Create integrations between ForceManager and Alegra to automate any workflow
Top companies trust Zapier to automate work that solves their unique business problems—no coding required.
How Zapier works
Zapier lets you build automated workflows between two or more apps—no code necessary. These workflows are called Zaps, and this is how they work.
A trigger is where automation begins
Now it's time for action
And that's it! You've just created a Zap.
Connect ForceManager and Alegra 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.
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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.
Sales Order Updated
Triggers when a sales order is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Calendar Item Updated
Triggers when a calendar item is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Activity
Triggers when a new activity is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Contact
Triggers when a new contact is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Sales Order
Triggers when a new sales order is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Contact Updated
Triggers when a contact is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.ListRequired
Description in SpanishRequired
Description in Brasilian Portuguese
Description in German
Description in Dutch
Description in English
Description in French
Description in Italian
Description in Portuguese
Description in Russian
Description in American English
External ID
ID Parent
Order
Str ID Environment
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Account IDRequired
Name
Branch
Owners
Type
Segment
Status
Vat Number
Public
Read Only
Comments
Phone
Phone 2
Phone 3
Fax
Email
Website
Address 1
Address 2
City
Post Code
Region
Country
Geocoded
Geocoding Accuracy
Latitude
Longitude
Permission Level
External ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
BranchRequired
OwnersRequired
Type
Segment
Status
Vat Number
Public
Read Only
Comments
Phone Number 1
Phone Number 2
Phone Number 3
Fax
Email
Website
Address 1
Address 2
City
Post Code
Country
Geocoded
Geocoding Accuracy
Latitude
Longitude
Permission Level
External ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Task or EventRequired
ContactRequired
SubjectRequired
OwnerRequired
Start DateRequired
End DateRequired
Start HourRequired
End HourRequired
BranchRequired
Account
Opportunity
All Day
City
Comment
External ID
Permission Level
Read Only
Reminder
Send Notification
Activity Type
Completed
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ReferenceRequired
OwnerRequired
Sales ProbabilityRequired
BranchRequired
StatusRequired
Type
Total
Sales Forecast Date
Closed Date
Won Date
Lost Date
Account 1Required
Account 2
Account 3
Comment
Address 1
Address 2
City
Post Code
Region
Country
Currency
External ID
Geocoded
Geocoding Accuracy
Latitude
Longitude
Permission Level
Read Only
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact
First Name
Last Name
Account
Gender
Owner
Type
Address Line 1
City
Comment
Country
Email Address
Email Address 2
Email Address 3
External ID
Fax
Linkedin
Permission Level
Phone Number 1
Phone Number 2
Post Code
Read Only
Region
Skype
Use Company Address
Birthday
Marketing Communications
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Calendar Item IDRequired
Task or Event
Contact
Subject
Owner
Start Date
End Date
Start Hour
End Hour
Branch
Account
Opportunity
All Day
City
Comment
External ID
Permission Level
Read Only
Reminder
Send Notification
Activity Type
Completed
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Opportunity ID
Reference
Owner
Sales Probability
Branch
Status
Type
Total
Sales Forecast Date
Closed Date
Won Date
Lost Date
Account 1
Account 2
Account 3
Comment
Address 1
Address 2
City
Post Code
Region
Country
Currency
External ID
Geocoded
Geocoding Accuracy
Latitude
Longitude
Permission Level
Read Only
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ListRequired
Field NameRequired
Field ValueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appHelp
ActionThis is an event a Zap performs.SearchFind existing data in your appHelp
ActionThis is an event a Zap performs.SearchFind existing data in your appHelp
ActionThis is an event a Zap performs.SearchFind existing data in your appField NameRequired
Field ValueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appEmail or PhoneRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appExternal IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appField NameRequired
Field ValueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appListRequired
Field NameRequired
Field ValueRequired
Description in SpanishRequired
Description in Brasilian Portuguese
Description in German
Description in Dutch
