Integrate Livespace with Alegra

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

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

Automate the generation of estimates for new deals in your recruitment software to streamline sales and accounting processes. This flow will prepare an estimate in Alegra for a new deal created in your Livespace.

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

Livespace + Alegra

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Supported triggers and actions

Integrate Livespace and Alegra using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Company created

Triggers when a new company is created

Deal created

Triggers when a new deal is created

Person created

Triggers when a new person 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 person

Creates a new person

Create deal

Creates a new deal

Create task

Creates a new task

Add deal note

Adds a note to the specified deal

Create company

Creates a new company

Add company note

Adds a note to the specified company

Add person note

Adds a note to the specified person

Update person

Updates the details of an existing person

Update deal

Updates the details of an existing deal

Update company

Updates the details of an existing company

Fetch person

Fetches the details of an existing person

Fetch deal

Fetches the details of an existing deal

Fetch company

Fetches the details of an existing company

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 Livespace?

Livespace is a CRM platform that helps you plan, optimize, and control your sales process. It also provides features such as statistics and reports, email and task automation, and more.

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

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Logic

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Custom functions

Write simple scripting functions to format data, call web APIs, send emails, and more.

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Zoho Flow had eliminated the most routine and repetitive tasks that were creating a huge burden on our employees, leading to many unnecessary delays and mistakes. Now, we have better data integrity and we serve our customers faster. It is on a totally different level. Learn more

Louis Castellano

CEO, Lakeside CNC Group

Zoho Flow has helped us add a new sales channel. It has helped us integrate our existing and new sales channels, and manage our inventory in real time. Learn more

Siddharth Ahuja

CEO, Fabricroot

Fabricroot's manual process of maintaining and managing inventory was then automated using Zoho Flow. Without Zoho Flow, the project would have taken longer to integrate and encountered unknown challenges. Zoho Flow now acts as the backbone of their online business. Learn more

Harnoor Abroll

Technical and Operations Head, TruAct

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