Connect PipeRun with Conta Azul

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

PipeRun and Conta Azul
your way

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

PipeRun-icon

Won opportunity

For each won opportunity on PipeRun

Trigger

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

Opportunity ID

Title the opportunity

Opportunity owner email

Name of opportunity owner

Opportunity creation date

Closing date

Bin

Frozen

Hash

Amount

Recurring Amount (MRR)

Tags

Company: ID

Company: Name

Company: CNPJ

Person: ID

Person: Name

Person: Email

Person: Phone

Person: CPF

Company: Social Name

Pipeline

Deal stage

Origin of the opportunity

Person: Position

Person: Birthday

Person: Public place

Person: Address Number

Person: Zip Code

Person: Address Complement

Person: Neighborhood

Person: UF

Person: City

Person: Website

Person: Facebook

Person: LinkedIn

Company: State Registration

Company: Company Type

Company: Telephone

Company: Email

Company: Logradouro

Company: Address Number

Company: Zip Code

Company: Address Complement

Company: Neighborhood

Company: UF

Company: City

Company: Company Status

Company: Company Status

Empresa: Status Touch

Company: C-Sat/NPS Score

Company: Date of foundation

Company: Email to send the invoice

Company: Share Capital

Company: Website

Company: Facebook

Company: LinkedIn

Last proposal: Amount

Last proposal: Introduction

Last proposal: Observation

Last proposal: Url

Latest proposal: Creation date

Last proposal: Update date

Last proposal: Due date

Latest proposal: MRR due date

Last proposal: Number of installments

Last proposal: Number of installments (MRR)

Last proposal: Interval between installments

Latest proposal: Deadline for the first installment

Last proposal: Currency name

Latest proposal: Country of currency

Latest proposal: Currency symbol

Last proposal: Shipping Amount

Last proposal: Total amount of items added without discounts

Last proposal: Total amount of the item discount

Last proposal: Total discount amount

Last proposal: Name, amount and quantity of items separated by commas

Last proposal: comma-separated item names

Last proposal: amount of items separated by comma

Last proposal: quantity of items separated by commas

Last proposal: code for items separated by commas

Last proposal: expected delivery date

Last proposal: expected delivery date

Emails of people and contact separated by comma

Official carrier name

Carrier name

CNPJ of the carrier

Carrier Zip Code

Carrier address

Carrier address number

Carrier address supplement

PipeRun-icon

Opportunity lost

For each lost opportunity on PipeRun

Trigger

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

Opportunity ID

Opportunity title

Reason for loss

Opportunity owner’s email

Name of opportunity owner

Creation date

Closing date

Bin

Frozen

Hash

Amount

Recurring Amount (MRR)

Tags

Company: ID

Company: Name

Company: CNPJ

Person: ID

Person: Name

Person: Email

Person: Phone

Person: CPF

Company: Social Name

Pipeline

Deal stage

Origin of the opportunity

Person: Position

Person: Birthday

Person: Public place

Person: Address Number

Person: Zip Code

Person: Address Complement

Person: Neighborhood

Person: UF

Person: City

Person: Website

Person: Facebook

Person: LinkedIn

Company: State Registration

Company: Company Type

Company: Telephone

Company: Email

Company: Logradouro

Company: Address Number

Company: Zip Code

Company: Address Complement

Company: Neighborhood

Company: UF

Company: City

Company: Company Status

Company: Company Status

Empresa: Status Touch

Company: C-Sat/NPS Score

Company: Date of foundation

Company: Email to send the invoice

Company: Share Capital

Company: Website

Company: Facebook

Company: LinkedIn

Last proposal: Amount

Last proposal: Introduction

Last proposal: Observation

Last proposal: Url

Latest proposal: Creation date

Last proposal: Update date

Last proposal: Due date

Latest proposal: MRR due date

Last proposal: Number of installments

Last proposal: Number of installments (MRR)

