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How to connect Alegra and Basin
Create a New Scenario to Connect Alegra and Basin
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 Alegra, triggered by another scenario, or executed manually (for testing purposes). In most cases, Alegra or Basin will be your first step. To do this, click "Choose an app," find Alegra or Basin, and select the appropriate trigger to start the scenario.
Add the Alegra Node
Select the Alegra node from the app selection panel on the right.
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Add the Basin Node
Next, click the plus (+) icon on the Alegra node, select Basin from the list of available apps, and choose the action you need from the list of nodes within Basin.
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Authenticate Basin
Now, click the Basin node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Basin settings. Authentication allows you to use Basin through Latenode.
Configure the Alegra and Basin 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 Alegra and Basin 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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Basin
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Trigger on Webhook
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Alegra
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Iterator
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Webhook response
Save and Activate the Scenario
After configuring Alegra, Basin, 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 Alegra and Basin integration works as expected. Depending on your setup, data should flow between Alegra and Basin (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Most powerful ways to connect Alegra and Basin
Basin + Alegra + Slack: When a new form is submitted via Basin, a new contact is created in Alegra. Then, a direct message is sent to the contact via Slack with a welcome message.
Basin + Google Sheets + Alegra: Upon a new form submission in Basin, the submission data is added as a new row in Google Sheets. Following this, a sales invoice is created in Alegra.
Alegra and Basin integration alternatives
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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About Basin
Use Basin inside Latenode to capture form submissions without server-side code. Connect form data to any app via REST API or Webhooks, triggering automated workflows. Validate, transform, and route data with Latenode's visual editor, enhancing lead management and data collection, and avoiding back-end setup.
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See how Latenode works
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FAQ Alegra and Basin
How can I connect my Alegra account to Basin using Latenode?
To connect your Alegra account to Basin on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Alegra and click on "Connect".
- Authenticate your Alegra and Basin accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically update Alegra contacts from new Basin submissions?
Yes, you can! Latenode's visual editor makes it easy to map Basin form data directly to Alegra contact fields. This eliminates manual entry, saving time and reducing errors.
What types of tasks can I perform by integrating Alegra with Basin?
Integrating Alegra with Basin allows you to perform various tasks, including:
- Create new Alegra invoices from Basin form submissions.
- Send personalized thank you notes via Basin after invoice creation.
- Update contact information in Alegra when a Basin form is submitted.
- Track customer feedback from Basin forms within Alegra's CRM.
- Generate reports on customer interactions collected via Basin forms.
How does Latenode handle data transformation between Alegra and Basin?
Latenode provides powerful no-code blocks and JavaScript support to format and transform data for compatibility between Alegra and Basin.
Are there any limitations to the Alegra and Basin integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex data transformations might require JavaScript knowledge.
- Real-time synchronization depends on the API rate limits of both services.
- Custom field mapping may need adjustments for specific data types.
