Automate Pipefy with Conta Azul
Unlock the superpowers of Pipefy + Conta Azul and automate your tasks without having to write a single line of code.
Pipefy and Conta Azul
your way
Check out the available triggers and actions in the automation of apps Pipefy + Conta Azul
Created card
When a card is created on PipefyHow it works:
Whenever something happens on the source app
All happening in a single automation! ✨
Created card
When a card is created on PipefyTrigger
Name of card creator
Card creator email
Current phase name
Card expiration date
Title of the card
Name of users assigned to the card
Emails of users assigned to the card
Name of card tags
Card creation date
Card update date
Card update date in 'dd/mm/yyyy'
Card URL
Created sale
For each sale created on Conta AzulHow it works:
Whenever something happens on the source app
All happening in a single automation! ✨
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
Finished card
When a card is finalized on PipefyHow it works:
Whenever something happens on the source app
All happening in a single automation! ✨
Finished card
When a card is finalized on PipefyTrigger
Name of card creator
Card creator email
Current phase name
Card expiration date
Title of the card
Name of users assigned to the card
Emails of users assigned to the card
Name of card tags
Card creation date
Card update date
Card update date in 'dd/mm/yyyy'
Card URL
Moved card
When a card is moved to a certain phase of a pipe on PipefyHow it works:
Whenever something happens on the source app
All happening in a single automation! ✨
Moved card
When a card is moved to a certain phase of a pipe on PipefyTrigger
Name of card creator
Card creator email
Current phase name
Card expiration date
Title of the card
Name of users assigned to the card
Emails of users assigned to the card
Name of card tags
Card creation date
Card update date
Card update date in 'dd/mm/yyyy'
URL do card
Create card
create a card on PipefyHow it works:
Whenever something happens on the source app
All happening in a single automation! ✨
Create card
create a card on PipefyAction
Card comment
Create contract (single item)
create a new contract on Conta AzulHow it works:
Whenever something happens on the source app
1.
All happening in a single automation! ✨
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
Create record in table
create a record on a table on PipefyHow it works:
Whenever something happens on the source app
All happening in a single automation! ✨
Create record in table
create a record on a table on PipefyAction
Create sale (single item)
create a sale on Conta AzulHow it works:
Whenever something happens on the source app
1.
All happening in a single automation! ✨
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 AzulHow it works:
Whenever something happens on the source app
1.
All happening in a single automation! ✨
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
Didn't find your use case? Send suggestion.
Automate Pipefy and Conta Azul with Pluga integrations
Explore automation templates
When a card is finalized on Pipefy, create/update a customer on Conta Azul
EXPLORE When a card is finalized on Pipefy, create a sale on Conta Azul
EXPLORE For each sale created on Conta Azul, create a card on Pipefy
EXPLORE For each sale created on Conta Azul, create a record on a table on Pipefy
EXPLORE When a card is moved to a certain phase of a pipe on Pipefy, create/update a customer on Conta Azul
EXPLORE When a card is moved to a certain phase of a pipe on Pipefy, create a sale on Conta Azul
EXPLORE When a card is moved to a certain phase of a pipe on Pipefy, create a new contract on Conta Azul
EXPLORE When a card is finalized on Pipefy, create a new contract on Conta Azul
EXPLORE When a card is created on Pipefy, create a sale on Conta Azul
EXPLORE Miss an automation with this apps?
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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.
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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.
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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.
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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.
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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 Pipefy + 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. 
Pipefy
ProjectPipefy is a flexible platform for process and workflow management. The app allows you to create and track complex tasks without relying on IT personnel to quickly automate processes, workflows, and approvals.
Integrations with Pipefy Visit Pipefy Conta 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