Last proposal: Interval between installments

Latest proposal: Deadline for the first installment

Last proposal: Currency name

Latest proposal: Country of currency

Latest proposal: Currency symbol

Last proposal: Shipping Amount

Last proposal: Total amount of items added without discounts

Last proposal: Total amount of the item discount

Last proposal: Name, amount and quantity of items separated by commas

Last proposal: comma-separated item names

Last proposal: amount of items separated by comma

Last proposal: quantity of items separated by commas

Last proposal: code for items separated by commas

Last proposal: expected delivery date

Last proposal: expected delivery date

Emails of people and contact separated by comma

Official carrier name

Carrier name

CNPJ of the carrier

Carrier Zip Code

Carrier address

Carrier address number

Carrier address supplement

PipeRun-icon

Moved opportunity

When an opportunity reaches a certain funnel stage on PipeRun

Trigger

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

Opportunity ID

Opportunity title

Reason for loss

Opportunity owner’s email

Name of opportunity owner

Creation date

Moved in

Closing date

Bin

Frozen

Hash

Amount

Recurring Amount (MRR)

Tags

Company: ID

Company: Name

Company: CNPJ

Person: ID

Person: Name

Person: Email

Person: Phone

Person: CPF

Company: Social Name

Pipeline

Deal stage

Origin of the opportunity

Person: Position

Person: Birthday

Person: Public place

Person: Address Number

Person: Zip Code

Person: Address Complement

Person: Neighborhood

Person: UF

Person: City

Person: Website

Person: Facebook

Person: LinkedIn

Company: State Registration

Company: Company Type

Company: Telephone

Company: Email

Company: Logradouro

Company: Address Number

Company: Zip Code

Company: Address Complement

Company: Neighborhood

Company: UF

Company: City

Company: Company Status

Company: Company Status

Empresa: Status Touch

Company: C-Sat/NPS Score

Company: Date of foundation

Company: Email to send the invoice

Company: Share Capital

Company: Website

Company: Facebook

Company: LinkedIn

Last proposal: Amount

Last proposal: Introduction

Last proposal: Observation

Last proposal: Url

Latest proposal: Creation date

Last proposal: Update date

Last proposal: Due date

Latest proposal: MRR due date

Last proposal: Number of installments

Last proposal: Number of installments (MRR)

Last proposal: Interval between installments

Latest proposal: Deadline for the first installment

Last proposal: Currency name

Latest proposal: Country of currency

Latest proposal: Currency symbol

Last proposal: Shipping Amount

Last proposal: Total amount of items added without discounts

Last proposal: Total amount of the item discount

Last proposal: Name, amount and quantity of items separated by commas

Last proposal: comma-separated item names

Last proposal: amount of items separated by comma

Last proposal: quantity of items separated by commas

Last proposal: code for items separated by commas

Last proposal: expected delivery date

Last proposal: expected delivery date

Emails of people and contact separated by comma

Official carrier name

Carrier name

CNPJ of the carrier

Carrier Zip Code

Carrier address

Carrier address number

Carrier address supplement

PipeRun-icon

For each created contact

For each created contact on PipeRun

Trigger

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

Contact: ID

Contact: Name

Contact: Address

Contact: Address number

Contact: Address Complement

Contact: District

Contact: Postal code

Contact: Website

Contact: Status

Contact: Created at

Contact: Email

Contact: Telephone

Contact: Email for invoice [only legal person]

Contact: CPF

Contact: CNPJ

Contact: State registration [only legal person]

PipeRun-icon

Opportunity created

For each added opportunity on PipeRun

Trigger

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

Opportunity ID

Opportunity title

Reason for loss

Opportunity owner’s email

Name of opportunity owner

Creation date

Closing date

Bin

Frozen

Hash

Amount

Recurring Amount (MRR)

Tags

Company: ID

Company: Name

Company: CNPJ

Person: ID

Person: Name

Person: Email

Person: Phone

Person: CPF

Company: Social Name

Pipeline

Deal stage

Origin of the opportunity

Person: Position

Person: Birthday

Person: Public place

Person: Address Number

Person: Zip Code

Person: Address Complement

Person: Neighborhood

Person: City

Person: UF

Person: Website

Person: Facebook

Person: LinkedIn

Company: State Registration

Company: Company Type

Company: Telephone

Company: Email

Company: Logradouro

Company: Address Number

Company: Zip Code

Company: Address Complement

Company: Neighborhood

Company: UF

Company: City

Company: Company Status

Company: Company Status

Empresa: Status Touch

Company: C-Sat/NPS Score

Company: Date of foundation

Company: Email to send the invoice

Company: Share Capital

Company: Website

Company: Facebook

Company: LinkedIn

Last proposal: Amount

Last proposal: Introduction

Last proposal: Observation

Last proposal: Url

Latest proposal: Creation date

Last proposal: Update date

Last proposal: Due date

Latest proposal: MRR due date

Last proposal: Number of installments

Last proposal: Number of installments (MRR)

