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How to connect Alegra and Simplybook
Create a New Scenario to Connect Alegra and Simplybook
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 Simplybook will be your first step. To do this, click "Choose an app," find Alegra or Simplybook, 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 Simplybook Node
Next, click the plus (+) icon on the Alegra node, select Simplybook from the list of available apps, and choose the action you need from the list of nodes within Simplybook.
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Authenticate Simplybook
Now, click the Simplybook node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Simplybook settings. Authentication allows you to use Simplybook through Latenode.
Configure the Alegra and Simplybook 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 Simplybook 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, Simplybook, 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 Simplybook integration works as expected. Depending on your setup, data should flow between Alegra and Simplybook (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 Simplybook
Simplybook + Alegra + Zoom: When a new appointment is booked in Simplybook, a new contact is created in Alegra, and a Zoom meeting is scheduled.
Simplybook + Alegra + Mailchimp: After a new booking in Simplybook, client information and booking details are added to Alegra, and the client's email is added or updated in a Mailchimp marketing list.
Alegra and Simplybook 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 Simplybook
Automate booking workflows with Simplybook in Latenode. Sync schedules, manage appointments, and trigger follow-up actions without manual work. Connect booking data to CRMs, payment gateways, or marketing tools. Latenode's visual builder and flexible integrations make automating complex booking processes easy and scalable, exceeding Simplybook's built-in options.
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See how Latenode works
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FAQ Alegra and Simplybook
How can I connect my Alegra account to Simplybook using Latenode?
To connect your Alegra account to Simplybook 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 Simplybook accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically create Alegra invoices from Simplybook appointments?
Yes, you can! Latenode allows for seamless invoice creation, saving time. Automatically generate invoices in Alegra whenever a new appointment is booked in Simplybook.
What types of tasks can I perform by integrating Alegra with Simplybook?
Integrating Alegra with Simplybook allows you to perform various tasks, including:
- Create new Alegra contacts from new Simplybook clients.
- Update Alegra invoices when a Simplybook booking is modified.
- Generate Alegra payment records upon Simplybook appointment completion.
- Send automated payment reminders via Simplybook based on Alegra invoice status.
- Synchronize service details between Alegra and Simplybook catalogs.
Can I use JavaScript code with Alegra in Latenode?
Yes! Latenode allows adding custom JavaScript code, letting you manipulate Alegra data and extend its functionality beyond basic integrations.
Are there any limitations to the Alegra and Simplybook integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex custom fields in Alegra might require JavaScript code for mapping.
- Historical data synchronization requires careful setup and planning.
- Simplybook plan limits can affect data retrieval frequency.
