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Automatically create Alegra invoices from new Bigin by Zoho CRM deals. Latenode's visual editor and affordable execution pricing let you build complex accounting workflows without custom code or escalating costs.
Connect Bigin by Zoho CRM and Alegra in minutes with Latenode.
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Create a New Scenario to Connect Bigin by Zoho CRM and Alegra
In the workspace, click the โCreate New Scenarioโ button.
Add the First Step
Add the first node โ a trigger that will initiate the scenario when it receives the required event. Triggers can be scheduled, called by a Bigin by Zoho CRM, triggered by another scenario, or executed manually (for testing purposes). In most cases, Bigin by Zoho CRM or Alegra will be your first step. To do this, click "Choose an app," find Bigin by Zoho CRM or Alegra, and select the appropriate trigger to start the scenario.
Add the Bigin by Zoho CRM Node
Select the Bigin by Zoho CRM node from the app selection panel on the right.
Bigin by Zoho CRM
Configure the Bigin by Zoho CRM
Click on the Bigin by Zoho CRM node to configure it. You can modify the Bigin by Zoho CRM URL and choose between DEV and PROD versions. You can also copy it for use in further automations.
Add the Alegra Node
Next, click the plus (+) icon on the Bigin by Zoho CRM node, select Alegra from the list of available apps, and choose the action you need from the list of nodes within Alegra.
Bigin by Zoho CRM
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Alegra
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 Bigin by Zoho CRM 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 Bigin by Zoho CRM and Alegra Integration
Use various Latenode nodes to transform data and enhance your integration:
JavaScript
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AI Anthropic Claude 3
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Alegra
Trigger on Webhook
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Bigin by Zoho CRM
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Iterator
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Webhook response
Save and Activate the Scenario
After configuring Bigin by Zoho CRM, Alegra, and any additional nodes, donโt 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 โRun onceโ and triggering an event to check if the Bigin by Zoho CRM and Alegra integration works as expected. Depending on your setup, data should flow between Bigin by Zoho CRM and Alegra (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Bigin by Zoho CRM + Alegra + Slack: When a deal is created as a new contact in Bigin by Zoho CRM, create a sales invoice in Alegra and send a congratulatory message to the sales team in Slack.
Alegra + Bigin by Zoho CRM + Google Sheets: When a new contact is created in Alegra, create a corresponding contact in Bigin by Zoho CRM and log the contact details into a Google Sheet for reporting purposes.
About Bigin by Zoho CRM
Sync Bigin by Zoho CRM data with other apps in Latenode to automate deal pipelines. Update records, trigger custom actions, and route data based on deal stages. Use visual tools or code for tailored workflows. Automate lead nurturing, task creation, and reporting across your business without complex coding or high per-task costs.
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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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How can I connect my Bigin by Zoho CRM account to Alegra using Latenode?
To connect your Bigin by Zoho CRM account to Alegra on Latenode, follow these steps:
Can I automatically create Alegra invoices from new Bigin deals?
Yes, you can! Latenode's visual editor makes it easy to trigger invoice creation in Alegra whenever a deal reaches a specific stage in Bigin by Zoho CRM. Automate accounting effortlessly.
What types of tasks can I perform by integrating Bigin by Zoho CRM with Alegra?
Integrating Bigin by Zoho CRM with Alegra allows you to perform various tasks, including:
How secure is connecting Bigin by Zoho CRM to Alegra via Latenode?
Latenode uses secure authentication protocols for connecting Bigin by Zoho CRM and Alegra. Data is encrypted in transit and at rest, ensuring the safety of your data.
Are there any limitations to the Bigin by Zoho CRM and Alegra integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: