Monday.com + Alegra Integration

Integrate Alegra to Monday.com in one click, or tell Integrately AI how you want each invoice handled. Track expenses, organize invoices, create board items, and keep your projects on track automatically.

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Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Monday.com
    Sub-item is created in Monday.com Instant
  • Monday.com
    Item is created in board in Monday.com Instant
  • Monday.com
    Specific column value is changed on board in Monday.com Instant
  • Monday.com
    Column value is changed on board in Monday.com Instant
  • Monday.com
    Item is moved to specific group in Monday.com Instant
  • Monday.com
    Update is created in Board in Monday.com Instant
  • Monday.com
    Sub-item column value is changed on board in Monday.com Instant
  • Monday.com
    Item is moved to any group in Monday.com Instant
  • Monday.com
    Item is deleted in board in Monday.com Instant
  • Monday.com
    Item name is changed in Monday.com Instant
  • Monday.com
    Column is created for item in Monday.com Instant
  • Monday.com
    Item is archived in board in Monday.com Instant
  • Monday.com
    Item is restored in board in Monday.com Instant
  • Monday.com
    Sub-item name is changed in Monday.com Instant
  • Monday.com
    Comment is added to subitem in Monday.com Instant
  • Monday.com
    Sub-item is moved in Monday.com Instant
  • Monday.com
    Sub-item is archived in Monday.com Instant
  • Monday.com
    Sub-item is deleted in Monday.com Instant
  • Monday.com
    Update is created in Monday.com
  • Monday.com
    Board is created in Monday.com
  • Monday.com
    User joins in Monday.com
  • Alegra
    Invoice is created in Alegra
  • Alegra
    Item is created in Alegra
  • Alegra
    Contact is created in Alegra
  • Alegra
    Estimate is created in Alegra
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2.

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Ready Workflows Ready Workflows for Alegra + Monday.com Integration

Track finances, create items, update groups, alert your team, and manage projects, all in just one click.

Most popular automationmost-popular-automations
Alegra + Monday.com Integration

Create Monday.com item for new Alegra contact

If you're using Alegra and Monday.com to manage your work, you'll want to make sure that contact-creation item are automatically created in Monday.com. That way, you can easily keep track of who owes you what and when they're supposed to pay!
  • 1of1
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Connect more apps to your Alegra + Monday.com flow

Sync financial records with accounting tools, alert your team in messaging apps, and keep all your project documents organized. Pick a combination and activate it in one click.

Monday.com
Alegra
+
QuickBooks OnlineQuickBooks Online (3)
+
SlackSlack (2)
+
GmailGmail (1)
+
Google DriveGoogle Drive (1)
+
StripeStripe (1)
+
MailchimpMailchimp (1)
A
Q
M
Create a QuickBooks Online customer for every new Alegra contact, and add a matching item in Monday.com
New Alegra contacts immediately appear in QuickBooks Online and Monday.com, keeping financial and project records in sync.
A
Q
M
When an invoice is created in Alegra, log it in QuickBooks Online and update the project board in Monday.com
Log Alegra invoices in QuickBooks Online and update Monday.com project boards automatically.
M
A
Q
When a Monday.com item column value changes, search the invoice in Alegra and record the payment in QuickBooks Online
Update billing records in QuickBooks Online and Alegra whenever Monday.com items change.

