Alegra + WhatConverts Integration

Connect Alegra to WhatConverts - 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 WhatConverts automations to centralize customer data, sync data across different platforms, automate lead nurturing, and improve sales funnels. Combine the benefits of both with Integrately’s Alegra + WhatConverts integration.

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Ready Workflows For Alegra + WhatConverts Integration

Just click on the workflow you want to automate

Create Alegra contact for new WhatConverts contact

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

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Create WhatConverts contact for new Alegra contact

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

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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Create Your Own Alegra & WhatConverts 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 when any invoice is added or modified
Item is created in Alegra
Triggers the automation when a new item is created
Contact is created in Alegra
Triggers the automation when a new contact is created
Estimate is created in Alegra
Triggers the automation when a new estimate is created
Lead is created in WhatConverts
Triggers the automation when a new lead is added to the system
Instant
Lead is updated in WhatConverts
Triggers the automation when any lead is updated
Instant

Create invoice in Alegra
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
Generates invoices for businesses in peru
Create invoice in Mexico in Alegra
Generates invoices compliant with mexican tax laws
Create invoice in Chile in Alegra
Generates invoices for business transactions in chile
Create invoice in Colombia in Alegra
Generates invoices for colombian clients
Create invoice in Argentina in Alegra
Generates invoices in compliance with argentina's invoicing regulations
Send Invoice by mail in Alegra
Sends an invoice by mail
Create invoice payment in Alegra
Generates and process invoice payments
Search invoice in Alegra
Locates and retrieves invoices with
Create contact in Alegra
Adds a new contact to the database
Update contact in Alegra
Updates contact information with new details
Search contact in Alegra
Finds and retrieves contact information
Create contact in Argentina in Alegra
Adds a new contact to the address book for argentina
Create contact in chile in Alegra
Adds a new contact to the address book in chile
Create contact in Costa Rica in Alegra
Adds new contacts to your database in costa rica
Create contact in Mexico in Alegra
Adds a new contact to the database with a mexican address
Create contact in Peru in Alegra
Adds a new contact to the database for peru
Create contact in Colombia in Alegra
Adds a new contact with colombian details
Update contact in Colombia in Alegra
Updates contact information in colombia
Create item in Costa Rica in Alegra
Creates a new item in costa rica
Update item in Alegra
Updates an item with new information
Create item in Alegra
Generates a new item
Create item in Mexico in Alegra
Generates new item listings in mexico
Search item in Alegra
Locates and retrieves particular item information
Create remission in Alegra
Creates a new remission
Create estimate in Alegra
Adds a new contact to the contact list
Send estimate by mail in Alegra
Sends an estimate by mail
Create tax in Alegra
Creates a new tax entry
Search tax in Alegra
Searches for a tax
Create lead in WhatConverts
Generates new leads for potential customers
Update lead in WhatConverts
Updates the lead information
Search lead in WhatConverts
Retrieves information for a particular lead

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

Integrately makes automation accessible to everyone with features like ready 1-click automations, text-to-automation AI, and a guided automation setup process (Guided UI). If you still need help, our 24/5 live chat support has got you covered. So why wait? Sign up for your free plan and automate now!

Want to automate something else in your workflow?

You Can Also Connect Alegra or WhatConverts 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

WhatConverts integrates directly with your favorite marketing tools to show how each channel performs for each stage of the customer journey, from ad click to signup and referral.

See WhatConverts Integrations