Automations with Conta Azul
Asaas
17 automations
Automations
Ploomes
14 automations
Automations
HubSpot
14 automations
Automations
WooCommerce
11 automations
Automations
Agendor
10 automations
Automations
Eduzz
10 automations
Automations
RD Station CRM
10 automations
Automations
Pipefy
9 automations
Automations
iugu
9 automations
Automations
PipeRun
9 automations
Automations
Adobe Commerce 2.X (Magento)
8 automations
Automations
Pagar.me
8 automations
Automations
Vindi Recorrência
8 automations
Automations
Google Sheets
8 automations
Automations
Bling
8 automations
Automations
Moskit CRM
8 automations
Automations
Hotmart
7 automations
Automations
Olist ERP (Tiny ERP)
7 automations
Automations
Pipedrive
7 automations
Automations
Shopify
6 automations
Automations
Squarespace
6 automations
Automations
ActiveCampaign
5 automations
Automations
monday.com
5 automations
Automations
ClickUp
5 automations
Automations
Superlógica Assinaturas
5 automations
Automations
Omie CRM
5 automations
Automations
Kobana
5 automations
Automations
Pluga Webhooks
5 automations
Automations
Omie ERP
5 automations
Automations
Webflow
5 automations
Automations
PagBank
4 automations
Automations
Typeform
4 automations
Automations
NectarCRM
4 automations
Automations
Stripe
4 automations
Automations
Trello
4 automations
Automations
Excel
4 automations
Automations
Clicksign
4 automations
Automations
Meets
4 automations
Automations
Airtable
3 automations
Automations
Mercado Pago
3 automations
Automations
Gravity Forms
3 automations
Automations
Notion
3 automations
Automations
Nuvemshop
3 automations
Automations
RD Station Marketing
3 automations
Automations
Jotform
3 automations
Automations
Kiwify
3 automations
Automations
Gmail
3 automations
Automations
Todoist
3 automations
Automations
Asana
3 automations
Automations
Sympla
3 automations
Automations
Ramper Pipeline
3 automations
Automations
PayPal
3 automations
Automations
ZapSign
3 automations
Automations
Loja Integrada
3 automations
Automations
Tally
3 automations
Automations
Google Forms
3 automations
Automations
MemberKit
2 automations
Automations
Google Calendar
2 automations
Automations
Yampi
2 automations
Automations
Ramper Marketing
2 automations
Automations
Leadlovers
2 automations
Automations
Intercom
2 automations
Automations
Kommo
2 automations
Automations
Adobe Commerce 1.X (Magento)
2 automations
Automations
Mautic
2 automations
Automations
Google Contacts
2 automations
Automations
Eventbrite
2 automations
Automations
Vindi Pagamentos
2 automations
Automations
Twilio
2 automations
Automations
Google Docs
2 automations
Automations
Jira Software Cloud
2 automations
Automations
Microsoft Outlook
2 automations
Automations
Blip
1 automations
Automations
Zoho CRM
1 automations
Automations
Manychat
1 automations
Automations
Facebook Custom Audiences
1 automations
Automations
WhatsApp Business Cloud
1 automations
Automations
Microsoft Teams
1 automations
Automations
NFe.io
1 automations
Automations
Zenvia Canais
1 automations
Automations
SendGrid
1 automations
Automations
Discord
1 automations
Automations
eNotas
1 automations
Automations
G Digital
1 automations
Automations
Slack
1 automations
Automations
Mercado Livre
1 automations
Automations
E-goi
1 automations
Automations
Bkper
1 automations
Automations
Mailchimp
1 automations
AutomationsPossibilities with Conta Azul
Check out the use cases to automate and make the most of integrations with Conta Azul
Created sale
For each sale created on Conta AzulHow it works:
Whenever something happens on the source app
All happening in a single automation! ✨
Created sale
For each sale created on Conta AzulTrigger
ID
Sale number
Status
Issue date/time
Issue date/time in yyyy-mm-dd hh:mm:ss
Emission date
Customer ID
Customer name
Customer company
Customer email
Customer phone
Customer telephone area code
Customer phone number without area code
Customer cell phone
Customer cell phone area code
Customer cell phone without area code
Customer person type
Customer CPF/CNPJ
Customer ID
Customer state registration number
Customer state registration type
Customer municipal registration
Customer's 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
Discount measurement unit
Discount rate
Payment type
Payment method
Payment installments
Total payment installments
Payment installment due date
Due date of payment installments (dd/mm/yyyy)
Due date of the first payment installment
Additional information
Shipping
Total
Shipping Amount
Total Amount
Total amount of products (without discount, without shipping)
Total sale value (excluding discount and shipping fee)
Name of items
Price of items separated by comma
Description of items
Item codes (comma-separated)
Total quantity of items
Quantity of each item
Description and quantity of each item
Name, description and quantity of each item
Name, amount and quantity of each item
Subtotal of comma-separated items
Email of first customer contact
Name of first customer contact
Customer first contact telephone number
Names, emails and telephone numbers of customer contacts
Customer contact names
Customer contact emails
Customer contact telephone numbers
Seller's name
Create or update customer
create/update a customer on Conta AzulHow it works:
Whenever something happens on the source app
1.
