Connect Ramper Pipeline with Conta Azul Financeiro
Unlock the superpowers of Ramper Pipeline + Conta Azul Financeiro and automate your tasks without having to write a single line of code.
Ramper Pipeline and Conta Azul Financeiro
your way
Check out the available triggers and actions in the automation of apps Ramper Pipeline + Conta Azul Financeiro
Created opportunity
For each created opportunity on Ramper PipelineTrigger
Deal products
Opportunity ID
Opportunity title
Opportunity contact type (Person or Organization)
Organization: ID
Person: ID
Responsible: ID
Revenue
Closing date
ID is Stage
Active Opportunity?
Opportunity creation date
Opportunity change date
Name of person responsible for the opportunity
Short name of the person responsible
Step name
Short step name
Step background color
Stage type
Organization: Name
Organization: Address
Organization: CNPJ
Organization: Telephone
Organization: Name of person
Organization: Person's email
Organization: Person's telephone number
Person: Name
Person: Email
Person: Phone
Products: Names (separated by comma)
Products: Quantities (separated by comma)
Products: Unit values (separated by comma)
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 opportunity
For each won opportunity on Ramper PipelineTrigger
Deal products
ID
Opportunity title
Opportunity contact type (Person or Organization)
Organization ID
Person ID
Responsible ID
Revenue
Closing date
ID is Stage
Active Opportunity?
Creation date
Change date
Name of person responsible
Short name of the person responsible
Step name
Short step name
Step background color
Stage type
Organization: Name
Organization: Address
Organization: CNPJ
Organization: Telephone
Organization: Name
Organization: Email
Organization: Telephone
Person: Name
Person: Email
Person: Phone
Products: Names (separated by comma)
Products: Quantities (separated by comma)
Products: Unit values (separated by comma)
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
Lost opportunity
For each lost opportunity on Ramper PipelineTrigger
Deal products
Opportunity ID
Opportunity title
Opportunity contact type (Person or Organization)
Organization ID
Person ID
Responsible ID
Revenue
Closing date
ID is Stage
Active Opportunity?
Opportunity creation date
Opportunity change date
Name of person responsible for the opportunity
Short name of the person responsible
Step name
Short step name
Step background color
Stage type
Organization: Name
Organization: Address
Organization: CNPJ
Organization: Telephone
Organization: Name of person
Organization: Person's email
Organization: Person's telephone number
Person: Name
Person: Email
Person: Phone
Products: Names (separated by comma)
Products: Quantities (separated by comma)
Products: Unit values (separated by comma)
Create or update opportunity
create or update an opportunity on Ramper PipelineAction
Distribute new opportunities
List of Sellers
Responsible person's email
Opportunity update settings
Opportunity update criteriia
Title Required
Sales stage Required
Revenue
Closing date
Historic
Opportunity for Required
Organization name
Organization address
Organization CNPJ
Organization phone
Name of person in the organization
Email of the organization person
Phone number of the organization person
Persons name
Person's email
Person's phone
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 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
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Automate Ramper Pipeline and Conta Azul Financeiro
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For each won opportunity on Ramper Pipeline, create an accounts payable in Conta Azul
AUTOMATE

For each won opportunity on Ramper Pipeline, create an accounts receivable in Conta Azul
AUTOMATE

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Ramper Pipeline
CRMRamper Pipeline is a sales pipeline management app that helps companies visualize and track the progress of sales opportunities, manage contacts, and close deals.
Integrations with Ramper Pipeline Visit Ramper Pipeline
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 Financeiro