Integrate Moskit with Alegra

Send information between Moskit 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 Moskit

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 Moskit.

How it works
  1. The flow triggers when a new deal is created in Moskit.
  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 Moskit

Moskit + Alegra

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Supported triggers and actions

Integrate Moskit and Alegra using the below triggers and actions

All Triggers - A trigger kickstarts the flow

New Activity

Triggers when a new activity is created

New Company

Triggers when a new company is created

New Contact

Triggers when a new contact is created

New Deal

Triggers when a new deal is created

Contact created

Triggers when a new contact is created

Payment recorded

Triggers when a new payment is recorded

Invoice created

Triggers when a new invoice is created

Estimate created

Triggers when a new estimate is created

Product or service created

Triggers when a new product or service is created

All Actions - Actions are the automated tasks

Create Company

Creates a new company

Create Deal

Creates a new deal

Create Contact

Creates a new contact

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 invoice

Fetches the details of an existing invoice

Fetch item

Fetches the details of an existing item

What is Moskit?

Moskit is CRM software that lets you manage your sales and business from one place. You can keep track of all negotiations with powerful reports to plan for better results.

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

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.

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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

Fabricroot's manual process of maintaining and managing inventory was then automated using Zoho Flow. Without Zoho Flow, the project would have taken longer to integrate and encountered unknown challenges. Zoho Flow now acts as the backbone of their online business. Learn more

Harnoor Abroll

Technical and Operations Head, TruAct

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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