.svg){kind=icon}
How to connect Alegra and Simplesat
Create a New Scenario to Connect Alegra and Simplesat
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 Simplesat will be your first step. To do this, click "Choose an app," find Alegra or Simplesat, 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.
+
1
Alegra
Add the Simplesat Node
Next, click the plus (+) icon on the Alegra node, select Simplesat from the list of available apps, and choose the action you need from the list of nodes within Simplesat.
1
Alegra
⚙
+
2
Simplesat
Authenticate Simplesat
Now, click the Simplesat node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Simplesat settings. Authentication allows you to use Simplesat through Latenode.
Configure the Alegra and Simplesat 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 Simplesat 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.
5
JavaScript
⚙
6
AI Anthropic Claude 3
⚙
+
7
Simplesat
1
Trigger on Webhook
⚙
2
Alegra
⚙
⚙
3
Iterator
⚙
+
4
Webhook response
Save and Activate the Scenario
After configuring Alegra, Simplesat, 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 Simplesat integration works as expected. Depending on your setup, data should flow between Alegra and Simplesat (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 Simplesat
Simplesat + Alegra + Slack: When a new negative answer is submitted in Simplesat, a task is created in Alegra, and the accounting team is notified in Slack through a public channel message.
Simplesat + Alegra + Google Sheets: When a new answer is submitted in Simplesat, the survey results, along with corresponding invoice data from Alegra, are stored in a Google Sheet.
Alegra and Simplesat 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.
Similar apps
Related categories
About Simplesat
Embed Simplesat in Latenode to automate feedback loops. Trigger surveys after key events in your workflows (e.g., support ticket close). Analyze responses, update systems, and alert teams based on satisfaction scores. Using Latenode, you ensure timely actions and reporting without manual checks.
Related categories
See how Latenode works
.svg)
.png)
FAQ Alegra and Simplesat
How can I connect my Alegra account to Simplesat using Latenode?
To connect your Alegra account to Simplesat 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 Simplesat accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automate survey sending after invoice creation?
Yes, you can! Latenode allows triggering Simplesat surveys automatically when new invoices are created in Alegra. This ensures timely feedback collection and improves customer satisfaction.
What types of tasks can I perform by integrating Alegra with Simplesat?
Integrating Alegra with Simplesat allows you to perform various tasks, including:
- Automatically send customer satisfaction surveys after an Alegra invoice is paid.
- Create new Simplesat contacts from new Alegra customer records.
- Update customer details in Simplesat when changes are made in Alegra.
- Trigger internal notifications upon receiving negative feedback via Simplesat.
- Segment Simplesat contacts based on data stored within Alegra invoices.
How do I handle errors between Alegra and Latenode workflows?
Latenode provides robust error handling. You can set up notifications and retry logic, ensuring reliable data transfer between Alegra and other applications.
Are there any limitations to the Alegra and Simplesat integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Real-time data synchronization depends on API availability and rate limits of both apps.
- Complex custom fields in Alegra might require JavaScript for complete data mapping.
- Historical data migration might need manual setup due to API constraints.
