

Integrate Agile CRM with Alegra
Send information between Agile CRM and Alegra automatically, without writing any code, using Zoho Flow.
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Generate an estimate within your Alegra automatically, When a new deal is created in Agile CRM
Effortlessly create accurate estimates in your billing and accounting software every time, without any manual input. This flow will automatically generate an estimate within your Alegra whenever a new deal is created in Agile CRM.
How it works
- The flow triggers when a new deal is created in Agile CRM.
- Zoho Flow creates a new estimate in Alegra.


Generate an estimate within your Alegra automatically, When a new deal is created in Agile CRM
Agile CRM + Alegra

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Supported triggers and actions
Integrate Agile CRM and Alegra using the below triggers and actions
All Triggers - A trigger kickstarts the flow

New Task
Triggers when a new task is created

New Ticket
Triggers when a new ticket is created

New Deal
Triggers when a new deal is created

Estimate created
Triggers when a new estimate is created

Payment recorded
Triggers when a new payment is recorded

Contact created
Triggers when a new contact is created

Invoice created
Triggers when a new invoice is created

Product or service created
Triggers when a new product or service is created
All Actions - Actions are the automated tasks

Create Ticket
Creates a new ticket

Create Contact
Creates a new contact

Create Company
Creates a new company

Create Task
Creates a task for the selected contact

Create Event
Creates a new event

Create Deal
Creates a new deal

Create contact
Creates a new contact

Create item
Creates a new item

Create estimate
Creates a new estimate

Send estimate
Sends an estimate through email

Fetch contact
Fetches the details of an existing contact

Create invoice
Creates a new invoice

Send invoice
Sends an invoice through email

Fetch item
Fetches the details of an existing item
What is Agile CRM?
Agile CRM is sales and marketing customer relationship management software that lets you schedule appointments, score leads, and automate your marketing tasks. Track deals, email opens, and other metrics instantly.
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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