Connect Conta Azul Financeiro with Pipedrive

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

Conta Azul Financeiro and Pipedrive
your way

Check out the available triggers and actions in the automation of apps Conta Azul Financeiro + Pipedrive

Conta Azul Financeiro-icon

New account receivable

When a new account receivable is created in Conta Azul Financeiro

Trigger

Information from Conta Azul Financeiro that can be used and sent to other apps.

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

Pipedrive-icon

Created deal

For each created deal on Pipedrive

Trigger

Information from Pipedrive that can be used and sent to other apps.

Deal products

Deal ID

Deal status

Deal title

Deal value

Expected close date

Currency

Loss reason

Deal notes

Total item count

Deal client ID

Deal client main email

Deal client: Emails separated by comma

Deal client: Name

Deal client: First name

Deal client: Last name

Deal client: Main phone

Deal client: Phones separated by comma

Deal client: Total open deals

Deal client: Total won deals

Deal client: Total lost deals

Organization: ID

Organization: Name

Organization: Full address

Organization: Address number

Organization: Address street

Organization: Address neighborhood

Organization: Address locality

Organization: Address city

Organization: Address state

Organization: Address country

Organization: Address postal code

Organization: Address with Zip Code

Organization: Total open deals

Organization: Total won deals

Organization: Total lost deals

Deal won date in format 'dd/mm/yyyy HH:mm:ss'

Deal lost date in format 'dd/mm/yyyy HH:mm:ss'

Deal creation date in format 'dd/mm/yyyy HH:mm:ss'

Deal update date in format 'dd/mm/yyyy HH:mm:ss'

Stage change date in format 'dd/mm/yyyy HH:mm:ss'

Product names

Total product discounts

Product quantity summary

Product unit price summary

Product total summary

Deal creator ID

Deal creator name

Deal creator email

Deal owner ID

Deal owner name

Deal owner email

Stage ID

Stage name

Pipeline ID

Pipeline name

Pipedrive-icon

Won deal

For each won deal on Pipedrive

Trigger

Information from Pipedrive that can be used and sent to other apps.

Deal products

Deal ID

Deal status

Deal title

Deal value

Expected close date

Currency

Loss reason

Deal notes

Total item count

Deal client ID

Deal client main email

Deal client: Emails separated by comma

Deal client: Name

Deal client: First name

Deal client: Last name

Deal client: Main phone

Deal client: Phones separated by comma

Deal client: Total open deals

Deal client: Total won deals

Deal client: Total lost deals

Organization: ID

Organization: Name

Organization: Full address

Organization: Address number

Organization: Address street

Organization: Address neighborhood

Organization: Address locality

Organization: Address city

Organization: Address state

Organization: Address country

Organization: Address postal code

Organization: Address with Zip Code

Organization: Total open deals

Organization: Total won deals

Organization: Total lost deals

Deal won date in format 'dd/mm/yyyy HH:mm:ss'

Deal lost date in format 'dd/mm/yyyy HH:mm:ss'

Deal creation date in format 'dd/mm/yyyy HH:mm:ss'

Deal update date in format 'dd/mm/yyyy HH:mm:ss'

Stage change date in format 'dd/mm/yyyy HH:mm:ss'

Product names

Total product discounts

Product quantity summary

Product unit price summary

Product total summary

Deal creator ID

Deal creator name

Deal creator email

Deal owner ID

Deal owner name

Deal owner email

stage ID

Stage name

Pipeline ID

Pipeline name

Conta Azul Financeiro-icon

New account payable

When a new accounts payable entry is created in Conta Azul Financeiro

Trigger

Information from Conta Azul Financeiro that can be used and sent to other apps.

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

Pipedrive-icon

Lost deal

For each lost deal on Pipedrive

Trigger

Information from Pipedrive that can be used and sent to other apps.

Deal products

Deal ID

Deal status

Deal title

Deal value

Expected close date

Currency

Loss reason

Deal notes

Total item count

Deal client ID

Deal client main email

Deal client: Emails separated by comma

Deal client: Name

Deal client: First name

Deal client: Last name

Deal client: Main phone

Deal client: Phones separated by comma

Deal client: Total open deals

Deal client: Total won deals

Deal client: Total lost deals

Organization: ID

Organization: Name

Organization: Full address

Organization: Address number

Organization: Address street

Organization: Address neighborhood

Organization: Address locality

Organization: Address city

Organization: Address state

Organization: Address country

Organization: Address postal code

Organization: Address with Zip Code

Organization: Total open deals

Organization: Total won deals

Organization: Total lost deals

Deal won date in format 'dd/mm/yyyy HH:mm:ss'

Deal lost date in format 'dd/mm/yyyy HH:mm:ss'

Deal creation date in format 'dd/mm/yyyy HH:mm:ss'

Deal update date in format 'dd/mm/yyyy HH:mm:ss'

Stage change date in format 'dd/mm/yyyy HH:mm:ss'

Product names

Total product discounts

Product quantity summary

Product unit price summary

Product total summary

Deal creator ID

Deal creator name

Deal creator email

Deal owner ID

Deal owner name

Deal owner email

Stage ID

Stage name

Pipeline ID

Pipeline name

Pipedrive-icon

Created contact

For each created contact on Pipedrive

Trigger

Information from Pipedrive that can be used and sent to other apps.