All happening in a single automation! ✨
Create or update customer
create/update a customer on Conta AzulAction
Name Required
kind of person Required
Corporate reason
Commercial phone
Cell phone
Document
RG
State registration
state registration indicator
Municipal registration
Address: Zip Code
Address street
Address: number
Full address
Address neighborhood
Contact name
Contact email
Contact phone
Contact position
Date of birth
Contact notes
Create sale (multiple items)
create a sale 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 sale (multiple items)
create a sale on Conta AzulAction Premium
Sale number
Negotiation status Required
Date of sale Required
Customer name Required
Customer person type Required
Customer's business name
Customer email
Seller selection mode
Seller
Seller's name
Customer phone
Customer cell phone
Customer CPF/CNPJ
Identity document
Customer state registration
customer state registration indicator
Customer municipal registration
Customer address: Zip Code
Customer address: Street
Customer address: Number
Customer address: Complement
Customer address: Neighborhood
Contact name
Contact email
Contact phone
Contact position
Date of birth
Customer Observations
Type of discount
Discount
Interval between installments
Number of installments
Gap between installments
Payment method selection criteria
Payment method
Payment Method
Bank account selection
Bank account (id)
Banck Account (name)
Additional information
Shipping
Due date
Type of items Required
Type of services
Items
Create contract (single item)
create a new contract on Conta AzulHow it works:
Whenever something happens on the source app
1. A contract will be created on Conta Azul
2. A contact associated with the contract will be created/updated on Conta Azul
3. An item associated with the contract will be created on Conta Azul
All happening in a single automation! ✨
Create contract (single item)
create a new contract on Conta AzulAction Premium
Billing day Required
Date of sale Required
Total term (in months) Required
Type of discount
Contract discount
Customer name Required
Customer type Required
Customer's business name
Customer email
Customer phone
Customer cell phone
Customer CPF/CNPJ
Identity document
customer state registration
customer state registration indicator
customer's municipal registration
Customer address: Zip Code
Customer address: Street
Customer address: Number
Customer address: Complement
Customer address: Neighborhood
Contact name
Contact email
Contact phone
Contact position
Customer's date of birth
Customer Observations
Payment Notes
Additional information
Shipping to be collected from the customer
Item type Required
Type of service
Item Details Required
Item Quantity Required
Item amount Required
Create sale (single item)
create a sale 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 sale (single item)
create a sale on Conta AzulAction Premium
Sale number
Negotiation status Required
Date of sale Required
Customer name Required
Customer type Required
Customer's business name
Customer email
Seller selection mode
Seller
Seller's name
Customer phone
Customer cell phone
Customer CPF/CNPJ
Identity document
customer state registration
customer state registration indicator
customer's municipal registration
Customer address: Zip Code
Customer address: Street
Customer address: Number
Customer address: Complement
Customer address: Neighborhood
Contact name
Contact email
Contact phone
Contact position
Customer's date of birth
Customer Observations
Type of discount
Discount
Interval between installments
Number of installments
Gap between installments
Payment method selection criteria
Payment method
Payment Method
Bank account selection
Bank account (id)
Banck Account (name)
Additional information
Shipping to be collected from the customer
Due date
Item type Required
Type of service
Item Description Required
Item Quantity Required
Item amount Required
Item code
Item MCN
Item measurement unit
Create contract (multiple items)
create a new contract on Conta AzulHow it works:
Whenever something happens on the source app
1. A contract will be created on Conta Azul
2. A contact associated with the contract will be created/updated on Conta Azul
3. An item associated with the contract will be created on Conta Azul
All happening in a single automation! ✨
Create contract (multiple items)
create a new contract on Conta AzulAction Premium
Billing day Required
Date of sale Required
Total term (in months) Required
Type of discount
Discount
Customer name Required
Customer type Required
Customer's business name
Customer email
Customer phone
Customer cell phone
Customer CPF/CNPJ
Identity document
Customer state registration
customer state registration indicator
Customer municipal registration
Customer address: Zip Code
Customer address: Street
Customer address: Number
Customer address: Complement
Customer address: Neighborhood
Contact name
Contact email
Contact phone
Contact position
Customer's date of birth
Customer Observations
Payment Notes
Additional information
Shipping to be collected from the customer
Type of items Required
Type of services
Items
Didn't find your use case? Send suggestion.
Trusted by over 10.000 amazing companies
Create automations with Conta Azul
and say goodbye to manual (and tedious) tasks!
By connecting Conta Azul to the apps you use through Pluga, you can automate various processes in your routine and have time for tasks that really matter. 
How to automate Conta Azul with Pluga?
Pluga allows you to create automations between Conta Azul and various other apps in a simple, practical way without needing to write a single line of code. See 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. Based on this choice, you can define what will happen in the destination app of your automation.
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What is an action within an automation with Conta Azul?
An action works as a response to the selected trigger. In other words, it occurs from the moment the trigger is activated: when something happens in the app selected as the source, the action will be performed in the destination app.
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How does information mapping work?
Mapping is where you configure which information captured from the source app will be sent to each of the fields in the destination app(s). In this step, you define which information from one app should fill the fields of the other software.
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Is it possible to have more than one action?
Through Pluga, you can create automations integrating multiple apps at once. For example, you can integrate an ad app + online spreadsheet + internal communication software, so when the trigger is activated, the first action is executed, and a notification is sent to your team.
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.
Visit Conta Azul