Alegra + CompanyHub Integration

Integrate Alegra to CompanyHub in one click, or tell Integrately AI how you want each deal handled. Generate invoices, update customer contacts, log payment statuses, and track revenue automatically.

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1.
  • Alegra
    Invoice is created in Alegra
  • Alegra
    Item is created in Alegra
  • Alegra
    Contact is created in Alegra
  • Alegra
    Estimate is created in Alegra
  • CompanyHub
    Contact is created in CompanyHub
  • CompanyHub
    Contact is updated in CompanyHub
  • CompanyHub
    Company is created in CompanyHub
  • CompanyHub
    Company is updated in CompanyHub
  • CompanyHub
    Record is created (Custom Table) in CompanyHub
  • CompanyHub
    Record is updated in CompanyHub
  • CompanyHub
    Deal is created in CompanyHub
  • CompanyHub
    Deal is updated in CompanyHub
  • CompanyHub
    Task is created in CompanyHub
  • CompanyHub
    Quote is created in CompanyHub
  • CompanyHub
    Sales order is created in CompanyHub
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2.
  • Alegra
    Create invoice in Alegra
  • Alegra
    Create invoice in Costa Rica in Alegra
  • Alegra
    Create invoice in Peru in Alegra
  • Alegra
    Create invoice in Mexico in Alegra
  • Alegra
    Create invoice in Chile in Alegra
  • Alegra
    Create invoice in Colombia in Alegra
  • Alegra
    Create invoice in Argentina in Alegra
  • Alegra
    Send Invoice by mail in Alegra
  • Alegra
    Create invoice payment in Alegra
  • Alegra
    Search invoice in Alegra
  • Alegra
    Create contact in Alegra
  • Alegra
    Update contact in Alegra
  • Alegra
    Search contact in Alegra
  • Alegra
    Create contact in Argentina in Alegra
  • Alegra
    Create contact in chile in Alegra
  • Alegra
    Create contact in Costa Rica in Alegra
  • Alegra
    Create contact in Mexico in Alegra
  • Alegra
    Create contact in Peru in Alegra
  • Alegra
    Create contact in Colombia in Alegra
  • Alegra
    Update contact in Colombia in Alegra
  • Alegra
    Create item in Costa Rica in Alegra
  • Alegra
    Update item in Alegra
  • Alegra
    Create item in Alegra
  • Alegra
    Create item in Mexico in Alegra
  • Alegra
    Search item in Alegra
  • Alegra
    Create remission in Alegra
  • Alegra
    Create estimate in Alegra
  • Alegra
    Send estimate by mail in Alegra
  • Alegra
    Create tax in Alegra
  • Alegra
    Search tax in Alegra
  • CompanyHub
    Create contact in CompanyHub
  • CompanyHub
    Search contact in CompanyHub
  • CompanyHub
    Create record (Custom Table) in CompanyHub
  • CompanyHub
    Update record in CompanyHub
  • CompanyHub
    Search record in CompanyHub
  • CompanyHub
    Get record by id in CompanyHub
  • CompanyHub
    Create deal in CompanyHub
  • CompanyHub
    Search deal in CompanyHub
  • CompanyHub
    Create company in CompanyHub
  • CompanyHub
    Search company in CompanyHub
  • CompanyHub
    Create task in CompanyHub
  • CompanyHub
    Search task in CompanyHub
  • CompanyHub
    Create note in CompanyHub
  • CompanyHub
    Create quote in CompanyHub
  • CompanyHub
    Create sales order in CompanyHub
  • CompanyHub
    Delete record in CompanyHub

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Ready Workflows Ready Workflows for Alegra + CompanyHub Integration

Create invoices from deals, update customer contacts, track payments, and sync sales data, all in just one click.

Most popular automationsmost-popular-automations
Alegra + CompanyHub Integration

Create CompanyHub contact for new Alegra contact

If you are using Alegra, then you may want to also use CompanyHub to manage your customer relationships. With the help of this automation, whenever you create a contact in Alegra, a corresponding contact will be created in CompanyHub.

