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How to connect Alegra and Instantly
Create a New Scenario to Connect Alegra and Instantly
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 Instantly will be your first step. To do this, click "Choose an app," find Alegra or Instantly, 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 Instantly Node
Next, click the plus (+) icon on the Alegra node, select Instantly from the list of available apps, and choose the action you need from the list of nodes within Instantly.
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Authenticate Instantly
Now, click the Instantly node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Instantly settings. Authentication allows you to use Instantly through Latenode.
Configure the Alegra and Instantly 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 Instantly 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, Instantly, 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 Instantly integration works as expected. Depending on your setup, data should flow between Alegra and Instantly (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 Instantly
Alegra + Instantly + Slack: When a new contact is created in Alegra, a lead is created in Instantly to start a warm outreach campaign. A Slack message is then sent to notify the team about the new lead and campaign.
Instantly + Alegra + Google Sheets: Track email campaign performance from Instantly by searching for leads, updating client details in Alegra, and logging all relevant information into a Google Sheet for comprehensive tracking.
Alegra and Instantly 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 Instantly
Use Instantly in Latenode to automate email outreach at scale. Connect Instantly to your CRM, database, or lead sources and build automated sequences based on triggers. Enrich data and route responses using Latenode's visual editor and JS node for custom logic — all without per-step pricing limits.
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FAQ Alegra and Instantly
How can I connect my Alegra account to Instantly using Latenode?
To connect your Alegra account to Instantly 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 Instantly accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automate invoice creation in Alegra from Instantly leads?
Yes, you can! Latenode lets you automatically create invoices in Alegra whenever you get a new lead in Instantly, saving time and ensuring prompt billing.
What types of tasks can I perform by integrating Alegra with Instantly?
Integrating Alegra with Instantly allows you to perform various tasks, including:
- Automatically adding new Instantly leads as Alegra customers.
- Creating Alegra invoices upon successful Instantly campaign completion.
- Updating customer information in Alegra based on Instantly lead data.
- Triggering Instantly email sequences based on Alegra payment status.
- Syncing contact details between Alegra and Instantly in real-time.
Can I use custom fields from Instantly within my Alegra workflows?
Yes, Latenode’s data mapping feature lets you utilize any custom field from Instantly when creating or updating records within your Alegra workflows.
Are there any limitations to the Alegra and Instantly integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Initial data synchronization may require manual setup for complex datasets.
- Some advanced Instantly features might require custom JavaScript implementation.
- Real-time updates are subject to API rate limits imposed by Alegra and Instantly.
