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Select a trigger from Alegra

A trigger is an event that starts your Zap and runs the workflow. For example, with Alegra, a trigger could be "New Contact."

A trigger is the event that kicks off your automated workflow.

Setup an action from Knowify

An action is what takes place after the automation is triggered. For example, with Knowify, the action could be "Create Active Contract Job."

An action is the event that your automated workflow performs when triggered.

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With Zapier, it’s never been easier to connect your apps together and automate your most tedious work. Save hours every month.

Triggers and actions are the main components of every automated workflow.

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25m

Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

Make work flow with AI

Level up your Alegra to Knowify integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

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Connect Alegra and Knowify to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

An illustration representing how to automate lead management with Zapier.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

An illustration representing how to measure campaign impact with Zapier.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

An illustration representing how to automate customer support with Zapier.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

An illustration representing how to move and manage data with Zapier.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

An illustration of a flow chart representing how to resolve tickets and incidents with Zapier.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

New Contact
Triggers when a new contact is created.
Trigger
Polling
Try It
New Invoice
Triggers when a new invoice 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)
  Required
- Provincia (department)
- Ciudad (city)
  Required
- Distrito (district)
- Barrio (neighborhood)
- Verificar identificación no registrada (ignoreRepeated)
- Incluir enlace del estado de cuenta del cliente (statementAttached)
Action
Write
- Tipo de contacto (Contact type)
- Tipo de tercero
  Required
- Tipo de persona
  Required
- Teléfono principal
- Teléfono secundario
- Teléfono móvil
- Correo electrónico (email)
- Fax
Action
Write

- Nombre (Name)
  Required
- Identificación (Identification)
  Required
- Tipo de contacto (Contact type)
- Número telefónico principal (phonePrimary)
- Número telefónico secundario (phoneSecondary)
- Fax
- Número de célular/móvil (mobile)
- Observaciones (observations)
- Correo electrónico (email)
- Dirección (address)
- Ciudad (city)
  Required
- Verificar identificación no registrada (ignoreRepeated)
- Incluir enlace del estado de cuenta del cliente (statementAttached)
Action
Write
- Fecha (Date)
  Required
- Observaciones (observations)
- Almacén (Warehouse)
  Required
- Centro de costo (Cost center)
- Ítem
  Required
- Tipo de contacto (Contact type)
- Costo Unitario (Unit Cost)
  Required
- Cantidad (Quantity)
  Required
- ID de Resolución (Resolution ID)
- Prefijo de numeración (Numbering Prefix)
- Numeración (Numbering)
Action
Write

