Alegra + Plutio Integration

Connect Alegra to Plutio - 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 Plutio automations to improve team communication and gain real-time visibility into project progress. Skip the manual back and forth! Easily automate the flow of data between Alegra & Plutio using Integrately.
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Ready Workflows For Alegra + Plutio Integration

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Plutio + Alegra Integration

Create Alegra invoice from new Plutio proposal

If you're using Plutio to create your proposal, you'll be happy to know that you can also create invoice straight from Alegra.

This automation will automatically generate an invoice in Alegra for you. All of your customer data will be populated into the invoice, so all you need to do is send it off! Easy peasy.
Plutio + Alegra Integration

Create Alegra contact from new Plutio person

Plutio can be integrated with Alegra to help you manage your invoicing and finances. When a new person is created in Plutio, a corresponding contact record should be created in Alegra.

This will ensure that your financial records are always up-to-date and accurate and you'll have a more accurate picture of your business' performance.

Setting up this automation is easy - just click on activate and connect your Plutio and Alegra accounts with Integrately.
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Alegra + Plutio Integration

Create Plutio task for new Alegra contact

If you're using Alegra and Plutio to manage your work, you'll want to make sure that contact-creation task are automatically created in Plutio. That way, you can easily keep track of who owes you what and when they're supposed to pay!
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2. Select what action you want to automate
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Alegra + Plutio Integration
1.
  • Alegra
    Invoice is created in Alegra

