Alegra + Nutshell Integration

Connect Alegra to Nutshell - 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. Make use of Nutshell automations to centralize customer data, sync data across different platforms, automate lead nurturing, and improve sales funnels. And automate all the repetitive tasks between Alegra & Nutshell using Integrately.

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Ready Workflows For Alegra + Nutshell Integration

Just click on the workflow you want to automate

Create Alegra contact from new Nutshell account

If you have created a account in Nutshell, 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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Create Alegra contact for new Nutshell person

In order to keep your accounting and customer records in sync, when you create a person in Nutshell, 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 Nutshell and Alegra!

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Create Your Own Alegra & Nutshell Integration Without Any Code

1. Select when the automation is executed

2. Select what action you want to automate

Create Custom Workflow

Invoice is created in Alegra
Triggers the automation whenever any invoice is added or modified
Item is created in Alegra
Triggers the automation whenever a new item is created
Contact is created in Alegra
Triggers the automation whenever a new contact is created
Estimate is created in Alegra
Triggers the automation whenever a new estimate is created
Person is created in Nutshell
Triggers the automation whenever a new person is created
Instant
Activity is created in Nutshell
Triggers the automation whenever a new activity is created
Instant
Lead is created in Nutshell
Triggers the automation whenever a new lead is created
Instant
Lead is won in Nutshell
Triggers the automation whenever a lead is marked as won
Instant
Company is created in Nutshell
Triggers the automation whenever a new company is created
Instant

Create invoice in Alegra
Automatically generates invoices for sales transactions
Create invoice in Costa Rica in Alegra
Generate invoices with automated data entry in Costa Rica
Create invoice in Peru in Alegra
Automatically generates invoices for businesses in Peru
Create invoice in Mexico in Alegra
Automatically generates invoices compliant with Mexican tax laws
Create invoice in Chile in Alegra
Automatically generates invoices for business transactions in Chile
Create invoice in Colombia in Alegra
Automatically generates invoices for Colombian clients
Create invoice in Argentina in Alegra
Automatically generates invoices in compliance with Argentina's invoicing regulations
Send Invoice by mail in Alegra
Automatically sends an invoice by mail
Create invoice payment in Alegra
Automatically generates and process invoice payments
Search invoice in Alegra
Automatically locate and retrieve invoices with
Create contact in Alegra
Automatically adds a new contact to the database
Update contact in Alegra
Automatically updates contact information with new details
Search contact in Alegra
Automatically finds and retrieves contact information
Create contact in Argentina in Alegra
Automatically adds a new contact to the address book for Argentina
Create contact in chile in Alegra
Automatically adds a new contact to the address book in Chile
Create contact in Costa Rica in Alegra
Automatically adds new contacts to your database in Costa Rica
Create contact in Mexico in Alegra
Automatically adds a new contact to the database with a Mexican address
Create contact in Peru in Alegra
Automatically adds a new contact to the database for Peru
Create contact in Colombia in Alegra
Automatically adds a new contact with Colombian details
Update contact in Colombia in Alegra
Automatically updates contact information in Colombia
Create item in Costa Rica in Alegra
Automatically creates a new item in Costa Rica
Update item in Alegra
Automatically updates an item with new information
Create item in Alegra
Automatically generates a new item
Create item in Mexico in Alegra
Automatically generates new item listings in Mexico
Search item in Alegra
Automatically locate and retrieve particular item information
Create remission in Alegra
Automatically creates a new remission
Create estimate in Alegra
Automatically adds a new contact to the contact list
Send estimate by mail in Alegra
Automatically sends an estimate by mail
Create tax in Alegra
Automatically creates a new tax entry
Search tax in Alegra
Automatically searches for a tax
Create person in Nutshell
Automatically generates a new person
Search person in Nutshell
Automatically retrieves information about a person
Create lead in Nutshell
Automatically generates new leads for potential customers
Update lead in Nutshell
Automatically updates the lead information
Search lead in Nutshell
Automatically retrieves information for a particular lead
Create company in Nutshell
Automatically generates a new company profile with given details
Search account in Nutshell
Automatically searches for account information
Get contact by ID in Nutshell
Automatically retrieves a contact's information based on their ID

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Integrate Alegra & Nutshell In 1 Click
And Save Time & Money Both

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Want to automate something else in your workflow?

You Can Also Connect Alegra or Nutshell With 1200+ Other Apps

Alegra is a simple and intuitive app that helps small and medium businesses in Latin America manage their business finances. It's the easiest way to keep track of expenses and organize your invoices.

See Alegra Integrations

Nutshell is an affordable, easy-to-use CRM. Features include lead scoring and prioritization, along with activity streams and notifications to help you stay on top of your opportunities.

See Nutshell Integrations