Actionist·Conta Azul API
Conta Azul API

Conta Azul API

· #477 most-used

ERP finance data, checked by agents

CRMSalesProductivityFinanceEcommerceDeveloperAutomationPaymentsAccounting

Conta Azul is a Brazilian business-management ERP with APIs for finance, sales, customers, suppliers, products, services, invoices, contracts, categories, and cost centers. Actionist connects to Conta Azul so agents can search ERP records, prepare approved customer and sale updates, and keep finance context available across Slack, Telegram, and scheduled agent tasks.

Try Conta Azul API with ActionistVisit Conta Azul API
Average time saved
14 hours
per person · per month
≈ 2 workdays back

Eliminates manual work. Agents remove repeated Conta Azul lookups, weekly receivables and payables exports, catalog checks, customer record searches, and hand-built finance summaries across sales, support, finance, operations, HR, marketing, and legal.

Schedule

What your Conta Azul API agent runs on autopilot

A week of scheduled jobs your Actionist agent will execute on your behalf.

28Scheduled jobs
7Agents at work
24/7Always on
Agents
Wed–Fri
Wed
Thu
Fri
7a
8a
9a
10a
11a
12p
1p
2p
3p
4p
5p
6p
Multi-app workflows

Conta Azul API × every other app you use

End-to-end automations that span multiple apps — each one a real business outcome.

6Workflows
7Apps spanned
~17 hrsSaved / week
6Personas served
For finance
Featured3 apps

Receivables watchlist for finance standup

The Finance Agent searches financial accounts and receivables due this week, checks the related customers and installments, and posts a Slack brief with the records that need collection attention or coding review. Finance keeps Conta Azul as the source of truth while Actionist does the repetitive lookup work.

~1 hrs

Time saved for your team — every week, on autopilot

The flow
Trigger·Every Monday before the finance standup
Trigger
Step 1
A
Actionist
Start the scheduled finance standup task
read
Step 2
Conta Azul API
Search Financial Accounts
read
Step 3
Conta Azul API
Search Revenues By Filter
read
Step 4
Conta Azul API
Search Installment By ID
write
Step 5
Slack
Post the reviewed finance brief
Result
Post the reviewed finance brief
The win
Saved per run
~1 hrs
Runs / week
~1×
Finance starts the week with a record-backed collections list
Driven byFinance Agent
ROI

Savings

What your team gets back — two angles: what you stop doing manually, and what that's worth.

Without Actionist

What you do manually today

With Actionist

What your agent runs for you

  • Sales
    150 min / week
    Manual ERP sale prep

    Reps and sales ops search customers, products, and services by hand before asking finance to create or check a sale.

    Sales Agent
    0 min
    Agent prepares checked sale drafts

    The agent searches Conta Azul records, prepares Create Sale payloads, and asks for approval before writing.

  • Marketing
    110 min / week
    Manual campaign revenue checks

    Marketing waits for finance exports to understand whether campaigns touched Conta Azul sales or receivables.

    Marketing Agent
    0 min
    Agent summarizes campaign-linked records

    The agent searches sales, customers, products, and receivables and posts a clean campaign revenue note.

  • Customer Support
    135 min / week
    Manual billing context gathering

    Support asks finance for screenshots or hunts through old emails before answering billing questions.

    Customer Support Agent
    0 min
    Agent builds billing context packs

    The agent checks customer, receivable, sale, and installment records and prepares a support-ready brief.

  • Human Resources
    90 min / week
    Manual vendor and cost coding checks

    HR sends contractor and training questions to finance without the supplier, category, or cost-center context ready.

    Human Resources Agent
    0 min
    Agent checks supplier and cost data

    The agent searches people, categories, expenses, and cost centers before routing approval requests.

  • Finance
    210 min / week
    Manual receivables and payables review

    Finance exports multiple screens to reconcile due dates, accounts, categories, and installments.

    Finance Agent
    0 min
    Agent prepares finance control lists

    The agent searches accounts, receivables, payables, installments, categories, and cost centers on schedule.

  • Operations
    160 min / week
    Manual master-data policing

    Operations discovers missing customers, suppliers, products, or services after fulfillment work has already started.

