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How to connect Alegra and Pipefy
Create a New Scenario to Connect Alegra and Pipefy
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 Pipefy will be your first step. To do this, click "Choose an app," find Alegra or Pipefy, 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 Pipefy Node
Next, click the plus (+) icon on the Alegra node, select Pipefy from the list of available apps, and choose the action you need from the list of nodes within Pipefy.
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Authenticate Pipefy
Now, click the Pipefy node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Pipefy settings. Authentication allows you to use Pipefy through Latenode.
Configure the Alegra and Pipefy 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 Pipefy 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, Pipefy, 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 Pipefy integration works as expected. Depending on your setup, data should flow between Alegra and Pipefy (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 Pipefy
Pipefy + Alegra + Slack: When a card reaches the 'Done' phase in Pipefy, automatically create a sales invoice in Alegra and notify the sales team in Slack.
Pipefy + Alegra + Google Sheets: When a card is marked as 'Done' in Pipefy, related expenses are updated in Alegra, and then the data is logged in Google Sheets for reporting purposes.
Alegra and Pipefy 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 Pipefy
Orchestrate Pipefy process management inside Latenode for end-to-end automation. Trigger flows on card changes, create new cards from external data, and sync Pipefy data with other apps. Bypass manual updates and build complex workflows using visual tools, code, or AI — without step limits or vendor lock-in.
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FAQ Alegra and Pipefy
How can I connect my Alegra account to Pipefy using Latenode?
To connect your Alegra account to Pipefy 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 Pipefy accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically update Alegra invoices upon Pipefy stage changes?
Yes, you can! Latenode allows real-time updates, triggering Alegra actions directly from Pipefy, enhancing financial process automation and visibility across systems.
What types of tasks can I perform by integrating Alegra with Pipefy?
Integrating Alegra with Pipefy allows you to perform various tasks, including:
- Create Alegra contacts from new Pipefy form submissions.
- Update deal stages in Pipefy based on Alegra invoice payments.
- Generate Alegra invoices when a Pipefy card reaches a specific phase.
- Synchronize customer data between Alegra and Pipefy.
- Send payment reminders via Pipefy when Alegra invoices are overdue.
What Alegra data can I access and manipulate within Latenode?
You can access contacts, invoices, products, and more. Latenode's flexible blocks enable advanced data manipulations and transformations.
Are there any limitations to the Alegra and Pipefy integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex data transformations may require JavaScript knowledge.
- Real-time synchronization depends on the API rate limits of both services.
- Initial setup requires a clear understanding of both Alegra and Pipefy workflows.