Description in English
Description in French
Description in Italian
Description in Portuguese
Description in Russian
Description in American English
External ID
ID Parent
Order
Str ID Environment
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundField NameRequired
Field ValueRequired
NameRequired
BranchRequired
OwnersRequired
Type
Segment
Status
Vat Number
Public
Read Only
Comments
Phone Number 1
Phone Number 2
Phone Number 3
Fax
Email
Website
Address 1
Address 2
City
Post Code
Country
Geocoded
Geocoding Accuracy
Latitude
Longitude
Permission Level
External ID
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundEmail or PhoneRequired
First NameRequired
Last NameRequired
AccountRequired
Gender
Owner
Type
Address 1
City
Comment
Country
Email Address
Email Address 2
Email Address 3
External ID
Fax
Linkedin
Permission Level
Phone Number 1
Phone Number 2
Post Code
Read Only
Region
Skype
Use Company Address
Birthday
Marketing Communications
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundExternal IDRequired
First NameRequired
Last NameRequired
AccountRequired
Gender
Owner
Type
Address 1
City
Comment
Country
Email Address
Email Address 2
Email Address 3
External ID
Fax
Linkedin
Permission Level
Phone Number 1
Phone Number 2
Post Code
Read Only
Region
Skype
Use Company Address
Birthday
Marketing Communications
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundField NameRequired
Field ValueRequired
ReferenceRequired
OwnerRequired
Sales ProbabilityRequired
BranchRequired
StatusRequired
Type
Total
Sales Forecast Date
Closed Date
Won Date
Lost Date
Account 1Required
Account 2
Account 3
Comment
Address 1
Address 2
City
Post Code
Region
Country
Currency
External ID
Geocoded
Geocoding Accuracy
Latitude
Longitude
Permission Level
Read Only
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundNew Contact
Triggers when a new contact is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Invoice
Triggers when a new invoice is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNombre (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)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.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)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Tipo de contactoRequired
Tipo de terceroRequired
Tipo de personaRequired
Teléfono principal
Teléfono secundario
Teléfono móvil
Correo
Fax
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Nombre (Name)Required
Número de identificación (Identification)
Tipo de contacto (Contact type)
Número telefónico principal (Phone primary)
Número telefónico secundario (Phone secondary)
Fax
Número de célular/móvil (Mobile)
Observaciones (observations)
Correo electrónico (Email)
Dirección (address)
Ciudad (city)
Verificar identificación no registrada (Ignore repeated)
Incluir enlace del estado de cuenta del cliente (statementAttached)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Fecha (Date) (YYYY-MM-DD)Required
Observaciones (Observations)
Almacén (Warehouse)Required
Centro de costo (Cost center)
ÍtemRequired
Tipo (Type)Required
Costo Unitario (Unit Cost)Required
Cantidad (Quantity)Required
ID de Resolución (Resolution ID)
Prefijo de numeración (Numbering Prefix)
Numeración (Numbering)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Fecha (date)Required
Fecha de vencimiento (dueDate)Required
Observaciones (observations)
Comentarios (anotation)
Estado (status)
Numeración de la factura (Invoice numeration)
Cliente ID (client)Required
items IDRequired
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 Factura (Invoice type)
Forma de pago (paymentForm)
Emitir la factura (generateStamp)Required
Actividad económica (economicActivity)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Fecha (date)Required
Fecha de vencimiento (dueDate)Required
Observaciones (observations)
Comentarios (anotation)
Estado (status)Required
Numeración de la factura (Invoice numeration)
Cliente ID (client)Required
items IDRequired
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 Factura (Invoice type)
Método de pago (paymentMethod)Required
Emitir la factura (generateStamp)
Condición de la venta (saleCondition)
Actividad económica (economicActivity)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Emitir factura electrónicaRequired
Tipo
Numeración de la factura
ClienteRequired
IDRequired
PrecioRequired
Referencia
Descripción
Impuesto
CantidadRequired
Vendedor
FechaRequired
Fecha de vencimientoRequired
Notas
Observaciones
Moneda
Tipo de cambio
Almacén
Centro de costos
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Fecha (date)Required
Fecha de vencimiento (dueDate)Required
Observaciones (observations)
Comentarios (anotation)
Estado (status)
Numeración de la factura (Invoice numeration)