- Fecha (Date)
  Required
- Fecha de vencimiento (Due Date)
  Required
- Observaciones (observations)
- Comentarios (Anotation)
- Estado (status)
- Numeración de la factura (Invoice numeration)
- ID del Cliente (Client ID)
  Required
- Items ID
  Required
- 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 contacto (Contact type)
- Forma de pago (paymentForm)
- Emitir la factura (generateStamp)
- Actividad económica (economicActivity)
Action
Write
- Fecha (Date)
  Required
- Fecha de vencimiento (Due Date)
  Required
- Observaciones (observations)
- Comentarios (Anotation)
- Estado (status)
- Numeración de la factura (Invoice numeration)
- ID del Cliente (Client ID)
  Required
- Items ID
  Required
- 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 contacto (Contact type)
- Forma de pago (paymentMethod)
- Emitir la factura (generateStamp)
- Condición de la venta (saleCondition)
- Actividad económica (economicActivity)
Action
Write
- Emitir factura electrónica
  Required
- Tipo de contacto (Contact type)
- Numeración de la factura
- ID del Cliente (Client ID)
  Required
- ID
  Required
- Precio
  Required
- Referencia
- Descripción
- Impuesto
- Cantidad
  Required
- Vendedor (Seller)
- Fecha (Date)
  Required
- Fecha de vencimiento
  Required
- Notas
- Observaciones (observations)
- Moneda
- Tipo de cambio
- Bodega / Almacén (Warehouse)
- Centro de costos
Action
Write
- Fecha (Date)
  Required
- Fecha de vencimiento (Due Date)
  Required
- Observaciones (observations)
- Comentarios (Anotation)
- Estado (status)
- Numeración de la factura (Invoice numeration)
- Tipo de contacto (Contact type)
- ID del Cliente (Client ID)
  Required
- Items ID
  Required
- 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)
- Forma de pago (paymentMethod)
- 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)
Action
Write
- Nombre (Name)
  Required
- Descripción (Description)
- Precio (Price)
  Required
- Partida arancelaria (tariffHeading)
- Categoría del ítem (Item Category)
- Impuesto (Tax)
- Tipo de contacto (Contact type)
- Código de producto (Product Key)
- Items ID
  Required
- Cantidad (quantity)
  Required
- Unidad (unit)
- Costo unitario (Unit cost)
- Cantidad inicial (Initial quantity)
- Tipo (type)
- Referencia (reference)
Action
Write
- Nombre (Name)
  Required
- Descripción (Description)
- Precio (Price)
  Required
- Referencia (Reference)
- Categoría del ítem (Item Category)
- Impuesto (Tax)
- Tipo de contacto (Contact type)
- Items ID
  Required
- Cantidad (quantity)
  Required
- Unidad (unit)
- Costo unitario (Unit cost)
- Cantidad inicial (Initial quantity)
Action
Write
- Fecha (Date)
  Required
- Fecha de vencimiento (Due Date)
  Required
- ID del Cliente (Client ID)
  Required
- Items ID
  Required
- Precios (price)
  Required
- Impuesto (tax)
- Cantidad (quantity)
  Required
- Descuentos (discount)
- Bodega / Almacén (Warehouse)
- Observaciones (observations)
- Comentarios (Anotation)
Action
Write
- Ítem
  Required
Action
Write
- Ítem
  Required
- Destinatatio (To):
  Required
- Enviarme copia (Send Copy to Myself)
Action
Write
- Ítem
  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
- Dirección (address)
  Required
- Ciudad (city)
  Required
- Provincia (department)
- País (country)
- Código postal (zip code)
- Correo electrónico (email)
- Régimen (regime)
Action
Write
- Ítem
  Required
- Nombre (Name)
  Required
- Descripción (Description)
- Precio (Price)
  Required
- Referencia (Reference)
- Categoría del ítem (Item Category)
- Impuesto (Tax)
- Unidad (unit)
- Costo unitario (Unit cost)
- Cantidad inicial (Initial quantity)
- Estado (status)
Action
Write
- Contacto a buscar (Contact to find)
  Required
Action
Search
- Contacto a buscar (Contact to find)
  Required
Action
Search
- Contacto a buscar (Contact to find)
  Required
Action
Search
- Contacto a buscar (Contact to find)
  Required
Action
Search
- Nombre del ítem (Item name)
  Required
Action
Search
- Nombre del ítem (Item name)
  Required
Action
Search
- Contacto 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)
Action
Search or write
- Contacto 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)