Contact id

Contact owner id

Contact owner name

Contact owner email

Contact organization name

Contact Organization Owner Id

Address of the contact organization

Contact organization owner name

Contact's full name

Contact's first name

Contact last name

Contact creation date and time

Contact's first email

First contact phone number

Contact email list

Contact phone list

Date and time the contact was created (in the format dd/mm/yyyy hh:mm:ss)

Pipedrive-icon

Deal reaches pipeline stage

When a deal reaches a certain stage in a pipeline on Pipedrive

Trigger

Information from Pipedrive that can be used and sent to other apps.

Deal products

Deal ID

Deal status

Deal title

Deal value

Expected close date

Currency

Loss reason

Deal notes

Total item count

Deal client ID

Deal client main email

Deal client: Emails separated by comma

Deal client: Name

Deal client: First name

Deal client: Last name

Deal client: Main phone

Deal client: Phones separated by comma

Deal client: Total open deals

Deal client: Total won deals

Deal client: Total lost deals

Organization: ID

Organization: Name

Organization: Full address

Organization: Address number

Organization: Address street

Organization: Address neighborhood

Organization: Address locality

Organization: Address city

Organization: Address state

Organization: Address country

Organization: Address postal code

Organization: Address with Zip Code

Organization: Total open deals

Organization: Total won deals

Organization: Total lost deals

Deal won date in format 'dd/mm/yyyy HH:mm:ss'

Deal lost date in format 'dd/mm/yyyy HH:mm:ss'

Deal creation date in format 'dd/mm/yyyy HH:mm:ss'

Deal update date in format 'dd/mm/yyyy HH:mm:ss'

Stage change date in format 'dd/mm/yyyy HH:mm:ss'

Product names

Total product discounts

Product quantity summary

Product unit price summary

Product total summary

Deal creator ID

Deal creator name

Deal creator email

Deal owner ID

Deal owner name

Deal owner email

Stage ID

Stage name

Pipeline ID

Pipeline name

Conta Azul Financeiro-icon

Create accounts receivable

create an accounts receivable in Conta Azul Financeiro

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

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

Pipedrive-icon

Create or update contact

create or update a contact on Pipedrive

Action

Fields in Pipedrive that can receive information from other apps.

Person unicity criteria

Persons name Required

Person's email

Person's phone

Seller responsible for the person

Person's date of birth

Person's phone number 2

Organization name

Address: city of the organization

Address: organization state

Conta Azul Financeiro-icon

Create accounts payable

create an accounts payable in Conta Azul Financeiro

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

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

Pipedrive-icon

Create or update deal

create/update a deal on Pipedrive

Action

Fields in Pipedrive that can receive information from other apps.

Distribute new deal

Select sellers

Owner's email

Deal owner update logic

Update deals

Deal uniqueness criterion

Deal title Required

Expected closing date of the deal

Person unicity criteria

Customer name

Customer email

Deal amount

Product's name

Organization name

Deal label

Customer phone

Customer phone number 2

Address: city

Address: state

Contact's date of birth

Grades

Channel name

Currency referring to the amount

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Automate Conta Azul Financeiro and Pipedrive
with Pluga integrations

Explore automation templates

Trusted by over 10.000 amazing companies

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.

  • 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. For example, if you choose Facebook Lead Ads as the source app, the trigger could be: For each response on an advertisement.

  • Action and destination app of the automation

    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.

  • Information mapping of the automation

    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.

  • Automation with multiple actions among more than two apps

    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 Financeiro + Pipedrive
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.

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
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.

Integrations with Conta Azul Financeiro Visit Conta Azul Financeiro
Pipedrive-icon

Pipedrive

CRM

Pipedrive is a sales management and CRM platform. The app helps businesses of all sizes organize and track the sales process, manage contacts, and close deals.

Integrations with Pipedrive Visit Pipedrive

Frequently Asked Questions

  • With Pluga, you can easily automate Conta Azul Financeiro com Pipedrive . 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.
  • By automating Conta Azul Financeiro with Pipedrive 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.

  • 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 Financeiro, Pipedrive, and even 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 Pluga's pricing page for more details.