Automations with Conta Azul Financeiro

HubSpot
hubspot_crm - Pluga
CRM

HubSpot

8 automations

Automations
Asaas
asaas - Pluga
Payment

Asaas

7 automations

Automations
Hotmart
hotmart - Pluga
Product Info

Hotmart

5 automations

Automations
Clicksign
clicksign - Pluga
Signatures

Clicksign

4 automations

Automations
Adobe Commerce 2.X (Magento)
magento2 - Pluga
Ecommerce

Adobe Commerce 2.X (Magento)

4 automations

Automations
Bling
bling - Pluga
ERP

Bling

4 automations

Automations
iugu
iugu - Pluga
Payment

iugu

4 automations

Automations
Pagar.me
pagar_me - Pluga
Payment

Pagar.me

4 automations

Automations
RD Station CRM
plugcrm - Pluga
CRM

RD Station CRM

4 automations

Automations
Agendor
agendor - Pluga
CRM

Agendor

4 automations

Automations
Loja Integrada
loja_integrada - Pluga
Ecommerce

Loja Integrada

4 automations

Automations
WooCommerce
woocommerce - Pluga
Ecommerce

WooCommerce

4 automations

Automations
Adobe Commerce 1.X (Magento)
magento - Pluga
Ecommerce

Adobe Commerce 1.X (Magento)

4 automations

Automations
Shopify
shopify - Pluga
Ecommerce

Shopify

4 automations

Automations
Pipefy
pipefy - Pluga
Project

Pipefy

3 automations

Automations
Pipedrive
pipedrive - Pluga
CRM

Pipedrive

2 automations

Automations
Squarespace
squarespace - Pluga
Ecommerce

Squarespace

2 automations

Automations
Omie CRM
omie_crm - Pluga
CRM

Omie CRM

2 automations

Automations
Moskit CRM
moskit - Pluga
CRM

Moskit CRM

2 automations

Automations
Jotform
jotform - Pluga
Forms

Jotform

2 automations

Automations
Gravity Forms
gravity_forms - Pluga
Forms

Gravity Forms

2 automations

Automations
Airtable
airtable - Pluga
Project

Airtable

2 automations

Automations
Notion
notion - Pluga
Document

Notion

2 automations

Automations
Pluga Webhooks
pluga_webhooks - Pluga
Developer tools

Pluga Webhooks

2 automations

Automations
monday.com
monday_com - Pluga
Project

monday.com

2 automations

Automations
Yampi
yampi - Pluga
Ecommerce

Yampi

2 automations

Automations
Kiwify
kiwify - Pluga
Product Info

Kiwify

2 automations

Automations
Vindi Pagamentos
vindi_pagamentos - Pluga
Payment

Vindi Pagamentos

2 automations

Automations
Tally
tally - Pluga
Forms

Tally

2 automations

Automations
Kommo
kommo - Pluga
CRM

Kommo

2 automations

Automations
Nuvemshop
nuvemshop - Pluga
Ecommerce

Nuvemshop

2 automations

Automations
Olist ERP (Tiny ERP)
tinyerp - Pluga
ERP

Olist ERP (Tiny ERP)

