Alegra + Keap
Add new Keap contacts to Alegra as new contacts
Easily manage your contacts between Keap and Alegra with this seamless workflow. When a new contact is added in Keap, it will automatically create a corresponding contact in Alegra, saving you time and ensuring your contact information is consistent across both platforms. Stay organized and efficient with this simple yet powerful automation.
Easily manage your contacts between Keap and Alegra with this seamless workflow. When a new contact is added in Keap, it will automatically create a corresponding contact in Alegra, saving you time and ensuring your contact information is consistent across both platforms. Stay organized and efficient with this simple yet powerful automation.
- When this happens...
New ContactTriggers when a new contact is created.
TriggerInstantThis event starts a Zap instantly. - automatically do this!
Create ContactCrear un contacto nuevo. Creates a new contact.
ActionWriteCreate a new record or update an existing record in your app.
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New Action Sequence
Triggers when a new Action Sequence is added.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planAppointment events this trigger will listen to:Required
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Contact
Triggers when a new contact is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Note events this trigger will listen to:Required
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Product events this trigger will listen to:Required
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Subscription Plan
Triggers when a new Subscription Plan is added.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planTask events this trigger will listen to:Required
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Invoice
Triggers when a new invoice is created. This will trigger the moment the invoice is created, before any details are added.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Payment (All Payment Type)
Triggers when any payment is made regardless of the payment type. Credit Card Payments, Cash Payments, and Check Payments.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Task
Triggers when a new task is created. Please note: only tasks assigned to the authenticated user may be retrieved through this trigger. Use the New Task Event trigger to retrieve all tasks.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Opportunity Stage Moved
Triggers when an opportunity stage is moved.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Company NameRequired
Country Code (e.g., "USA")
Address Line 1
Address Line 2
Locality
Region (e.g., "US-CA")
Zip Code
Zip Four
Phone Number
Phone Ext
Notes
Email Address
Fax Number
Website
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact IdRequired
BodyRequired
Title
Type
User Id
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Invoice IDRequired
Product
Product QuanityRequired
Price Override
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.UserRequired
ContactsRequired
SubjectRequired
HTML Content
Plain Text Content
Email Address Field
Attachments
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Company IDRequired
Company Name
Email AddressRequired
Website
Notes
Opt-In
Address Country Code
Address Street (Line 1)
Address Street (Line 2)
Address City
Address State
Address Zip Code
Address Zip Four
Phone Number
Phone Extension
Phone Type
Phone Number
Phone Extension
Phone Type
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.FieldRequired
ValueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appInvoice IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appCompany NameRequired
Country Code (e.g., "USA")
Address Line 1
Address Line 2
Locality
Region (e.g., "US-CA")
Zip Code
Zip Four
Phone Number
Phone Ext
Notes
Email Address
Fax Number
Website
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
New Estimate
Triggers when a new estimate is created in Alegra.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Item
Triggers when a new product or service is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNombre (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)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.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)
Departamento (state)
Provincia (city)
Urbanización (urbanization)
Distrito (district)
Código ubigeo (ubigeoCode)
Verificar identificación no registrada (ignoreRepeated)
Incluir enlace del estado de cuenta del cliente (statementAttached)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Fecha (Date)Required
Fecha de vencimiento (Due Date)Required
Observaciones (Observations)
Comentarios (Anotation)
ID del Cliente (Client ID)Required
Items IDRequired
Precios (price)Required
Cantidad (quantity)Required
Descuentos (discount)
Impuesto (tax)
Referencia (Reference)
