Integrate Alegra with Capsule CRM
Send information between Alegra and Capsule CRM automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate Alegra and Capsule CRM using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Product or service created
Triggers when a new product or service is created
Invoice created
Triggers when a new invoice is created
Estimate created
Triggers when a new estimate is created
Contact created
Triggers when a new contact is created
Payment recorded
Triggers when a new payment is recorded
New Task
Triggers when a new open task is created
New Person
Triggers when a new person is created on Capsule CRM
New Case
Triggers when a new case is created
New User
Triggers when a new user is added
New Organization
Triggers when a new organization is created
New Opportunity
Triggers when a new opportunity is created
All Actions - Actions are the automated tasks
Send estimate
Sends an estimate through email
Create item
Creates a new item
Create estimate
Creates a new estimate
Fetch contact
Fetches the details of an existing contact
Send invoice
Sends an invoice through email
Create invoice
Creates a new invoice
Create contact
Creates a new contact
Fetch item
Fetches the details of an existing item
Fetch invoice
Fetches the details of an existing invoice
Create Case
Creates a new case
Create Person
Creates a new person on Capsule CRM
Create Opportunity
Creates a new opportunity
Create Task
Creates a new task
Find person
Finds the details of the specified person by ID
What is Alegra?
Alegra is a billing, administration, and accounting system. You can create recurring invoices, instantly record payments, and view the inventory status in real time.
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What is Capsule CRM?
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