sale emission date Required
Sale due date
Sale status Required
Item type Required
Item: Name Required
Item: Quantity Required
Item: Value Required
Item code
Item details
Client name Required
Client type Required
Profile type Required
Client document (CPF or CNPJ)
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
Client email
Client commercial phone
Client phone number
Client fantasy name
Client RG
Interval between installments
Installments amount
Gap between installments
Payment method selection criteria
Payment Method
Payment Method
Bank account selection mode
Bill account
Bank account
Shipping cost
Discount type
Discount value
Category selection mode
Category name
Category
Cost center selection mode
Costcenter name
Centro de custo
Seller selection mode
Seller
Seller's name
Sale observation
Sale payment observation
Payment USN
Client code
Client birthday
Contact observation
Client origin
Client is a simple national optant
Client is a public agency
State inscryption
National inscryption
SUFRAMA inscription
Additional contact name
Additional contact email
Additional contact commercial phone
Additional contact phone number
Additional contact office name
Search contacts
Search contacts on Conta Azul
Search field Required
Search term Required
Result limit
No contacts found?
Search receivable accounts
Search accounts receivable on Conta Azul
Search field Required
Search term Required
Result limit
No accounts found?
Create/update deal (single item)
add or update an opportunity on PipeRunHow it works:
Whenever something happens on the source app
1. An deal will be added from a pipeline stage on PipeRun
2. A person associated with this deal will be created/updated on PipeRun
3. A company associated with this deal will be created/updated on PipeRun
4. If desired, the created/updated deal can be assigned to a salesperson or distributed among registered salespeople on PipeRun (Round Robin)
All happening in a single automation! ✨
Create/update deal (single item)
add or update an opportunity on PipeRun
Distribute new deal
Select sellers
Opportunity owner’s email
Deal owner update logic
Deal stage update logic
Reopen closed deals
Opportunity title Required
Opportunity Tags
Origin: Type
Origin
Origin name
Description
Observation
Note
Reason for closing the deal
Update contact based on
Persons name Required
Person's email
Person's Telephone
Person's CPF
Deal amount
Recurring Amount
Company Name
Company's Corporate Name
Reason for loss
Opportunity closing forecast
Person: Position
Person: Public place
Person: Address number
Person: Zip Code
Person: Address Complement
Person: Neighborhood
Person: City
Person: State (UF)
Person: Website
Person: Facebook
Person: LinkedIn
Company: State Registration
Type of Company
Company Telephone
Company Email
Company CNPJ
Company: Logradouro
Company: Address number
Company: Zip Code
Company: Address Complement
Company: Neighborhood
Company: City
Company: State
Company Status
Company Status
Company: Modelo Touch
Company: C-Sat/NPS Score
Company: Date of foundation
Company: Email to send the invoice
Company: Capital Social
How do you want to fill the segment field?
Company: Segment
Segment name
Company: Website
Company: Facebook
Company: LinkedIn
Create proposal
Proposal: Proposal type
Proposal: Template
Proposal: Expiration date
Proposal: Item type
Proposal: Payment method
Proposal: Number of installments
Proposal: First payment date
Proposal: Down payment percentage
Proposal: Days between down payment and first installment
Proposal: Day of the month on which each installment will be due
Proposal: Days between each installment
Proposal: Payment method
Proposal: First payment date
Proposal: Day of the month on which each installment will be due
Proposal: Discount type
Proposal: Discount value
Proposal duration (MRR)
Proposal: Introduction
Proposal: Notes
Proposal: Name of the item
Proposal: Item code
Proposal: Quantity of the item
Proposal: Item value
Create/update contact
Create contact on Conta Azul
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
Criar contrato (item único)
Create contract (single item) on Conta Azul
Sale emission date Required
Contract number
Billing frequency Required
Frequency interval Required
Term type Required
Contract start date Required
Contract end date
Billing generation day Required
Contract start date Required
First due date
Payment method selection criteria
Payment Method
Payment Method
Client name Required
Client type Required
Profile type Required
Client CPF/CNPJ
Client email
Item type Required
Item name Required
Item quantity Required
Item value Required
Item code/SKU
Item details
Shipping cost
Discount type
Discount value
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
Client fantasy name
Bank account selection mode
Bill account
Bank account
Category selection mode
Category name
Category
Cost center selection mode
Costcenter name
Centro de custo
Seller selection mode
Seller
Seller's name
Sale observation
Sale payment observation
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
Client is a simple national optant
Client is a public agency
State inscryption
National inscryption
Search sales
Search sales on Conta Azul
Sale status
Search field Required
Search term Required
Result limit
No sales found?
