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Add new Pipedrive deals that match filters to Alegra as invoices

  1. When this happensStep 1: Deal Matching Filter

  2. Then do thisStep 2: Find Contact

  3. Then do thisStep 3: Find Item

  4. Then do thisStep 4: Create Invoice

Are you making a lot of deals in Pipedrive? Using this integration also you can create invoices inside Alegra as Pipedrive deals are created. Set up this Zap and new invoices will be created in Alegra automatically whenever new deals are created in Pipedrive that match a certain filter you set. For example, you can have invoices created for only certain types of deals or only for deals that you own.

How this Pipedrive-Alegra integration works

  1. A new deal is created in Pipedrive that matches the filter you set.
  2. Zapier searches for an existing contact in Alegra.
  3. Zapier searches for an existing item in Alegra.
  4. Zapier creates a new invoice in Alegra.

Apps involved

  • Pipedrive
  • Alegra
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Connect Alegra + Pipedrive in Minutes

It's easy to connect Alegra + Pipedrive and requires absolutely zero coding experience—the only limit is your own imagination.

All Triggers & Actions

New Contact

Triggers when a new contact is created.

New Invoice

Triggers when a new invoice is created.

New Payment

Triggers when a new payment is created.

Create Activity

Creates a new activity.

Attach File

Uploads a file and attaches it to a deal, person, organization, activity, product or note.

New Estimate

Triggers when a new estimate is created.

New Item

Triggers when a new product or service is created.

Add Product to Deal

Adds a product to a deal.

Create Deal

Creates a new deal.

Add Follower

Adds a follower to a deal, organization, person or product.

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