Integrate Sellf with Alegra
Send information between Sellf 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 Sellf
Automate the generation of estimates for new deals in your organization software to streamline sales and accounting processes. This flow will create an estimate in your Alegra when a new deal is created in Sellf.
How it works
- The flow triggers when a deal enters a specific pipeline stage in Sellf.
- Zoho Flow creates a new estimate in Alegra.
Create an estimate in your Alegra when a new deal is created in Sellf
Sellf + Alegra
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Supported triggers and actions
Integrate Sellf and Alegra using the below triggers and actions
All Triggers - A trigger kickstarts the flow
New Deal in Pipeline Stage
Triggers when a deal enters a specific pipeline stage
New Deal
Triggers when a new deal is created
New Person
Triggers when a new person is created
New Company
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
Fetch Company
Fetches an existing company
Create Deal
Creates a new deal
Create Company
Creates a new company
Create Person
Creates a new person
Fetch Person
Fetches 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 Sellf?
Sellf lets you plan events, organize documents, create and manage tasks, and make better decisions with clear reports. You can manage your team, prospects, clients, and time efficiently.
Similar apps
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.
Similar apps
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Learn more >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
Owain ap Rees
Sales Director, Artico
Zoho Flow was the main reason we decided in favor of the Zoho platform. An ability to integrate the different parts of the platform is priceless, and we were able to set as many process triggers as we need. Currently, we have eight large flows. They integrate Zoho Books, Zoho Desk, Zoho CRM, and Zoho Cliq in various combinations. Learn more
Louis Castellano
CEO, Lakeside CNC Group
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
