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Alegra + Podio

Alegra + Podio

Alegra + Podio integrations

Create tasks in Podio for new invoices in Alegra

Streamline your invoicing and task management process with this workflow. Whenever a new invoice is generated in Alegra, a corresponding task is immediately created in Podio. This not only keeps your project management aligned with your billing, but also ensures you never lose track of tasks pertaining to your invoices. This efficient automation makes sure your business operations run smoothly and effectively.

  1. When this happens...
    New Invoice
    New Invoice
    New InvoiceTriggers when a new invoice is created.
  2. automatically do this!
    Create Task
    Create Task
    Create TaskTriggers when you add a new task.
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More things you can do with Alegra and Podio

Discover other triggers and actions you can use with Alegra and Podio

  • 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.
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About Podio
Podio is a collaborative work platform that's perfect for managing projects, teams, and anything else in your business that needs flexible apps that work the way you do.
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