Tipo de Operación (Operation type)
Cliente ID (client)Required
items IDRequired
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)Required
Método de Pago (Payment Method)Required
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)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Nombre (Name)Required
Descripción (Description)
Precio (Price)Required
Partida arancelaria (tariffHeading)
Categoría del ítem (Item Category)
Impuesto (Tax)
Tipo (type)
Código de producto (Product Key)
ID del producto (Item Id)
Cantidad (Quantity)
Unidad (unit)
Costo unitario (Unit cost)
Cantidad inicial (Initial quantity)
Tipo (type)
Referencia (reference)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Nombre del producto (Name)Required
Descripción (Description)
Precio (Price)Required
Referencia (Reference)
Categoría del ítem (Item Category)
Impuesto (Tax)
Tipo (Type)
ID del producto (Item Id)
Cantidad (Quantity)
Unidad (unit)
Costo unitario (Unit cost)
Cantidad inicial (Initial quantity)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Fecha (Date)Required
Fecha De Vencimiento (dueDate)Required
Cliente ID (Client ID)Required
Items IDRequired
Precios (price)Required
Impuesto (Tax)Required
Cantidad (Quantity)Required
Descuentos (Discount)Required
Bodega/Almacén (Warehouse)
Observaciones (Observations)
Nota de la remisión (Anotation)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ID de la Factura (Invoice Id)Required
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Id de la cotización (Estimate ID)Required
Destinatatio (To):Required
Enviarme copia (Send Copy to Myself)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ID del contacto (Contact ID)Required
Primer Nombre (firstName)
Apellidos (LastName)
Número telefónico principal (phonePrimary)
Tipo de persona (kindOfPerson)
Tipo de contacto (Contact type)
Tipo (type)
Número (number)
Dirección (address)
Municipio (City)
Departamento (department)
País (country)
Código postal (zip code)
Correo electrónico (email)
Régimen (regime)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ID del ítem (Item Id)Required
Nombre del producto (Name)
Descripción (Description)
Precio (Price)
Referencia (Reference)
Categoría del ítem (Item Category)
Impuesto (Tax)
Unidad (unit)
Costo unitario (Unit cost)
Cantidad inicial (Initial quantity)
Estatus (Status)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contacto a buscar (Contact to find)Required
ActionThis is an event a Zap performs.SearchFind existing data in your appContacto a buscar (Contact to find)Required
ActionThis is an event a Zap performs.SearchFind existing data in your appContacto a buscar (Contact to find)Required
ActionThis is an event a Zap performs.SearchFind existing data in your appContacto a buscar (Contact to find)Required
ActionThis is an event a Zap performs.SearchFind existing data in your appNombre del ítem (Item name)Required
ActionThis is an event a Zap performs.SearchFind existing data in your appNombre del ítem (Item name)Required
ActionThis is an event a Zap performs.SearchFind existing data in your appContacto 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)
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundContacto 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)
Municipio (City)
Departamento (department)
País (country)
Código postal (zip code)
fax
Número de celular/móvil (mobile)
Observaciones (observations)
Correo electrónico (email)
Verificar identificación no registrada (ignoreRepeated)
Régimen (regime)
Incluir enlace del estado de cuenta del cliente (statementAttached)
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundContacto a buscar (Contact to find)Required
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
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundContacto 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)
Departamento (state)
Provincia (city)
Urbanización (urbanization)
Distrito (district)
Código ubigeo (ubigeoCode)
Verificar identificación no registrada (ignoreRepeated)
Incluir enlace del estado de cuenta del cliente (statementAttached)
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundNombre del ítem (Item name)Required
Nombre (Name)Required
Descripción (Description)
Precio (Price)Required
Partida arancelaria (tariffHeading)
Categoría del ítem (Item Category)
Impuesto (Tax)
Tipo (type)
Código de producto (Product Key)
ID del producto (Item Id)
Cantidad (Quantity)
Unidad (unit)
Costo unitario (Unit cost)
Cantidad inicial (Initial quantity)
Tipo (type)
Referencia (reference)
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundNombre del ítem (Item name)Required
Nombre del producto (Name)Required
Descripción (Description)
Precio (Price)Required
Referencia (Reference)
Categoría del ítem (Item Category)
Impuesto (Tax)