Supported triggers and actions for Monday.com and Alegra

Mix and match to build the exact automation you need

Monday.com
Monday.com Triggers & Actions
Instant
Sub-item is created in Monday.com
Triggers the automation when a subitem is created
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Instant
Item is created in board in Monday.com
Triggers the automation when a new item is created from a particular board
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Instant
Specific column value is changed on board in Monday.com
Triggers the automation when a column value is changed on a board
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Instant
Column value is changed on board in Monday.com
Triggers the automation when a column value on a particular board is updated
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Instant
Item is moved to specific group in Monday.com
Triggers the automation when an item is moved to a group
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Instant
Update is created in Board in Monday.com
Triggers the automation when an update is created on a board
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Instant
Sub-item column value is changed on board in Monday.com
Triggers the automation when a sub-item column value is changed on a board
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Instant
Item is moved to any group in Monday.com
Triggers the automation when an item is moved to a different group
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Instant
Item is deleted in board in Monday.com
Triggers the automation when a new item is created from a particular board
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Instant
Item name is changed in Monday.com
Triggers the automation when the name of any item is updated
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Instant
Column is created for item in Monday.com
Triggers the automation when a new field is added to a item
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Instant
Item is archived in board in Monday.com
Triggers the automation when an item is archived in a board
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Instant
Item is restored in board in Monday.com
Triggers the automation when an item is restored within a board
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Instant
Sub-item name is changed in Monday.com
Triggers the automation when a subitem name is modified
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Instant
Comment is added to subitem in Monday.com
Triggers the automation when a comment is added to a subitem
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Instant
Sub-item is moved in Monday.com
Triggers the automation when a subitem is moved to a different location
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Instant
Sub-item is archived in Monday.com
Triggers the automation when a subitem is archived
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Instant
Sub-item is deleted in Monday.com
Triggers the automation when a subitem is deleted
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Update is created in Monday.com
Triggers the automation when an update is created
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Board is created in Monday.com
Triggers the automation when a new board is created
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User joins in Monday.com
Triggers the automation when a new user joins the platform
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Move item to group in Monday.com
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Move item to board in Monday.com
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Update group in Monday.com
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Search multiple items in Monday.com
Locates and retrieves items information
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Get subitem by id in Monday.com
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Create item in Monday.com
Generates a new item
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Search item in Monday.com
Locates and retrieves particular item information
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Update item in Monday.com
Updates an item with new information
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Get item details by id in Monday.com
Retrieves detailed information of a item using its id
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Create subitem in Monday.com
Creates a new subitem
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Archive item in Monday.com
Store an item for future reference
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Delete item in Monday.com
Removes the selected item
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Create update in Monday.com
Creates a new update
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Create column in Monday.com
Adds a new column to a dataset or spreadsheet
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Upload file to specific item in Monday.com
Uploads a file to a item within a system
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Create board in Monday.com
Generates a new board
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Archive board in Monday.com
Archive board to store historical data
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Create group in Monday.com
Creates a new group based on particular criteria
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Duplicate group in Monday.com
Creates a copy of an existing group
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Delete group in Monday.com
Removes a particular group from the system
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Archive group in Monday.com
Archives a particular group for future reference
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Add user to board in Monday.com
Adds a user to a board
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Add user to workspace in Monday.com
Adds a user to the particular workspace
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Create tag in Monday.com
Generates a new tag
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Create workspace in Monday.com
Creates a new workspace
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Add team to workspace in Monday.com
Invites team members to collaborate in the particular workspace
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Add team to board in Monday.com
Adds a team to the board
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Search subitem in Monday.com
Automatically searches for a specific subitem
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Update subitem in Monday.com
Automatically updates an existing subitem
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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
Try it โ†’

What can you automate with Alegra + Monday.com?

Streamline your financial tracking and project management by automating repetitive workflows between Alegra and Monday.com.

