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How to connect Alegra and Beamer
Create a New Scenario to Connect Alegra and Beamer
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 Beamer will be your first step. To do this, click "Choose an app," find Alegra or Beamer, 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 Beamer Node
Next, click the plus (+) icon on the Alegra node, select Beamer from the list of available apps, and choose the action you need from the list of nodes within Beamer.
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Authenticate Beamer
Now, click the Beamer node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Beamer settings. Authentication allows you to use Beamer through Latenode.
Configure the Alegra and Beamer 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 Beamer 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 Alegra, Beamer, 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 Beamer integration works as expected. Depending on your setup, data should flow between Alegra and Beamer (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 Beamer
Alegra + Beamer + Slack: When a new sales invoice is created in Alegra, a new post is created in Beamer to announce it. Then, a message is sent to a Slack channel to notify the finance team about the new invoice.
Beamer + Alegra + HubSpot: When a new feature is announced in Beamer, a new deal is created in HubSpot to track potential sales. The contact information is also updated in Alegra.
Alegra and Beamer 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 Beamer
Use Beamer in Latenode to automate product update notifications based on user behavior. Trigger targeted announcements directly within your workflows. Combine Beamer with Latenode's data transformation and scheduling tools for more precise and automated communication. Scale your outreach without complex coding.
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See how Latenode works
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FAQ Alegra and Beamer
How can I connect my Alegra account to Beamer using Latenode?
To connect your Alegra account to Beamer 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 Beamer accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically announce new Alegra invoices in Beamer?
Yes, you can! Latenode lets you trigger Beamer announcements from new Alegra invoices. Keep users informed instantly about their billing. Scale automations as your business grows.
What types of tasks can I perform by integrating Alegra with Beamer?
Integrating Alegra with Beamer allows you to perform various tasks, including:
- Announce successful invoice payments in Beamer.
- Post new customer sign-ups from Alegra in Beamer.
- Notify users in Beamer of upcoming subscription renewals tracked in Alegra.
- Share Alegra's updated product pricing in Beamer.
- Send Beamer notifications for overdue invoices from Alegra.
How secure is the Alegra integration in Latenode?
Latenode uses secure authentication protocols. Your Alegra data is protected with encryption and access controls during workflow execution.
Are there any limitations to the Alegra and Beamer integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Historical data migration is not supported directly through the integration.
- Advanced custom field mapping requires JavaScript knowledge.
- Beamer's notification limits still apply, regardless of Latenode's capabilities.