Last proposal: Interval between installments

Latest proposal: Deadline for the first installment

Last proposal: Currency name

Latest proposal: Country of currency

Latest proposal: Currency symbol

Last proposal: Shipping Amount

Last proposal: Total amount of items added without discounts

Last proposal: Total amount of the item discount

Last proposal: Name, amount and quantity of items separated by commas

Last proposal: comma-separated item names

Last proposal: amount of items separated by comma

Last proposal: quantity of items separated by commas

Last proposal: code for items separated by commas

Last proposal: expected delivery date

Last proposal: expected delivery date

Emails of people and contact separated by comma

Official carrier name

Carrier name

CNPJ of the carrier

Carrier Zip Code

Carrier address

Carrier address number

Carrier address supplement

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

PipeRun-icon

Create deal (single item)

add or update an opportunity on PipeRun

Action

Fields in PipeRun that can receive information from other apps.

Distribute new deal

Select sellers

Opportunity owner’s email

Deal owner update logic

Opportunity title Required

Opportunity Tags

Origin: Type

Origin

Origin name

Description

Observation

Note

Reason for closing the deal

Persons name Required

Person's email Required

Deal amount

Recurring Amount

Person's Telephone

Company Name

Company's Corporate Name

Reason for loss

Opportunity closing forecast

Person: Position

Person: Public place

Person: Address number

Person: Zip Code

Person: Address Complement

Person: Neighborhood

Person: City

Person: State (UF)

Person: Website

Person: Facebook

Person: LinkedIn

Person's CPF

Company: State Registration

Type of Company

Company Telephone

Company Email

Company CNPJ

Company: Logradouro

Company: Address number

Company: Zip Code

Company: Address Complement

Company: Neighborhood

Company Status

Company Status

Company: Modelo Touch

Company: C-Sat/NPS Score

Company: Date of foundation

Company: Email to send the invoice

Company: Capital Social

Segment

Company: Website

Company: Facebook

Company: LinkedIn

Create proposal

Proposal: Proposal type

Proposal: Template

Proposal: Expiration date

Proposal: Item type

Proposal: Payment method

Proposal: Number of installments

Proposal: First payment date

Proposal: Down payment percentage

Proposal: Days between down payment and first installment

Proposal: Day of the month on which each installment will be due

Proposal: Days between each installment

Proposal: Payment method

Proposal: First payment date

Proposal: Day of the month on which each installment will be due

Proposal: Discount type

Proposal: Discount value

Proposal duration (MRR)

Proposal: Introduction

Proposal: Notes

Proposal: Name of the item

Proposal: Item code

Proposal: Quantity of the item

Proposal: Item value

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

PipeRun-icon

Create or update contact

create or update a contact on PipeRun

Action

Fields in PipeRun that can receive information from other apps.

Person: Name Required

Person: Email Required

Person: CPF

Person: Phone

Person: Position

Company: Name

Company: Company Name

Person: Observation

Person: Public place

Person: Address number

Person: Zip Code

Person: Address Complement

Person: Neighborhood

Person: City

Person: State (UF)

Person: Website

Person: Facebook

Person: LinkedIn

Select Responsible CS

Company: CNPJ

Type of Company

Company: Telephone

Company: Email

Company: State Registration

Company: Segment

Company: Company Status

Company: Company Status

Company: Modelo Touch

Company: Observation

Company: Logradouro

Company: Address number

Company: Zip Code

Company: Address Complement

Company: Neighborhood

Company: C-Sat/NPS Score

Company: Date of foundation

Company: Email to send the invoice

Company: Capital Social

Company: Website

Company: Facebook

Company: LinkedIn

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

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

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

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

Trusted by over 10.000 amazing companies

Automate PipeRun and Conta Azul
with Pluga integrations

Explore automation templates

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 PipeRun + 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
PipeRun-icon

PipeRun

CRM

PipeRun is a CRM solution that helps businesses manage contacts, leads, sales opportunities, and improve the efficiency of sales teams.

Integrations with PipeRun Visit PipeRun
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 PipeRun 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 PipeRun 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 PipeRun, 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.