Tipo (Type)
ID del producto (Item Id)
Cantidad (Quantity)
Unidad (unit)
Costo unitario (Unit cost)
Cantidad inicial (Initial quantity)
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundId de la variante (Variant id)Required
Nombre (Name)Required
Opciones (Options)Required
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
Activity Updated
Triggers when an activity is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Account
Triggers when a new account is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Calendar Item
Triggers when a new calendar item is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Opportunity
Triggers when a new opportunity is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Account Updated
Triggers when an account is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Opportunity Updated
Triggers when an opportunity is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.StatusRequired
Account
Account Address
Branch
Contact
Currency
Closed Date
Archived
Blocked
Comment
Discount 1
Discount 2
Discount 3
Discount 4
External ID
Internal Comment
Main Sales Order
Opportunity
Rate
Read Only
ReferenceRequired
Number
Sales Forecast Date
Owner
Total
Year
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact IDRequired
First Name
Last Name
Account
Gender
Owner
Type
Address 1
City
Comment
Country
Email Address
Email Address 2
Email Address 3
External ID
Fax
Linkedin
Permission Level
Phone Number 1
Phone Number 2
Post Code
Read Only
Region
Skype
Use Company Address
Birthday
Marketing Communications
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.AccountRequired
TypeRequired
OwnerRequired
DateRequired
Contact
Opportunity
Check-in
Check-in Type
Checkout Date
Comment
Geocoded
Geocoding Accuracy
Latitude
Longitude
Permission Level
Read-only
External ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.First NameRequired
Last NameRequired
AccountRequired
Gender
Owner
Type
Address 1
City
Comment
Country
Email Address
Email Address 2
Email Address 3
External ID
Fax
Linkedin
Permission Level
Phone Number 1
Phone Number 2
Post Code
Read Only
Region
Skype
Use Company Address
Birthday
Marketing Communications
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Account
Name
Branch
Owners
Type
Segment
Status
Account Value Added Tax identification number
Public
Read-only Account
Comments
Phone Number 1
Phone Number 2
Phone Number 3
Fax
Email
Website
Address 1
Address 2
City
Post Code
Region
Country
Geocoded
Geocoding Accuracy
Latitude
Longitude
Permission Level
External ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Activity IDRequired
Account
Type
Owner
Date
Contact
Opportunity
Check-in
Check-in Type
Checkout Date
Comment
Geocoded
Geocoding Accuracy
Latitude
Longitude
Permission Level
Read Only
External ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ListRequired
Entity IDRequired
Description in Spanish
Description in Brasilian Portuguese
Description in German
Description in Dutch
Description in English
Description in French
Description in Italian
Description in Portuguese
Description in Russian
Description in American English
External ID
ID Parent
Order
Str ID Environment
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Sales Order IDRequired
Status
Account
Account Address
Branch
Contact
Currency
Closed Date
Archived
Blocked
Comment
Discount 1
Discount 2
Discount 3
Discount 4
External ID
Internal Comment
Main Sales Order
Opportunity
Rate
Read Only
ReferenceRequired
Number
Sales Forecast Date
Sales Rep Id
Total
Year
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.User IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appHelp
ActionThis is an event a Zap performs.SearchFind existing data in your appHelp
ActionThis is an event a Zap performs.SearchFind existing data in your appName, Email or PhoneRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appExternal IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appField NameRequired
Field ValueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appOpportunity NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appOpportunity External IdRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appName, Email or PhoneRequired
NameRequired
BranchRequired
OwnersRequired
Type
Segment
Status
Vat Number
Public
Read Only
Comments
Phone Number 1
Phone Number 2
Phone Number 3
Fax
Email
Website
Address 1
Address 2
City
Post Code
Country
Geocoded
Geocoding Accuracy
Latitude
Longitude
Permission Level
External ID
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundExternal IDRequired
NameRequired
BranchRequired
OwnersRequired
Type
Segment
Status
Vat Number
Public
Read Only
Comments
Phone Number 1
Phone Number 2
Phone Number 3
Fax
Email
Website
Address 1
Address 2
City
Post Code
Country
Geocoded
