Integrate Alegra with Forecast
Send information between Alegra and Forecast automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate Alegra and Forecast using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Invoice created
Triggers when a new invoice is created
Product or service created
Triggers when a new product or service is created
Payment recorded
Triggers when a new payment is recorded
Contact created
Triggers when a new contact is created
Estimate created
Triggers when a new estimate is created
New person
Triggers when a new person is added
New time entry
Triggers when a new time entry is created in the selected project
New sprint
Triggers when a new sprint is created in the selected project
New milestone
Triggers when a new milestone is created in the selected project
New client
Triggers when a new client is created
New task
Triggers when a new card is created in the selected project
New subtask
Triggers when a new subtask is created in the selected project
New project
Triggers when a new project is created
All Actions - Actions are the automated tasks
Create estimate
Creates a new estimate
Create item
Creates a new item
Send estimate
Sends an estimate through email
Create contact
Creates a new contact
Create invoice
Creates a new invoice
Send invoice
Sends an invoice through email
Fetch contact
Fetches the details of an existing contact
Fetch invoice
Fetches the details of an existing invoice
Fetch item
Fetches the details of an existing item
Create project
Creates a new project
Create time registration
Creates a new time registration
Create task
Creates a new task
Create label
Creates a new label
Add person
Adds a new person
Create client
Creates a new client
Create sprint
Creates a new sprint in the selected project
Create milestone
Creates a new milestone in the selected project
Create subtask
Creates a new sub task/to-do
Fetch label
Fetches an existing label by name
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.
What is Forecast?
Forecast is a project and resource management platform. You can account for task dependencies, track and approve expenses, and collaborate with your team or clients.
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.
Learn more >
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Rahul Roushan
CEO, OpIndia
Endless integrations. End to manual work.
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