How to Connect Conta Azul to an Approval Flow

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'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 and discover how to take your company's management to a new level of efficiency and integration.

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