Alegra + Microsoft Excel integrations
Create new Microsoft Excel spreadsheets for incoming Alegra invoices
Save time and streamline your invoicing process with this seamless automation. When you create a new invoice in Alegra, this workflow will instantly generate a spreadsheet in Microsoft Excel, making it easier than ever to stay organized and up-to-date with your financial records. Say goodbye to manual data entry, and let this integration do the work for you.
- When this happens...New InvoiceTriggers when a new invoice is created.
- automatically do this!Create WorkbookCreates a new workbook
- Free forever for core features
- 14 day trial for premium features & apps
More things you can do with Alegra and Microsoft Excel
Discover other triggers and actions you can use with Alegra and Microsoft Excel
- New Contact
Triggers when a new contact is created.
Try ItTriggerPolling - New Invoice
Triggers when a new invoice is created.
Try ItTriggerPolling - 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)
ActionWrite- 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)
ActionWrite
- New Estimate
Triggers when a new estimate is created in Alegra.
Try ItTriggerPolling - New Item
Triggers when a new product or service is created.
Try ItTriggerPolling - 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)
ActionWrite- 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
ActionWrite
Related categories
Microsoft's Excel is a spreadsheet application used by millions of users across the world. It is part of the Office ecosystem and is considered the industry standard for spreadsheets.
Only files on OneDrive for Business (available with Office 365 and Sharepoint server) are supported at this time with Zapier.
Related categories