This way, you can easily keep track of all your customers' information in one place. Plus, you can send out mass emails and text messages to all your contacts with just a few clicks. So why not try it out today?
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CompanyHub + Alegra Integration

Create Alegra contact for new CompanyHub contact

In order to keep your accounting and customer records in sync, when you create a contact in CompanyHub, 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 CompanyHub and Alegra!
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CompanyHub + Alegra Integration

Create Alegra invoice from new CompanyHub deal

Do you use CompanyHub to keep track of your company's deal? If so, did you know that you can also use it to create invoice directly in Alegra?

This can save you a lot of time and hassle since you won't have to manually enter any information. Just set up this automation and start billing your customers right away.
CompanyHub + Alegra Integration

Create Alegra contact from new CompanyHub company

If you have created a company in CompanyHub, it's important to create a contact in Alegra. This will help ensure that your accounts are properly linked and that the transactions between your two accounts are correctly recorded. Thereby helping keep all of your information in one place and making it easy to track your company's finances.
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CompanyHub + Alegra Integration

Create Alegra order for new CompanyHub deal

Managing your business finances can be a daunting task, but with the right tools it can be a lot easier. CompanyHub and Alegra work together to make accounting and bookkeeping simple.

When you create a deal in CompanyHub, it will automatically create an order in Alegra. This integration makes it easy to keep track of your business sales and expenses. Keep your finances organized and streamlined with CompanyHub and Alegra.
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Alegra + CompanyHub Integration

Create CompanyHub company from new Alegra invoice

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 CompanyHub whenever an invoice is created.

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

Create CompanyHub task for new Alegra invoice

If you use Alegra to manage your invoice, you can also use CompanyHub to create and manage task associated with those invoice. Creating a task in CompanyHub 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.
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Connect more apps to your Alegra + CompanyHub flow

Connect your sales pipeline and financial records to CRM, marketing, and accounting platforms to keep your business data unified. Pick a combination and activate it in one click.

Alegra
CompanyHub
+
SalesforceSalesforce (5)
+
PipedrivePipedrive (5)
+
HubSpotHubSpot (5)
+
MailchimpMailchimp (5)
+
QuickBooks OnlineQuickBooks Online (5)
+
StripeStripe (5)
C
A
S
Add every new CompanyHub contact to Alegra, and create a lead in Salesforce instantly.
New CompanyHub contacts automatically appear in Alegra and Salesforce the moment they are captured, eliminating manual data entry across platforms.
C
A
S
When a CompanyHub deal is created, generate an Alegra invoice and notify your sales team in Salesforce.
Every new CompanyHub deal triggers an Alegra invoice and a Salesforce notification, keeping finance and sales teams instantly aligned.
C
A
S
When a CompanyHub contact is updated, update the Alegra contact and refresh the Salesforce record.
Contact updates in CompanyHub automatically propagate to Alegra and Salesforce so your records stay current.
A
C
S
Create a CompanyHub task for every new Alegra invoice, and log the activity in Salesforce.
New Alegra invoices automatically create follow-up tasks in CompanyHub and log activity notes in Salesforce.
C
A
S
Use ChatGPT to analyse every new CompanyHub contact, create an Alegra contact if approved, and update Salesforce.
ChatGPT qualifies new CompanyHub contacts before automatically creating an Alegra contact and updating Salesforce records.

