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Set up your first integration
Quickly connect Alegra to Odoo CRM with a Zapier template.
Our most popular template
How Zapier works
Zapier makes it easy to integrate Alegra with Odoo CRM - no code necessary. See how you can get setup in minutes.
Choose a trigger
A trigger is the event that starts your Zap—like a "New Contact" from Alegra.
Add your action
An action happens after the trigger—such as "Create Lead" in Odoo CRM.
You’re connected!
Zapier seamlessly connects Alegra and Odoo CRM, automating your workflow.
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.
- 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
- 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)
ActionWrite- 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)
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)
- 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)
ActionWrite- 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
ActionWrite
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Connect Alegra and Odoo CRM 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.
Automate your lead management and improve conversions
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Provide world-class support with a little help from automation
Automate your way to actionable, up-to-date data
Resolve incidents faster with automation
Learn how to automate Odoo CRM on the Zapier blog
Frequently Asked Questions about Alegra + Odoo CRM integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Alegra and Odoo CRM
What is required to set up the integration between Alegra and Odoo CRM?
To set up the integration, you need active accounts in both Alegra and Odoo CRM. You'll start by connecting these accounts with a service like ours that enables integration by authorizing access to your data in both systems. After authorization, you can select specific triggers from one platform and configure corresponding actions on the other.
Can I automate invoicing in Alegra when a deal is closed in Odoo CRM?
Yes, you can automate invoicing by setting up a trigger-action pair where closing a deal in Odoo CRM (trigger) automatically generates an invoice in Alegra (action). This helps streamline your sales process considerably.
Is it possible to update contact information automatically across both platforms?
Absolutely, our integration allows for automatic synchronization of contact information. For example, updating a customer's details in Odoo CRM can be set as a trigger that promptly updates the same information in Alegra as an action.
How do I ensure data consistency between Alegra and Odoo CRM?
Using our service to integrate Alegra with Odoo CRM ensures real-time data synchronization. You can create workflows that consistently update records between platforms based on certain events or triggers, minimizing discrepancies.
Can new tasks in Odoo CRM trigger actions in Alegra?
Definitely. For instance, creating a new task in Odoo CRM could serve as a trigger for adding related notes or records into Alegra as part of the action setup. This keeps your team aligned across different systems.
Are there any pre-built templates available for quick setup?
We offer several pre-built templates designed to connect common functionalities between Alegra and Odoo CRM. These templates simplify setting up integrations without needing extensive technical knowledge or coding skills.
How often are triggers checked between the two systems?
The frequency of checking triggers depends on how you've configured them within our integration platform. Generally, triggers are monitored continuously or at preset intervals to ensure timely execution of associated actions.