Geocoding Accuracy
Latitude
Longitude
Permission Level
External ID
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundField NameRequired
Field ValueRequired
First NameRequired
Last NameRequired
AccountRequired
Gender
Owner
Type
Address 1
City
Comment
Country
Email Address
Email Address 2
Email Address 3
External ID
Fax
Linkedin
Permission Level
Phone Number 1
Phone Number 2
Post Code
Read Only
Region
Skype
Use Company Address
Birthday
Marketing Communications
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundReferenceRequired
OwnerRequired
Sales ProbabilityRequired
BranchRequired
StatusRequired
Type
Total
Sales Forecast Date
Closed Date
Won Date
Lost Date
Account 1Required
Account 2
Account 3
Comment
Address 1
Address 2
City
Post Code
Region
Country
Currency
External ID
Geocoded
Geocoding Accuracy
Latitude
Longitude
Permission Level
Read Only
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundOpportunity External IdRequired
ReferenceRequired
OwnerRequired
Sales ProbabilityRequired
BranchRequired
StatusRequired
Type
Total
Sales Forecast Date
Closed Date
Won Date
Lost Date
Account 1Required
Account 2
Account 3
Comment
Address 1
Address 2
City
Post Code
Region
Country
Currency
External ID
Geocoded
Geocoding Accuracy
Latitude
Longitude
Permission Level
Read Only
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundNew Estimate
Triggers when a new estimate is created in Alegra.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Item
Triggers when a new product or service is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNombre (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)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.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)
Departamento (state)
Provincia (city)
Urbanización (urbanization)
Distrito (district)
Código ubigeo (ubigeoCode)
Verificar identificación no registrada (ignoreRepeated)
Incluir enlace del estado de cuenta del cliente (statementAttached)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Fecha (Date)Required
Fecha de vencimiento (Due Date)Required
Observaciones (Observations)
Comentarios (Anotation)
ID del Cliente (Client ID)Required
Items IDRequired
Precios (price)Required
Cantidad (quantity)Required
Descuentos (discount)
Impuesto (tax)
Referencia (Reference)
Descripción (description)
Vendedor (Seller)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Fecha (date)Required
Fecha de vencimiento (dueDate)Required
Observaciones (observations)
Comentarios (anotation)
Estado (status)
Numeración de la factura (Invoice numeration)
Cliente ID (client)Required
items IDRequired
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)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Fecha (date)Required
Fecha de vencimiento (dueDate)Required
Observaciones (observations)
Comentarios (anotation)
Estado (status)
Numeración de la factura (Invoice numeration)
Cliente ID (client)Required
Items IDRequired
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 Factura (Invoice type)
Forma de pago (paymentForm)Required
Método de pago (paymentMethod)
Emitir la factura (generateStamp)Required
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Fecha (date)Required
Fecha de vencimiento (dueDate)Required
Observaciones (observations)
Comentarios (anotation)
Estado (status)
Numeración de la factura (Invoice numeration)
Cliente ID (client)Required
items IDRequired
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 Factura (Invoice type)
Forma de pago (paymentMethod)Required
Método de la factura (paymentType)
Clave del Uso CFDI (cfdiUse)Required
Timbrar la factura (generateStamp)Required
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Fecha (Date)Required
Cuenta de Banco (Bank Account)Required
Método de pago (Payment Method)
Cliente/Proveedor (Client)
Tipo de Pago (Type of payment)
Tipo de transacción (Type of Transaction)Required
Id de la factura (Invoice Id)
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)
Notas (Anotation)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Fecha (date)Required
Fecha De Vencimiento (dueDate)Required
Observaciones (observations)
Comentarios (anotation)
Estado (status)
Cliente ID (Client ID)Required
Numeración de la factura (Invoice numeration)
Items IDRequired
Precios (price)Required
Cantidad (quantity)Required
Descuentos (discount)
Impuesto (tax)
Referencia (Reference)
Descripción (description)
Bodega / Almacén (Warehouse)
Tipo de Factura (Invoice type)
Vendedor (Seller)
Centro de costos (Cost center)
Código de la moneda (Currency code)
Tasa de cambio (Exchange rate)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Nombre (Name)Required
Descripción (Description)
Precio (Price)Required
Referencia (Reference)
Número de la clave de producto (ProductKey)Required
