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How to connect Alegra and Monday
Create a New Scenario to Connect Alegra and Monday
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 Monday will be your first step. To do this, click "Choose an app," find Alegra or Monday, 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 Monday Node
Next, click the plus (+) icon on the Alegra node, select Monday from the list of available apps, and choose the action you need from the list of nodes within Monday.
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Authenticate Monday
Now, click the Monday node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Monday settings. Authentication allows you to use Monday through Latenode.
Configure the Alegra and Monday 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 Monday 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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Monday
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Trigger on Webhook
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Webhook response
Save and Activate the Scenario
After configuring Alegra, Monday, 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 Monday integration works as expected. Depending on your setup, data should flow between Alegra and Monday (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 Monday
Alegra + Monday + Slack: When a new sales invoice is created in Alegra, create a task in Monday to follow up on the invoice. Notify the finance team in Slack about the new task created.
Monday + Google Sheets + Alegra: Log project hours from Monday into a Google Sheet, then create an invoice in Alegra for those hours based on the data in Google Sheets.
Alegra and Monday 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 Monday
Sync Monday boards with other apps in Latenode to automate project updates and task management. Trigger actions in other systems (like sending emails or updating databases) based on Monday status changes. Visualize and customize workflows easily, scaling automations without complex code or per-step fees.
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See how Latenode works
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FAQ Alegra and Monday
How can I connect my Alegra account to Monday using Latenode?
To connect your Alegra account to Monday 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 Monday accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automate invoice creation in Alegra from new Monday projects?
Yes, you can! Latenode's visual editor makes this simple. Automatically trigger invoice creation in Alegra whenever a new project is created in Monday, saving time and ensuring accuracy.
What types of tasks can I perform by integrating Alegra with Monday?
Integrating Alegra with Monday allows you to perform various tasks, including:
- Create Alegra invoices when a Monday project reaches a specific stage.
- Update Monday project status when an invoice is paid in Alegra.
- Sync contact information between Alegra clients and Monday boards.
- Generate Monday tasks for overdue Alegra invoices.
- Track Alegra expenses against Monday project budgets.
How secure is my Alegra data when using Latenode integrations?
Latenode employs advanced encryption and security protocols to protect your data during the integration process, ensuring data privacy and compliance.
Are there any limitations to the Alegra and Monday integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex custom fields in either app may require custom JavaScript for full support.
- Very high-volume data transfers may be subject to rate limits imposed by Alegra or Monday.
- Real-time synchronization depends on the API availability of both Alegra and Monday.
