AI by Zapier + Alegra

Analyze and return data on new Alegra invoices with AI by Zapier

Whenever a new invoice is created in the Alegra app, this workflow promptly analyzes and returns data using AI by Zapier. This process helps you promptly understand your financial data and improve decision making. Perfect for businesses looking to streamline their financial management, this flow ensures accurate and timely data analysis.

Whenever a new invoice is created in the Alegra app, this workflow promptly analyzes and returns data using AI by Zapier. This process helps you promptly understand your financial data and improve decision making. Perfect for businesses looking to streamline their financial management, this flow ensures accurate and timely data analysis.

  1. When this happens...
    AlegraAlegra
    New Invoice

    Triggers when a new invoice is created.

    TriggerPolling
  2. automatically do this!
    AI by ZapierAI by Zapier
    Analyze and Return Data

    Extract data, analyze information, generate content — and more

    ActionWrite
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Supported triggers and actions

  • Alegra triggers, actions, and search

    New Contact

    Triggers when a new contact is created.

    Trigger
    Polling
    Try It
    • Nombre (Name)Required

    • Tipo de contacto (Contact type)

    • Tipo (type)Required

    • Número (number)Required

    • Número telefónico principal (phonePrimary)

    • Número telefónico secundario (phoneSecondary)

    • Fax

    • Número de célular/móvil (mobile)

    • Observaciones (observations)

    • Correo electrónico (email)

    • Dirección (address)Required

    • Provincia (province)Required

    • Ciudad (city)Required

    • Código postal (postalCode)Required

    • Verificar identificación no registrada (ignoreRepeated)

    • Condición del IVA (ivaCondition)Required

    • Incluir enlace del estado de cuenta del cliente (statementAttached)

    Action
    Write
    • Nombre (Name)Required

    • Tipo de contacto (Contact type)

    • Tipo (type)Required

    • Número (number)Required

    • Número telefónico principal (phonePrimary)

    • Número telefónico secundario (phoneSecondary)

    • Fax

    • Número de célular/móvil (mobile)

    • Observaciones (observations)

    • Correo electrónico (email)

    • Dirección (address)

    • Provincia (department)

    • Cantón (city)

    • Distrito (district)

    • Barrio (neighborhood)

    • Verificar identificación no registrada (ignoreRepeated)

    • Incluir enlace del estado de cuenta del cliente (statementAttached)

    Action
    Write
    • Nombre (Name)Required

    • Tipo de contacto (Contact type)

    • Identificación (Identification)Required

    • Número telefónico principal (phonePrimary)

    • Número telefónico secundario (phoneSecondary)

    • Fax

    • Número de célular/móvil (mobile)

    • Observaciones (observations)

    • Correo electrónico (email)

    • Ciudad (city)

    • Región (region)

    • Comuna (commune)

    • Descripción (description)

    • Verificar identificación no registrada (ignoreRepeated)

    • Incluir enlace del estado de cuenta del cliente (statementAttached)

    • Giro de negocio (giro)

    Action
    Write
    • Nombre (Name)Required

    • Tipo de contacto (Contact type)

    • RFC (identification)Required

    • Tipo de Tercero (Third type)

    • Identificador fiscal (Fiscal ID)

    • Calle (street)

    • Número de exterior (exteriorNumber)

    • Número de interior (interiorNumber)

    • Colonia (Colony)

    • País (country)

    • Localidad (locality)

    • Municipio (municipality)

    • Estado (state)Required

    • Código postal (zipCode)

    • Número telefónico principal (phonePrimary)

    • Número telefónico secundario (phoneSecondary)

    • Fax

    • Número de célular/móvil (mobile)

    • Observaciones (observations)

    • Correo electrónico (email)

    • Verificar identificación no registrada (ignoreRepeated)

    • clave del Uso CFDI (cfdiUse)

    • Forma de pago (paymentMethod)

    • Método de pago (paymentType)

    • Incluir enlace del estado de cuenta del cliente (statementAttached)

    • Regímenes Fiscales

    Action
    Write
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About Alegra

Alegra is an accounting and billing app designed for Latin American managers.

Related categories

  • Accounting