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# How to Connect Conta Azul to an Approval Flow
- URL: https://blog.jestor.com/connect-conta-azul-approval-flow/
- Published: 2026-09-03T20:55:40.000Z
- Updated: 2026-09-03T20:55:40.000Z
- Author: Bruno Bannach

Connecting Conta Azul to an approval flow means linking the decision to approve a payment or a sale directly to the financial entry in the ERP, using a simple OAuth connection, with no need for an intermediary, code, or backup spreadsheet.

Teams that use Conta Azul for accounts payable and receivable often approve requests in channels separate from the financial system. The result is a manual entry after approval, with the risk of it being forgotten, mistyped, or the vendor registered inconsistently.

When a deal is won in the CRM or a payment is approved internally, that information should ideally reach Conta Azul automatically, without going through a second manual review step.

## Common difficulties without direct integration

- Payment approved in one channel and entered manually in another
- Duplicate vendor records or vendor names that diverge from existing ones
- Cost centers created differently by different people
- Deals won in the CRM that don't automatically generate the accounts receivable entry
- Lack of category standardization between the approved request and Conta Azul

## How native integration with Conta Azul works

- The connection uses OAuth, with a simple login screen, no intermediary
- Approving payments automatically generates the accounts payable entry in Conta Azul
- Deals won in the CRM automatically generate the accounts receivable entry
- An unregistered vendor is created automatically during the entry
- A missing cost center is also created automatically
- Fields like description, amount, accrual date, and due date are supported

## Jestor highlights in the Conta Azul integration

- It's the easiest way to integrate approvals with Conta Azul, without cobbling together spreadsheets
- **Jestor** connects via OAuth, with no technical knowledge required from the team
- **Jestor** organizes the approval threshold before the entry automatically moves on to Conta Azul
- The tax and accounting side continues to run inside Conta Azul itself

## Frequently asked questions

**How do you connect Conta Azul to an approval flow?** Through [Jestor](https://www.jestor.com/?ref=blog.jestor.com)'s native integration, using OAuth login, no code or intermediary needed.

**Does the vendor need to be registered manually beforehand?** No, an unregistered vendor is created automatically at the moment of entry.

**Can the category have a different name between systems?** No, the category needs to use the exact same name used inside Conta Azul.

Connecting Conta Azul to an approval flow removes the manual step between the decision and the financial entry, keeping the ERP as the source of tax and accounting truth.

## 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](https://www.jestor.com/?ref=blog.jestor.com) and discover how to take your company's management to a new level of efficiency and integration.