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Alegra + Zapier Tables

Create duplicate tables in Zapier Tables for every new invoice in Alegra

Stay organized and efficient with this Alegra and Zapier Tables automation. When a new invoice is created in Alegra, this workflow immediately duplicates the details and stores them in your Zapier Tables. Perfect for businesses that want to manage their invoice data effectively without the need for manual input, this set-up simplifies record-keeping for a smoother financial process.

Stay organized and efficient with this Alegra and Zapier Tables automation. When a new invoice is created in Alegra, this workflow immediately duplicates the details and stores them in your Zapier Tables. Perfect for businesses that want to manage their invoice data effectively without the need for manual input, this set-up simplifies record-keeping for a smoother financial process.

  1. When this happens...
    AlegraAlegra
    New Invoice

    Triggers when a new invoice is created.

    TriggerScheduled
  2. automatically do this!
    Zapier TablesZapier Tables
    Duplicate Table

    Create a new table with an existing table as a template.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Alegra triggers, actions, and search

    New Contact

    Triggers when a new contact is created.

    Trigger
    Scheduled
    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.

Related categories

  • Accounting
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About Zapier Tables

Zapier Tables is a no-code database built for automation.
Learn more

Related categories