Alegra + Upnify Integration

Managing your business finances can be a daunting task, but with the right tools it can be a lot easier. Upnify and Alegra work together to make accounting and bookkeeping simple.

When you create a opportunity in Upnify, it will automatically create an order in Alegra. This integration makes it easy to keep track of your business sales and expenses. Keep your finances organized and streamlined with Upnify and Alegra.

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

Do you use Upnify to keep track of your company's opportunity? If so, did you know that you can also use it to create invoice directly in Alegra?

This can save you a lot of time and hassle since you won't have to manually enter any information. Just set up this automation and start billing your customers right away.

If you are using Alegra, then you may want to also use Upnify 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 Upnify.

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?