Alegra + Streak Integration

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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
  • Streak
    Contact is created in Streak Instant
  • Streak
    Contact is updated in Streak Instant
  • Streak
    Box is created in Streak Instant
  • Streak
    Box stage is changed in Streak Instant
  • Streak
    Box is updated in Streak Instant
  • Streak
    Box is moved between pipelines in Streak Instant
  • Streak
    Meeting note or call log is created in Streak Instant
  • Streak
    Task is created in Streak Instant
  • Streak
    Task is due in Streak Instant
  • Streak
    Task is completed in Streak Instant
  • Streak
    Organization is created in Streak Instant
  • Streak
    Organization is updated in Streak Instant
  • Streak
    Comment is added to box in Streak Instant
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2.

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Ready Workflows Ready Workflows   for Alegra + Streak Integration

Just click on the workflow you want to automate

Most popular automationsmost-popular-automations
Alegra + Streak Integration

Create Streak contact for new Alegra contact

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

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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Streak + Alegra Integration

Create Alegra contact for new Streak contact

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

Create Alegra contact from new Streak company

If you have created a company in Streak, 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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Alegra + Streak Integration

Create Streak task for new Alegra invoice

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

Create Streak task for new Alegra order

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

Create Streak task for new Alegra contact

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 Streak 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.
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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 Streak Automations from
Integrately Community

Most popularmost-popular-automations
01
Streak logo
Google Calendar logo
Create Google Calendar event for new Streak task
02
Microsoft Outlook logo
Streak logo
Create Streak task for new Microsoft Outlook event
03
Notion logo
Streak logo
Create Streak contact for new Notion database item
04
Streak logo
ClickUp logo
Create ClickUp task for updated Streak contact
05
Elementor Forms logo
Streak logo
Create Streak contact for new Elementor Forms form submission
cloud
Streak
app integration
06
Streak logo
Microsoft Office 365 logo
Send Microsoft Office 365 message for new Streak task
07
Streak logo
WhatsApp logo
Send WhatsApp message for new Streak task
08
Streak logo
Microsoft To-Do logo
Create Microsoft To-Do task for new Streak task
09
TidyCal logo
Streak logo
Create Streak task for new TidyCal event
10
Marquiz logo
Streak logo
Create Streak contact for new Marquiz lead
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You Can Also Connect Alegra or Streak 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.
Streak
Streak
Streak provides a simple, efficient and intuitive solution for sales teams to track leads and manage their sales process without having to rely on email or outside applications.