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How to connect Alegra and Formsite
Create a New Scenario to Connect Alegra and Formsite
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 Formsite will be your first step. To do this, click "Choose an app," find Alegra or Formsite, 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 Formsite Node
Next, click the plus (+) icon on the Alegra node, select Formsite from the list of available apps, and choose the action you need from the list of nodes within Formsite.
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Authenticate Formsite
Now, click the Formsite node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Formsite settings. Authentication allows you to use Formsite through Latenode.
Configure the Alegra and Formsite 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 Formsite 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, Formsite, 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 Formsite integration works as expected. Depending on your setup, data should flow between Alegra and Formsite (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 Formsite
Formsite + Alegra + Slack: When a new form result is submitted in Formsite, a new contact is created in Alegra. Then, a notification is sent to a Slack channel to inform the team about the new contact.
Formsite + Alegra + Google Sheets: When a new form result is submitted in Formsite, a new sales invoice is created in Alegra. The details of the new sales invoice are then added to a Google Sheet for tracking and analysis.
Alegra and Formsite 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 Formsite
Formsite form data becomes actionable in Latenode. Automatically process submissions: validate, filter, and route info to databases, CRMs, or other apps. Trigger follow-up emails or create tasks based on form responses. Enhance data with AI and custom JS logic inside Latenode for efficient workflows.
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FAQ Alegra and Formsite
How can I connect my Alegra account to Formsite using Latenode?
To connect your Alegra account to Formsite 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 Formsite accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically create Alegra contacts from Formsite submissions?
Yes, you can! Latenode's visual editor makes it simple to map Formsite data directly to Alegra contact fields. Save time and ensure accurate contact information, automatically.
What types of tasks can I perform by integrating Alegra with Formsite?
Integrating Alegra with Formsite allows you to perform various tasks, including:
- Creating new Alegra invoices based on Formsite order submissions.
- Updating contact information in Alegra from Formsite profile updates.
- Triggering email sequences through Alegra when a new Formsite form is filled.
- Generating Alegra sales opportunities from Formsite lead generation forms.
- Sending automated thank you notes via Formsite after an Alegra invoice payment.
What Alegra data can I access through Latenode integrations?
Latenode allows access to contacts, invoices, products, and other Alegra objects. Use this data to automate complex accounting workflows.
Are there any limitations to the Alegra and Formsite integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex conditional logic may require JavaScript coding in Latenode.
- Real-time updates depend on the polling interval of the Formsite trigger.
- Large data transfers might be subject to API rate limits of Alegra or Formsite.
