Alegra + AlterEstate

Create new contacts in Alegra from new form entries in AlterEstate

Make your real estate operations more efficient with this handy workflow. When a new form entry is added in AlterEstate, it instantly generates a new contact in Alegra. This automatic process not only helps in efficient data management but also frees you to focus on the core facets of your business.

Make your real estate operations more efficient with this handy workflow. When a new form entry is added in AlterEstate, it instantly generates a new contact in Alegra. This automatic process not only helps in efficient data management but also frees you to focus on the core facets of your business.

  1. When this happens...
    AlterEstateAlterEstate
    New Form Entry

    Triggers when any visitor completes the form.

    TriggerPolling
  2. automatically do this!
    AlegraAlegra
    Create Contact

    Crear un contacto nuevo. Creates a new contact.

    ActionWrite
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Supported triggers and actions

    • Seleccionar FormularioRequired

    • ¿Incluir entradas incompletas?Required

    Trigger
    Polling
    Try It
    • AgenteRequired

    • Round Robin

    • Via o CanalRequired

    • Código de la Propiedad

    • Operación de Interés

    • Nombre CompletoRequired

    • Email

    • Teléfono

    • Notas

    • Facebook: Nombre del Conjunto de Anuncios

    • Facebook: Nombre de la Campaña

    • Facebook: Nombre del Formulario

    • Facebook: Plataforma (FB / IG)

    Action
    Write
  • Alegra triggers, actions, and search

    New Estimate

    Triggers when a new estimate is created in Alegra.

    Trigger
    Polling
    Try It
    • Round RobinRequired

    Trigger
    Polling
    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
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alegra logo

About Alegra

Alegra is an accounting and billing app designed for Latin American managers.

Related categories

  • Accounting
alterestate logo
alterestate logo

About AlterEstate

AlterEstate is a software for Real Estate Agencies to help them connect and build strong relationships with their clients.
Learn more

Related categories

  • CRM (Customer Relationship Management)

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Zapier Interfaces integrationsZapier Interfaces integrations

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier