Integrate OnePageCRM with Alegra
Send information between OnePageCRM and Alegra automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Create an invoice in Alegra for recently won deals in OnePageCRM
Generate invoices promptly upon deal closure to ensure quick payments and enhance customer satisfaction. This flow will generate an invoice in Alegra whenever a deal is closed in OnePageCRM.
How it works
- The flow triggers when a deal is won in OnePageCRM.
- Zoho Flow creates a new invoice in Alegra.
Create an invoice in Alegra for recently won deals in OnePageCRM
OnePageCRM + Alegra
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Supported triggers and actions
Integrate OnePageCRM and Alegra using the below triggers and actions
All Triggers - A trigger kickstarts the flow
New action
Triggers when a new action is created
New pending deal
Triggers when there is a new pending deal
New contact
Triggers when a new contact is created
Deal won
Triggers when a deal is won
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 contact
Creates a new contact
Create note
Creates a new note for the specified contact
Fetch contact
Fetches the details of an existing 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 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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Learn more >It is amazing what processes can be automated with Zoho Flow. It can be difficult to visualize what can be done. Ask the experts at Zoho Flow, they can tell you straight away and if it needs customization they will help you build it! Learn more
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