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How to connect Alegra and GoCanvas
Create a New Scenario to Connect Alegra and GoCanvas
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 GoCanvas will be your first step. To do this, click "Choose an app," find Alegra or GoCanvas, 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 GoCanvas Node
Next, click the plus (+) icon on the Alegra node, select GoCanvas from the list of available apps, and choose the action you need from the list of nodes within GoCanvas.
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Authenticate GoCanvas
Now, click the GoCanvas node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your GoCanvas settings. Authentication allows you to use GoCanvas through Latenode.
Configure the Alegra and GoCanvas 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 GoCanvas 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, GoCanvas, 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 GoCanvas integration works as expected. Depending on your setup, data should flow between Alegra and GoCanvas (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 GoCanvas
GoCanvas + Alegra + Slack: When a new submission is received in GoCanvas, a new contact is created in Alegra. Then, a notification with the contact details is sent to a specified Slack channel.
GoCanvas + Alegra + Google Sheets: When a new submission is made in GoCanvas and a new sales invoice is created in Alegra, the details of both are logged into a Google Sheet for reporting purposes.
Alegra and GoCanvas 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 GoCanvas
Use GoCanvas with Latenode to automate data capture from mobile forms into your workflows. Integrate field data directly into databases or CRMs. Trigger follow-up actions based on form submissions, like generating reports or sending notifications. Simplify field operations and improve data accuracy inside Latenode’s visual environment.
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See how Latenode works
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FAQ Alegra and GoCanvas
How can I connect my Alegra account to GoCanvas using Latenode?
To connect your Alegra account to GoCanvas 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 GoCanvas accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automate invoice creation from GoCanvas submissions?
Yes, with Latenode, you can automatically create Alegra invoices from new GoCanvas submissions. Streamline accounting and improve data accuracy with no-code automation.
What types of tasks can I perform by integrating Alegra with GoCanvas?
Integrating Alegra with GoCanvas allows you to perform various tasks, including:
- Create new Alegra contacts from new GoCanvas form submissions.
- Update existing Alegra contacts based on GoCanvas data.
- Generate detailed Alegra invoices based on GoCanvas orders.
- Send custom email notifications based on Alegra invoice status.
- Archive GoCanvas submissions in Alegra for accounting purposes.
How secure is my Alegra data when using Latenode?
Latenode uses industry-standard encryption and security protocols to protect your Alegra data during integration and data transfer.
Are there any limitations to the Alegra and GoCanvas integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex GoCanvas form logic may require custom JavaScript for full integration.
- Real-time data synchronization depends on the API availability of both apps.
- Large data volumes might require optimization for efficient workflow execution.