Supported triggers and actions for Alegra and CompanyHub

Mix and match to build the exact automation you need

Alegra
Alegra Triggers & Actions
Invoice is created in Alegra
Triggers the automation when any invoice is added or modified
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Item is created in Alegra
Triggers the automation when a new item is created
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Contact is created in Alegra
Triggers the automation when a new contact is created
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Estimate is created in Alegra
Triggers the automation when a new estimate is created
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Create invoice in Alegra
Generates invoices for sales transactions
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Create invoice in Costa Rica in Alegra
Generate invoices with automated data entry in costa rica
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Create invoice in Peru in Alegra
Generates invoices for businesses in peru
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Create invoice in Mexico in Alegra
Generates invoices compliant with mexican tax laws
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Create invoice in Chile in Alegra
Generates invoices for business transactions in chile
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Create invoice in Colombia in Alegra
Generates invoices for colombian clients
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Create invoice in Argentina in Alegra
Generates invoices in compliance with argentina's invoicing regulations
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Send Invoice by mail in Alegra
Sends an invoice by mail
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Create invoice payment in Alegra
Generates and process invoice payments
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Search invoice in Alegra
Locates and retrieves invoices with
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Create contact in Alegra
Adds a new contact to the database
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Update contact in Alegra
Updates contact information with new details
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Search contact in Alegra
Finds and retrieves contact information
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Create contact in Argentina in Alegra
Adds a new contact to the address book for argentina
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Create contact in chile in Alegra
Adds a new contact to the address book in chile
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Create contact in Costa Rica in Alegra
Adds new contacts to your database in costa rica
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Create contact in Mexico in Alegra
Adds a new contact to the database with a mexican address
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Create contact in Peru in Alegra
Adds a new contact to the database for peru
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Create contact in Colombia in Alegra
Adds a new contact with colombian details
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Update contact in Colombia in Alegra
Updates contact information in colombia
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Create item in Costa Rica in Alegra
Creates a new item in costa rica
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Update item in Alegra
Updates an item with new information
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Create item in Alegra
Generates a new item
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Create item in Mexico in Alegra
Generates new item listings in mexico
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Search item in Alegra
Locates and retrieves particular item information
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Create remission in Alegra
Creates a new remission
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Create estimate in Alegra
Adds a new contact to the contact list
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Send estimate by mail in Alegra
Sends an estimate by mail
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Create tax in Alegra
Creates a new tax entry
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Search tax in Alegra
Searches for a tax
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CompanyHub
CompanyHub Triggers & Actions
Contact is created in CompanyHub
Triggers the automation when a new contact is created
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Contact is updated in CompanyHub
Triggers the automation when a contact is updated
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Company is created in CompanyHub
Triggers the automation when a new company is created
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Company is updated in CompanyHub
Triggers the automation when a company is updated
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Record is created (Custom Table) in CompanyHub
Triggers the automation when a new record is created in a custom table
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Record is updated in CompanyHub
Triggers the automation when any record is updated
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Deal is created in CompanyHub
Triggers the automation when a deal is created
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Deal is updated in CompanyHub
Triggers the automation when a deal is updated
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Task is created in CompanyHub
Triggers the automation when a new task is created
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Quote is created in CompanyHub
Triggers the automation when a new quote is created
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Sales order is created in CompanyHub
Triggers the automation when a sales order is created
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Create contact in CompanyHub
Adds a new contact to the database
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Search contact in CompanyHub
Finds and retrieves contact information
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Create record (Custom Table) in CompanyHub
Creates a new workspace
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Update record in CompanyHub
Updates a record with new information
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Search record in CompanyHub
Searches for a record within a given database
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Get record by id in CompanyHub
Retrieves a record based on its id
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Create deal in CompanyHub
Generates a new deal with
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Search deal in CompanyHub
Retrieves and find a deal
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Create company in CompanyHub
Generates a new company profile with given details
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Search company in CompanyHub
Finds information about a company
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Create task in CompanyHub
Creates a new task
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Search task in CompanyHub
Searches for a task
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Create note in CompanyHub
Creates a new note in the particular format
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Create quote in CompanyHub
Generates a new quote with pre-filled information
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Create sales order in CompanyHub
Generates a new sales order with pre-filled details
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Delete record in CompanyHub
Deletes a record
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What can you automate with Alegra + CompanyHub?

Streamline your entire sales-to-billing cycle by automatically turning CRM deals into invoices, syncing customer data, and keeping both platforms perfectly aligned.