Descripción (description)
Vendedor (Seller)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Fecha (date)Required
Fecha de vencimiento (dueDate)Required
Observaciones (observations)
Comentarios (anotation)
Estado (status)
Numeración de la factura (Invoice numeration)
Cliente ID (client)Required
items IDRequired
Precios (price)Required
Cantidad (quantity)Required
Descuentos (discount)
Impuesto (tax)
Referencia (Reference)
Descripción (description)
Bodega / Almacén (Warehouse)
Vendedor (Seller)
Centro de costos (Cost center)
Código de la moneda (Currency code)
Tasa de cambio (Exchange rate)
Emitir la factura (generateStamp)
Condición de la venta (saleCondition)
Concepto de venta (saleConcept)
Fecha de inicio (startDateService)
Fecha final (endDateService)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Fecha (date)Required
Fecha de vencimiento (dueDate)Required
Observaciones (observations)
Comentarios (anotation)
Estado (status)
Numeración de la factura (Invoice numeration)
Cliente ID (client)Required
Items IDRequired
Precios (price)Required
Cantidad (quantity)Required
Descuentos (discount)
Impuesto (tax)
Referencia (Reference)
Descripción (description)
Bodega / Almacén (Warehouse)
Vendedor (Seller)
Centro de costos (Cost center)
Código de la moneda (Currency code)
Tasa de cambio (Exchange rate)
Tipo de Factura (Invoice type)
Forma de pago (paymentForm)Required
Método de pago (paymentMethod)
Emitir la factura (generateStamp)Required
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Fecha (date)Required
Fecha de vencimiento (dueDate)Required
Observaciones (observations)
Comentarios (anotation)
Estado (status)
Numeración de la factura (Invoice numeration)
Cliente ID (client)Required
items IDRequired
Precios (price)Required
Cantidad (quantity)Required
Descuentos (discount)
Impuesto (tax)
Referencia (Reference)
Descripción (description)
Pedimento (importRequest)
Bodega / Almacén (Warehouse)
Vendedor (Seller)
Centro de costos (Cost center)
Código de la moneda (Currency code)
Tasa de cambio (Exchange rate)
Tipo de Factura (Invoice type)
Forma de pago (paymentMethod)Required
Método de la factura (paymentType)
Clave del Uso CFDI (cfdiUse)Required
Timbrar la factura (generateStamp)Required
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Fecha (Date)Required
Cuenta de Banco (Bank Account)Required
Método de pago (Payment Method)
Cliente/Proveedor (Client)
Tipo de Pago (Type of payment)
Tipo de transacción (Type of Transaction)Required
Id de la factura (Invoice Id)
Monto del pago (Payment Amount)
Id de la cuenta contable (Category id)
Valor (Price)
Código de la moneda (Currency code)
Tasa de cambio (Exchange rate)
Observaciones (Observations)
Notas (Anotation)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Fecha (date)Required
Fecha De Vencimiento (dueDate)Required
Observaciones (observations)
Comentarios (anotation)
Estado (status)
Cliente ID (Client ID)Required
Numeración de la factura (Invoice numeration)
Items IDRequired
Precios (price)Required
Cantidad (quantity)Required
Descuentos (discount)
Impuesto (tax)
Referencia (Reference)
Descripción (description)
Bodega / Almacén (Warehouse)
Tipo de Factura (Invoice type)
Vendedor (Seller)
Centro de costos (Cost center)
Código de la moneda (Currency code)
Tasa de cambio (Exchange rate)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Nombre (Name)Required
Descripción (Description)
Precio (Price)Required
Referencia (Reference)
Número de la clave de producto (ProductKey)Required
Categoría del ítem (Item Category)
Impuesto (Tax)
Tipo (type)
ID del producto (Item Id)
Cantidad (Quantity)
Unidad (unit)
Costo unitario (unitCost)
Cantidad inicial (Initial quantity)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Fecha (date)Required
Fecha de vencimiento (dueDate)Required
Observaciones (observations)
Términos y Condiciones (Terms and Conditions)
Numeración de la factura (Invoice numeration)
Proveedor (provider)Required
Bodega / Almacén (Warehouse)
Código de la moneda (Currency code)
Tasa de cambio (Exchange rate)
Detalle (Details)
Items ID
Precios (price)
Cantidad (quantity)
Descuentos (discount)
Impuesto (tax)
Observaciones (observations)
Categorías ID
Precios (price)
Cantidad (quantity)
Descuentos (discount)
Impuesto (tax)
Observaciones (observations)
Id Retención (retention ID)
Monto Retención (retention amount)
Fecha (date)
Cuenta (account)
Monto (amount)
Método de pago (Payment Method)
Notas (anotations)
Observaciones (observations)
Id Retenciones (retentions ID)
Monto Retención (retention Amount)
Código de la moneda (Currency code)
Tasa de cambio (Exchange rate)
Centro de costos (Cost center)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Nombre (Name)Required
Procentaje (Percentage)Required
Tipo (Type)Required
Descripción (Description)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Primer Nombre (firstName)Required
Apellidos (LastName)
