Alegra and ClickSend Integration

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Automatically send SMS reminders via ClickSend for upcoming Alegra invoice due dates. Latenode’s visual editor makes setup simple, while JavaScript nodes allow custom reminders and affordable scaling.

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Alegra

ClickSend

Step 1: Choose a Trigger

Step 2: Choose an Action

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How to connect Alegra and ClickSend

Create a New Scenario to Connect Alegra and ClickSend

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 ClickSend will be your first step. To do this, click "Choose an app," find Alegra or ClickSend, 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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Alegra

Configure the Alegra

Click on the Alegra node to configure it. You can modify the Alegra URL and choose between DEV and PROD versions. You can also copy it for use in further automations.

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Connect Alegra

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Run node once

Add the ClickSend Node

Next, click the plus (+) icon on the Alegra node, select ClickSend from the list of available apps, and choose the action you need from the list of nodes within ClickSend.

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Authenticate ClickSend

Now, click the ClickSend node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your ClickSend settings. Authentication allows you to use ClickSend through Latenode.

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Run node once

Configure the Alegra and ClickSend Nodes

Next, configure the nodes by filling in the required parameters according to your logic. Fields marked with a red asterisk (*) are mandatory.

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Run node once

Set Up the Alegra and ClickSend 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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Save and Activate the Scenario

After configuring Alegra, ClickSend, 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 ClickSend integration works as expected. Depending on your setup, data should flow between Alegra and ClickSend (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 ClickSend

Alegra + ClickSend + Google Sheets: When a new event occurs in Alegra, such as a new sales invoice, find the corresponding contact. Then, send an SMS reminder to that contact using ClickSend, and log the communication details, including invoice ID and SMS status, in a Google Sheet.

ClickSend + Alegra + Slack: When a new SMS is received by ClickSend, search Alegra for a contact matching the sender's phone number. If a new contact is created in Alegra as a result of the SMS campaign, post a message to a designated Slack channel informing the team of the new signup.

Alegra and ClickSend 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.

About ClickSend

Use ClickSend in Latenode to automate SMS, email, or voice messaging. Build workflows that trigger messages based on events in your other apps. Improve customer engagement by automating personalized notifications. Latenode’s visual editor simplifies integration and scales your outreach without extra code or per-step costs.

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FAQ Alegra and ClickSend

How can I connect my Alegra account to ClickSend using Latenode?

To connect your Alegra account to ClickSend 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 ClickSend accounts by providing the necessary permissions.
  • Once connected, you can create workflows using both apps.

Can I send SMS notifications for new Alegra invoices?

Yes, you can! Latenode allows you to trigger ClickSend SMS messages when new invoices are created in Alegra, keeping clients informed automatically. Leverage advanced logic and AI for personalized messages.

What types of tasks can I perform by integrating Alegra with ClickSend?

Integrating Alegra with ClickSend allows you to perform various tasks, including:

  • Sending SMS reminders for overdue invoice payments in Alegra.
  • Notifying customers via SMS when a new estimate is created.
  • Sending payment confirmations via SMS after an Alegra transaction.
  • Creating ClickSend contacts from new Alegra customer records.
  • Alerting sales teams of high-value Alegra invoices via SMS.

How can I handle errors in Alegra workflows?

Latenode provides robust error handling. Use try/catch blocks and conditional logic to gracefully manage errors and send alerts via ClickSend.

Are there any limitations to the Alegra and ClickSend integration on Latenode?

While the integration is powerful, there are certain limitations to be aware of:

  • Rate limits on Alegra or ClickSend's API may affect performance.
  • Custom fields in Alegra might require specific handling.
  • Complex logic might necessitate JavaScript knowledge.

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