Alegra and Salesflare

How to connect Alegra

What you can automate

  • When new Contact in Alegra, find or create contact in Salesflare.
  • When new Estimate in Alegra, create opportunity in Salesflare.
  • When new Invoice in Alegra, create opportunity, then find or create contact in Salesflare.
  • When new Opportunity in Salesflare, create Estimate in Alegra.

About Alegra

Alegra is an accounting and billing app designed for Latin American managers.

Alegra operations on Zapier

Triggers (4)

Start a workflow when this happens

  • New Contact — Triggers when a new contact is created.
  • New Estimate — Triggers when a new estimate is created in Alegra.
  • New Invoice — Triggers when a new invoice is created.
  • New Item — Triggers when a new product or service is created.

Actions (43)

Things Salesflare can make it do

  • Create Contact — Crear un contacto nuevo. Creates a new contact.
  • Create Contact in Argentina — Crear contacto en Argentina. Create contact in Argentina.
  • Create Contact in Chile — Crear contacto en Chile. Create contact in Chile.
  • Create Contact in Colombia — Crear contacto en Colombia.  Create contact in Colombia.
  • Create Contact in Costa Rica — Crear contacto en Costa Rica. Create contact in Costa Rica.
Show 38 more actions
  • Create Contact in Mexico — Crear contacto en México. Create a contact in Mexico.
  • Create Contact in Panamá — Crear contacto en Panamá. Create contact in Panamá.
  • Create Contact in Peru — Crear contacto en Perú. Create contact in Peru.
  • Create Estimate — Crear una nueva cotización. Creates a new estimate.
  • Create Inventory Adjustment — Crear ajuste de inventario. Create inventory adjustment.
  • Create Invoice — Crear una nueva factura de venta. Create a new invoice.
  • Create Invoice Payment — Create a new Invoice Payment. Crear un nuevo pago a factura.
  • Create Invoice in Argentina — Crear una factura en Argentina. Create an Invoice in Argentina
  • Create Invoice in Chile — Crear una factura en Chile. Create Invoice in Chile.
  • Create Invoice in Colombia — Crear una factura en Colombia. Create Invoice in Colombia.
  • Create Invoice in Costa Rica — Crear una factura en Costa Rica. Create Invoice in Costa Rica
  • Create Invoice in Mexico — Crear una factura en México Create Invoice in Mexico
  • Create Invoice in Panamá — Crear factura en Panamá. Create invoice in Panamá.
  • Create Invoice in Peru — Crear una factura en Perú Create Invoice in Peru
  • Create Item — Crear ítem en Alegra. Create a Item in Alegra.
  • Create Item in Costa Rica — Crear un nuevo ítem en Costa Rica. Create new item in Costa Rica.
  • Create Item in Mexico — Crear un nuevo ítem en México. Create new item in Mexico.
  • Create Provider Invoice — Crear una factura de proveedor. Create a provider invoice.
  • Create Remission — Crear una nueva remisión. Create a new remission.
  • Create Tax — Crear un impuesto para ítems. Create a Tax for Items.
  • Find Invoice — Encontrar una factura en Alegra. Find an invoice in Alegra.
  • Find or Create Contact — Encontrar un contacto existente. Find an existing contact.
  • Find or Create Contact in Argentina — Encontrar un contacto existente. Find an existing contact.
  • Find or Create Contact in Chile — Find an existing contact.
  • Find or Create Contact in Colombia — Encontrar un contacto existente. Find an existing contact.
  • Find or Create Contact in Costa Rica — Encontrar un contacto existente. Find an existing contact.
  • Find or Create Contact in Mexico — Encontrar un contacto existente. Find an existing contact.
  • Find or Create Contact in Panama — Encontrar un contacto existente. Find an existing contact.
  • Find or Create Contact in Peru — Encontrar un contacto existente. Find an existing contact.
  • Find or Create Item — Encontrar un ítem existente. Find an existing item.
  • Find or Create Item in Costa Rica — Encontrar un ítem existente in Costa Rica. Find an existing item Costa Rica.
  • Find or Create Item in Mexico — Encontrar un ítem existente. Find an existing item.
  • Find or Create Tax — Encontrar un impuesto en Alegra. Find a Tax in Alegra.
  • Send Estimate — Enviar una cotización por correo. Send an estimate via email.
  • Send Invoice — Enviar una factura por email.
  • Update Contact — Actualizar un contacto en Alegra. Update an Alegra contact from a trigger.
  • Update Contact in Colombia — Actualizar un contacto en Alegra. Update an Alegra contact from a trigger.
  • Update Item — Actualizar un ítem en Alegra. Update an item in Alegra.

Searches (13)

Look up existing records

  • Find Contact — Encontrar un contacto existente. Find an existing contact.
  • Find Contact in Argentina — Encontrar un contacto existente. Find an existing contact.
  • Find Contact in Chile — Encontrar un contacto existente. Find an existing contact.
  • Find Contact in Colombia — Encontrar un contacto existente. Find an existing contact.
  • Find Contact in Costa Rica — Encontrar un contacto existente. Find an existing contact.
Show 8 more searches
  • Find Contact in Mexico — Encontrar un contacto existente. Find an existing contact.
  • Find Contact in Panama — Encontrar un contacto existente. Find an existing contact.
  • Find Contact in Peru — Encontrar un contacto existente. Find an existing contact.
  • Find Item — Encontrar un ítem existente. Find an existing item.
  • Find Item in Costa Rica — Encontrar un ítem existente in Costa Rica. Find an existing item Costa Rica.
  • Find Item in Mexico — Encontrar un ítem existente en México. Find an existing item in Mexico.
  • Find Items — Encontrar varios items existentes. Find many existing items.
  • Find Tax — Encontrar un impuesto en Alegra. Find a Tax in Alegra.

Alegra operations on Make

Triggers (4)

Start a workflow when this happens

  • Watch Contacts — Triggers when a new contact is created.
  • Watch Estimates — Triggers when a new estimate is created.
  • Watch Invoices — Triggers when a new invoice is created.
  • Watch Items — Triggers when a new item is created.

Actions (22)

Things Salesflare can make it do

  • Cancel an Invoice — Cancels invoice by ID.
  • Create a Contact — Creates a new contact.
  • Create a Tax — Creates a new tax.
  • Create an Estimate — Creates a new estimate from scratch.
  • Create an Invoice — Allows you to create a sales invoice from scratch.
Show 17 more actions
  • Create an Item — Creates a new item.
  • Delete a Contact — Deletes a contact by ID.
  • Delete an Estimate — Deletes an estimate by ID.
  • Delete an Invoice — Deletes an invoice by ID.
  • Delete an Item — Deletes an item by ID.
  • Get a Contact — Gets a contact registered in the application by ID.
  • Get a Tax — Gets a tax registered in the application.
  • Get an Estimate — Gets an estimate registered in the application.
  • Get an Invoice — Allows you to consult a sales invoice registered in the application
  • Get an Item — Gets an item registered in the application.
  • Make an API Call — Performs an arbitrary authorized API call.
  • Send an Estimate — Sends an estimate by email.
  • Send an Invoice — Sends a mail order invoice.\n\n
  • Update a Contact — Updates a contact.
  • Update an Estimate — Updates an estimate.
  • Update an Invoice — Updates an invoice by ID.
  • Update an Item — Updates an item by ID.

Searches (5)

Look up existing records

  • List Taxes — Lists taxes registered in the application.
  • Search Contacts — Searches for contacts registered in the application.
  • Search Estimates — Searches for estimates registered in the application.
  • Search Invoices — Searches for sales invoices registered in the application.
  • Search Items — Searches for products or services registered in the application.

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