Alegra Help & Support

Supported Triggers#

• New Item - Triggers when a new product or service is created.
• New Contact - Triggers when a new contact is created.
• New Estimate - Triggers when a new estimate is created.
• New Invoice - Triggers when a new invoice is created.
• New Payment - Triggers when a new payment is created.

Supported Searches#

• Find Item - Find an existing item.
• Find Contact - Find an existing contact.

Supported Actions#

• Update Item - Update an item from a trigger.
• Send Invoice - Send an invoice through email.
• Create Contact - Creates a new contact.
• Create Estimate - Creates a new estimate.
• Send Estimate - Send an estimate via email.
• Update Contact - Update an Alegra contact from a trigger.
• Create Invoice Payment - Create a new Invoice Payment.
• Create Item - Create a new item.
• Create Invoice - Create a new invoice.

How to Get Started with Alegra on Zapier#

To get started with Alegra on Zapier, first you will need to click to connect your Alegra account to use with your Zap

Next, you'll be asked to enter your Alegra username or email address and your Token. You can find your token on this page: https://app.alegra.com/configuration/api

If all steps were successful your Alegra account will now be successfully connected.

We don't have any common problems documented yet, but feel free to contact us so we can help you personally!