Número telefónico principal (phonePrimary)
Tipo de persona (kindOfPerson)Required
Tipo de contacto (Contact type)
Tipo (type)Required
Número (number)Required
Número telefónico secundario (phoneSecondary)
Dirección (address)
Municipio (City)
Departamento (department)
País (country)
Código postal (zip code)
fax
Número de celular/móvil (mobile)
Observaciones (observations)
Correo electrónico (email)
Verificar identificación no registrada (ignoreRepeated)
Régimen (regime)
Incluir enlace del estado de cuenta del cliente (statementAttached)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ID de la factura (Invoice ID)Required
Tipo de Factura (Invoice Type)
Destinatario (To)Required
Enviarme copia (Send Copy to Myself)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ID del contacto (Contact ID)Required
Tipo de contacto (Contact type)
Nombre (Name)
Número de identificación (Identification Number)
Correo electrónico (Email)
Número de teléfono principal (Primary Phone Number)
Número de teléfono secundario (Secondary Phone Number)
Fax
Número De Celular/móvil (Mobile)
Observaciones (Observations)
Dirección (Address)
Ciudad (City)
Calle (Street)
Número exterior (Exterior Number)
Número interior (Interior Number)
Colonia (Colony)
Localidad (Locality)
Municipio (Municipality)
Estado (State)
País (Country)
Código Postal (Zip Code)
Id de Vendedor Asociado (Associate Seller ID)
Lista de Precios (Price List)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contacto a buscar (Contact to find)Required
ActionThis is an event a Zap performs.SearchFind existing data in your appContacto a buscar (Contact to find)Required
ActionThis is an event a Zap performs.SearchFind existing data in your appContacto a buscar (Contact to find)Required
ActionThis is an event a Zap performs.SearchFind existing data in your appContacto a buscar (Contact to find)Required
ActionThis is an event a Zap performs.SearchFind existing data in your appNombres de los items (Items names)Required
ActionThis is an event a Zap performs.SearchFind existing data in your appNombre del ítem (Item name)Required
ActionThis is an event a Zap performs.SearchFind existing data in your appImpuesto (tax)Required
ActionThis is an event a Zap performs.SearchFind existing data in your appContacto a buscar (Contact to find)Required
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)
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundContacto a buscar (Contact to find)Required
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)
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundContacto a buscar (Contact to find)Required
Tipo de contactoRequired
Tipo de terceroRequired
Tipo de personaRequired
Teléfono principal
Teléfono secundario
Teléfono móvil
Correo
Fax
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundContacto a buscar (Contact to find)Required
Nombre (Name)Required
Número de identificación (Identification)
Tipo de contacto (Contact type)
Número telefónico principal (Phone primary)
Número telefónico secundario (Phone secondary)
Fax
Número de célular/móvil (Mobile)
Observaciones (observations)
Correo electrónico (Email)
Dirección (address)
Ciudad (city)
Verificar identificación no registrada (Ignore repeated)
Incluir enlace del estado de cuenta del cliente (statementAttached)
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundNombre del ítem (Item name)Required
Nombre (Name)Required
Descripción (Description)
Precio (Price)Required
Referencia (Reference)
Número de la clave de producto (ProductKey)Required
Categoría del ítem (Item Category)
Impuesto (Tax)
Tipo (type)
ID del producto (Item Id)
Cantidad (Quantity)
Unidad (unit)
Costo unitario (unitCost)
Cantidad inicial (Initial quantity)
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundImpuesto (tax)Required
Nombre (Name)Required
Procentaje (Percentage)Required
Tipo (Type)Required
Descripción (Description)
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
New Affiliate
For Ulimate users, triggers when a new affiliate is added.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planCompany events this trigger will listen to:Required
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Invoice events this trigger will listen to:Required
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Opportunity events this trigger will listen to:Required
RandomRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Subscription events this trigger will listen to:Required
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Tag events this trigger will listen to:Required
Tag (for use with "Tag Applied to Contact" event only)
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Credit Card Charge - Merchant Only
Triggers when a new credit card charge is made. (Merchant Only).
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Manual Payment – (Cash, Check)
Triggers when a New Manual Payment is added. (Cash or Check).
