Connect PipeRun with Conta Azul Financeiro
Unlock the superpowers of PipeRun + Conta Azul Financeiro and automate your tasks without having to write a single line of code.
PipeRun and Conta Azul Financeiro
your way
Check out the available triggers and actions in the automation of apps PipeRun + Conta Azul Financeiro
Won opportunity
For each won opportunity on PipeRunHow it works:
Whenever something happens on the source app
All happening in a single automation! ✨
Won opportunity
For each won opportunity on PipeRunTrigger
Last proposal items
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
Last proposal: name
Last proposal: Purchase order
Last proposal: First payment date
Last proposal: First payment date (MRR)
Last proposal: Down payment percent
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
Download attachment links
Opportunity lost
For each lost opportunity on PipeRunHow it works:
Whenever something happens on the source app
All happening in a single automation! ✨
Opportunity lost
For each lost opportunity on PipeRunTrigger
Last proposal items
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
Last proposal: name
Last proposal: Purchase order
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
Download attachment links
New account payable
When a new accounts payable entry is created in Conta Azul FinanceiroHow it works:
Whenever something happens on the source app
All happening in a single automation! ✨
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
Moved opportunity
When an opportunity reaches a certain funnel stage on PipeRunHow it works:
Whenever something happens on the source app
All happening in a single automation! ✨
Moved opportunity
When an opportunity reaches a certain funnel stage on PipeRunTrigger
Last proposal items
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
Last proposal: name
Last proposal: Purchase order
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
Download attachment links
For each created contact
For each created contact on PipeRunHow it works:
Whenever something happens on the source app
All happening in a single automation! ✨
For each created contact
For each created contact on PipeRunTrigger
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]
Opportunity created
For each added opportunity on PipeRunHow it works:
Whenever something happens on the source app
All happening in a single automation! ✨
Opportunity created
For each added opportunity on PipeRunTrigger
Last proposal items
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
Last proposal: name
Last proposal: Purchase order
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
Download attachment links
New account receivable
When a new account receivable is created in Conta Azul FinanceiroHow it works:
Whenever something happens on the source app
All happening in a single automation! ✨
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
Create deal (single item)
add or update an opportunity on PipeRunHow it works:
Whenever something happens on the source app
1. An deal will be added from a pipeline stage on PipeRun
2. A person associated with this deal will be created/updated on PipeRun
3. A company associated with this deal will be created/updated on PipeRun
4. If desired, the created/updated deal can be assigned to a salesperson or distributed among registered salespeople on PipeRun (Round Robin)
All happening in a single automation! ✨
Create deal (single item)
add or update an opportunity on PipeRunAction
Distribute new deal
Select sellers
Opportunity owner’s email
Deal owner update logic
Deal stage update logic
Reopen closed deals
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
Create accounts receivable
create an accounts receivable in Conta Azul FinanceiroHow it works:
Whenever something happens on the source app
1.
All happening in a single automation! ✨
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 or update contact
create or update a contact on PipeRunHow it works:
Whenever something happens on the source app
All happening in a single automation! ✨
Create or update contact
create or update a contact on PipeRunAction
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
Create accounts payable
create an accounts payable in Conta Azul FinanceiroHow it works:
Whenever something happens on the source app
1.
All happening in a single automation! ✨
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
Create deal (multi-item)
Create a deal on PipeRunHow it works:
Whenever something happens on the source app
All happening in a single automation! ✨
Create deal (multi-item)
Create a deal on PipeRunAction
Distribuir novos negócios
Selecionar vendedores
Deal owner e-mail
Deal owner update logic
Deal stage update logic
Reopen closed deals
Título Required
Deal's Tags
Origin: Type
Origin
Origin name
Description
Observation
Note
Reason to close deal
Person Name Required
Person Email Required
Value
Value MRR
Person Phone
Company Name
Company Social Name
Lost Reason
Probably closed
Person: Job Title
Person: Street
Person: Address Number
Person: Postal Code
Person: Neighborhood
Person: Address Complement
Person: City
Person: State
Person: Website
Person: Facebook
Person: LinkedIn
Person CPF
Company: State Id
Company: Type
Company Phone
Company Email
Company CNPJ
Company: Street
Company: Address Number
Company: Postal Code
Company: Neighborhood
Company: Address Complement
Company: Status
Company: situation
Company: Status Touch
Company: NPS Score
Company: Foundation At
Company: Invoice email
Company: Social Capital
Segment
Company: Website
Company: Facebook
Company: LinkedIn
Deal: Create proposal
Proposal type
Choose a template
Proposal: expiration date
Choose item type
Choose a 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
Choose a 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
Distribuir novos negócios
Distribuir novos negócios
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Automate PipeRun and Conta Azul Financeiro with Pluga integrations
Explore automation templates
For each won opportunity on PipeRun, create an accounts payable in Conta Azul
AUTOMATE For each won opportunity on PipeRun, create an accounts receivable in Conta Azul
AUTOMATE 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.
-
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.
-
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.
-
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.
-
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 PipeRun + Conta Azul Financeiro
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. 
PipeRun
CRMPipeRun 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 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