Finance · CONNECTIONManage Conta Azul persons, products, services, sales, quotes and contracts, and read and record finance: categories, cost centers, accounts, revenues, expenses, installments, payments, charges and invoices.
Explore 89 workflow actions for Conta Azul, including account permissions and operation limits.
Choose an action in the workflow builder, connect an account, and map its inputs. These actions are available in the catalog; your account access and a successful test determine whether they work for your setup.
Activate several persons at once.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Cancel a charge (financial API).
A repeated request may repeat the external action. Review the previous result before retrying a write.
Cancel a charge on a receivable.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Create a product with stock, tax and e-commerce details.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Create a payment link, Pix or boleto charge (financial API).
A repeated request may repeat the external action. Review the previous result before retrying a write.
Create a cost center.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Create a cost center (financial API).
A repeated request may repeat the external action. Review the previous result before retrying a write.
Create a customer, supplier or carrier.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Create a simple product or one with variations.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Create a quote.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Create a payment link, Pix or boleto charge for a receivable installment.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Create a sale.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Create a service.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Deactivate several persons at once.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Deactivate products by ID.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Delete a product (products API).
A repeated request may repeat the external action. Review the previous result before retrying a write.
Remove a contract.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Delete a recorded payment.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Delete a recorded payment (financial API).
A repeated request may repeat the external action. Review the previous result before retrying a write.
Delete several persons at once.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Delete a product.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Delete several quotes at once.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Delete several sales at once.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Delete services by ID.
A repeated request may repeat the external action. Review the previous result before retrying a write.
End an active contract.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Read a financial account's current balance (financial API).
Read a charge (financial API).
Read the company this connection is authorized for.
Read a recurring sales contract.
Read which category each financial operation uses by default.
Read the default category for each financial operation (financial API).
Read a financial account's current balance.
Read a financial category.
Read an installment (financial API).
Read financial accounts' initial balances for a period.
Read an installment of a receivable or payable.
Read a recorded payment.
Read a recorded payment (financial API).
Read a person.
Read a person by the old API's ID.
Read a product with stock, tax, e-commerce and variation details.
Read a quote.
Read a charge (payment link, Pix or boleto) on a receivable.
Read a sale by its ID or legacy ID.
Read a service.
Link invoices, by access key, to an MDF-e.
A repeated request may repeat the external action. Review the previous result before retrying a write.
List CEST tax codes.
List e-commerce brands.
List e-commerce product categories.
List payables (expenses) by filters (financial API).
List financial accounts by filters (financial API).
List the installments of a financial event.
List financial accounts' initial balances (financial API).
List the payments recorded against an installment.
List a financial event's installments (financial API).
List NCM (Mercosur) codes.
List the payments recorded against an installment (financial API).
List product categories.
List products by name, SKU, EAN and other filters.
List receivables (revenues) by filters (financial API).
List a sale's items.
List the sellers registered in Conta Azul.
List product units of measure.
Record a payment (baixa) against an installment.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Record a payment against an installment (financial API).
A repeated request may repeat the external action. Review the previous result before retrying a write.
Replace a person's whole record.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Search the revenue and expense categories.
Search cost centers by name or code.
Search payable installments (expenses) by due date and other filters.
Search bank accounts, cards and other financial accounts.
Search financial categories (financial API).
Search cost centers (financial API).
Search customers, suppliers and carriers.
Search issued product invoices (NF-e).
Search products by name or code.
Search quotes (orçamentos) by filters.
Search receivable installments (revenues) by due date and other filters.
Search sales by dates, customer, status and other filters.
Search issued service invoices (NFS-e).
Search services by name or code.
Change a cost center (financial API).
A repeated request may repeat the external action. Review the previous result before retrying a write.
Change an installment (financial API).
A repeated request may repeat the external action. Review the previous result before retrying a write.
Change an installment; send its current version.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Change a recorded payment; send its current version.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Change a recorded payment (financial API).
A repeated request may repeat the external action. Review the previous result before retrying a write.
Change some of a person's fields.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Change some of a product's fields.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Update a sale.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Change some of a service's fields.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Use the account and permissions required for your process. Review the connection check before configuring a workflow action.
Select a listed operation and map its required inputs. Use test records and add a human approval before writes that need review.
Inspect step outputs and confirm the result in Conta Azul. A saved workflow is not a completed provider action.