What you can automate?
🔄
Turn every closed deal into an Alegra invoice
Automatically generate an Alegra invoice the moment a deal is created or won in CompanyHub. Eliminate manual data transfer between your sales pipeline and accounting.
📋
Capture every contact and company field
Map all custom fields, contact details, and company information between CompanyHub and Alegra so your database remains rich and consistent.
🔔
Alert your team as soon as deals close
Notify finance or sales reps instantly when a new invoice or contact is created across your platforms, keeping everyone aligned on revenue milestones.
🔀
Route invoices based on deal criteria
Create specific invoices or contacts in Alegra depending on deal value, region, or product tier submitted in CompanyHub.
🔄
Keep records updated as details change
Automatically update Alegra contacts or invoices whenever customer information or deal values are modified in CompanyHub.
🛡️
Prevent duplicate contacts and records
Search existing records before creating new ones in Alegra or CompanyHub, ensuring clean data without redundant entries.
💳
Manage later status changes and payments
Track invoice payments, status updates, and estimate approvals seamlessly as deals progress through their lifecycle.
🚀
Extend your workflow with popular apps
Connect your Alegra and CompanyHub automation to tools like HubSpot or Stripe to trigger downstream marketing campaigns or payment collections automatically.
And much more...

Who is Alegra + CompanyHub integration for?

Sales and finance teams managing pipeline conversions and billing find this integration essential for keeping records accurate without manual data entry across platforms.

Finance managers
Finance managers
Sales team leads
Sales team leads
Account executives
Account executives
Operations teams
Operations teams
Billing specialists
Billing specialists
Business owners
Business owners
📊
Finance managers
You're reviewing revenue reports every week but your billing figures only update when someone manually exports invoices from Alegra, so the totals you're forecasting against are always hours behind — with this integration, every deal closed in CompanyHub creates an invoice instantly and your reports stay current.
Sales team leads
You need to know the moment a deal closes so billing can begin, but your team relies on manual handoffs, so invoices go out hours or days late — with this integration, every new deal automatically triggers the corresponding invoice in Alegra and your billing cycle starts immediately.
🤝
Account executives
Your clients expect immediate billing confirmation after every closed deal, but cross-checking CRM deals with financial records takes valuable time away from selling — with this integration, every CompanyHub deal generates an Alegra invoice right away and keeps your clients fully informed.
📈
Operations teams
You're handling hundreds of new customer records and deals every day, making manual data entry between your sales pipeline and financial records impossible to sustain without errors — with this integration, every record is handled automatically from creation to invoice.
💼
Billing specialists
You depend on sales reps to notify you when deals are closed before you can create invoices in Alegra, leading to frustrating bottlenecks at the end of every month — with this integration, every closed CompanyHub deal flows straight into billing without delay.
🏢
Business owners
You need a complete and reliable history of customer interactions paired with accurate financial records, but manual syncing leaves frustrating gaps between your CRM and accounting tools — with this integration, every contact and deal creates a verified audit trail across both platforms.
Our team

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Why choose Integrately to automate Alegra + CompanyHub

Build and manage your Alegra + CompanyHub automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect Alegra + CompanyHub with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
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20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.
Free done-for-you setup
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
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Frequently Asked Questions

How do I connect Alegra to CompanyHub?
Frequently Asked Questions
You can connect Alegra to CompanyHub in one click using ready-made workflows or ask Integrately AI to build custom automations with apps like Salesforce, Pipedrive, and HubSpot.
Can I automatically create invoices in Alegra when a deal is closed in CompanyHub?
Frequently Asked Questions
Can I connect Alegra, CompanyHub, and HubSpot?
Frequently Asked Questions
What is a good Zapier alternative for Alegra and CompanyHub?
Frequently Asked Questions
How does Alegra handle contact and invoice synchronisation?
Frequently Asked Questions
How does CompanyHub track deals and contacts for automation?
Frequently Asked Questions
Do I need coding skills to set up this integration?
Frequently Asked Questions
Is the Alegra and CompanyHub integration free?
Frequently Asked Questions
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You Can Also Connect Alegra or CompanyHub With 1500+ Other Apps

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CompanyHub
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Sync CompanyHub with email marketing, customer support, and sales engagement tools to drive pipeline execution.