Alegra + Firmao Integration

If you have created a customer in Firmao, 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.

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 customer profile in Firmao whenever an invoice is created.

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

If you use Alegra to manage your invoice, you can also use Firmao to create and manage task associated with those invoice. Creating a task in Firmao 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 Firmao. With the help of this automation, whenever you create a new order in Alegra, a task will automatically be created in Firmao 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!

With the growth of Alegra, many companies are looking for ways to connect their Alegra account with their Customer Relationship Management (CRM) system. One way to accomplish this is to create a task in Firmao every time a contact is created in Alegra.

This can save you time when you need to keep track of what needs to be done for each customer, and will help you to continue providing top-notch service to your customers.