Integrate Livespace with Alegra

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

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Prepare an estimate in Alegra for new deals created in your Livespace

Automate the generation of estimates for new deals in your recruitment software to streamline sales and accounting processes. This flow will prepare an estimate in Alegra for a new deal created in your Livespace.

How it works
  1. The flow triggers when a new deal is created in Livespace.
  2. Zoho Flow creates a new estimate in Alegra.
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Prepare an estimate in Alegra for new deals created in your Livespace

Livespace + Alegra

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Supported triggers and actions

Integrate Livespace and Alegra using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Person created

Triggers when a new person is created

Deal created

Triggers when a new deal is created

Company created

Triggers when a new company is created

Invoice created

Triggers when a new invoice is created

Payment recorded

Triggers when a new payment is recorded

Estimate created

Triggers when a new estimate is created

Contact created

Triggers when a new contact is created

Product or service created

Triggers when a new product or service is created

All Actions - Actions are the automated tasks

Create task

Creates a new task

Add deal note

Adds a note to the specified deal

Create company

Creates a new company

Create person

Creates a new person

Add company note

Adds a note to the specified company

Add person note

Adds a note to the specified person

Create deal

Creates a new deal

Update deal

Updates the details of an existing deal

Update company

Updates the details of an existing company

Update person

Updates the details of an existing person

Fetch deal

Fetches the details of an existing deal

Fetch company

Fetches the details of an existing company

Fetch person

Fetches the details of an existing person

Create contact

Creates a new contact

Send invoice

Sends an invoice through email

Create invoice

Creates a new invoice

Create estimate

Creates a new estimate

Fetch contact

Fetches the details of an existing contact

Send estimate

Sends an estimate through email

Create item

Creates a new item

Fetch item

Fetches the details of an existing item

What is Livespace?

Livespace is a CRM platform that helps you plan, optimize, and control your sales process. It also provides features such as statistics and reports, email and task automation, and more.

CRM

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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Zoho Flow connects the apps that cannot be connected in other ways. With the proper flows, we have all the processes standardized, and the interactions between the different roles in the company are standardized, too. Learn more

Louis Castellano

CEO, Lakeside CNC Group

We use Zoho Flow to connect Zoho Billing with JotForm. As our customers fill their preferences in JotForm, Zoho Flow passes it to Zoho Billing and creates a subscription automatically. It was impressive that we were able to configure all this on a simple drag-and-drop interface!

Josh Lucas

Head of Operations, AAA Band Rentals

Zoho Flow has revolutionized our integration process, allowing us to transfer data seamlessly across multiple platforms without the need for coding. It has eliminated tedious and time-consuming tasks, making our workflow more efficient and saving us valuable time and effort. Zoho Flow is a game-changer for us, and I highly recommend it to anyone looking to streamline their business processes. Learn more

Toto

Technical Engineer, Master Liveaboards

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