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Alegra + Streak

Alegra + Streak

Create new Streak boxes for every new Alegra contact

With this easy-to-use workflow, you can streamline the process of managing your contacts between Alegra and Streak. Every time a new contact is added in Alegra, a new box will be created in Streak simultaneously. This efficient solution saves you time and ensures that your contact information is consistently managed across both platforms. Simplify your contact management with this time-saving and convenient system.

  1. When this happens...
    New Contact
    New Contact
    New ContactTriggers when a new contact is created.
  2. automatically do this!
    Create New Box
    Create New Box
    Create New BoxCreate a new box.
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More things you can do with Alegra and Streak

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

  • 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
    • NΓΊmero (number)
      Required
    • NΓΊmero telefΓ³nico principal (phonePrimary)
    • NΓΊmero telefΓ³nico secundario (phoneSecondary)
    • Fax
    • NΓΊmero de cΓ©lular/mΓ³vil (mobile)
    • Observaciones (observations)
    • Correo electrΓ³nico (email)
    • DirecciΓ³n (address)
      Required
    • Provincia (province)
      Required
    • Ciudad (city)
      Required
    • CΓ³digo postal (postalCode)
      Required
    • Verificar identificaciΓ³n no registrada (ignoreRepeated)
    • CondiciΓ³n 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
    • NΓΊmero (number)
      Required
    • NΓΊmero telefΓ³nico principal (phonePrimary)
    • NΓΊmero telefΓ³nico secundario (phoneSecondary)
    • Fax
    • NΓΊmero de cΓ©lular/mΓ³vil (mobile)
    • Observaciones (observations)
    • Correo electrΓ³nico (email)
    • DirecciΓ³n (address)
    • Provincia (department)
    • CantΓ³n (city)
    • Distrito (district)
    • Barrio (neighborhood)
    • Verificar identificaciΓ³n no registrada (ignoreRepeated)
    • Incluir enlace del estado de cuenta del cliente (statementAttached)
    Action
    Write
    • Nombre (Name)
      Required
    • Tipo de contacto (Contact type)
    • IdentificaciΓ³n (Identification)
      Required
    • NΓΊmero telefΓ³nico principal (phonePrimary)
    • NΓΊmero telefΓ³nico secundario (phoneSecondary)
    • Fax
    • NΓΊmero de cΓ©lular/mΓ³vil (mobile)
    • Observaciones (observations)
    • Correo electrΓ³nico (email)
    • Ciudad (city)
    • RegiΓ³n (region)
    • Comuna (commune)
    • DescripciΓ³n (description)
    • Verificar identificaciΓ³n 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)
    • NΓΊmero de exterior (exteriorNumber)
    • NΓΊmero de interior (interiorNumber)
    • Colonia (Colony)
    • PaΓ­s (country)
    • Localidad (locality)
    • Municipio (municipality)
    • Estado (state)
      Required
    • CΓ³digo postal (zipCode)
    • NΓΊmero telefΓ³nico principal (phonePrimary)
    • NΓΊmero telefΓ³nico secundario (phoneSecondary)
    • Fax
    • NΓΊmero de cΓ©lular/mΓ³vil (mobile)
    • Observaciones (observations)
    • Correo electrΓ³nico (email)
    • Verificar identificaciΓ³n no registrada (ignoreRepeated)
    • clave del Uso CFDI (cfdiUse)
    • Forma de pago (paymentMethod)
    • MΓ©todo de pago (paymentType)
    • Incluir enlace del estado de cuenta del cliente (statementAttached)
    • RegΓ­menes Fiscales
    Action
    Write
alegra logo
About Alegra
Alegra is an accounting and billing app designed for Latin American managers.
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streak logo
About Streak
Streak is a flexible CRM and process management system that lives inside your Gmail inbox.
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