What you can automate?
๐Ÿงพ
Create a Monday.com item for every new Alegra invoice
Automatically turn every new invoice created in Alegra into a new item on your Monday.com board. Keep your billing records directly tied to your project tracking.
๐Ÿ“‹
Capture every item and contact detail
Map all available details from Alegra invoices and contacts directly into your Monday.com columns instead of just names and totals. Ensure your boards have complete context.
๐Ÿ””
Alert your team instantly on new invoices
Notify team members in Slack or via board updates the moment a new invoice or estimate is created in Alegra. Ensure everyone stays informed of financial activities.
๐Ÿ”€
Route tasks based on invoice amounts or items
Create high-priority items or assign specific groups in Monday.com based on specific values submitted in your Alegra invoices. Direct work to the right team members automatically.
๐Ÿ”„
Keep Monday.com boards updated as invoices change
Automatically update Monday.com items or status columns whenever invoice details or statuses are modified in Alegra. Maintain perfect synchronization between systems.
๐Ÿ”
Search and update existing contacts or items
Search for existing records in Monday.com before creating new entries, updating current items with the latest Alegra contact data to avoid duplicates.
๐Ÿ’ณ
Manage post-invoice milestones and payments
Trigger actions in Monday.com when invoice payments are created, estimates are sent, or client contacts are updated in Alegra. Keep project boards responsive to financial milestones.
๐Ÿ’ฌ
Connect your workflow with Slack or QuickBooks
Extend your Alegra and Monday.com integration by notifying your team in Slack, logging transactions in QuickBooks Online, or backing up files in Google Drive.
And much more...

Who is Alegra + Monday.com integration for?

Connecting Alegra and Monday.com helps finance teams, project managers, and business owners keep their financial records and task boards perfectly aligned without manual data entry.

Performance and Financial Analysts
Performance and Financial Analysts
Project Managers
Project Managers
Client Account Leads
Client Account Leads
Operations Specialists
Operations Specialists
Department Leads
Department Leads
Finance Administrators
Finance Administrators
๐Ÿ“ˆ
Performance and Financial Analysts
You're reviewing financial reports and expense logs in Alegra to guide company strategy, but your task boards only update when someone manually copies invoice data, so the metrics you're tracking against are always hours behind โ€” with this integration, every new invoice lands in Monday.com instantly and your data stays current.
โšก
Project Managers
You're managing project timelines and team deliverables in Monday.com, but you only find out about new client sign-ups or estimates days after they are created in Alegra, so your team starts late on onboarding โ€” with this integration, every new estimate triggers board updates instantly and your team can act fast.
๐Ÿค
Client Account Leads
You're updating stakeholders on project progress and billing milestones, but client invoices logged in Alegra are never reflected in your Monday.com boards, so you spend hours reconciling records before status calls โ€” with this integration, every invoice update flows straight into your boards and keeps reporting accurate.
๐Ÿ”„
Operations Specialists
You're processing high volumes of daily invoices and items in Alegra, but copying each record into Monday.com by hand leads to bottlenecks and missed tasks during peak periods โ€” with this integration, every transaction is handled automatically and your volume is managed effortlessly.
๐Ÿ‘ฅ
Department Leads
You're waiting for finance to notify you when a new client contact or invoice is created in Alegra before you can set up tasks in Monday.com, causing unnecessary delays in execution โ€” with this integration, every new record hands off the next step automatically and keeps your workflow moving.
๐Ÿ—‚๏ธ
Finance Administrators
You're maintaining financial histories and project records across multiple systems, but manual entry errors leave frustrating gaps between your Alegra accounts and Monday.com boards โ€” with this integration, every entry is recorded accurately and your audit history remains complete.
Our team

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Why choose Integrately to automate Monday.com + Alegra

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

1,500+ apps connected
1,500+ apps connected
Connect Monday.com + Alegra with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
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 โ€” 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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How Integrately Works?

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2
Connect Accounts
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Frequently Asked Questions

How do I connect Alegra to Monday.com?
Frequently Asked Questions
You can connect Alegra to Monday.com in one click using pre-built templates or Integrately AI. Start with 1,500+ integrations including Slack and QuickBooks Online for complete workflow automation.
Can I automatically create Monday.com items when an Alegra invoice is created?
Frequently Asked Questions
Can I connect Alegra, Monday.com, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Alegra and Monday.com?
Frequently Asked Questions
How does Alegra handle invoice data in automations?
Frequently Asked Questions
Can Monday.com boards update contacts in Alegra?
Frequently Asked Questions
Do I need coding skills to automate Alegra and Monday.com?
Frequently Asked Questions
Is the Alegra and Monday.com integration free?
Frequently Asked Questions
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