  Required
- Ciudad (city)
  Required
- Provincia (department)
- País (country)
- Código postal (zip code)
- Fax
- Número de célular/móvil (mobile)
- Observaciones (observations)
- Correo electrónico (email)
- Verificar identificación no registrada (ignoreRepeated)
- Régimen (regime)
- Incluir enlace del estado de cuenta del cliente (statementAttached)
Action
Search or write
- Contacto a buscar (Contact to find)
  Required
- Nombre (Name)
  Required
- Tipo de contacto (Contact type)
- Identificación (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
Search or write
- Contacto 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
- Departamento (state)
- Ciudad (city)
  Required
- Urbanización (urbanization)
- Distrito (district)
- Código ubigeo (ubigeoCode)
- Verificar identificación no registrada (ignoreRepeated)
- Incluir enlace del estado de cuenta del cliente (statementAttached)
Action
Search or write
- Nombre del ítem (Item name)
  Required
- Nombre (Name)
  Required
- Descripción (Description)
- Precio (Price)
  Required
- Partida arancelaria (tariffHeading)
- Categoría del ítem (Item Category)
- Impuesto (Tax)
- Tipo de contacto (Contact type)
- Código de producto (Product Key)
- Items ID
  Required
- Cantidad (quantity)
  Required
- Unidad (unit)
- Costo unitario (Unit cost)
- Cantidad inicial (Initial quantity)
- Tipo (type)
- Referencia (reference)
Action
Search or write
- Nombre del ítem (Item name)
  Required
- Nombre (Name)
  Required
- Descripción (Description)
- Precio (Price)
  Required
- Referencia (Reference)
- Categoría del ítem (Item Category)
- Impuesto (Tax)
- Tipo de contacto (Contact type)
- Items ID
  Required
- Cantidad (quantity)
  Required
- Unidad (unit)
- Costo unitario (Unit cost)
- Cantidad inicial (Initial quantity)
Action
Search or write
New AIA Invoice
Triggers when a new AIA invoice has been added.
Trigger
Polling
Try It
New Bill
Triggers when a new bill has been added.
Trigger
Polling
Try It
Bill Sent for Approval
Triggers when a bill is sent for approval.
Trigger
Polling
Try It
New Client
Triggers when a new client has been added.
Trigger
Polling
Try It
Contract Out for Signature
Triggers when a contract job has been sent out for signature.
Trigger
Polling
Try It
New Invoice Payment
Triggers when a new invoice payment is added.
Trigger
Polling
Try It
Phase Status Changed
Triggers when a phase status is changed
Trigger
Polling
Try It
New Contract Job
Triggers when a new contract job has been added.
Trigger
Polling
Try It
Job Reopened
Triggers when a contract job has been reopened
Trigger
Polling
Try It
Submittal Approved
Triggers when a submittal has been approved.
Trigger
Polling
Try It
Task Marked Complete
Triggers when a task has been marked complete
Trigger
Polling
Try It
Service Job Marked Complete
Triggers when a service job has been marked complete.
Trigger
Polling
Try It
- Job Name
  Required
- Client Name
  Required
- Address
  Required
- City
  Required
- State/Province
  Required
- Zipcode
  Required
- Country (2-letter abbreviation)
  Required
- Contract Value
- Line Item Name
- Phase Name
- Invoiced to Date
- Labor Cost to Date
- Material Cost to Date
- Sub Cost to Date
- Payments to Date
- Labor Budget
- Material Budget
- Sub Budget
- Sales Lead
- Project Manager
- Job notes
- Sync to QB
Action
Write
- Product
  Required
- Item Name
  Required
- Description
- Our Cost
  Required
- Sale Price
  Required
- Item Number
Action
Write
- FileName
  Required
- Url
  Required
- Project Id
  Required
Action
Write
- Job Name
  Required
- Client Name
  Required
- Description
- Address
  Required
- Street Address (Continued)
- City
  Required
- State/Province
  Required
- Zipcode
  Required
- Country (2-letter abbreviation)
  Required
- Is Time & Materials?
  Required
- Resource
- Date (MM-DD-YYYY)
- Start Time
- End Time
Action
Write
- Product
  Required
- Item Name
  Required
- Description
- Our Cost
  Required
- Sale Price
  Required
- Item Number
Action
Write
- Client Name
  Required
Action
Search
- Item Name
  Required
Action
Search
- Product
  Required
Action
Search
- Description
Action
Search
- Product
  Required
Action
Search

