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How to connect Alegra and Gravity Forms
Create a New Scenario to Connect Alegra and Gravity Forms
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 Gravity Forms will be your first step. To do this, click "Choose an app," find Alegra or Gravity Forms, 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 Gravity Forms Node
Next, click the plus (+) icon on the Alegra node, select Gravity Forms from the list of available apps, and choose the action you need from the list of nodes within Gravity Forms.
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Authenticate Gravity Forms
Now, click the Gravity Forms node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Gravity Forms settings. Authentication allows you to use Gravity Forms through Latenode.
Configure the Alegra and Gravity Forms 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 Gravity Forms 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, Gravity Forms, 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 Gravity Forms integration works as expected. Depending on your setup, data should flow between Alegra and Gravity Forms (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 Gravity Forms
Gravity Forms + Alegra + Google Sheets: When a new form is submitted in Gravity Forms, a new contact is created in Alegra. The details of the submission and the new contact are then logged in a Google Sheet.
Gravity Forms + Alegra + Slack: When a new form is submitted via Gravity Forms, a new contact is created in Alegra. A notification is then sent to a specified Slack channel to alert the sales team of the new lead.
Alegra and Gravity Forms 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 Gravity Forms
Use Gravity Forms with Latenode to automate form data processing. Capture submissions, then trigger actions like sending emails, updating databases, or creating tasks in other apps. Enhance form data with AI, format it with JavaScript, and automate complex workflows without code — all inside Latenode's visual builder.
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FAQ Alegra and Gravity Forms
How can I connect my Alegra account to Gravity Forms using Latenode?
To connect your Alegra account to Gravity Forms 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 Gravity Forms accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically create Alegra invoices from Gravity Forms submissions?
Yes, you can! Latenode enables seamless automation—instantly create invoices in Alegra from new Gravity Forms submissions. This saves time and ensures accurate billing.
What types of tasks can I perform by integrating Alegra with Gravity Forms?
Integrating Alegra with Gravity Forms allows you to perform various tasks, including:
- Create new Alegra contacts from Gravity Forms submissions.
- Update contact information in Alegra based on Gravity Forms data.
- Generate sales reports in Alegra using Gravity Forms entries.
- Trigger Alegra actions based on specific Gravity Forms responses.
- Send customized thank-you notes via Gravity Forms upon invoice creation.
Can I use JavaScript within the Alegra + Gravity Forms integration?
Yes! Latenode allows using JavaScript for advanced transformations and logic, extending Alegra + Gravity Forms beyond simple data transfer.
Are there any limitations to the Alegra and Gravity Forms integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex calculations might require custom JavaScript code.
- File uploads from Gravity Forms have size limits depending on your plan.
- Real-time synchronization depends on the polling intervals of both apps.
