How to send a WooCommerce sale to Conta Azul via Albato
If you use Conta Azul to manage various areas of your business, you have probably come across the need to manually create a sale in the platform.
Imagine this scenario: you have an e-commerce business, such as WooCommerce, NuvemShop, Mercado Libre, or even a physical store where every sale made, you save your customer’s information in a Google Sheets spreadsheet.
However, in order to ensure that this information doesn’t get lost or even to generate invoices, you need to transfer all this data to Conta Azul. This work, which can be extremely repetitive, time-consuming, and even require a lot of focus, can be automated via Albato by connecting the desired apps and having the process run automatically whenever a new sale is made.
Below, we’ll show you how to create this automation in just a few simple steps, with no code or programming knowledge required!
Connecting the Apps for Your Automation
Conta Azul
The first step is to connect the apps you’ll be using in your automation to your Albato account.
To begin, set up a new connection with Conta Azul.
If you haven't made this connection yet or have any questions, click here to check out our complete tutorial with more details and a step-by-step guide.
This process is very simple, and in less than 5 minutes, you’ll be ready to create automations using this platform.
WooCommerce
In this automation model, we will use WooCommerce as triggers for our process. This means that whenever an action happens in that app, we can receive the data related to that action and then send it to Conta Azul to create the sale there. To do this, simply create a connection with WooCommerce and use the "New Order" trigger. (More details on how to connect this here).
In this model, the idea is to detect a new sale in WooCoomerce and create a sale in Conta Azul. However, you can still apply the same logic to create a customer, a product, or other available actions in Conta Azul. To check everything that's possible, I recommend reading this article here.
Creating Your Automation
After connecting Conta Azul and the app you will use as a trigger in Albato, it's time to create your automation.
As an example, in this article, we will use WooCommerce (But don't worry, the process is similar for other apps as well.
Go to the "Automations" tab and click "Create New Automation":
Click to add a new Trigger to this automation:
Select the WooCommerce app (or the desired app) and then choose the trigger that best fits the automation idea. In this case, we will use the "New Order" trigger.
Also, select the connection you created earlier in the last field and click Continue.
Now, simply click on the second step and add an action for Conta Azul.
Select "Create a Sale" as the action.
As we mentioned earlier, this step can be performed similarly to create a contact, product, or any other available action in the Conta Azul connection. Just select the desired action. Be mindful that, depending on the action, some specific data might be required. You need to ensure that this information is provided in the earlier steps of your automation.
Back to your automation setup, fill in all the fields by mapping them. This means specifying that the information in field X of WooCommerce should be saved in a corresponding field in Conta Azul.
For example, if you want the sale to be added to Conta Azul with the same date it was generated in WooCommerce, click on the "Emission" field and select the corresponding WooCommerce date parameter, like this:
Notice that for some fields, there are pre-established values, and you just need to click on them to see what best matches the type of sale you want to create:
The fields marked as Required (in red) are mandatory and required by Conta Azul for the sale to be created. Leaving them blank will prevent you from proceeding with the process.
The other fields are optional and depend on the information you want to send from WooCommerce to Conta Azul. Fill them out by mapping the values that make sense for you, selecting the data WooCommerce provides that you would like to have in Conta Azul.
If you have any doubts about how to fill in the fields, what parameters are, or where to find the available parameters, I recommend checking our Getting Started Guide on Albato available here.
After completing the mapping, your automation will look like this, and all you need to do is click Activate:
Linking this Sale to a New client
If the idea is also to have this new Sale in Conta Azul linked to a client, you can choose to add an extra step, right after the WooCommerce step and before the Create Sale step.
For this, click on the plus icon and then select the action: Create Contact.
Fill in the fields with the data you will receive from WooCommerce.
After performing this action, in the next step, in the contact ID field, use the ID that will be generated in this step we just set up.
In this way, just like the new sale created, you will also have a contact created in Conta Azul and will be able to track all future interactions of this contact with your business, such as future purchases.
Everything is ready!
Now, just create a new order in WooCommerce or wait for a real sale, and you'll see the order automatically created as a sale in Conta Azul.
If you have any doubts about whether the automation worked correctly or want to check for any possible errors, just click on the History tab, available here:
If an error occurs, it will be visible in this tab, marked as ERROR in red.
On this screen, by clicking on "details," you can access more information about the cause of the error. With these details, you can fix your automation, or if you have any doubts, you can contact our support team, and we'll be here to help.
I hope you start using this automation today and enjoy all the benefits of automating this process in your business.