Alegra + Microsoft Excel integrations
Add new Alegra contacts to Microsoft Excel rows instantly
Boost your record-keeping efficiency when you add new contacts in Alegra. This set-up populates a fresh row in your Microsoft Excel spreadsheet with the contact information, chucking the manual entry process to keep your business data current and comprehensive. It's a great way to ensure no contact details slip through the cracks.
- When this happens...New ContactTriggers when a new contact is created.
- automatically do this!Add RowAdds a new row to the end of a worksheet.
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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
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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.
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