Alegra + Projekly Integration

Connect Alegra to Projekly in 1 click

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1.
  • Alegra
    Invoice is created in Alegra
  • Alegra
    Item is created in Alegra
  • Alegra
    Contact is created in Alegra
  • Alegra
    Estimate is created in Alegra
  • Projekly
    Product is created in Projekly
  • Projekly
    Client is created in Projekly
  • Projekly
    Project is created in Projekly
  • Projekly
    Task is created in Projekly
  • Projekly
    Invoice is created in Projekly
  • Projekly
    Event is created in Projekly
  • Projekly
    Lead is created in Projekly
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2.

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Ready Workflows Ready Workflows   for Alegra + Projekly Integration

Just click on the workflow you want to automate

Most popular automationsmost-popular-automations
Projekly + Alegra Integration

Create Alegra contact for new Projekly client

In order to keep your accounting and customer records in sync, when you create a client in Projekly, 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 Projekly and Alegra!
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Alegra + Projekly Integration

Create Projekly task for new Alegra contact

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

Create Projekly client for new Alegra contact

If you are using Alegra, then you may want to also use Projekly to manage your customer relationships. With the help of this automation, whenever you create a contact in Alegra, a corresponding client will be created in Projekly.

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 + Projekly Integration

Create Projekly task for new Alegra invoice

If you use Alegra to manage your invoice, you can also use Projekly to create and manage task associated with those invoice. Creating a task in Projekly 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.
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Alegra + Projekly Integration

Create Projekly task for new Alegra order

If you use Alegra as your bookkeeping software, there's an easy way to create task in Projekly. With the help of this automation, whenever you create a new order in Alegra, a task will automatically be created in Projekly 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!
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Automations

Top 10 Most Popular Alegra Automations from
Integrately Community

Just click on the workflow you want to automate

Alegra logo
PerfexCRM logo
Create PerfexCRM customer from new Alegra invoice
Activate
WooCommerce logo
Alegra logo
Create Alegra contact for new WooCommerce customer
Activate
Alegra logo
Google Calendar logo
Create Google Calendar event for new Alegra order
Activate
Chatbot logo
Alegra logo
Create Alegra contact for new Chatbot response
Activate
Alegra logo
WooCommerce logo
Create WooCommerce customer for new Alegra contact
Activate
Alegra logo
PerfexCRM logo
Create PerfexCRM customer from new Alegra invoice
Activate
WooCommerce logo
Alegra logo
Create Alegra contact for new WooCommerce customer
Activate
Alegra logo
Google Calendar logo
Create Google Calendar event for new Alegra order
Activate
Chatbot logo
Alegra logo
Create Alegra contact for new Chatbot response
Activate
Alegra logo
WooCommerce logo
Create WooCommerce customer for new Alegra contact
Activate
Gift Up!  logo
Alegra logo
Create Alegra invoice for new Gift Up! order
Convertu logo
Alegra logo
Create Alegra invoice for new Convertu order
Zoho Inventory logo
Alegra logo
Create Alegra invoice for new Zoho Inventory order
Peak Funnels logo
Alegra logo
Create Alegra invoice for new Peak Funnels order
DNA Super Systems logo
Alegra logo
Create Alegra invoice for new DNA Super Systems order
Gift Up!  logo
Alegra logo
Create Alegra invoice for new Gift Up! order
Convertu logo
Alegra logo
Create Alegra invoice for new Convertu order
Zoho Inventory logo
Alegra logo
Create Alegra invoice for new Zoho Inventory order
Peak Funnels logo
Alegra logo
Create Alegra invoice for new Peak Funnels order
DNA Super Systems logo
Alegra logo
Create Alegra invoice for new DNA Super Systems order

Top 10 Most Popular Projekly Automations from
Integrately Community

Most popularmost-popular-automations
01
Projekly logo
Google Sheets logo
Create Google Sheets row for new Projekly client
02
Projekly logo
Google Sheets logo
Create Google Sheets row for new Projekly task
03
Google Sheets logo
Projekly logo
Create Projekly client for new Google Sheets row
04
Google Sheets logo
Projekly logo
Create Projekly task for new Google Sheets row
05
Google Sheets logo
Projekly logo
Create Projekly employee for new Google Sheets row
cloud
Projekly
app integration
06
Projekly logo
Audienceful logo
Create Audienceful person for new Projekly client
07
Projekly logo
2Chat logo
Create 2Chat contact for new Projekly client
08
Projekly logo
2Chat logo
Send 2Chat message for new Projekly task
09
Projekly logo
2Chat logo
Send 2Chat message for new Projekly client
10
HappyFox logo
Projekly logo
Create Projekly task for new HappyFox ticket
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How Integrately Works?

1
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2
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3
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Setup an action from Trello
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You Can Also Connect Alegra or Projekly With 1400+ Other Apps

Alegra
Alegra
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.
Projekly
Projekly
Projekly simplifies project management with tools for task tracking, team collaboration, and workflow automation. Streamline your business operations with Projekly’s all-in-one platform.