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
- The flow triggers when a new deal is created in Livespace.
- Zoho Flow creates a new estimate in Alegra.
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.
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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Logic
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Custom functions
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Learn more >Using Zoho Flow, we have automated two full-time jobs and outsourced all sales and support roles. It has been huge and we couldn’t imagine going back Learn more
Owain ap Rees
Sales Director, Artico
All the interactions, including customer relationship management, are automated and pre-determined in Zoho Flow. This allows our employees to concentrate on the tasks that are more important than the manual data inputs. 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
