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Alegra
Alegra logo
Alegra
1. Choose trigger event
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Odoo CRM
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Odoo CRM
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 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.

  • 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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Customers have created over 25 million Zaps on the platform

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

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

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 Odoo CRM on the Zapier blog

Make work flow with AI

Level up your Alegra to Odoo CRM 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.

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.

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About Alegra
Alegra is an accounting and billing app designed for Latin American managers.
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About Odoo CRM
Odoo is a powerful open source platform with dozens of apps to help you grow your business. Available apps range from CRM to eCommerce, and from accounting to manufacturing and project management. This Odoo CRM integration allows users to connect Odoo's CRM product to other apps. This integration works with instances that are cloud hosted at "odoo.com."
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