Integrate Teamleader with Alegra
Send information between Teamleader 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 Teamleader
Effortlessly create accurate estimates in your billing and accounting software every time, without any manual input. This flow will prepare an estimate in Alegra for a new deal created in your Teamleader.
How it works
- The flow triggers when a new deal is created in Teamleader.
- Zoho Flow creates a new estimate in Alegra.
Prepare an estimate in Alegra for new deals created in your Teamleader
Teamleader + Alegra
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Supported triggers and actions
Integrate Teamleader and Alegra using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Contact added
Triggers when a new contact is added
Time tracking updated
Triggers when the details of an existing time tracking are updated
Invoice booked
Triggers when an invoice is booked
Time tracking created
Triggers when a new time tracking is created
Invoice paid
Triggers when an invoice is paid
Product created
Triggers when a new product is created
Company created
Triggers when a new company is added
Deal accepted
Triggers when a deal is accepted
Deal created
Triggers when a new deal is created
Project created
Triggers when a new project 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 project
Creates a new project
Link contact to company
Links a contact to the specified company
Create deal
Creates a new deal
Create company
Creates a new company
Create contact
Creates a new contact
Create task
Creates a new task
Update task
Updates the details of an existing task
Fetch contact
Fetches a contact by ID
Fetch company
Fetches a company by 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 Teamleader?
Teamleader is a customer management, project management and invoicing application. It lets you manage customers, convert quotations into projects, track time spent on projects 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.
Similar apps
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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