Connect Conta Azul Financeiro with Agendor
Unlock the superpowers of Conta Azul Financeiro + Agendor and automate your tasks without having to write a single line of code.
Conta Azul Financeiro and Agendor
your way
Check out the available triggers and actions in the automation of apps Conta Azul Financeiro + Agendor
New account receivable
When a new account receivable is created in Conta Azul FinanceiroTrigger
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
Won deal
For each won deal on AgendorTrigger
Earning date
Deal products
Status
Stage
Ranking
Registration date/time
Registration date (formatted in YYYY-MM-DD)
Registration date (formatted in DD/MM/YY)
Title
Nome do autor
Total amount
Start date
Completion/earning date
Description
Nome do responsável pelo negócio
Email of the person responsible for the deal
Related products and services
Product name
Product price
Product category
Quantity of each product
Name and quantity of each product
Name, price and quantity of each product
Total quantity of products
Subtotal of products
Name, category and quantity of each product
Endereço de e-mail para o qual você pode enviar uma cópia, para registrar tarefas.
Person: id
Person: name
Person: email
Person: cpf
Person: position
Person: ranking
Person: description
Person: birthday
Person: full birthday in 'day/month/year' format
Person: full birthday in 'year-month-day' format
Person: category
Person: origin
Person: responsible
Person: from which company?
Person: phone
Person: cell phone
Person: fax
Person: extension
Person: radio
Person: whatsapp
Person: facebook
Person: twitter
Person: linkedin
Person: skype
Person: instagram
Person: related products and services
Person: country
Person: neighborhood
Person: street
Person: street number
Person: complement
Person: Zip Code
Person: state
Person: city
Company: id
Company: name
Company: corporate name
Company: email
Company: cnpj
Company: website
Company: ranking
Company: description
Company: category
Company: origin
Company: responsible
Company: sector
Company: phone
Company: cell phone
Company: fax
Company: extension
Company: radio
Company: whatsapp
Company: facebook
Company: twitter
Company: linkedin
Company: skype
Company: instagram
Company: related products and services
Company: country
Company: neighborhood
Company: street
Company: street number
Company: complement
Company: Zip Code
Company: state
Company: city
Company: people from that company
Company: People from that company (name - email - telephone - position)
Company: first name of people in this company
Company: first email of people from this company
Company: first phone number for people in this company
Company: first position of people in this company
Pessoa vinculada à empresa: Id
Pessoa vinculada à empresa: Nome
Pessoa vinculada à empresa: E-mail
Pessoa vinculada à empresa: Cpf
Pessoa vinculada à empresa: Cargo
Pessoa vinculada à empresa: Ranking
Pessoa vinculada à empresa: Descrição
Pessoa vinculada à empresa: Data de aniversário
Pessoa vinculada à empresa: Data de aniversário completa no formato 'Dia/mês/ano'
Pessoa vinculada à empresa: Data de aniversário completa no formato 'ano-mês-dia'
Pessoa vinculada à empresa: Categoria
Pessoa vinculada à empresa: Origem
Pessoa vinculada à empresa: Responsável
Pessoa vinculada à empresa: De qual empresa?
