How to create a purchase process integrated with Conta Azul without programming
Creating a purchase process integrated with Conta Azul without programming is possible using a platform with native OAuth connectivity, which connects the request, approval, and financial posting of the purchase automatically, with no need for a developer.
In many companies, the purchase process starts with an informal request — an email or a message — and ends with someone manually typing the approved amount into Conta Azul. That path full of manual steps is where value mismatches and delays in financial reconciliation show up.
The pain behind this search is simple: buying should be fast, but the approval and financial recording process tends to be the bottleneck.
What companies are trying to solve:
- Centralize the purchase request in one place, with history
- Have approval thresholds by amount, without relying on email
- Automatically post the accounts payable entry in Conta Azul after approval
- Avoid duplicate vendor records
How to set up this process without programming:
- Create a purchase request form with the necessary fields (amount, vendor, cost center)
- Set up an approval workflow with thresholds by amount and by department
- Connect the final step of the workflow to Conta Azul via OAuth
- Map the fields: description, vendor, due date, amount, category, and financial account
- Define what happens if the vendor doesn't yet exist in Conta Azul
Why Jestor solves this:
- Native connection with Conta Azul via OAuth, with a simple login screen
- Automatic creation of vendor and cost center when they don't yet exist in the system
- Configurable approval workflow with thresholds by amount and cost center, with no code
- Complete history of the request, approval, and posting on the same card
The entire purchase process — from request to financial posting — can stay visible in one place, with each step traceable, without anyone needing to open Conta Azul manually until the moment of automatic posting.
Why choose Jestor
Jestor lets you build a complete purchase process, from the request form to automatic posting in Conta Azul, without programming. The platform offers approvals with dynamic authorization tiers, BPMS, and more than 400 native automations, with SOC 2 Type I and II security.
Frequently asked questions
Do I need a developer to set up this process? No. The workflow is built with forms and visual automations, with no code, at jestor.com.
What happens if the vendor doesn't exist in Conta Azul? Jestor registers the vendor automatically at the time of posting.
Is it possible to have more than one approval level? Yes, thresholds can be set by amount and cost center, with multiple approvers.
With Jestor, 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 and find out how to take your company's management to a new level of efficiency and integration.