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Zapier makes it easy to integrate Alegra with Zapier Forms - no code necessary. See how you can get setup in minutes.

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Alegra
Alegra logo
Alegra
1. Choose trigger event
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Zapier Forms
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Zapier Forms
2. Choose action
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1. Select the event
Setup
Test
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Alegra
Choose a trigger event

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 User" in Zapier Forms.

You’re connected!

Zapier seamlessly connects Alegra and Zapier Forms, 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.

  • Alegra triggers, actions, and search
    New Contact

    Triggers when a new contact is created.

    Trigger
    Polling
    Try It
  • Alegra triggers, actions, and search
    New Invoice

    Triggers when a new invoice 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
  • Alegra triggers, actions, and search
    New Estimate

    Triggers when a new estimate is created in Alegra.

    Trigger
    Polling
    Try It
  • Alegra triggers, actions, and search
    New Item

    Triggers when a new product or service is created.

    Trigger
    Polling
    Try It
    • 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

For AI agents & developers

Use Alegra and Zapier Forms with AI agents and code

Beyond Zap workflows. Call Alegra and Zapier Forms actions directly from your AI client or your codebase, using the same 9,000+ app integrations Zapier already runs.

No code

Connect via Zapier MCP

Expose Alegra and Zapier Forms actions as tools in any MCP client. Authenticate once, then call them in natural language.

Example actions on this page

  • Create Contact in Argentina
  • Create User

Works with

Claude · ChatGPT · Cursor · any MCP-compatible client

Connect Zapier MCP
Typescript

Call from code with the Zapier SDK

Trigger Alegra and Zapier Forms actions from backend services, scripts, or agent code.

Install

# TypeScript / Node
npm install @zapier/zapier-sdk

Run an action

import { createZapierSdk } from '@zapier/zapier-sdk';

const zapier = createZapierSdk();
await zapier.runAction({ /* alegra / zapier-forms action */ });
Run the SDK docs

There is no Python package yet. SDK is TypeScript-only (@zapier/zapier-sdk). The MCP server URL is personal to your account; get it at zapier.com/mcp.

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Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

Connect Alegra and Zapier Forms 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

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.
An illustration representing how to automate lead management with Zapier.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.
An illustration representing how to measure campaign impact with Zapier.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.
An illustration representing how to automate customer support with Zapier.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.
An illustration representing how to move and manage data with Zapier.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.
An illustration of a flow chart representing how to resolve tickets and incidents with Zapier.

Learn how to automate Zapier Forms on the Zapier blog

Make work flow with AI

Level up your Alegra to Zapier Forms integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.
Illustration of AI enhancing Zapier workflows with automation and app integrations.
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About Alegra
Alegra is an accounting and billing app designed for Latin American managers.
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Accounting
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About Zapier Forms
Zapier Forms is an automated way to collect data and integrate your form with workflows that can connect to 9,000+ apps.
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App Builder
CRM (Customer Relationship Management)
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