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Updated Contact
Triggers when an existing contact is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Product NameRequired
Active
Product Description
Product Price
Product Short Description
SKU
Subscription Only
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact IDRequired
Lead Affiliate Id
Order DateRequired
Product IdRequired
Product QuantityRequired
Price Override
Order TitleRequired
Order TypeRequired
Promo Codes
Sales Affiliate Id
Company
Country Code (e.g., USA)
First Name
Is Invoice to Company
Last Name
Address Line 1
Address Line 2
Locality
Middle Name
Phone
Region (e.g., US-CA)
Zip Code
Zip Four
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact Id
Due DateRequired
TitleRequired
User Id
Description
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ContactRequired
TagsRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ContactRequired
TagsRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Check for Duplicates UsingRequired
Email Address 1
Opt In
Last Name
First Name
Tag IDs
Anniversary Date (format: YYYY-MM-DD)
Birth Date (format: YYYY-MM-DD)
Company Name
Company ID
Contact Type
Job Title
Lead Source ID
Middle Name
Origin IP Address
Owner ID
Preferred Locale
Preferred Name
Prefix
Source Type
Spouse Name
Suffix
Time Zone
Website
Keap Source ID
UTM Campaign
UTM Content
UTM Medium
UTM Source
UTM Term
Billing Address Country Code (e.g., USA)
Billing Address Line 1
Billing Address Line 2
Billing Address City
Billing Address Postal Code
Billing Address Region (e.g., US-CA)
Billing Address Zip Code
Billing Address Zip Four
Shipping Address Country Code (e.g., USA)
Shipping Address Line 1
Shipping Address Line 2
Shipping Address City
Shipping Address Postal Code
Shipping Address Region (e.g., US-CA)
Shipping Address Zip Code
Shipping Address Zip Four
Other Address Country Code (e.g., USA)
Other Address Line 1
Other Address Line 2
Other Address City
Other Address Postal Code
Other Address Region (e.g., US-CA)
Other Address Zip Code
Other Address Zip Four
Email Address 2
Email Address 3
Phone 1 Number
Phone 1 Type
Phone 1 Extension
Phone 2 Number
Phone 2 Type
Phone 2 Extension
Phone 3 Number
Phone 3 Type
Phone 3 Extension
Phone 4 Number
Phone 4 Type
Phone 4 Extension
Phone 5 Number
Phone 5 Type
Phone 5 Extension
Fax 1 Number
Fax 1 Type
Fax 2 Number
Fax 2 Type
Facebook Account
LinkedIn Account
Twitter Account
Instagram Account
Snapchat Account
YouTube Account
Pinterest Account
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Company NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appFieldRequired
ValueRequired
Check for Duplicates UsingRequired
Email Address 1
Opt In
Last Name
First Name
Tag IDs
Anniversary Date (format: YYYY-MM-DD)
Birth Date (format: YYYY-MM-DD)
Company Name
Company ID
Contact Type
Job Title
Lead Source ID
Middle Name
Origin IP Address
Owner ID
Preferred Locale
Preferred Name
Prefix
Source Type
Spouse Name
Suffix
Time Zone
Website
Keap Source ID
UTM Campaign
UTM Content
UTM Medium
UTM Source
UTM Term
Billing Address Country Code (e.g., USA)
Billing Address Line 1
Billing Address Line 2
Billing Address City
Billing Address Postal Code
Billing Address Region (e.g., US-CA)
Billing Address Zip Code
Billing Address Zip Four
Shipping Address Country Code (e.g., USA)
Shipping Address Line 1
Shipping Address Line 2
Shipping Address City
Shipping Address Postal Code
Shipping Address Region (e.g., US-CA)
Shipping Address Zip Code
Shipping Address Zip Four
Other Address Country Code (e.g., USA)
Other Address Line 1
Other Address Line 2
Other Address City
Other Address Postal Code
Other Address Region (e.g., US-CA)
Other Address Zip Code
Other Address Zip Four
Email Address 2
Email Address 3
Phone 1 Number
Phone 1 Type
Phone 1 Extension
Phone 2 Number
Phone 2 Type
Phone 2 Extension
Phone 3 Number
Phone 3 Type
Phone 3 Extension
Phone 4 Number
Phone 4 Type
Phone 4 Extension
Phone 5 Number
Phone 5 Type
Phone 5 Extension
Fax 1 Number
Fax 1 Type
Fax 2 Number
Fax 2 Type
Facebook Account
LinkedIn Account
Twitter Account
Instagram Account
Snapchat Account
YouTube Account
Pinterest Account
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundNew Contact
Triggers when a new contact is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Invoice
Triggers when a new invoice is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNombre (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)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.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)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Tipo de contactoRequired
