Integrate Salesmate with Alegra

Send information between Salesmate 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 Salesmate

Automate the generation of estimates for new deals in your CRM tool to streamline sales and accounting processes. This flow will create an estimate in your Alegra when a new deal is created in Salesmate.

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

Salesmate + Alegra

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Supported triggers and actions

Integrate Salesmate and Alegra using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Activity created

Triggers when a new activity is created

Contact created

Triggers when a new contact is created

Deal created

Triggers when a new deal is created

Company created

Triggers when a new company 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 activity

Creates a new activity

Create company

Creates a new company

Create deal

Creates a new deal

Update deal

Updates the details of an existing deal

Update activity

Updates the details of an existing activity

Update contact

Updates the details of an existing contact

Update company

Updates the details of an existing company

Fetch deal

Fetches the details of a deal by title or ID

Fetch contact

Fetches the details of a contact by name, ID, or email

Fetch activity

Fetches the details of an activity by title or ID

Fetch company

Fetches the details of a company by name, ID, or website

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 Salesmate?

Salesmate is a CRM tool with sales pipeline and deal tracking. You can track emails, forecast sales, and connect to contacts with the built-in phone.

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

Zoho Flow has the ability to connect various apps in a simple way. It helped us provide our clients with an automated billing process that saves them over 50 hours of manual work per year. The platform is intuitive and easy to use even for non-developers like me.

Julien Granjean

CEO, iDAYit

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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