Alegra + Customerly Integration

Connect Alegra to Customerly - Automate your workflows in 1-click

Set up Alegra automations to simplify your bookkeeping, improve cash flow, track all your finances & transactions in one place, and get better financial insights. With Customerly automations, you can automate ticket routing, improve agent productivity, and gain valuable insights into customer support performance. Skip the manual back and forth! Easily automate the flow of data between Alegra & Customerly using Integrately.
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Customerly + Alegra Integration

Create Alegra contact for new Customerly contact

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

Create Customerly contact for new Alegra contact

If you are using Alegra, then you may want to also use Customerly 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 Customerly.

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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Create Your Own Alegra & Customerly Integration Without Any Code

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Alegra + Customerly Integration
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
  • Customerly
    Lead is created in Customerly Instant
  • Customerly
    User is created in Customerly Instant
  • Customerly
    User is tagged in Customerly Instant
  • Customerly
    User is unsubscribed in Customerly Instant
  • Customerly
    Lead converted to user in Customerly Instant
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
  • Customerly
    Create user in Customerly
  • Customerly
    Add tag to user in Customerly
  • Customerly
    Create lead in Customerly
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Integrate Alegra & Customerly In 1 Click
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