Mark account as paid
Mark receivable as paid on Conta Azul
Você possui o ID da parcela a ser baixada? Required
Bill ID
Customer document
Bill value
Due date
Tolerance in days
Receivable description
Bank account selection mode
Bill account
Bank account
Payment date Required
Received amount
Value tolerance
Interest
Fine
Create or update contact
create or update a contact on PipeRun
Update contact based on
Person: Name Required
Person: Email
Person: Phone
Person: CPF
Person: Position
Company: Name
Company: Company Name
Person: Observation
Person: Public place
Person: Address number
Person: Zip Code
Person: Address Complement
Person: Neighborhood
Person: City
Person: State (UF)
Person: Website
Person: Facebook
Person: LinkedIn
Select Responsible CS
Company: CNPJ
Type of Company
Company: Telephone
Company: Email
Company: State Registration
Company: Segment
Company: Company Status
Company: Company Status
Company: Modelo Touch
Company: Observation
Company: Logradouro
Company: Address number
Company: Zip Code
Company: Address Complement
Company: Neighborhood
Company: C-Sat/NPS Score
Company: Date of foundation
Company: Email to send the invoice
Company: Capital Social
Company: Website
Company: Facebook
Company: LinkedIn
Boost this flow in your workflow
With Pluga, you connect Conta Azul + PipeRun to build anything from the simplest integration to the most advanced flows, with several layers of logic.
- Basic 1
Pick the source app and the trigger
Choose which app starts the automation and which event works as the trigger. For example, "Payable settled in Conta Azul".
- Basic 2
Set the destinations and the actions
Select the apps that make up the flow with PipeRun and what Pluga should run automatically at each step. Example: "Create/update a deal on PipeRun"
- Basic 3
Map the information
Point out, visually, which data from the source app should fill in each field of the destination action.
- Intermediate
Only move forward when it makes sense
Set "AND" or "OR" conditions so the automation only runs in the cases that matter
- Intermediate
Pause the flow for as long as you need
Set the automation to wait minutes, hours or days and resume the next action on its own
- Intermediate
Standardize data across apps
Adjust dates, numbers and characters to the format the next app expects to receive
- Advanced
Send data in several directions
Route each piece of data down the right path within a single flow, according to specific conditions
- Advanced
Add a code block
Run JavaScript or Python in the middle of the automation to transform data before the next step
- Advanced
Create loops
Take lists of items, go through each row and run the same action for every one of them
- Advanced
Use generative AI
Send data to an AI assistant or agent and use the response in the next step
- Advanced
Connect to (almost) any app
Send and receive data through a dedicated URL, and connect to apps that are not integrated with Pluga
- Advanced
Requests to external APIs
Query or send data to any external API inside your automation
Conta Azul
AccountingConnect Conta Azul to 133+ apps with Pluga and turn your work into a productive machine. Automate income and expense entries, settle receipts as soon as payment clears and keep payables and receivables current — without spending hours closing the month by hand.
PipeRun
CRMConnect PipeRun to 133+ apps with Pluga and turn your work into a productive machine. Register leads from every channel automatically, move deals along on their own, generate contracts and invoices, fire personalized follow-ups at the right moment and keep your pipeline always up to date.
