Integrate Salesmate with Alegra
Send information between Salesmate and Alegra automatically, without writing any code, using Zoho Flow.
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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.
Create an estimate in Alegra for every new deal created in your Salesmate
Salesmate + Alegra
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Supported triggers and actions
Integrate Salesmate and Alegra using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Contact created
Triggers when a new contact is created
Company created
Triggers when a new company is created
Deal created
Triggers when a new deal is created
Activity created
Triggers when a new activity is created
Product or service created
Triggers when a new product or service is created
Payment recorded
Triggers when a new payment is recorded
Invoice created
Triggers when a new invoice is created
Contact created
Triggers when a new contact is created
Estimate created
Triggers when a new estimate is created
All Actions - Actions are the automated tasks
Create activity
Creates a new activity
Create contact
Creates a new contact
Create deal
Creates a new deal
Create company
Creates a new company
Update contact
Updates the details of an existing contact
Update activity
Updates the details of an existing activity
Update deal
Updates the details of an existing deal
Update company
Updates the details of an existing company
Fetch contact
Fetches the details of a contact by name, ID, or email
Fetch deal
Fetches the details of a deal by title or ID
Fetch company
Fetches the details of a company by name, ID, or website
Fetch activity
Fetches the details of an activity by title or ID
Send estimate
Sends an estimate through email
Create estimate
Creates a new estimate
Create item
Creates a new item
Create contact
Creates a new contact
Create invoice
Creates a new invoice
Fetch contact
Fetches the details of an existing contact
Send invoice
Sends an invoice through email
Fetch item
Fetches the details of an existing item
What is Salesmate?
Salesmate is a CRM tool with sales pipeline and deal tracking. You can track emails, forecast sales, and connect to contacts with the built-in phone.
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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 >Zoho Flow has the ability to connect various apps in a simple way. It helped us provide our clients with an automated billing process that saves them over 50 hours of manual work per year. The platform is intuitive and easy to use even for non-developers like me.
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