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How to connect Alegra and Getform
Create a New Scenario to Connect Alegra and Getform
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 Getform will be your first step. To do this, click "Choose an app," find Alegra or Getform, 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 Getform Node
Next, click the plus (+) icon on the Alegra node, select Getform from the list of available apps, and choose the action you need from the list of nodes within Getform.
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Authenticate Getform
Now, click the Getform node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Getform settings. Authentication allows you to use Getform through Latenode.
Configure the Alegra and Getform 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 Getform 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, Getform, 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 Getform integration works as expected. Depending on your setup, data should flow between Alegra and Getform (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 Getform
Getform + Alegra + Slack: When a new form is submitted via Getform, a new contact is created in Alegra using the submission data. A notification is then sent to a specified Slack channel to alert the team about the new contact.
Getform + Google Sheets + Alegra: Upon receiving a new submission in Getform, the submission data is added as a new row in a specified Google Sheet. Simultaneously, a new client is created in Alegra using the form data.
Alegra and Getform 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 Getform
Use Getform inside Latenode to capture form submissions and instantly trigger automated workflows. Route form data to databases, CRMs, or email marketing tools. Validate and transform entries with JS code blocks, AI, or no-code tools. Easily build multi-step automations without complex coding and scale up your lead capture processes.
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FAQ Alegra and Getform
How can I connect my Alegra account to Getform using Latenode?
To connect your Alegra account to Getform 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 Getform accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically create Alegra contacts from new Getform submissions?
Yes, you can! Latenode enables this automation, instantly adding form data to Alegra. This streamlines lead management, saving time and reducing manual data entry.
What types of tasks can I perform by integrating Alegra with Getform?
Integrating Alegra with Getform allows you to perform various tasks, including:
- Create new Alegra invoices automatically from Getform order submissions.
- Update contact information in Alegra based on Getform profile updates.
- Trigger Alegra payment reminders when a new Getform support ticket is created.
- Send personalized thank you emails via Getform upon Alegra invoice payment.
- Generate Alegra reports based on data collected through Getform surveys.
Can I use JavaScript to transform data between Alegra and Getform?
Yes! Latenode allows you to use JavaScript code blocks to manipulate data, providing advanced control over data transformation between Alegra and Getform.
Are there any limitations to the Alegra and Getform integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex Alegra custom field mappings may require JavaScript for advanced transformations.
- Real-time synchronization depends on the API rate limits of both Alegra and Getform.
- Large file uploads via Getform might impact workflow execution speed.
