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How to connect Alegra and WhatsApp Business Cloud
Create a New Scenario to Connect Alegra and WhatsApp Business Cloud
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 WhatsApp Business Cloud will be your first step. To do this, click "Choose an app," find Alegra or WhatsApp Business Cloud, 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 WhatsApp Business Cloud Node
Next, click the plus (+) icon on the Alegra node, select WhatsApp Business Cloud from the list of available apps, and choose the action you need from the list of nodes within WhatsApp Business Cloud.
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Authenticate WhatsApp Business Cloud
Now, click the WhatsApp Business Cloud node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your WhatsApp Business Cloud settings. Authentication allows you to use WhatsApp Business Cloud through Latenode.
Configure the Alegra and WhatsApp Business Cloud 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 WhatsApp Business Cloud 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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Save and Activate the Scenario
After configuring Alegra, WhatsApp Business Cloud, 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 WhatsApp Business Cloud integration works as expected. Depending on your setup, data should flow between Alegra and WhatsApp Business Cloud (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 WhatsApp Business Cloud
Alegra + WhatsApp Business Cloud + Google Sheets: When a new sales invoice is created in Alegra, send a WhatsApp message to the customer with the invoice details. Log the invoice details and confirmation status in a Google Sheet for accounting purposes.
Calendly + WhatsApp Business Cloud + Alegra: When a Calendly invitee is created, send a WhatsApp message to the invitee with a confirmation and any necessary information. Then create a new contact in Alegra with the invitee's details.
Alegra and WhatsApp Business Cloud 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 WhatsApp Business Cloud
Use WhatsApp Business Cloud in Latenode for automated messaging workflows. Send personalized updates, order confirmations, or support replies. Integrate it with your CRM, e-commerce platform, or database. Automate routing and customize messages with Latenode's visual editor and JavaScript support for flexible, scalable communication.
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FAQ Alegra and WhatsApp Business Cloud
How can I connect my Alegra account to WhatsApp Business Cloud using Latenode?
To connect your Alegra account to WhatsApp Business Cloud 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 WhatsApp Business Cloud accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I send WhatsApp messages for new Alegra invoices?
Yes, you can! Latenode's visual editor simplifies creating this automation. Notify clients instantly about new invoices, improving communication and accelerating payments.
What types of tasks can I perform by integrating Alegra with WhatsApp Business Cloud?
Integrating Alegra with WhatsApp Business Cloud allows you to perform various tasks, including:
- Send payment reminders via WhatsApp for overdue Alegra invoices.
- Create WhatsApp notifications for new Alegra customer registrations.
- Share Alegra invoice PDFs directly through WhatsApp Business Cloud.
- Update Alegra customer details based on WhatsApp interactions.
- Dispatch personalized promotions via WhatsApp after new Alegra sales.
How does Latenode handle Alegra API rate limits?
Latenode provides built-in tools to manage and optimize API calls, preventing rate limit issues when using Alegra, ensuring smooth workflow execution.
Are there any limitations to the Alegra and WhatsApp Business Cloud integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Attachments sent via WhatsApp are subject to WhatsApp's file size limits.
- Custom Alegra fields might require additional configuration in Latenode.
- Real-time data synchronization depends on the Alegra API's update frequency.
