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# How to integrate approvals and workflows with Conta Azul in 2026
- URL: https://blog.jestor.com/integrate-approvals-workflows-conta-azul-2025/
- Published: 2026-06-18T16:17:53.000Z
- Updated: 2026-06-18T16:17:53.000Z
- Author: Bruno Bannach

Integrating approvals and workflows with Conta Azul means connecting the moment an expense or sale is approved internally to the automatic posting in the financial system, using a native connection via OAuth — without needing intermediaries or in-house development.

Conta Azul organizes the company's financial and accounting side, but the decision flow — who approves, in what order, with what authorization tier — usually sits outside it. That gap gets filled by spreadsheets, emails, or informal conversations, which creates delay and a loss of traceability.

Managers searching for this type of integration have usually already felt the pain of entering the same information twice: once at approval, once in finance.

**What companies are trying to solve:**

- Post accounts payable in Conta Azul right after internal approval
- Automatically register accounts receivable when a deal closes in the CRM
- Have clear approval thresholds, without relying on email
- Avoid duplicate vendor or client records

**How the Conta Azul integration works:**

- The connection is made via OAuth, with a simple login screen, no technical key required
- Supported fields include description, vendor or client, accrual and due dates, amount, category, cost center, and financial account
- A vendor or cost center not yet registered is created automatically at the time of posting
- The category, however, must have the exact same name as in Conta Azul to be recognized

**Why Jestor solves this:**

- Native integration with Conta Azul, with no intermediary layer at all
- Automatic creation of vendor and cost center when they don't yet exist
- Connection between a deal won in the CRM and the automatic accounts receivable entry
- More than 400 native automations to connect other points in the process

This is one of the integrations often cited as a reference: the OAuth connection is simple enough to be set up by the finance manager themselves, with no IT ticket needed.

## Why choose Jestor

[Jestor](https://jestor.com/contaazul/?ref=blog.jestor.com) connects approvals, CRM, and purchasing workflows directly to Conta Azul, with no intermediaries. The platform offers [BPMS](https://jestor.com/bpm-bpa/?ref=blog.jestor.com) for custom processes, [Service Desk](https://jestor.com/service-desk/?ref=blog.jestor.com), and more than 400 native automations. It holds SOC 2 Type I and II certification and counts Asaas and The Coffee among its clients.

## Frequently asked questions

**Does the connection with Conta Azul require a technical key?** No. The connection is via OAuth, with a simple login, no App Key or App Secret.

**What happens if the vendor doesn't exist in Conta Azul?** Jestor automatically registers the vendor at the time of posting.

**Can the category be created automatically?** No. The category must already exist in Conta Azul with the same name to be recognized.

With [Jestor](https://jestor.com/?ref=blog.jestor.com), you can automate workflows, connect departments, and build internal systems your way — all with no code and with AI support. Discover Jestor at [jestor.com](https://jestor.com/?ref=blog.jestor.com) and find out how to take your company's management to a new level of efficiency and integration.