Pessoa vinculada à empresa: Telefone
Pessoa vinculada à empresa: Celular
Pessoa vinculada à empresa: Fax
Pessoa vinculada à empresa: Ramal
Pessoa vinculada à empresa: Radio
Pessoa vinculada à empresa: Whatsapp
Pessoa vinculada à empresa: Facebook
Pessoa vinculada à empresa: Twitter
Pessoa vinculada à empresa: Linkedin
Pessoa vinculada à empresa: Skype
Pessoa vinculada à empresa: Instagram
Pessoa vinculada à empresa: Produtos e serviços relacionados
Pessoa vinculada à empresa: País
Pessoa vinculada à empresa: Bairro
Pessoa vinculada à empresa: Rua
Pessoa vinculada à empresa: Nº da rua
Pessoa vinculada à empresa: Complemento
Pessoa vinculada à empresa: Cep
Pessoa vinculada à empresa: Estado
Pessoa vinculada à empresa: Cidade
Created person
For each created person on AgendorTrigger
Person: id
Person: name
Person: email
Person: cpf
Person: position
Person: ranking
Person: description
Person: birthday
Person: full birthday in 'day/month/year' format
Person: full birthday in 'year-month-day' format
Person: category
Person: origin
Person: responsible
Company: name
Person: phone
Person: cell phone
Person: fax
Person: extension
Person: radio
Person: whatsapp
Person: facebook
Person: twitter
Person: linkedin
Person: skype
Person: instagram
Person: related products and services
Person: country
Person: neighborhood
Person: street
Person: street number
Person: complement
Person: Zip Code
Person: state
Person: city
Company: id
Company: name
Company: corporate name
Company: email
Company: cnpj
Company: website
Company: ranking
Company: description
Company: category
Company: origin
Company: responsible
Company: sector
Company: phone
Company: cell phone
Company: fax
Company: extension
Company: radio
Company: whatsapp
Company: facebook
Company: twitter
Company: linkedin
Company: skype
Company: instagram
Company: related products and services
Company: country
Company: neighborhood
Company: street
Company: street number
Company: complement
Company: Zip Code
Company: state
Company: city
Company: People from that company (name - email)
Company: People from that company (name - email - telephone - position)
Company: First name of the people in this company
Company: First email of people from this company
Company: First phone number for people from this company
Company: First position of people in this company
New account payable
When a new accounts payable entry is created in Conta Azul FinanceiroTrigger
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
Created deal
For each added deal on AgendorTrigger
Deal products
Status
Stage
Ranking
Registration date/time
Registration date (formatted in YYYY-MM-DD)
Registration date (formatted in DD/MM/YY)
Title
Responsible
Total amount
Start date
Date of the conclusion
Description
Email of the person responsible for the deal
Related products and services
Product name
Product price
Product category
Quantity of each product
Name and quantity of each product
Name, price and quantity of each product
Total quantity of products
Subtotal of products
Name, category and quantity of each product
Person: id
Person: name
Person: email
Person: cpf
Person: position
Person: ranking
Person: description
Person: birthday
Person: full birthday in 'day/month/year' format
Person: full birthday in 'year-month-day' format
Person: category
Person: origin
Person: responsible
Person: from which company?
Person: phone
Person: cell phone
Person: fax
Person: extension
Person: radio
Person: whatsapp
Person: facebook
Person: twitter
Person: linkedin
Person: skype
Person: instagram
Person: related products and services
Person: country
Person: neighborhood
Person: street
Person: street number
Person: complement
Person: Zip Code
Person: state
Person: city
Company: id
Company: name
Company: corporate name
Company: email
Company: cnpj
Company: website
Company: ranking
Company: description
Company: category
Company: origin
Company: responsible
Company: sector
Company: phone
Company: cell phone
Company: fax
Company: extension
Company: radio
Company: whatsapp
Company: facebook
Company: twitter
Company: linkedin
Company: skype
Company: instagram
Company: related products and services
Company: country
Company: neighborhood
Company: street
Company: street number
Company: complement
Company: Zip Code
Company: state
Company: city
Company: people from that company
Company: People from that company (name - email - telephone - position)
Company: first name of people in this company
Company: first email of people from this company
Company: first phone number for people in this company
Company: first position of people in this company
Created company
For each created company on AgendorTrigger
Company: id
Company: name
Company: corporate name
Company: email
Company: cnpj
Company: website
Company: ranking
Company: description
Company: category
Company: lead source
Company: responsible
Company: sector
Company: phone
Company: cell phone
Company: fax
Company: extension
Company: radio
Company: whatsapp
Company: facebook
Company: twitter
Company: linkedin
Company: skype
Company: instagram
Company: related products and services
Company: country
Company: neighborhood
Company: street
Company: street number
Company: complement
Company: Zip Code
Company: state
Company: city
Company: people from that company (name - email)
Company: people from that company (name - email - telephone - position)
Company: first name of people in this company
Company: first email of people from this company
Company: first phone number for people in this company
Company: first position of people in this company
Deal reaches pipeline stage
When a deal reaches a certain funnel stage on AgendorTrigger
Deal products
ID
Status
Stage
Ranking
Registration date/time
Registration date (formatted in YYYY-MM-DD)
Registration date (formatted in DD/MM/YY)
Title
Nome do autor
Total amount
Start date
Date of the conclusion
Description
Nome do responsável pelo negócio
Email of the person responsible for the deal
Related products and services
Product name
Product price
Product category
Quantity of each product
Name and quantity of each product
Name, price and quantity of each product
Total quantity of products
Subtotal of products
Name, category and quantity of each product
Desconto total dos produtos do negócio
Endereço de e-mail para o qual você pode enviar uma cópia, para registrar tarefas.
