Integrate Outseta with Alegra

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

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Create an estimate in your Alegra when a new deal is created in Outseta

Maintain consistent accounting data across platforms, minimizing manual efforts and duplicate errors. This flow will create an estimate in your Alegra when a new deal is created in Outseta.

How it works
  1. The flow triggers when a new deal is created in Outseta.
  2. Zoho Flow creates a new estimate in Alegra.
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Create an estimate in your Alegra when a new deal is created in Outseta

Outseta + Alegra

Build your own integrations between Outseta and Alegra

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Supported triggers and actions

Integrate Outseta and Alegra using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Person created

Triggers when a new person is added

Case created

Triggers when a new case created

Account created

Triggers when a new account is added

Deal created

Triggers when a new deal is created

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

All Actions - Actions are the automated tasks

Create deal

Creates a new deal

Create account

Creates a new account with a new person

Create case

Creates a new case

Create person

Creates a new person

Update deal

Updates the details of an existing deal

Fetch people details

Fetches the details of the specified people

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

What is Outseta?

Outseta is the only all-in-one platform integrating subscription billing, email marketing, support, CRM, and reporting tools that reduces costs, maintenance, and helps SaaS start-ups grow faster.

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

Build comprehensive workflows using

Webhook triggers

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Logic

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Custom functions

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

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Using Zoho Flow, we have automated two full-time jobs and outsourced all sales and support roles. It has been huge and we couldn’t imagine going back Learn more

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Sales Director, Artico

Zoho Flow had eliminated the most routine and repetitive tasks that were creating a huge burden on our employees, leading to many unnecessary delays and mistakes. Now, we have better data integrity and we serve our customers faster. It is on a totally different level. Learn more

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CEO, Lakeside CNC Group

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