Connect Conta Azul with RD Station Marketing
Connect Conta Azul with RD Station Marketing to scale and automate your operations.
Explore automation templates
Automate Conta Azul and RD Station Marketing with Pluga integrations
For each sale created on Conta Azul, include or update the lead on RD Station Marketing
When the lead reaches a certain step in the RD Station Marketing automation flow, create/update a customer on Conta Azul
When the lead reaches a certain step in the RD Station Marketing automation flow, create a sale on Conta Azul
When a new account receivable is created in Conta Azul, include or update the lead on RD Station Marketing
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Conta Azul and RD Station Marketing
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Check out the available triggers and actions in the automation of apps Conta Azul + RD Station Marketing
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
Lead update
When the lead reaches a certain step in the RD Station Marketing automation flow
lead email
lead name
phone lead
cell phone
cargo
website
city
state
lead id
email user
lead company
public url
created in
Last scheduled opportunity date
Last scheduled opportunity date (date)
Last scheduled opportunity date (time)
Created on (date)
Created at (time)
updated
Updated on (date)
Updated at (time)
It's an opportunity
number of conversions
lead scoring
interest
Lead Internship
Identifier (first conversion)
lead origin - source (first conversion)
lead source - medium (first conversion)
lead source - campaign (first conversion)
User-Agent (first conversion)
twitter lead (first conversion)
Facebook lead (first conversion)
linkedin lead (first conversion)
device (first conversion)
twitter company (first conversion)
facebook company (first conversion)
linkedin company (first conversion)
company size (first conversion)
company address (first conversion)
company id sector (first conversion)
company website (first conversion)
email company (first conversion)
telephone company (first conversion)
url de conversão (primeira conversão)
First Conversion Traffic Source
First conversion (first session) traffic source
First conversion traffic source (current session)
Lead source - traffic medium (first conversion)
Lead source - traffic campaign (first conversion)
Lead source - traffic amount (first conversion)
Identificador de evento (primeira conversão)
Lead origin (last conversion)
Second Conversion Traffic Source (First Session)
Second Conversion Traffic Source (Current Session)
lead source - traffic amount (last conversion)
Telephone (last conversion)
Creation date (last conversion)
seller of last conversion
last conversion identifier
url de conversão (última conversão)
lead origin - source (last conversion)
lead source - medium (last conversion)
lead source - campaign (last conversion)
Creation date in day/month/year format (last conversion)
Creation time (last conversion)
Identificador de evento (última conversão)
Tags (separated by comma)
lead source - utm_medium (first conversion)
lead source - utm_campaign (first conversion)
lead source - utm_term (first conversion)
lead source - utm_content (first conversion)
lead source - utm_source (first conversion)
lead source - utm_medium (last conversion)
lead source - utm_campaign (last conversion)
lead source - utm_term (last conversion)
lead source - utm_content (last conversion)
lead source - utm_source (last conversion)
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
Lead marked as opportunity
When a lead is marked as an opportunity on RD Station Marketing
Lead: uuid
User: Email
Lead: Linkedin
Lead: Facebook
Lead: Twitter
Lead: Company
Lead: Date the opportunity was marked
Lead: Date the opportunity was marked (date)
Lead: Date the opportunity was marked (time)
Lead: Score
Lead: Source
Lead: Tags (separated by comma)
Lead: Email
Lead: Name
Lead: Phone
Lead: Cellphone
Lead: Role
Lead: Website
Lead: City
Lead: State
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?
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
Get lead by ID or email
Get a lead in RD Station Marketing
ID or Email Required
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?
Change lead status to customer
change the lead status to "customer" on RD Station Marketing
Email Required
Opportunity Required
Event name Required
Create sale for lead
Sale value
Search leads
Search leads in RD Station Marketing
Search Term
Result limit
No leads found?
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 lead
include or update the lead on RD Station Marketing
Email Required
Event name Required
Name
Office
Telephone
Cell phone
Country
state
City
Web site
Tags
Lead's birthday
Company
Company website
Company size
Company's adress
Create sale for lead
Sale value
UTM medium
UTM source
UTM campaign
UTM terms
Add or remove lead tag
Add or remove leag tag in RD Station Marketing
Action Required
Lead email Required
Tag Required
Boost this flow in your workflow
With Pluga, you connect Conta Azul + RD Station Marketing 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, "When a new account receivable is created in Conta Azul Financeiro".
- Basic 2
Set the destinations and the actions
Select the apps that make up the flow with RD Station Marketing and what Pluga should run automatically at each step. Example: "Add or remove leag tag in RD Station Marketing"
- 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.
RD Station Marketing
MarketingConnect RD Station Marketing to 133+ apps with Pluga and turn your work into a productive machine. Capture leads from all your channels, place each contact in the flow that makes sense for them and keep your database status always current, automatically.
