Integrate Kylas with Alegra

Send information between Kylas and Alegra automatically, without writing any code, using Zoho Flow.

Explore prebuilt integration flows to get started

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Prepare an estimate in Alegra for new deals created in your Kylas

Maintain consistent accounting data across platforms, minimizing manual efforts and duplicate errors. This flow will create an estimate in your Alegra when a new deal is created in Kylas.

How it works
  1. The flow triggers when a deal is created or updated in Kylas.
  2. Zoho Flow creates a new estimate in Alegra.
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Prepare an estimate in Alegra for new deals created in your Kylas

Kylas + Alegra

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Create an invoice in Alegra for the latest closed deals in Kylas

Ensure prompt billing and payment processing by instantly generating invoices upon deal closure. This flow will prepare a new invoice in Alegra each time a deal is won in Kylas.

How it works
  1. The flow triggers when the details of an existing deal are updated in Kylas.
  2. Zoho Flow creates a new invoice in Alegra.
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Create an invoice in Alegra for the latest closed deals in Kylas

Kylas + Alegra

Build your own integrations between Kylas and Alegra

Connect Kylas and Alegra with over 850+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements

Supported triggers and actions

Integrate Kylas and Alegra using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Deal created or updated

Triggers when a deal is created or updated

Lead updated

Triggers when the details of an existing lead are updated

Lead created

Triggers when a new lead is created

Deal updated

Triggers when the details of an existing deal are updated

Call logs created or updated

Triggers when a call log is created or updated

Task updated

Triggers when the details of an existing task are updated

Company updated

Triggers when the details of an existing company are updated

Contact created

Triggers when a new contact is created

Contact created or updated

Triggers when a contact is created or updated

Contact updated

Triggers when the details of an existing contact are updated

Deal created

Triggers when a new deal is created

Lead created or updated

Triggers when a lead is created or updated

Task created

Triggers when a new task is created

Company created

Triggers when a new company is created

Task created or updated

Triggers when a task is created or updated

Company created or updated

Triggers when a company is created or updated

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 product or service

Creates a new product or service

Create deal

Creates a new deal

Create lead

Creates a new lead

Create contact

Creates a new contact

Create task

Creates a new task

Create company

Creates a new company

Update lead

Updates the details of an existing lead

Close deal

Closes the specified deal

Update deal

Updates the details of an existing deal

Update contact

Updates the details of an existing contact

Update company

Updates the details of an existing company

Update task

Updates the details of an existing task

Close lead

Close the specified lead

Update product or service

Updates the details of an existing product or service

Fetch company

Fetches the details of an existing company using ID

Fetch product or service

Fetches the details of an existing product or service using ID

Fetch contact

Fetches the details of an existing contact using ID

Fetch deal

Fetches the details of an existing deal using ID

Fetch lead

Fetches the details of an existing lead using ID

Fetch task

Fetches the details of an existing task using ID

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 Kylas?

Kylas is an intuitive CRM solution for growing businesses that helps you identify the right sales opportunities and supports your sales efforts to increase your chances of success.

CRM

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.

Accounting

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.

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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

We use Zoho Flow to connect Zoho Billing with JotForm. As our customers fill their preferences in JotForm, Zoho Flow passes it to Zoho Billing and creates a subscription automatically. It was impressive that we were able to configure all this on a simple drag-and-drop interface!

Josh Lucas

Head of Operations, AAA Band Rentals

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

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