Alegra + Perfit

Create or update contacts in Perfit each time a new contact is added in Alegra

Experience a seamless integration between Alegra and Perfit with this workflow. Each time a new contact is added in Alegra, their details are updated or created in Perfit. Enjoy the benefit of centralized contact management, saving your time and increasing productivity by eliminating the need to switch between platforms. This automation not only simplifies your workflow, but also keeps your contact information consistent and updated across both apps.

Experience a seamless integration between Alegra and Perfit with this workflow. Each time a new contact is added in Alegra, their details are updated or created in Perfit. Enjoy the benefit of centralized contact management, saving your time and increasing productivity by eliminating the need to switch between platforms. This automation not only simplifies your workflow, but also keeps your contact information consistent and updated across both apps.

  1. When this happens...
    AlegraAlegra
    New Contact

    Triggers when a new contact is created.

    TriggerPolling
  2. automatically do this!
    PerfitPerfit
    Create/Update Contact

    Add a new contact to a list of your choosing. Can be used to update an existing contact too.

    ActionWrite
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Supported triggers and actions

  • Alegra triggers, actions, and search

    New Contact

    Triggers when a new contact is created.

    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
    • 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)

    Action
    Write
    • 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)

    Action
    Write
    • 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

    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
perfit logo
perfit logo

About Perfit

Perfit lets you send beautiful responsive emails, manage your lists, and track the results of your campaigns.
Learn more

Related categories

  • Email