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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Ready Workflows For Alegra + Customerly Integration

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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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Alegra + Customerly Integration
1.
  • Alegra
    Invoice is created in Alegra

    Triggers the automation whenever any invoice is added or modified

  • Alegra
    Item is created in Alegra

    Triggers the automation whenever a new item is created

  • Alegra
    Contact is created in Alegra

    Triggers the automation whenever a new contact is created

  • Alegra
    Estimate is created in Alegra

    Triggers the automation whenever a new estimate is created

  • Customerly
    Lead is created in Customerly

    Triggers the automation whenever a new lead is created

    Instant
  • Customerly
    User is created in Customerly

    Triggers the automation whenever a new user is created

    Instant
  • Customerly
    User is tagged in Customerly

    Triggers the automation whenever a user is tagged

    Instant
  • Customerly
    User is unsubscribed in Customerly

    Triggers the automation whenever a user is unsubscribed

    Instant
  • Customerly
    Lead converted to user in Customerly

    Triggers the automation whenever a lead is successfully converted into a user

    Instant
2.
  • Alegra
    Create invoice in Alegra

    Automatically generates invoices for sales transactions

  • Alegra
    Create invoice in Costa Rica in Alegra

    Generate invoices with automated data entry in Costa Rica

  • Alegra
    Create invoice in Peru in Alegra

    Automatically generates invoices for businesses in Peru

  • Alegra
    Create invoice in Mexico in Alegra

    Automatically generates invoices compliant with Mexican tax laws

  • Alegra
    Create invoice in Chile in Alegra

    Automatically generates invoices for business transactions in Chile

  • Alegra
    Create invoice in Colombia in Alegra

    Automatically generates invoices for Colombian clients

  • Alegra
    Create invoice in Argentina in Alegra

    Automatically generates invoices in compliance with Argentina's invoicing regulations

  • Alegra
    Send Invoice by mail in Alegra

    Automatically sends an invoice by mail

  • Alegra
    Create invoice payment in Alegra

    Automatically generates and process invoice payments

  • Alegra
    Search invoice in Alegra

    Automatically locate and retrieve invoices with

  • Alegra
    Create contact in Alegra

    Automatically adds a new contact to the database

  • Alegra
    Update contact in Alegra

    Automatically updates contact information with new details

  • Alegra
    Search contact in Alegra

    Automatically finds and retrieves contact information

  • Alegra
    Create contact in Argentina in Alegra

    Automatically adds a new contact to the address book for Argentina

  • Alegra
    Create contact in chile in Alegra

    Automatically adds a new contact to the address book in Chile

  • Alegra
    Create contact in Costa Rica in Alegra

    Automatically adds new contacts to your database in Costa Rica

  • Alegra
    Create contact in Mexico in Alegra

    Automatically adds a new contact to the database with a Mexican address

  • Alegra
    Create contact in Peru in Alegra

    Automatically adds a new contact to the database for Peru

  • Alegra
    Create contact in Colombia in Alegra

    Automatically adds a new contact with Colombian details

  • Alegra
    Update contact in Colombia in Alegra

    Automatically updates contact information in Colombia

  • Alegra
    Create item in Costa Rica in Alegra

    Automatically creates a new item in Costa Rica

  • Alegra
    Update item in Alegra

    Automatically updates an item with new information

  • Alegra
    Create item in Alegra

    Automatically generates a new item

  • Alegra
    Create item in Mexico in Alegra

    Automatically generates new item listings in Mexico

  • Alegra
    Search item in Alegra

    Automatically locate and retrieve particular item information

  • Alegra
    Create remission in Alegra

    Automatically creates a new remission

  • Alegra
    Create estimate in Alegra

    Automatically adds a new contact to the contact list

  • Alegra
    Send estimate by mail in Alegra

    Automatically sends an estimate by mail

  • Alegra
    Create tax in Alegra

    Automatically creates a new tax entry

  • Alegra
    Search tax in Alegra

    Automatically searches for a tax

  • Customerly
    Create user in Customerly

    Automatically generates a new user account

  • Customerly
    Add tag to user in Customerly

    Automatically assigns a tag to a user based on particular criteria

  • Customerly
    Create lead in Customerly

    Automatically generates new leads for potential customers

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