Alegra and Salesflare
How to connect Alegra
- Via Zapier — 60 operations available. Set it up ↗
- Via Make — 31 modules available. Set it up ↗
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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