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How to connect Alegra and Delighted
Create a New Scenario to Connect Alegra and Delighted
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 Delighted will be your first step. To do this, click "Choose an app," find Alegra or Delighted, 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 Delighted Node
Next, click the plus (+) icon on the Alegra node, select Delighted from the list of available apps, and choose the action you need from the list of nodes within Delighted.
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Authenticate Delighted
Now, click the Delighted node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Delighted settings. Authentication allows you to use Delighted through Latenode.
Configure the Alegra and Delighted 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 Delighted 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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Delighted
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Trigger on Webhook
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Save and Activate the Scenario
After configuring Alegra, Delighted, 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 Delighted integration works as expected. Depending on your setup, data should flow between Alegra and Delighted (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 Delighted
Alegra + Delighted + Slack: When a new sales invoice is created in Alegra, a customer satisfaction survey is sent via Delighted. The finance team is then notified in Slack about the new invoice and survey.
Delighted + Alegra + Google Sheets: When a new survey response is received in Delighted, the response data is stored in Google Sheets. Then, customer records in Alegra are updated with the feedback scores.
Alegra and Delighted 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 Delighted
Automate feedback loops with Delighted in Latenode. Send surveys post-interaction and instantly act on results. Route scores to your team's Slack, update records in your CRM, or trigger follow-ups based on sentiment. Build adaptable workflows with no-code tools, custom logic, and AI — all without per-step costs.
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FAQ Alegra and Delighted
How can I connect my Alegra account to Delighted using Latenode?
To connect your Alegra account to Delighted 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 Delighted accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I trigger surveys based on invoice payments?
Yes, you can! Latenode allows triggering Delighted surveys when invoices are paid in Alegra, ensuring timely feedback. Leverage our AI to analyze responses and improve customer satisfaction.
What types of tasks can I perform by integrating Alegra with Delighted?
Integrating Alegra with Delighted allows you to perform various tasks, including:
- Automatically send customer satisfaction surveys after an invoice is marked as paid.
- Update customer records in Alegra based on survey responses in Delighted.
- Trigger internal notifications for negative feedback received through Delighted.
- Analyze sentiment of survey responses using AI and update customer segments.
- Create personalized thank-you notes in Alegra based on high Delighted scores.
How secure is my Alegra data when using Latenode?
Latenode uses advanced encryption and security protocols to protect your Alegra data. Access is strictly controlled, and data is never stored unnecessarily.
Are there any limitations to the Alegra and Delighted integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Initial setup requires administrative access to both Alegra and Delighted.
- Complex workflows with large datasets might require optimization.
- Real-time data synchronization depends on the API limits of both platforms.
