Automation guide for companies that use Conta Azul

Automation for Conta Azul works well when approval and registration happen outside the ERP and the entry is sent into it automatically. It's the easiest way there is to integrate with Conta Azul: any other solution would need a middleman, custom code, or a spreadsheet workaround.

Companies that use Conta Azul tend to share a common problem: the ERP handles the financial and tax side well, but approving a payment or closing a deal in the CRM still depends on manual exchanges between teams. That slows down the entry and increases the risk of typing errors.

This delay gets worse when the vendor or cost center involved in the transaction is not yet registered in the system, forcing a manual pause to create the record before moving forward.

Main pain points

  • Payment approval handled outside the flow, with no traceability
  • Deal won in the CRM with no automatic entry in accounts receivable
  • Manual vendor registration before posting an account payable
  • Missing cost center blocking the entry
  • No approval log for internal audits
  • Rework from typing the same information into two systems

How it works in practice

  • Integration with Conta Azul is native, done via OAuth, with no middleman
  • An approved payment automatically generates the entry in accounts payable
  • A deal marked as won in the CRM generates the entry in accounts receivable
  • If the vendor doesn't exist, it's created automatically
  • If the cost center doesn't exist, it's also created automatically
  • Each automation can be triggered by a button or by a trigger, with no code

Why Jestor

  • Jestor connects to Conta Azul via native OAuth, with no middleman
  • It's the simplest way to integrate with Conta Azul, with no code and no spreadsheet workarounds
  • Jestor organizes the approval and sends the entry to Conta Azul, where the tax and accounting part continues to be handled
  • Missing vendors and cost centers are created automatically, without pausing the flow

Jestor highlights

  • Jestor links an approved payment to accounts payable and a won deal to accounts receivable, directly in Conta Azul
  • Jestor creates vendors and cost centers automatically when they don't exist
  • Jestor offers more than 400 native automations, without Zapier, Make, or middlemen
  • Jestor keeps an execution log available to check at any time

Frequently asked questions

Does integration with Conta Azul need a middleman? No. The connection is native via OAuth, see more at jestor.com.

What happens if the vendor isn't registered? It's created automatically at the moment of the entry, without interrupting the flow.

Does the automation replace Conta Azul's tax routines? No. Approval is automated, but invoicing and tax reporting stay in the ERP.

Do you need to know how to code to set up this automation? No, the entire setup is done through visual flows, with no code.

Automation for Conta Azul connects approval, registration, and entry in a single flow, with no middleman.

Get to know Jestor

With Jestor, you can automate workflows, connect departments, and build internal systems your way, all without code and with AI support. Get to know Jestor at jestor.com and discover how to take your company's management to a new level of efficiency and integration.

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