New Estimate
Triggers when a new estimate is created in Alegra.
Trigger
Polling
Try It
New Item
Triggers when a new product or service is created.
Trigger
Polling
Try It
- 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)
  Required
- 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)
- Identificación (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
- 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
- Departamento (state)
- Ciudad (city)
  Required
- Urbanización (urbanization)
- Distrito (district)
- Código ubigeo (ubigeoCode)
- Verificar identificación no registrada (ignoreRepeated)
- Incluir enlace del estado de cuenta del cliente (statementAttached)
Action
Write
- Fecha (Date)
  Required
- Fecha de vencimiento (Due Date)
  Required
- Observaciones (observations)
- Comentarios (Anotation)
- ID del Cliente (Client ID)
  Required
- Items ID
  Required
- Precios (price)
  Required
- Cantidad (quantity)
  Required
- Descuentos (discount)
- Impuesto (tax)
- Referencia (Reference)
- Descripción (description)
- Vendedor (Seller)
Action
Write
- Fecha (Date)
  Required
- Fecha de vencimiento (Due Date)
  Required
- Observaciones (observations)
- Comentarios (Anotation)
- Estado (status)
- Numeración de la factura (Invoice numeration)
- ID del Cliente (Client ID)
  Required
- Items ID
  Required
- 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)
Action
Write
- Fecha (Date)
  Required
- Fecha de vencimiento (Due Date)
  Required
- Observaciones (observations)
- Comentarios (Anotation)
- Estado (status)
- Numeración de la factura (Invoice numeration)
- ID del Cliente (Client ID)
  Required
- Items ID
  Required
- 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 contacto (Contact type)
- Forma de pago (paymentForm)
- Forma de pago (paymentMethod)
- Emitir la factura (generateStamp)
Action
Write
- Fecha (Date)
  Required
- Fecha de vencimiento (Due Date)
  Required
- Observaciones (observations)
- Comentarios (Anotation)
- Estado (status)
- Numeración de la factura (Invoice numeration)
- ID del Cliente (Client ID)
  Required
- Items ID
  Required
- 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 contacto (Contact type)
- Forma de pago (paymentMethod)
- Método de pago (paymentType)
- clave del Uso CFDI (cfdiUse)
- Emitir la factura (generateStamp)
Action
Write
- Fecha (Date)
  Required
- Cuenta de Banco (Bank Account)
  Required
- Forma de pago (paymentMethod)
- ID del Cliente (Client ID)
  Required
- Tipo de contacto (Contact type)
- Tipo de transacción (Type of Transaction)
  Required
- Ítem
  Required
- 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)
- Comentarios (Anotation)
Action
Write
- Fecha (Date)
  Required
- Fecha de vencimiento (Due Date)
  Required
- Observaciones (observations)
- Comentarios (Anotation)
- Estado (status)
- ID del Cliente (Client ID)
  Required
- Numeración de la factura (Invoice numeration)
- Items ID
  Required
- Precios (price)
  Required
- Cantidad (quantity)
  Required
- Descuentos (discount)
- Impuesto (tax)
- Referencia (Reference)
- Descripción (description)
- Bodega / Almacén (Warehouse)
- Tipo de contacto (Contact type)
- Vendedor (Seller)
- Centro de costos (Cost center)
- Código de la moneda (Currency code)
- Tasa de cambio (Exchange rate)
Action
Write
- Nombre (Name)
  Required
- Descripción (Description)
- Precio (Price)
  Required
- Referencia (Reference)
- Código de producto (Product Key)
- Categoría del ítem (Item Category)
- Impuesto (Tax)
- Tipo de contacto (Contact type)
- Items ID
  Required
- Cantidad (quantity)
  Required
- Unidad (unit)
- Costo unitario (Unit cost)
- Cantidad inicial (Initial quantity)
Action
Write
- Fecha (Date)
  Required
- Fecha de vencimiento (Due Date)
  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
  Required
- Precios (price)
  Required
- Cantidad (quantity)
  Required
- 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)
Action
Write
- Nombre (Name)
  Required
- Procentaje (Percentage)
  Required
- Tipo de contacto (Contact type)
- Descripción (Description)
Action
Write
- 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)
  Required
- Ciudad (city)
  Required
- Provincia (department)
- País (country)
- Código postal (zip code)
- Fax
- Número de célular/móvil (mobile)
- Observaciones (observations)
- Correo electrónico (email)
- Verificar identificación no registrada (ignoreRepeated)
- Régimen (regime)
- Incluir enlace del estado de cuenta del cliente (statementAttached)
Action
Write
- Ítem
  Required
- Tipo de Factura (Invoice Type)
- Destinatatio (To):
  Required
- Enviarme copia (Send Copy to Myself)
Action
Write
- Ítem
  Required
- Tipo de contacto (Contact type)
- Nombre (Name)
  Required
- Número (number)
  Required
- Correo electrónico (email)
- Número telefónico principal (phonePrimary)
- Número telefónico secundario (phoneSecondary)
- Fax
- Número de célular/móvil (mobile)
- Observaciones (observations)
- Dirección (address)
  Required
- Ciudad (city)
  Required
- Calle (street)
- Número de exterior (exteriorNumber)
- Número de interior (interiorNumber)
- Colonia (Colony)
- Localidad (locality)
- Municipio (municipality)
- Departamento (state)
- País (country)
- Código Postal (Zip Code)
