Integrate Alegra with Capsule CRM

Send information between Alegra and Capsule CRM automatically, without writing any code, using Zoho Flow.

Build your own integrations between Alegra and Capsule CRM

Connect Alegra and Capsule CRM with over 1000+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements

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.

Accounting

What is Capsule CRM?

Capsule CRM is customer relationship management software that lets you manage all your contacts and documents, as well as your sales pipeline. You can attach notes, tasks, and emails and customize fields according to your needs.

CRM Premium

Build comprehensive workflows using

Webhook triggers

Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.

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Logic

Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.

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Custom functions

Write simple scripting functions to format data, call web APIs, send emails, and more.

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Toto

Technical Engineer, Master Liveaboards

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