Webhooks by Zapier + Salesforce + Alegra Integrations
How to connect Webhooks by Zapier + Salesforce + Alegra
Zapier lets you send info between Webhooks by Zapier and Salesforce and Alegra automatically—no code required. With 6,000+ supported apps, the possibilities are endless.
Choose a Trigger
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Choose an Action
Choose an Action
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Do even more with Webhooks by Zapier + Salesforce + Alegra
With Zapier, you can do more than just connect your apps - you can automate entire processes from beginning to end! Check out the following list of triggers and actions you can use with Webhooks by Zapier, Salesforce, and Alegra. And don’t forget that you can add more apps and actions to create complex workflows.
URLRequired
Key
Deduplication Key
Xpath
Basic Auth
Headers
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planURLRequired
Query String Params
Send As JSON
JSON key
Unflatten
Basic Auth
Headers
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.URLRequired
Payload Type
Data
Wrap Request In Array
File
Unflatten
Basic Auth
Headers
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
New Outbound Message
Triggers when a new outbound message is received in Salesforce.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Disclaimer
Salesforce ObjectRequired
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planCampaignRequired
ContactRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CampaignRequired
LeadRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.FileRequired
Salesforce ObjectRequired
Description
Is Private
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Create Contact
Creates a new contact in Salesforce.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Use Assignment Rules
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Salesforce ObjectRequired
Use Assignment Rules
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Record to UpdateRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Salesforce ObjectRequired
Record to UpdateRequired
Use Assignment Rules
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.HTTP MethodRequired
URLRequired
Query String Parameters
Headers
Additional Request Headers
Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Salesforce ObjectRequired
Search ValueRequired
Second Field to Search By
Second Search Value
Search Operator
ActionThis is an event a Zap performs.SearchFind existing data in your appSalesforce ObjectRequired
WHERE ClauseRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSalesforce ObjectRequired
Search ValueRequired
Second Field to Search By
Second Search Value
Search Operator
Use Assignment Rules
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
New 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 found
Catch Raw Hook
Wait for a new POST, PUT, or GET to a Zapier URL. Gives the request body unparsed (max 2 MB) and also includes headers.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.MethodRequired
URLRequired
Data Pass-Through?
Data
Unflatten
Basic Auth
Headers
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.URLRequired
Payload Type
Data
Wrap Request In Array
File
Unflatten
Basic Auth
Headers
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.New 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 Lead
Triggers when a new Lead is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planSalesforce ObjectRequired
Record to LinkRequired
FileRequired
VisibilityRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.LeadRequired
AccountRequired
Warning
Opportunity
Create New Opportunity
Converted StatusRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Parent ObjectRequired
Use Assignment Rules
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.FileRequired
Title
Description
Salesforce Object
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TitleRequired
Note
Salesforce ObjectRequired
Is Private
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Salesforce ObjectRequired
Use Assignment Rules
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Lead to UpdateRequired
Use Assignment Rules
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Salesforce ObjectRequired
Record to UpdateRequired
Use Assignment Rules
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Parent ObjectRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSalesforce ObjectRequired
Search Results
ActionThis is an event a Zap performs.SearchFind existing data in your appSalesforce ObjectRequired
WHERE ClauseRequired
Order By
Order Direction
Limit
ActionThis is an event a Zap performs.SearchFind existing data in your appSalesforce ObjectRequired
WHERE ClauseRequired
Order By
Order Direction
Limit
Use Assignment Rules
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