.svg){kind=icon}
How to connect Alegra and WhatConverts
Create a New Scenario to Connect Alegra and WhatConverts
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 WhatConverts will be your first step. To do this, click "Choose an app," find Alegra or WhatConverts, 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 WhatConverts Node
Next, click the plus (+) icon on the Alegra node, select WhatConverts from the list of available apps, and choose the action you need from the list of nodes within WhatConverts.
1
Alegra
⚙
+
2
WhatConverts
Authenticate WhatConverts
Now, click the WhatConverts node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your WhatConverts settings. Authentication allows you to use WhatConverts through Latenode.
Configure the Alegra and WhatConverts 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 WhatConverts 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
WhatConverts
1
Trigger on Webhook
⚙
2
Alegra
⚙
⚙
3
Iterator
⚙
+
4
Webhook response
Save and Activate the Scenario
After configuring Alegra, WhatConverts, 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 WhatConverts integration works as expected. Depending on your setup, data should flow between Alegra and WhatConverts (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 WhatConverts
Alegra + WhatConverts + Google Sheets: Track new leads in WhatConverts, find or create a contact in Alegra, then consolidate lead information into Google Sheets for ROI analysis.
WhatConverts + Alegra + Slack: When WhatConverts flags a new lead, automatically create a contact profile in Alegra and notify the sales team in Slack with lead details.
Alegra and WhatConverts 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 WhatConverts
Capture and analyze marketing leads in WhatConverts, then pipe data to Latenode to automate follow-ups. Qualify leads based on source & behavior using Latenode's no-code tools, triggering custom CRM updates or personalized email sequences. Scale lead management without complex coding.
Similar apps
Related categories
See how Latenode works
.svg)
.png)
FAQ Alegra and WhatConverts
How can I connect my Alegra account to WhatConverts using Latenode?
To connect your Alegra account to WhatConverts 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 WhatConverts accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I track lead quality from WhatConverts inside Alegra?
Yes, you can! Latenode allows you to automatically sync lead data from WhatConverts into Alegra, providing a holistic view for better sales and marketing alignment.
What types of tasks can I perform by integrating Alegra with WhatConverts?
Integrating Alegra with WhatConverts allows you to perform various tasks, including:
- Create Alegra contacts from new WhatConverts leads.
- Update Alegra opportunities based on WhatConverts lead status.
- Log WhatConverts call details as notes in Alegra contacts.
- Trigger Alegra invoice creation upon WhatConverts conversion.
- Sync marketing source data from WhatConverts to Alegra fields.
CanIautomaticallycreateAlegrainvoicesfromqualifiedWhatConvertsleads?
Yes, Latenode enables automated invoice creation in Alegra when a lead is marked as qualified in WhatConverts, streamlining your sales process.
Are there any limitations to the Alegra and WhatConverts integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Historical data from before the integration setup is not automatically synced.
- Complex custom fields in Alegra might require custom mapping in Latenode.
- High volumes of data transfer may impact workflow execution time.