Tipo de terceroRequired
Tipo de personaRequired
Teléfono principal
Teléfono secundario
Teléfono móvil
Correo
Fax
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Nombre (Name)Required
Número de identificación (Identification)
Tipo de contacto (Contact type)
Número telefónico principal (Phone primary)
Número telefónico secundario (Phone secondary)
Fax
Número de célular/móvil (Mobile)
Observaciones (observations)
Correo electrónico (Email)
Dirección (address)
Ciudad (city)
Verificar identificación no registrada (Ignore repeated)
Incluir enlace del estado de cuenta del cliente (statementAttached)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Fecha (Date) (YYYY-MM-DD)Required
Observaciones (Observations)
Almacén (Warehouse)Required
Centro de costo (Cost center)
ÍtemRequired
Tipo (Type)Required
Costo Unitario (Unit Cost)Required
Cantidad (Quantity)Required
ID de Resolución (Resolution ID)
Prefijo de numeración (Numbering Prefix)
Numeración (Numbering)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Fecha (date)Required
Fecha de vencimiento (dueDate)Required
Observaciones (observations)
Comentarios (anotation)
Estado (status)
Numeración de la factura (Invoice numeration)
Cliente ID (client)Required
items IDRequired
Precios (price)Required
Cantidad (quantity)Required
Descuentos (discount)
Referencia (Reference)
Descripción (description)
Bodega / Almacén (Warehouse)
Vendedor (Seller)
Centro de costos (Cost center)
Código de la moneda (Currency code)
Tasa de cambio (Exchange rate)
Tipo de Factura (Invoice type)
Forma de pago (paymentForm)
Emitir la factura (generateStamp)Required
Actividad económica (economicActivity)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Fecha (date)Required
Fecha de vencimiento (dueDate)Required
Observaciones (observations)
Comentarios (anotation)
Estado (status)Required
Numeración de la factura (Invoice numeration)
Cliente ID (client)Required
items IDRequired
Precios (price)Required
Cantidad (quantity)Required
Descuentos (discount)
Impuesto (tax)
Naturaleza del descuento (discount nature)
Referencia (reference)
Descripción (description)
Bodega / Almacén (Warehouse)
Vendedor (Seller)
Centro de costos (Cost center)
Código de la moneda (Currency code)
Tasa de cambio (Exchange rate)
Tipo de Factura (Invoice type)
Método de pago (paymentMethod)Required
Emitir la factura (generateStamp)
Condición de la venta (saleCondition)
Actividad económica (economicActivity)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Emitir factura electrónicaRequired
Tipo
Numeración de la factura
ClienteRequired
IDRequired
PrecioRequired
Referencia
Descripción
Impuesto
CantidadRequired
Vendedor
FechaRequired
Fecha de vencimientoRequired
Notas
Observaciones
Moneda
Tipo de cambio
Almacén
Centro de costos
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Fecha (date)Required
Fecha de vencimiento (dueDate)Required
Observaciones (observations)
Comentarios (anotation)
Estado (status)
Numeración de la factura (Invoice numeration)
Tipo de Operación (Operation type)
Cliente ID (client)Required
items IDRequired
Precios (price)Required
Cantidad (quantity)Required
Descuentos (discount)
Impuesto (tax)
Referencia (Reference)
Descripción (description)
Bodega / Almacén (Warehouse)
Vendedor (Seller)
Centro de costos (Cost center)
Código de la moneda (Currency code)
Tasa de cambio (Exchange rate)
Emitir la factura (generateStamp)Required
Método de Pago (Payment Method)Required
Cuotas Info
Periodicidad (periodicity)
Número de Cuotas (numberQuotas)
Información sobre las cuotas (quotas info)
Montos de las cuotas(amount)
Fecha de vencimiento de las cuotas (quotas due date)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Nombre (Name)Required
Descripción (Description)
Precio (Price)Required
Partida arancelaria (tariffHeading)
Categoría del ítem (Item Category)
Impuesto (Tax)
Tipo (type)
Código de producto (Product Key)
ID del producto (Item Id)
Cantidad (Quantity)
Unidad (unit)
Costo unitario (Unit cost)
Cantidad inicial (Initial quantity)
Tipo (type)
Referencia (reference)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Nombre del producto (Name)Required
Descripción (Description)
Precio (Price)Required
Referencia (Reference)
Categoría del ítem (Item Category)
Impuesto (Tax)
Tipo (Type)
ID del producto (Item Id)
Cantidad (Quantity)
Unidad (unit)
Costo unitario (Unit cost)
Cantidad inicial (Initial quantity)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Fecha (Date)Required
Fecha De Vencimiento (dueDate)Required
Cliente ID (Client ID)Required
Items IDRequired
Precios (price)Required
