Integrate Zendesk Sell with Alegra
Send information between Zendesk Sell 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 Zendesk Sell
Automate the generation of estimates for new deals in your salesforce automation software to streamline sales and accounting processes. This flow will create an estimate in your Alegra when a new deal is created in Zendesk Sell.
How it works
- The flow triggers when a new deal is created in Zendesk Sell.
- Zoho Flow creates a new estimate in Alegra.
Create an estimate in Alegra for every new deal created in your Zendesk Sell
Zendesk Sell + Alegra
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Supported triggers and actions
Integrate Zendesk Sell and Alegra using the below triggers and actions
All Triggers - A trigger kickstarts the flow
New Contact
Triggers when a new contact is created
New Lead
Triggers when a new lead is created
New Deal
Triggers when a new deal 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 Contact
Creates a new contact
Create Lead
Creates a new lead
Create Deal
Create a new deal
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 Zendesk Sell?
Zendesk Sell is sales force automation software that lets you manage tickets, build a web-based knowledge base, and create an online community for customer conversations.
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.
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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.
Learn more >Once we put Flow into place, we saw zero errors through manual entry and significantly faster, simpler order processing. Learn more
Owain ap Rees
Sales Director, Artico
We use Zoho Flow as the business process designer, where our apps are connected according to the actual, real-life interactions. The most measurable benefit is that we do not have 'forgotten repairs' anymore. Learn more
Louis Castellano
CEO, Lakeside CNC Group
Zoho Flow has truly empowered us to get real-time results and go paperless, saving us weeks of manual work. It's an indispensable tool for our business. Learn more
Toto
Technical Engineer, Master Liveaboards
