Connect Intercom with Conta Azul

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

Intercom and Conta Azul
your way

Check out the available triggers and actions in the integration of apps Intercom + Conta Azul and build your automation

Intercom-icon

Created new user

When a new created user is on Intercom

Trigger

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

user ID

Username

User email

User phone

User creation date

User update date

User Tags

Photo (url)

Location: City

Location: State

Location: Country

Company Name

Company ID

Company plan

Company size

The company's website

Company segment

Conta Azul-icon

Created sale

For each sale created on Conta Azul

Trigger

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

ID

Sale number

Status

Issue date/time

Issue date/time in yyyy-mm-dd hh:mm:ss

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

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

Intercom-icon

Create or update user

create/update a user on Intercom

Action

Fields in Intercom that can receive information from other apps.

Contact type Required

Email Required

Name

Telephone

User ID

Company ID

Company Name

Company plan

Company size

Company website

Company segmentation

Tags

Event

Conta Azul-icon

Create sale (single item)

create a sale on Conta Azul

Action Premium

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

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

Conta Azul-icon

Create or update customer

create/update a customer on Conta Azul

Action

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

Name Required

kind of person Required

Corporate reason

Email

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

Conta Azul-icon

Create contract (single item)

create a new contract on Conta Azul

Action Premium

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

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

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Automate Intercom and Conta Azul
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 integration

    What is the integration 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 integration

    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 integration 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 integration

    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 integration between Facebook Lead Ads and Google Sheets, this step is where you will determine which contact information should fill in the spreadsheet fields.

  • Integrations 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.

Integrate Intercom + Conta Azul
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 integrations, 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
Intercom-icon

Intercom

Marketing

Intercom is a customer service platform and one of the first to offer messaging products for sales, marketing, and support in a single app.

Integrations with Intercom Visit Intercom
Conta Azul-icon

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

Frequently Asked Questions

  • With Pluga, you can easily integrate Intercom com Conta Azul . 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 integrating Intercom with Conta Azul 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 integrations for free with the free plan. Additionally, you have the option to try all the features for 7 days at no cost to create integrations between Intercom, Conta Azul, 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.