Integrate Gro CRM with Alegra
Send information between Gro CRM 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 Gro CRM
Automate the generation of estimates for new deals in your relationship management software to streamline sales and accounting processes. This flow will prepare an estimate in Alegra for a new deal created in your Gro CRM.
How it works
- The flow triggers when a new deal is created in Gro CRM.
- Zoho Flow creates a new estimate in Alegra.
Create an estimate in Alegra for every new deal created in your Gro CRM
Gro CRM + Alegra
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Supported triggers and actions
Integrate Gro CRM and Alegra using the below triggers and actions
All Triggers - A trigger kickstarts the flow
New deal
Triggers when a new deal is created
New user
Triggers when a new user is added
New task
Triggers when a new task is created
New contact
Triggers when a new contact 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 contact
Creates a new contact
Create account
Creates a new account
Fetch contact type
Fetches the details of an existing contact type by name
Fetch currency
Fetches the details of a currency by name
Fetch country
Fetches the details of a country by name
Fetch contact
Fetches the details of an existing contact by email or name
Fetch time zone
Fetches the details of a time zone by name
Fetch user
Fetches the details of an existing user by email
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 Gro CRM?
Gro CRM is an online platform that lets you manage deals, track appointments, and build relationships with leads and contacts.
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.
Similar apps
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Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
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