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How to connect Apollo and Alegra
Create a New Scenario to Connect Apollo and Alegra
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 Apollo, triggered by another scenario, or executed manually (for testing purposes). In most cases, Apollo or Alegra will be your first step. To do this, click "Choose an app," find Apollo or Alegra, and select the appropriate trigger to start the scenario.
Add the Apollo Node
Select the Apollo node from the app selection panel on the right.
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Add the Alegra Node
Next, click the plus (+) icon on the Apollo node, select Alegra from the list of available apps, and choose the action you need from the list of nodes within Alegra.
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Authenticate Alegra
Now, click the Alegra node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Alegra settings. Authentication allows you to use Alegra through Latenode.
Configure the Apollo and Alegra 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 Apollo and Alegra 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 Apollo, Alegra, 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 Apollo and Alegra integration works as expected. Depending on your setup, data should flow between Apollo and Alegra (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Most powerful ways to connect Apollo and Alegra
Apollo + Alegra + Slack: When a new contact is created in Apollo, create a corresponding contact in Alegra. Then, send a Slack notification to a designated channel to inform the team about the new client.
Alegra + Apollo + Google Sheets: When a new contact is created in Alegra, search for the same contact in Apollo, and if found, log the contact details into a Google Sheet for performance tracking.
Apollo and Alegra integration alternatives
About Apollo
Need precise location data? Integrate Apollo into Latenode workflows to automatically geocode addresses or enrich customer profiles with location insights. Automate data validation and routing based on geographic parameters. Use Latenode's visual editor to build scalable location-aware processes without complex coding.
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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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See how Latenode works
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FAQ Apollo and Alegra
How can I connect my Apollo account to Alegra using Latenode?
To connect your Apollo account to Alegra on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Apollo and click on "Connect".
- Authenticate your Apollo and Alegra accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automate invoice creation after closing a deal?
Yes, you can! Latenode enables automated workflows, creating Alegra invoices directly from closed Apollo deals. Save time and ensure accurate billing with a seamless, no-code setup.
What types of tasks can I perform by integrating Apollo with Alegra?
Integrating Apollo with Alegra allows you to perform various tasks, including:
- Automatically creating new Alegra contacts from new Apollo leads.
- Updating contact information in Alegra when it changes in Apollo.
- Generating sales reports in Alegra based on Apollo deal data.
- Triggering invoice creation in Alegra when a deal closes in Apollo.
- Syncing product information between Apollo and Alegra in real-time.
What Apollo data can I access inside Latenode workflows?
Latenode allows access to contacts, accounts, opportunities, and activities from Apollo for building automated workflows.
Are there any limitations to the Apollo and Alegra integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Historical data migration requires manual setup and may involve JavaScript.
- Complex, custom field mappings might need custom JavaScript functions.
- API rate limits of Apollo and Alegra can affect high-volume data syncing.