Person: id
Person: name
Person: email
Person: cpf
Person: position
Person: ranking
Person: description
Person: birthday
Person: full birthday in 'day/month/year' format
Person: full birthday in 'year-month-day' format
Person: category
Person: origin
Person: responsible
Person: from which company?
Person: phone
Person: cell phone
Person: fax
Person: extension
Person: radio
Person: whatsapp
Person: facebook
Person: twitter
Person: linkedin
Person: skype
Person: instagram
Person: related products and services
Person: country
Person: neighborhood
Person: street
Person: street number
Person: complement
Person: Zip Code
Person: state
Person: city
Company: id
Company: name
Company: corporate name
Company: email
Company: cnpj
Company: website
Company: ranking
Company: description
Company: category
Company: origin
Company: responsible
Company: sector
Company: phone
Company: cell phone
Company: fax
Company: extension
Company: radio
Company: whatsapp
Company: facebook
Company: twitter
Company: linkedin
Company: skype
Company: instagram
Company: related products and services
Company: country
Company: neighborhood
Company: street
Company: street number
Company: complement
Company: Zip Code
Company: state
Company: city
Company: people from that company
Company: People from that company (name - email - telephone - position)
Company: first name of people in this company
Company: first email of people from this company
Company: first phone number for people in this company
Company: first position of people in this company
Lost deal
For each lost deal on AgendorTrigger
Reason for loss
Description of the loss
Deal products
Status
Stage
Ranking
Registration date/time
Registration date (formatted in YYYY-MM-DD)
Registration date (formatted in DD/MM/YY)
Title
Responsible
Total amount
Start date
Completion/loss date
Description
Email of the person responsible for the deal
Related products and services
Product name
Product price
Product category
Quantity of each product
Name and quantity of each product
Name, price and quantity of each product
Total quantity of products
Subtotal of products
Name, category and quantity of each product
Person: id
Person: name
Person: email
Person: cpf
Person: position
Person: ranking
Person: description
Person: birthday
Person: full birthday in 'day/month/year' format
Person: full birthday in 'year-month-day' format
Person: category
Person: origin
Person: responsible
Person: from which company?