Categoría del ítem (Item Category)
Impuesto (Tax)
Tipo (type)
ID del producto (Item Id)
Cantidad (Quantity)
Unidad (unit)
Costo unitario (unitCost)
Cantidad inicial (Initial quantity)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Fecha (date)Required
Fecha de vencimiento (dueDate)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
Precios (price)
Cantidad (quantity)
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)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Nombre (Name)Required
Procentaje (Percentage)Required
Tipo (Type)Required
Descripción (Description)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.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)
Municipio (City)
Departamento (department)
País (country)
Código postal (zip code)
fax
Número de celular/móvil (mobile)
Observaciones (observations)
Correo electrónico (email)
Verificar identificación no registrada (ignoreRepeated)
Régimen (regime)
Incluir enlace del estado de cuenta del cliente (statementAttached)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ID de la factura (Invoice ID)Required
Tipo de Factura (Invoice Type)
Destinatario (To)Required
Enviarme copia (Send Copy to Myself)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ID del contacto (Contact ID)Required
Tipo de contacto (Contact type)
Nombre (Name)
Número de identificación (Identification Number)
Correo electrónico (Email)
Número de teléfono principal (Primary Phone Number)
Número de teléfono secundario (Secondary Phone Number)
Fax
Número De Celular/móvil (Mobile)
Observaciones (Observations)
Dirección (Address)
Ciudad (City)
Calle (Street)
Número exterior (Exterior Number)
Número interior (Interior Number)
Colonia (Colony)
Localidad (Locality)
Municipio (Municipality)
Estado (State)
País (Country)
Código Postal (Zip Code)
Id de Vendedor Asociado (Associate Seller ID)
Lista de Precios (Price List)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contacto a buscar (Contact to find)Required
ActionThis is an event a Zap performs.SearchFind existing data in your appContacto a buscar (Contact to find)Required
ActionThis is an event a Zap performs.SearchFind existing data in your appContacto a buscar (Contact to find)Required
ActionThis is an event a Zap performs.SearchFind existing data in your appContacto a buscar (Contact to find)Required
ActionThis is an event a Zap performs.SearchFind existing data in your appNombres de los items (Items names)Required
ActionThis is an event a Zap performs.SearchFind existing data in your appNombre del ítem (Item name)Required
ActionThis is an event a Zap performs.SearchFind existing data in your appImpuesto (tax)Required
ActionThis is an event a Zap performs.SearchFind existing data in your appContacto 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)
Región (region)
Comuna (commune)
Descripción (description)
Verificar identificación no registrada (ignoreRepeated)
Incluir enlace del estado de cuenta del cliente (statementAttached)
Giro de negocio (giro)
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundContacto 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)
Provincia (department)
Cantón (city)
Distrito (district)
Barrio (neighborhood)
Verificar identificación no registrada (ignoreRepeated)
Incluir enlace del estado de cuenta del cliente (statementAttached)
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundContacto a buscar (Contact to find)Required
Tipo de contactoRequired
Tipo de terceroRequired
Tipo de personaRequired
Teléfono principal
Teléfono secundario
Teléfono móvil
Correo
Fax
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundContacto a buscar (Contact to find)Required
Nombre (Name)Required
Número de identificación (Identification)
Tipo de contacto (Contact type)
Número telefónico principal (Phone primary)
Número telefónico secundario (Phone secondary)
Fax
Número de célular/móvil (Mobile)
Observaciones (observations)
Correo electrónico (Email)
Dirección (address)
Ciudad (city)
Verificar identificación no registrada (Ignore repeated)
Incluir enlace del estado de cuenta del cliente (statementAttached)
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundNombre del ítem (Item name)Required
Nombre (Name)Required
Descripción (Description)
Precio (Price)Required
Referencia (Reference)
Número de la clave de producto (ProductKey)Required
Categoría del ítem (Item Category)
Impuesto (Tax)
Tipo (type)
ID del producto (Item Id)
Cantidad (Quantity)
Unidad (unit)
Costo unitario (unitCost)
Cantidad inicial (Initial quantity)
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundImpuesto (tax)Required
Nombre (Name)Required
Procentaje (Percentage)Required
Tipo (Type)Required
Descripción (Description)
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found