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How to connect Agile CRM and Alegra
Create a New Scenario to Connect Agile CRM and Alegra
In the workspace, click the “Create New Scenario” button.
Add the First Step
Add the first node – a trigger that will initiate the scenario when it receives the required event. Triggers can be scheduled, called by a Agile CRM, triggered by another scenario, or executed manually (for testing purposes). In most cases, Agile CRM or Alegra will be your first step. To do this, click "Choose an app," find Agile CRM or Alegra, and select the appropriate trigger to start the scenario.
Add the Agile CRM Node
Select the Agile CRM node from the app selection panel on the right.
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Configure the Agile CRM
Click on the Agile CRM node to configure it. You can modify the Agile CRM URL and choose between DEV and PROD versions. You can also copy it for use in further automations.
Add the Alegra Node
Next, click the plus (+) icon on the Agile CRM node, select Alegra from the list of available apps, and choose the action you need from the list of nodes within Alegra.
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Authenticate Alegra
Now, click the Alegra node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Alegra settings. Authentication allows you to use Alegra through Latenode.
Configure the Agile CRM and Alegra Nodes
Next, configure the nodes by filling in the required parameters according to your logic. Fields marked with a red asterisk (*) are mandatory.
Set Up the Agile CRM and Alegra Integration
Use various Latenode nodes to transform data and enhance your integration:
- Branching: Create multiple branches within the scenario to handle complex logic.
- Merging: Combine different node branches into one, passing data through it.
- Plug n Play Nodes: Use nodes that don’t require account credentials.
- Ask AI: Use the GPT-powered option to add AI capabilities to any node.
- Wait: Set waiting times, either for intervals or until specific dates.
- Sub-scenarios (Nodules): Create sub-scenarios that are encapsulated in a single node.
- Iteration: Process arrays of data when needed.
- Code: Write custom code or ask our AI assistant to do it for you.
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Trigger on Webhook
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Save and Activate the Scenario
After configuring Agile CRM, Alegra, and any additional nodes, don’t forget to save the scenario and click "Deploy." Activating the scenario ensures it will run automatically whenever the trigger node receives input or a condition is met. By default, all newly created scenarios are deactivated.
Test the Scenario
Run the scenario by clicking “Run once” and triggering an event to check if the Agile CRM and Alegra integration works as expected. Depending on your setup, data should flow between Agile CRM and Alegra (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Most powerful ways to connect Agile CRM and Alegra
Agile CRM + Alegra + Slack: When a new deal closes in Agile CRM, an invoice is created in Alegra, and a congratulatory message is sent to the sales team in Slack.
Alegra + Agile CRM + Google Sheets: This workflow summarizes Alegra invoices monthly in a Google Sheet and then adds that summary to the contact notes in Agile CRM.
Agile CRM and Alegra integration alternatives
About Agile CRM
Sync Agile CRM data in Latenode to automate sales workflows. Update deals, contacts, or tasks based on triggers from other apps. Enrich CRM data using AI, route leads intelligently, and build custom reports — all within visual Latenode flows. Cut CRM admin overhead and ensure data consistency.
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About Alegra
Automate accounting tasks using Alegra within Latenode. Retrieve invoices, manage contacts, and track payments. Integrate Alegra data with other apps to automate financial reporting or trigger actions based on accounting events. Latenode adds flexible scheduling, error handling, and custom logic to streamline Alegra workflows beyond its standard features, creating robust, end-to-end processes.
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See how Latenode works
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FAQ Agile CRM and Alegra
How can I connect my Agile CRM account to Alegra using Latenode?
To connect your Agile CRM account to Alegra on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Agile CRM and click on "Connect".
- Authenticate your Agile CRM and Alegra accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically create Alegra invoices from new Agile CRM deals?
Yes, you can! Latenode's visual editor makes this easy. Automatically generate invoices, save time, and streamline your sales and accounting processes with no code required.
What types of tasks can I perform by integrating Agile CRM with Alegra?
Integrating Agile CRM with Alegra allows you to perform various tasks, including:
- Create new Alegra contacts when new contacts are added to Agile CRM.
- Update contact information in Alegra when Agile CRM contacts are updated.
- Generate Alegra invoices automatically from won Agile CRM deals.
- Sync product information between Agile CRM and Alegra.
- Trigger notifications in Alegra when a deal closes in Agile CRM.
How can I handle errors when integrating Agile CRM using Latenode?
Latenode provides robust error handling. You can set up alerts and retry mechanisms, ensuring reliable Agile CRM integration workflows.
Are there any limitations to the Agile CRM and Alegra integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex custom field mappings might require JavaScript code.
- Real-time data synchronization depends on the API limits of Agile CRM and Alegra.
- Attachments from Agile CRM deals are not automatically transferred to Alegra.