Person: phone
Person: cell phone
Person: fax
Person: extension
Person: radio
Person: whatsapp
Person: facebook
Person: twitter
Person: linkedin
Person: skype
Person: instagram
Person: related products and services
Person: country
Person: neighborhood
Person: street
Person: street number
Person: complement
Person: Zip Code
Person: state
Person: city
Company: id
Company: name
Company: corporate name
Company: email
Company: cnpj
Company: website
Company: ranking
Company: description
Company: category
Company: origin
Company: responsible
Company: sector
Company: phone
Company: cell phone
Company: fax
Company: extension
Company: radio
Company: whatsapp
Company: facebook
Company: twitter
Company: linkedin
Company: skype
Company: instagram
Company: related products and services
Company: country
Company: neighborhood
Company: street
Company: street number
Company: complement
Company: Zip Code
Company: state
Company: city
Company: people from that company
Company: People from that company (name - email - telephone - position)
Company: first name of people in this company
Company: first email of people from this company
Company: first phone number for people in this company
Company: first position of people in this company
Created task
When a task is created on AgendorTrigger
Task: ID
Task: Creator
Task: Title
Person: Name
Person: Email
Company: Name
Company: Email
Deal: Title
Task: Due date in format (DD/MM/YYYY - H:M:S)
Task: Due date in format (DD/MM/YYYY)
Task: Due date in format (H:M:S)
Task: Creation date and time
Task: Assigned Users
Deal: Associated metrics
Task: Type
Deal: Status
Deal: Stage
Deal: Ranking
Deal: Registration date and time
Deal: Registration date (formatted in YYYY-MM-DD)
Deal: Registration date (formatted in DD/MM/YY)
Deal: Title
Deal: Responsible
Deal: Total amount
Deal: Start date
Deal: Completion date
Deal: Description
Deal: Email of the person responsible
Deal: Related products and services
Deal: Products name
Deal: Price of products
Deal: Product categories
Deal: Quantity of each product
Deal: Name and quantity of each product
Deal: Name, price and quantity of each product
Deal: Total quantity of products
Deal: Subtotal of products
Deal: Name, category and quantity of each product
Person: ID
Person: Name
Person: Email
Person: CPF
Person: Position
Person: Ranking
Person: Description
Person: Birthday date
Person: Full birthday 'Day/month/year'
Person: Birthday date in 'year-month-day' format
Person: Category
Person: Origin
Person: Responsible
Person: Company
Person: Phone
Person: Cell phone
Person: Fax
Person: Extension
Person: Radio
Person: Whatsapp
Person: Facebook
Person: Twitter
Person: Linkedin
Person: Skype
Person: Instagram
Person: Related products and services
Person: Country
Person: Neighborhood
Person: Street
Person: Address number
Person: Complement address
Person: Zip Code
Person: State
Person: City
Company: ID
Company: Name
Company: Corporate name
Company: Email
Company: CNPJ
Company: Website
Company: Ranking
Company: Description
Company: Category
Company: Origin
Company: Responsible
Company: Sector
Company: Telephone
Company: Cellular
Company: Fax
Company: Ramal
Company: Radio
Company: Whatsapp
Company: Facebook
Company: Twitter
Company: Linkedin
Company: Skype
Company: Instagram
Company: Related products and services
Company: Country
Company: Neighborhood
Company: Rua
Company: Address number
Company: Address complement
Company: Zip Code
Company: State
Company: City
Company: Related people (name and email)
Company: Related people (name, email, telephone and position)
Company: Name of related people
Company: Email of related people
Company: Telephone number of related people
Company: Position of related people
Create accounts receivable
create an accounts receivable in Conta Azul FinanceiroAction
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
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 or update contact
create or update a contact on AgendorAction
Distribuir novos contatos
Selecionar vendedores
Select the person responsible
Contact type
Update person based on
Person: name
Person: email
Person: phone
Person: cell phone
Person: whatsapp
Person: cpf
Company: name
Company: corporate name
Company: cnpj
Company: email
Company: phone
Company: cell phone
Company: whatsapp
Person: street
Person: street number
Person: complement
Person: neighborhood
Person: cep
Person: city
Person: state
Person: country
Person: position
Person: description
Person: birthday
Person: category
Person: origin
Person: product/service
Person: ranking
Person: fax
Person: facebook
Person: twitter
Person: instagram
Person: linkedin
Person: skype
Company: street
Company: street number
Company: complement
Company: neighborhood
Company: cep
Company: city
Company: state
Company: country
Company: ranking
Company: description
Company: category
Company: origin
Company: sector
Company: product/service
Company: fax
Company: facebook
Company: twitter
Company: instagram
Company: linkedin
Company: skype
Create accounts payable
create an accounts payable in Conta Azul FinanceiroAction
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
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
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 deal (multi-items)
Create/update a deal on AgendorAction
Distribuir novos negócios
Selecionar vendedores
Responsável
Deal owner's name
Deal owner update logic
Atualizar negócio baseado em
Título Required
Empresa/Pessoa Required
Status
Descrição
Data de início
Data de conclusão
Ranking
Valor total
Visível por todos os usuários?
