Alegra + awork Integration

If you're a small business owner who uses Alegra to manage your finances, you may be wondering if there's a way to automatically create a company profile in awork whenever an invoice is created.

Thankfully, there is! Just setup this automation to stay organized and streamlined with awork and Alegra!

If you use Alegra to manage your invoice, you can also use awork to create and manage task associated with those invoice. Creating a task in awork will remind you of the important details related to the invoice, such as due dates and payment terms.

You can also keep all of your invoicing information in one place, making it easy to stay organized and on top of your finances.

If you use Alegra as your bookkeeping software, there's an easy way to create task in awork. With the help of this automation, whenever you create a new order in Alegra, a task will automatically be created in awork for that order.

This is a great way to keep track of your orders and make sure that all the necessary steps are taken to fulfill them. Having task associated with each order makes it easy to keep track of what still needs to be done and prevents any steps from falling through the cracks.

Start taking advantage of the automatic task creation!

In order to keep your accounting and customer records in sync, when you create a client in awork, this automation will automatically create a contact in Alegra.

This way, you always have accurate information at your fingertips and don't have to worry about manual data entry. Stay organized and efficient with awork and Alegra!

If you're using Alegra and awork to manage your work, you'll want to make sure that contact-creation task are automatically created in awork. That way, you can easily keep track of who owes you what and when they're supposed to pay!