- Id de Vendedor Asociado (Associate Seller ID)
- Lista de Precios (Price List)
Action
Write
- Contacto a buscar (Contact to find)
  Required
Action
Search
- Contacto a buscar (Contact to find)
  Required
Action
Search
- Contacto a buscar (Contact to find)
  Required
Action
Search
- Contacto a buscar (Contact to find)
  Required
Action
Search
- Nombres de los items (Items names)
  Required
Action
Search
- Nombre del ítem (Item name)
  Required
Action
Search
- Impuesto (tax)
  Required
Action
Search
- Contacto 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)
  Required
- 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
Search or write
- Contacto 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 (department)
- Ciudad (city)
  Required
- Distrito (district)
- Barrio (neighborhood)
- Verificar identificación no registrada (ignoreRepeated)
- Incluir enlace del estado de cuenta del cliente (statementAttached)
Action
Search or write
- Contacto a buscar (Contact to find)
  Required
- Tipo de contacto (Contact type)
- Tipo de tercero
  Required
- Tipo de persona
  Required
- Teléfono principal
- Teléfono secundario
- Teléfono móvil
- Correo electrónico (email)
- Fax
Action
Search or write
- Contacto a buscar (Contact to find)
  Required
- Nombre (Name)
  Required
- Identificación (Identification)
  Required
- Tipo de contacto (Contact type)
- Número telefónico principal (phonePrimary)
- Número telefónico secundario (phoneSecondary)
- Fax
- Número de célular/móvil (mobile)
- Observaciones (observations)
- Correo electrónico (email)
- Dirección (address)
- Ciudad (city)
  Required
- Verificar identificación no registrada (ignoreRepeated)
- Incluir enlace del estado de cuenta del cliente (statementAttached)
Action
Search or write
- Nombre del ítem (Item name)
  Required
- Nombre (Name)
  Required
- Descripción (Description)
- Precio (Price)
  Required
- Referencia (Reference)
- Código de producto (Product Key)
- Categoría del ítem (Item Category)
- Impuesto (Tax)
- Tipo de contacto (Contact type)
- Items ID
  Required
- Cantidad (quantity)
  Required
- Unidad (unit)
- Costo unitario (Unit cost)
- Cantidad inicial (Initial quantity)
Action
Search or write
- Impuesto (tax)
  Required
- Nombre (Name)
  Required
- Procentaje (Percentage)
  Required
- Tipo de contacto (Contact type)
- Descripción (Description)
Action
Search or write
New Allocation
Triggers when a new allocation has been added.
Trigger
Polling
Try It
New Bill Payment
Triggers when a new bill payment is added.
Trigger
Polling
Try It
Change Order Made Active
Triggers when a change order has been made active.
Trigger
Polling
Try It
Contract Job Made Active
Triggers when a contract job has been made active.
Trigger
Polling
Try It
New Invoice
Triggers when a new invoice has been added.
Trigger
Polling
Try It
New Payment
Triggers when a new payment is added.
Trigger
Polling
Try It
New Product
Triggers when a new trigger has been added.
Trigger
Polling
Try It
Job Closed
Triggers when a contract job has been closed
Trigger
Polling
Try It
New Purchase
Triggers when a new purchase has been added.
Trigger
Polling
Try It
New Task
Triggers when a new task has been added.
Trigger
Polling
Try It
New Service Job
Triggers when a new service job has been added.
Trigger
Polling
Try It
New Vendor
Triggers when a new vendor has been added.
Trigger
Polling
Try It
- Client Name
  Required
- Client Contact Name
- Email Address
- Phone Number
- Client Parent Id
- Address
  Required
- Street Address (Continued)
- City
  Required
- State/Province
  Required
- Zipcode
  Required
- Country (2-letter abbreviation)
  Required
- Shipping Same as Billing
- Shipping Street Address
- Shipping Street Address (Cont'd)
- Shipping City Name
- Shipping Contact Name
- Shipping Country Name
- Shipping State/Province Name
- Shipping Zip Code
- Website
- Sync to QB
Action
Write
- Job Name
  Required
- Job Costing Style
- Contract Type
  Required
- Client Name
  Required
- Sales Lead
- Project Manager
- Job notes
- Address
  Required
- Street Address (Continued)
- City
  Required
- State/Province
  Required
- Zipcode
  Required
- Country (2-letter abbreviation)
  Required
- Sync to QB
Action
Write
- Description
- Comment
- Task Complete?
- Deadline
- Date Completed
- Resource
- Project Id
  Required
Action
Write
- Vendor Name
  Required
- Address
  Required
- Street Address (Continued)
- City
  Required
- Client Contact Name
- Country (2-letter abbreviation)
  Required
- Email Address
- Phone Number
- State/Province
  Required
- Is this vendor a subcontractor?
- Website
- Zipcode
  Required
Action
Write
- Product
  Required
- Description
- Comment
- Task Complete?
- Deadline
- Date Completed
- Resource
- Project Id
  Required
Action
Write
- Product
  Required
Action
Search
- Job Name
  Required
Action
Search
- Description
Action
Search
- Name
  Required
Action
Search
- Product
  Required
Action
Search

About Alegra

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

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About Knowify

Knowify is a job costing and project management platform for contractors.

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Project Management

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