Update person based on
Pessoa: nome
Pessoa: cpf
Pessoa: ranking
Pessoa: descrição
Pessoa: data de aniversário
Pessoa: e-mail
Pessoa: telefone
Pessoa: celular
Pessoa: fax
Pessoa: whatsapp
Pessoa: facebook
Pessoa: twitter
Pessoa: instagram
Pessoa: linkedin
Pessoa: skype
Pessoa: cep
Pessoa: país
Pessoa: bairro
Pessoa: estado
Pessoa: rua
Pessoa: nº da rua
Pessoa: complemento
Pessoa: cidade
Pessoa: origem
Pessoa: categoria
Pessoa: produto/serviço
Empresa: nome
Empresa: razão social
Empresa: cnpj
Empresa: ranking
Empresa: descrição
Empresa: e-mail
Empresa: telefone
Empresa: celular
Empresa: fax
Empresa: whatsapp
Empresa: facebook
Empresa: twitter
Empresa: instagram
Empresa: linkedin
Empresa: skype
Empresa: cep
Empresa: país
Empresa: bairro
Empresa: estado
Empresa: rua
Empresa: nº da rua
Empresa: complemento
Empresa: cidade
Empresa: origem
Empresa: categoria
Empresa: setor
Empresa: produto/serviço
Task's title
Person responsible for the created task
Task's due date
Task type
Items
Items
Add or update deal
add/update a deal on AgendorAction
Distribute new deal
Select sellers
Email of the Responsible
Deal owner's name
Deal owner update logic
Atualizar negócio baseado em
Title Required
Contact type Required
Deal status
Description
Start date
Date of the conclusion
Ranking
Amount
Deal: product/service
Negócio: valor unitário do produto/serviço
Negócio: quantidade do produto/serviço
Negócio: código do produto/serviço
Negócio: desconto do produto/serviço
Visible to all users?
Update person based on
Person: name
Person: cpf
Person: ranking
Person: description
Person: birthday
Person: email
Person: phone
Person: cell phone
Person: fax
Person: whatsapp
Person: facebook
Person: twitter
Person: instagram
Person: linkedin
Person: skype
Person: cep
Person: country
Person: neighborhood
Person: state
Person: street
Person: street number
Person: complement
Person: city
Person: origin
Person: category
Person: product/service
Company: name
Company: corporate name
Company: cnpj
Company: ranking
Company: description
Company: email
Company: phone
Company: cell phone
Company: fax
Company: whatsapp
Company: facebook
Company: twitter
Company: instagram
Company: linkedin
Company: skype
Company: cep
Company: country
Company: neighborhood
Company: state
Company: street
Company: street number
Company: complement
Company: city
Company: origin
Company: category
Company: sector
Company: product/service
Task title
Person responsible for the created task
Task due date
Task type
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Automate Conta Azul Financeiro and Agendor
with Pluga integrationsExplore automation templates
For each won deal on Agendor, create an accounts payable in Conta Azul
AUTOMATEWhen a deal reaches a certain funnel stage on Agendor, create an accounts payable in Conta Azul
AUTOMATEFor each won deal on Agendor, create an accounts receivable in Conta Azul
AUTOMATEWhen a deal reaches a certain funnel stage on Agendor, create an accounts receivable in Conta Azul
AUTOMATEWhen a new account receivable is created in Conta Azul Financeiro, add/update a deal on Agendor
AUTOMATEMiss an automation with this apps?
Say to us!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.
Automate Conta Azul Financeiro + 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. Conta Azul Financeiro
ERPConta 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.
Integrations with Conta Azul Financeiro Visit Conta Azul FinanceiroAgendor
CRMAgendor 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