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Integrate Salesmate with Alegra
Send information between Salesmate and Alegra automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
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Create an estimate in Alegra for every new deal created in your Salesmate
Automate the generation of estimates for new deals in your CRM tool to streamline sales and accounting processes. This flow will create an estimate in your Alegra when a new deal is created in Salesmate.
How it works
- The flow triggers when a new deal is created in Salesmate.
- Zoho Flow creates a new estimate in Alegra.
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Create an estimate in Alegra for every new deal created in your Salesmate
Salesmate + Alegra
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Build your own integrations between Salesmate and Alegra
Connect Salesmate and Alegra with over 850+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements
Supported triggers and actions
Integrate Salesmate and Alegra using the below triggers and actions
All Triggers - A trigger kickstarts the flow
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Company created
Triggers when a new company is created
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Deal created
Triggers when a new deal is created
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Contact created
Triggers when a new contact is created
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Activity created
Triggers when a new activity is created
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Invoice created
Triggers when a new invoice is created
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Payment recorded
Triggers when a new payment is recorded
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Estimate created
Triggers when a new estimate is created
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Contact created
Triggers when a new contact is created
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Product or service created
Triggers when a new product or service is created
All Actions - Actions are the automated tasks
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Create activity
Creates a new activity
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Create contact
Creates a new contact
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Create deal
Creates a new deal
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Create company
Creates a new company
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Update contact
Updates the details of an existing contact
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Update activity
Updates the details of an existing activity
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Update deal
Updates the details of an existing deal
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Update company
Updates the details of an existing company
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Fetch contact
Fetches the details of a contact by name, ID, or email
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Fetch deal
Fetches the details of a deal by title or ID
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Fetch company
Fetches the details of a company by name, ID, or website
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Fetch activity
Fetches the details of an activity by title or ID
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Create contact
Creates a new contact
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Send invoice
Sends an invoice through email
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Create invoice
Creates a new invoice
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Create estimate
Creates a new estimate
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Fetch contact
Fetches the details of an existing contact
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Send estimate
Sends an estimate through email
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Create item
Creates a new item
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Fetch item
Fetches the details of an existing item
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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