Connect monday.com with Conta Azul
Unlock the superpowers of monday.com + Conta Azul and automate your tasks without having to write a single line of code.
monday.com and Conta Azul
your way
Check out the available triggers and actions in the integration of apps monday.com + Conta Azul and build your automation
New item
For each created element on monday.comTrigger
Element ID
Element name
Creation date
Update date
Frame ID
Frame name
ID to group
Group's name
Group color
Element status modified
When the status of an element is modified on monday.comTrigger
Element ID
Element name
Creation date
Update date
Frame ID
Frame name
ID to group
Group's name
Group color
Created sale
For each sale created on Conta AzulTrigger
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
Create element
create an item on monday.comAction
Element name Required
Create sale (single item)
create a sale on Conta AzulAction Premium
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
Create or update customer
create/update a customer on Conta AzulAction
Name Required
kind of person Required
Corporate reason
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
Create contract (single item)
create a new contract on Conta AzulAction Premium
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 monday.com and Conta Azul
with Pluga integrationsExplore automation templates
For each sale created on Conta Azul, create an item on monday.com
EXPLOREWhen the status of an element is modified on monday.com, create a sale on Conta Azul
EXPLOREFor each created element on monday.com, create a sale on Conta Azul
EXPLOREWhen the status of an element is modified on monday.com, create a new contract on Conta Azul
EXPLOREFor each created element on monday.com, create a new contract on Conta Azul
EXPLOREMiss an automation with this apps?
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Integrate monday.com + 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. monday.com
Projectmonday.com is a project management and team work platform that allows creating custom workflows, managing tasks, tracking progress, and collaborating with teams.
Integrations with monday.com Visit monday.comConta Azul
AccountingConta 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