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How to connect Alegra and Thankster
Create a New Scenario to Connect Alegra and Thankster
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 Thankster will be your first step. To do this, click "Choose an app," find Alegra or Thankster, 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 Thankster Node
Next, click the plus (+) icon on the Alegra node, select Thankster from the list of available apps, and choose the action you need from the list of nodes within Thankster.
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Authenticate Thankster
Now, click the Thankster node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Thankster settings. Authentication allows you to use Thankster through Latenode.
Configure the Alegra and Thankster 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 Thankster 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, Thankster, 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 Thankster integration works as expected. Depending on your setup, data should flow between Alegra and Thankster (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 Thankster
Alegra + Thankster + Slack: When a new invoice is created in Alegra, a thank you card is automatically sent via Thankster. The finance team is then notified in Slack to follow up, if needed.
Alegra + Thankster + HubSpot: Automatically send a Thankster card to new Alegra customers. A contact record is created or updated in HubSpot to track the interaction.
Alegra and Thankster 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 Thankster
Use Thankster in Latenode to automate personalized handwritten notes for customers. Trigger notes based on events like purchases or milestones. Enhance CRM workflows by adding a human touch. Latenode lets you manage Thankster requests at scale with no-code logic and custom integrations. Centralize and track all your personalized outreach.
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See how Latenode works
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FAQ Alegra and Thankster
How can I connect my Alegra account to Thankster using Latenode?
To connect your Alegra account to Thankster 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 Thankster accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automate thank-you notes for new Alegra clients?
Yes! With Latenode, trigger personalized Thankster cards upon new Alegra client creation. This automated gratitude boosts client loyalty and engagement, seamlessly.
What types of tasks can I perform by integrating Alegra with Thankster?
Integrating Alegra with Thankster allows you to perform various tasks, including:
- Send Thankster gift cards to clients exceeding a specific Alegra invoice amount.
- Automatically mail thank you notes when new invoices are marked as paid.
- Create Thankster contacts from new contacts created in Alegra.
- Trigger a personalized card for clients reaching a milestone spending level.
- Send Thankster cards to apologize for delayed shipments tracked in Alegra.
How secure is my Alegra data when using Latenode?
Latenode employs robust security measures, including encryption and secure authentication, ensuring your Alegra data remains protected at all times.
Are there any limitations to the Alegra and Thankster integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex conditional logic might require JavaScript knowledge.
- High volumes of tasks might require upgrading to a higher tier plan.
- Custom Alegra fields may need manual mapping in Latenode.
