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How to connect Alegra and Fillout
Create a New Scenario to Connect Alegra and Fillout
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 Fillout will be your first step. To do this, click "Choose an app," find Alegra or Fillout, 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 Fillout Node
Next, click the plus (+) icon on the Alegra node, select Fillout from the list of available apps, and choose the action you need from the list of nodes within Fillout.
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Authenticate Fillout
Now, click the Fillout node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Fillout settings. Authentication allows you to use Fillout through Latenode.
Configure the Alegra and Fillout 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 Fillout 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, Fillout, 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 Fillout integration works as expected. Depending on your setup, data should flow between Alegra and Fillout (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 Fillout
Fillout + Alegra + Google Sheets: When a new submission is received in Fillout, a contact is created in Alegra and the submission data is added to a Google Sheet for tracking and analysis.
Alegra + Fillout + Slack: When a sales invoice is created in Alegra, triggered potentially by data from a Fillout form, a notification is sent to a Slack channel with details about the invoice.
Alegra and Fillout 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 Fillout
Use Fillout forms in Latenode to collect data and instantly trigger workflows. Instead of manual exports, automate follow-ups, database updates, or personalized emails based on form responses. Latenode lets you parse, transform, and route Fillout data to any app with full control and no per-step pricing.
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See how Latenode works
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FAQ Alegra and Fillout
How can I connect my Alegra account to Fillout using Latenode?
To connect your Alegra account to Fillout 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 Fillout accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I create Alegra invoices from Fillout form submissions?
Yes, you can! Latenode's visual editor makes it simple to automatically generate invoices in Alegra whenever a new form is submitted in Fillout, saving you valuable time.
What types of tasks can I perform by integrating Alegra with Fillout?
Integrating Alegra with Fillout allows you to perform various tasks, including:
- Create new Alegra contacts from new Fillout submissions automatically.
- Update existing Alegra contacts with data collected from Fillout forms.
- Generate detailed reports combining Alegra financial data and Fillout survey responses.
- Trigger Alegra actions based on specific responses in Fillout forms.
- Send personalized thank-you emails via Fillout upon invoice creation in Alegra.
How secure is my Alegra data when using Latenode integrations?
Latenode uses industry-standard encryption and security practices to protect your data during Alegra and Fillout integration workflows.
Are there any limitations to the Alegra and Fillout integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex calculations may require custom JavaScript code blocks.
- Real-time synchronization depends on the API rate limits of both Alegra and Fillout.
- File size limits apply when transferring attachments between Alegra and Fillout.
