Automate Conta Azul with Agendor

Unlock the superpowers of Conta Azul + Agendor and automate your tasks without having to write a single line of code.

Automate Conta Azul and Agendor
with Pluga integrations

Explore automation templates

For each won deal on Agendor, create a sale on Conta Azul

For each won deal on Agendor, create a new contract on Conta Azul

For each won deal on Agendor, create/update a customer on Conta Azul

For each added deal on Agendor, create/update a customer on Conta Azul

When a deal reaches a certain funnel stage on Agendor, create/update a customer on Conta Azul

When a deal reaches a certain funnel stage on Agendor, create a sale on Conta Azul

For each sale created on Conta Azul, add/update a deal on Agendor

For each created company on Agendor, create/update a customer on Conta Azul

For each created person on Agendor, create/update a customer on Conta Azul

When a task is created on Agendor, create a sale on Conta Azul

Conta Azul

Agendor

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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.

Choose the source and the trigger

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.
Set the destination and the action

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.
Map the information

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.
Multi-action
Enhance your Automation

Is it possible to have more than one action?

With Pluga, you can create automations by integrating several apps at once. For example, you can integrate Facebook Lead Ads + Google Sheets + Slack, so when the trigger is activated, the first action is executed and a notification is sent via Slack.

Automate Conta Azul + Agendor
and say goodbye to manual (and tedious) tasks!

By connecting the apps you use through Pluga, you can automate various processes in your routine and
have time for tasks that really matter.

👤 Contact management

Automatic transfer of your contacts' information to other apps

Automating the transfer of your contact base (leads) information to other apps can greatly facilitate tasks that involve managing them.

At Pluga, you can do this with ease and also helps optimize the work of people, avoiding possible human errors.

Card with contact information being sent to other apps

💰 Sales management

Automate your sales tracking

With the help of Pluga's automations, you can put your business's sales control on autopilot. This way, tasks surrounding inventory, finance, and logistics can be more aligned and optimized, directly impacting your customer's satisfaction.

Data from a new sale being sent to a spreadsheet

📈 Financial management

Automated financial control

Dealing with finances requires a lot of attention. For this, integrating apps can be a great ally! With Pluga, you can connect your financial management software and payment methods to other apps to automate tasks involving the organization of your finances.

Data from a new charge being sent to an invoicing app

💬 Internal communication

Reduce communication noise - and rework!

If your company uses any type of internal communication tool, it's possible to automate the routine of notifications and alerts within it.

At Pluga, for example, you can connect this software to your project management platform so that every time a task changes status, this is communicated in a channel. In other words, it increases productivity, reduces communication noise, and avoids possible rework.

Automatic notification in the internal communication app

🔔 Automatic notifications

Customized alerts for customers

Often, personalized communication is what will captivate a customer to keep them interested in your brand. But doing this manually is almost impossible. Using Pluga, you can send these notifications automatically without losing personalization.

Automatic message sent to the customer's WhatsApp

Conta Azul

Accounting

Conta Azul is an ERP that ensures the simplification and optimization of financial management for businesses. Operating across various market segments, the platform offers features that assist in managing sales, customers, purchases, suppliers, and inventory with automated and integrated routines. Additionally, the system provides the issuance of invoices and bank slips.

Integrations with Conta Azul Visit Conta Azul

Agendor

CRM

Agendor is a CRM platform that works as a personal assistant for sales teams, helping salespeople reach their full potential. From planning to post-sales, the app encompasses various features to ensure no opportunity is lost in the pipeline.

Integrations with Agendor Visit Agendor

Frequently Asked Questions

How to automate Conta Azul with Agendor?
With Pluga, you can easily automate Conta Azul com Agendor . Just follow these steps:
- 1. Log in or sign up (for free) on Pluga and click on “Create automation”;
- 2. Select the source app and trigger;
- 3. Select the destination app and action;
- 4. Make the necessary adjustments, specifying which data will be sent to one app to another.
Why automate Conta Azul with Agendor at Pluga?

By automating Conta Azul with Agendor on Pluga, you can automate various manual tasks that reduce productivity for those who perform them, while also avoiding human errors. The best part is that the process is simple and doesn’t require typing a single line of code.
Is there a cost to automate Conta Azul with Agendor?

On Pluga, you can make several automations for free with the free plan. Additionally, you have the option to try all the features for 7 days at no cost to create automations between Conta Azul, Agendor, and even other apps.

We also offer three other plans, with prices ranging from $17 to $65 per month, which include premium automations and features, as well as a higher volume of events and automations. For companies with specific needs, we have the Enterprise plan, designed to offer customized solutions beyond the resources available in other plans.

Check Pluga's pricing page for more details.