Impuesto (Tax)Required
Cantidad (Quantity)Required
Descuentos (Discount)Required
Bodega/Almacén (Warehouse)
Observaciones (Observations)
Nota de la remisión (Anotation)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ID de la Factura (Invoice Id)Required
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Id de la cotización (Estimate ID)Required
Destinatatio (To):Required
Enviarme copia (Send Copy to Myself)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ID del contacto (Contact ID)Required
Primer Nombre (firstName)
Apellidos (LastName)
Número telefónico principal (phonePrimary)
Tipo de persona (kindOfPerson)
Tipo de contacto (Contact type)
Tipo (type)
Número (number)
Dirección (address)
Municipio (City)
Departamento (department)
País (country)
Código postal (zip code)
Correo electrónico (email)
Régimen (regime)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ID del ítem (Item Id)Required
Nombre del producto (Name)
Descripción (Description)
Precio (Price)
Referencia (Reference)
Categoría del ítem (Item Category)
Impuesto (Tax)
Unidad (unit)
Costo unitario (Unit cost)
Cantidad inicial (Initial quantity)
Estatus (Status)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contacto a buscar (Contact to find)Required
ActionThis is an event a Zap performs.SearchFind existing data in your appContacto a buscar (Contact to find)Required
ActionThis is an event a Zap performs.SearchFind existing data in your appContacto a buscar (Contact to find)Required
ActionThis is an event a Zap performs.SearchFind existing data in your appContacto a buscar (Contact to find)Required
ActionThis is an event a Zap performs.SearchFind existing data in your appNombre del ítem (Item name)Required
ActionThis is an event a Zap performs.SearchFind existing data in your appNombre del ítem (Item name)Required
ActionThis is an event a Zap performs.SearchFind existing data in your appContacto a buscar (Contact to find)Required
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)
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundContacto a buscar (Contact to find)Required
Primer Nombre (firstName)Required
Apellidos (LastName)
Número telefónico principal (phonePrimary)
Tipo de persona (kindOfPerson)Required
Tipo de contacto (Contact type)
Tipo (type)Required
Número (number)Required
Número telefónico secundario (phoneSecondary)
Dirección (address)
Municipio (City)
Departamento (department)
País (country)
Código postal (zip code)
fax
Número de celular/móvil (mobile)
Observaciones (observations)
Correo electrónico (email)
Verificar identificación no registrada (ignoreRepeated)
Régimen (regime)
Incluir enlace del estado de cuenta del cliente (statementAttached)
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundContacto a buscar (Contact to find)Required
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
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundContacto a buscar (Contact to find)Required
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)
Departamento (state)
Provincia (city)
Urbanización (urbanization)
Distrito (district)
Código ubigeo (ubigeoCode)
Verificar identificación no registrada (ignoreRepeated)
Incluir enlace del estado de cuenta del cliente (statementAttached)
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundNombre del ítem (Item name)Required
Nombre (Name)Required
Descripción (Description)
Precio (Price)Required
Partida arancelaria (tariffHeading)
Categoría del ítem (Item Category)
Impuesto (Tax)
Tipo (type)
Código de producto (Product Key)
ID del producto (Item Id)
Cantidad (Quantity)
Unidad (unit)
Costo unitario (Unit cost)
Cantidad inicial (Initial quantity)
Tipo (type)
Referencia (reference)
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundNombre del ítem (Item name)Required
Nombre del producto (Name)Required
Descripción (Description)
Precio (Price)Required
Referencia (Reference)
Categoría del ítem (Item Category)
Impuesto (Tax)
Tipo (Type)
ID del producto (Item Id)
Cantidad (Quantity)
Unidad (unit)
Costo unitario (Unit cost)
Cantidad inicial (Initial quantity)
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundId de la variante (Variant id)Required
Nombre (Name)Required
Opciones (Options)Required
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
About Alegra
Alegra is an accounting and billing app designed for Latin American managers.
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About Keap
Keap is your all-in-one CRM, sales and marketing automation software that helps organize leads, land the job, get paid, and keep growing.
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