    Triggers the automation when any invoice is added or modified

  • Alegra
    Item is created in Alegra

    Triggers the automation when a new item is created

  • Alegra
    Contact is created in Alegra

    Triggers the automation when a new contact is created

  • Alegra
    Estimate is created in Alegra

    Triggers the automation when a new estimate is created

  • Plutio
    Project is created in Plutio

    Triggers the automation when a new project is created

    Instant
  • Plutio
    Project is updated in Plutio

    Triggers the automation when a project is updated

    Instant
  • Plutio
    Task is created in Plutio

    Triggers the automation when a new task is created

    Instant
  • Plutio
    Task is updated in Plutio

    Triggers the automation when any task is updated

    Instant
  • Plutio
    Invoice is created in Plutio

    Triggers the automation when any invoice is added or modified

    Instant
  • Plutio
    Invoice is updated in Plutio

    Triggers the automation when an invoice is updated

    Instant
  • Plutio
    Person is created in Plutio

    Triggers the automation when a new person is created

    Instant
  • Plutio
    Form is submitted in Plutio

    Triggers the automation when a form is filled

    Instant
  • Plutio
    Catch all events in Plutio

    Triggers the automation when any event occurs

    Instant
  • Plutio
    Template is created in Plutio

    Triggers the automation when a new template is created

    Instant
  • Plutio
    Proposal is created in Plutio

    Triggers the automation when a new proposal is created

    Instant
  • Plutio
    Form is created in Plutio

    Triggers the automation when a new form is created

    Instant
  • Plutio
    Contract is created in Plutio

    Triggers the automation when a new contract is created

    Instant
  • Plutio
    Contract is updated in Plutio

    Triggers the automation when a contract is modified

    Instant
  • Plutio
    Company is created in Plutio

    Triggers the automation when a new company is created

    Instant
  • Plutio
    Company is updated in Plutio

    Triggers the automation when a company is updated

    Instant
  • Plutio
    Task board is created in Plutio

    Triggers the automation when a task board is created

    Instant
  • Plutio
    Task group is created in Plutio

    Triggers the automation when a task group is created

    Instant
2.
  • Alegra
    Create invoice in Alegra

    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

    Generates invoices for businesses in peru

  • Alegra
    Create invoice in Mexico in Alegra

    Generates invoices compliant with mexican tax laws

  • Alegra
    Create invoice in Chile in Alegra

    Generates invoices for business transactions in chile

  • Alegra
    Create invoice in Colombia in Alegra

    Generates invoices for colombian clients

  • Alegra
    Create invoice in Argentina in Alegra

    Generates invoices in compliance with argentina's invoicing regulations

  • Alegra
    Send Invoice by mail in Alegra

    Sends an invoice by mail

  • Alegra
    Create invoice payment in Alegra

    Generates and process invoice payments

  • Alegra
    Search invoice in Alegra

    Locates and retrieves invoices with

  • Alegra
    Create contact in Alegra

    Adds a new contact to the database

  • Alegra
    Update contact in Alegra

    Updates contact information with new details

  • Alegra
    Search contact in Alegra

    Finds and retrieves contact information

  • Alegra
    Create contact in Argentina in Alegra

    Adds a new contact to the address book for argentina

  • Alegra
    Create contact in chile in Alegra

    Adds a new contact to the address book in chile

  • Alegra
    Create contact in Costa Rica in Alegra

    Adds new contacts to your database in costa rica

  • Alegra
    Create contact in Mexico in Alegra

    Adds a new contact to the database with a mexican address

  • Alegra
    Create contact in Peru in Alegra

    Adds a new contact to the database for peru

  • Alegra
    Create contact in Colombia in Alegra

    Adds a new contact with colombian details

  • Alegra
    Update contact in Colombia in Alegra

    Updates contact information in colombia

  • Alegra
    Create item in Costa Rica in Alegra

    Creates a new item in costa rica

  • Alegra
    Update item in Alegra

    Updates an item with new information

  • Alegra
    Create item in Alegra

    Generates a new item

  • Alegra
    Create item in Mexico in Alegra

    Generates new item listings in mexico

  • Alegra
    Search item in Alegra

    Locates and retrieves particular item information

  • Alegra
    Create remission in Alegra

    Creates a new remission

  • Alegra
    Create estimate in Alegra

    Adds a new contact to the contact list

  • Alegra
    Send estimate by mail in Alegra

    Sends an estimate by mail

  • Alegra
    Create tax in Alegra

    Creates a new tax entry

  • Alegra
    Search tax in Alegra

    Searches for a tax

  • Plutio
    Create Task in Plutio

    Creates a new task

  • Plutio
    Update Task in Plutio

    Updates the task with new information or changes

  • Plutio
    Move a Task in Plutio

    Move a task from one list or project to another

  • Plutio
    Create Person in Plutio

    Generates a new person

  • Plutio
    Search person/people in Plutio

    Searches for a person or people

  • Plutio
    Update Person in Plutio

    Updates the information of a person

  • Plutio
    Delete Person in Plutio

    Removes particular person from the database

  • Plutio
    Create Project in Plutio

    Creates a new project

  • Plutio
    Create Invoice in Plutio

    Generates invoices for sales transactions

  • Plutio
    Update Invoice in Plutio

    Updates invoice details based on new information

  • Plutio
    Delete Invoice in Plutio

    Deletes selected invoice records

  • Plutio
    Create person conversation in Plutio

    Starts a new conversation with a person

  • Plutio
    Create company in Plutio

    Generates a new company profile with given details

  • Plutio
    Create proposal in Plutio

    Generates a new proposal

  • Plutio
    Create contract in Plutio

    Generates a contract document based on particular criteria

  • Plutio
    Search invoice in Plutio

    Locates and retrieves invoices with

  • Plutio
    Get person by Id in Plutio

    Retrieves a person's information by their id

  • Plutio
    Find task in Plutio

    Locates and retrieves a task within the app

  • Plutio
    Update contract in Plutio

    Updates contract details and terms as needed

  • Plutio
    Delete block in Plutio

    Removes a block from the system

  • Plutio
    Update company in Plutio

    Updates company information

  • Plutio
    Update proposal in Plutio

    Updates the proposal with the latest changes and revisions

  • Plutio
    Create Task Board in Plutio

    Creates a new task board

  • Plutio
    Create Note in Plutio
  • Plutio
    Create Task Group in Plutio

    Creates a new group of tasks

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Integrate Alegra & Plutio In 1 Click
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