2 automations

Automations
Ploomes
ploomes - Pluga
CRM

Ploomes

2 automations

Automations
Eduzz
eduzz - Pluga
Product Info

Eduzz

2 automations

Automations
Meets
meets - Pluga
CRM

Meets

2 automations

Automations
ActiveCampaign
active_campaign - Pluga
CRM

ActiveCampaign

2 automations

Automations
Ramper Pipeline
linkseller - Pluga
CRM

Ramper Pipeline

2 automations

Automations
PipeRun
piperun - Pluga
CRM

PipeRun

2 automations

Automations
Sympla
sympla - Pluga
Event

Sympla

2 automations

Automations
Eventbrite
eventbrite - Pluga
Event

Eventbrite

2 automations

Automations
Kobana
boleto_simples - Pluga
Payment

Kobana

2 automations

Automations
MercadoPago
mercado_pago - Pluga
Payment

MercadoPago

2 automations

Automations
Vindi Recorrência
vindi - Pluga
Payment

Vindi Recorrência

2 automations

Automations
Google Sheets
google_sheets - Pluga
Spreadsheet

Google Sheets

2 automations

Automations
PayPal
paypal - Pluga
Payment

PayPal

2 automations

Automations
Stripe
stripe - Pluga
Payment

Stripe

2 automations

Automations
PagBank
pag_seguro - Pluga
Payment

PagBank

2 automations

Automations
Excel
excel - Pluga
Spreadsheet

Excel

2 automations

Automations
Superlógica Assinaturas
superlogica - Pluga
Payment

Superlógica Assinaturas

2 automations

Automations
NectarCRM
nectar_crm - Pluga
CRM

NectarCRM

2 automations

Automations
Google Forms
google_forms - Pluga
Forms

Google Forms

2 automations

Automations
Typeform
typeform - Pluga
Forms

Typeform

2 automations

Automations
Trello
trello - Pluga
Project

Trello

1 automations

Automations
Webflow
webflow - Pluga
Ecommerce

Webflow

1 automations

Automations
Omie ERP
omie - Pluga
ERP

Omie ERP

1 automations

Automations

Possibilities with Conta Azul Financeiro

Check out the use cases to automate and make the most of integrations with Conta Azul Financeiro

Conta Azul Financeiro-modal-icon

Create accounts receivable

create an accounts receivable in Conta Azul

How it works:

Whenever something happens on the source app

1.

All happening in a single automation! ✨

Conta Azul Financeiro-icon

Create accounts receivable

create an accounts receivable in Conta Azul

Action

Fields in Conta Azul Financeiro that can receive information from other apps.

Accounts receivable: Accrual date Required

Accounts receivable: Amount Required

Accounts receivable: Observation Required

Accounts receivable: Description Required

Accounts receivable: Account Required

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

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

Conta Azul Financeiro-modal-icon

Create accounts payable

create an accounts payable in Conta Azul

How it works:

Whenever something happens on the source app

1.

All happening in a single automation! ✨

Conta Azul Financeiro-icon

Create accounts payable

create an accounts payable in Conta Azul

Action

Fields in Conta Azul Financeiro that can receive information from other apps.

Accounts payable: Accrual date Required

Accounts payable: Amount Required

Accounts payable: Observation Required

Accounts payable: Description Required

Accounts payable: Account Required

Category selection mode

Accounts payable: Category

Category

Client: 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

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

Didn't find your use case? Send suggestion.

Trusted by over 10.000 amazing companies

Create automations with Conta Azul Financeiro
and say goodbye to manual (and tedious) tasks!

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

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

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

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

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

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

How to automate Conta Azul Financeiro with Pluga?

Pluga allows you to create automations between Conta Azul Financeiro 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.

  • Trigger and source app of the automation

    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.

  • Action and destination app of the automation

    What is an action within an automation with Conta Azul Financeiro?

    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.

  • Information mapping of the automation

    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.

  • Automation with multiple actions among more than two apps

    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 Financeiro-icon

Conta Azul Financeiro

ERP

Conta Azul Financeiro is the Conta Azul ERP module responsible for managing financial records such as: accounts payable, accounts receivable, expense categories, revenue categories, and cost centers.

Visit Conta Azul Financeiro

Frequently Asked Questions

  • With Pluga, you can connect the app Conta Azul Financeiro with over 55 other software platforms and automate various business processes and tasks. Just follow these steps:


    • 1. Log in or sign up (for free) at Pluga and click on “Create Automation”;
    • 2. Select the source app and trigger;
    • 3. Connect the app;
    • 4. Select the destination app and action;
    • 5. Connect the app account;
    • 6. Make the necessary adjustments, specifying which data will be sent from one app to another.

  • At Pluga, you can create up to 3 automations with the free plan. Additionally, you have the option to try all features for 7 days at no cost to create automations between Conta Azul Financeiro and other apps.

    We also offer three other plans, with prices ranging from $17 to $71 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 out Pluga's pricing page for more details.

  • The number of automations between Conta Azul Financeiro and other apps on Pluga will depend on the chosen plan.

  • No. Pluga is an intuitive platform that allows the creation of automations between Conta Azul Financeiro and other apps without any technical knowledge required.

  • Automating Conta Azul Financeiro with other apps allows you to boost various activities (such as marketing, sales, customer service, and internal communication) and eliminate potential human errors.

  • No, Pluga is not affiliated with or created by Conta Azul Financeiro. Generally, Pluga accesses the documentation provided by Conta Azul Financeiro and independently develops the available integrations. Any mentions of Pluga on the Conta Azul Financeiro website are strictly voluntary collaborations. Pluga remains solely responsible for the maintenance and support of its automation services.