    Operations Agent
    0 min
    Agent watches master-data gaps

    The agent checks customers, suppliers, products, services, and sales before handoffs break.

  • Legal
    95 min / week
    Manual evidence collection

    Legal waits for finance or operations to gather customer, supplier, sale, and service records for reviews.

    Legal Agent
    0 min
    Agent assembles source-linked evidence

    The agent pulls the relevant ERP records and drafts a neutral facts memo for review.

+ 100s of other Conta Azul API automations
Average time saved
95 hrs / person / month
Calculator

Calculate what your team saves

Team size
12 people
Hourly rate
$28 / hr
Hours saved / week
41
Hours saved / year
2,040
Annual ROI
$57,120

Based on Conta Azul API's typical team usage — the visible tasks plus a few other automations the agent runs: ~3.4 hrs / person / week of admin work automated.

Connect

How to plug Conta Azul API into Actionist

Pick the connection method that suits your environment.

Use Conta Azul OAuth 2.0 with a developer application client_id and client_secret. This is the official authentication model documented by Conta Azul for API access.

1
Create a Conta Azul developer app

Open the Conta Azul developer portal, create a development or production application, and copy the client_id and client_secret.

2
Authorize with OAuth 2.0

Paste the credentials in Actionist and complete the Conta Azul authorization-code flow so Actionist receives an access token and refresh token.

3
Run a read-only test

Actionist verifies the connection with a safe read call before any scheduled task or approved write action uses Conta Azul.

Credentials you'll need
Client ID*
Created in the Conta Azul developer portal.
Client Secret*
Keep this secret in Actionist credentials.
Redirect URL*
Configure the Actionist redirect URL in the Conta Azul production application.
Actions

18 actions your agent can call

Read and write operations available to your Actionist agent.

Triggers

0 events your agent can react to

Events your agent watches for, and the actions it kicks off in response.

This app has no triggers yet.
MCP servers

MCP servers that work with Conta Azul API

Connect Actionist to MCP servers built for or around this app.

mcp-conta-azul

Community MCP server for Conta Azul covering accounting, invoicing, customers, and products.

FAQs

Questions about Conta Azul API + Actionist

How does Actionist connect to Conta Azul?
Conta Azul uses OAuth 2.0 for its API. In Actionist, connect through the Conta Azul app setup, authorize with your Conta Azul developer application credentials, and let Actionist run a read-only test before any agent task uses the connection.
Does Conta Azul API support webhooks for triggers?
Conta Azul documentation currently says the API does not support webhooks. This page therefore ships with no Conta Azul triggers. Actionist can still run scheduled agent tasks that poll Conta Azul records and summarize changes.
Which Conta Azul records can agents work with?
The available API surfaces cover services, sales, people such as customers and suppliers, products, financial accounts, receivables, payables, installments, categories, and cost centers. The page actions use those concrete API operations only.
Can Actionist create sales, customers, products, or services?
Yes, the supported write actions include Create Sale, Create Person, Create Product, and Create Service. Destructive or sensitive changes should stay approval-led, and Actionist can ask a human to review the prepared payload before it writes to Conta Azul.
Can Actionist help finance without changing Conta Azul data?
Yes. Most finance routines can be read-only: search accounts, receivables, payables, installments, categories, and cost centers, then summarize exceptions in Slack or a document for review.
Is Conta Azul API useful for Brazilian small-business operations?
Yes. Conta Azul is an ERP for business management, and its developer materials describe finance, sales, people, products, services, invoices, contracts, categories, and cost-center APIs for integrations with external systems.
Do I need a developer application before connecting?
Yes. Conta Azul asks developers to create an application in the developer portal and obtain a client_id and client_secret for OAuth 2.0. Production integrations also need the appropriate redirect URL and access to the relevant Conta Azul plan features.
What should I automate first with Conta Azul and Actionist?
Start with read-only finance and master-data checks: receivables due this week, missing customer records, inactive catalog items, or payables without category context. After the team trusts the review loop, add approved write actions for customers, products, services, and sales.