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How to connect ClickSend and Alegra
Create a New Scenario to Connect ClickSend 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 ClickSend, triggered by another scenario, or executed manually (for testing purposes). In most cases, ClickSend or Alegra will be your first step. To do this, click "Choose an app," find ClickSend or Alegra, and select the appropriate trigger to start the scenario.
Add the ClickSend Node
Select the ClickSend node from the app selection panel on the right.
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Configure the ClickSend
Click on the ClickSend node to configure it. You can modify the ClickSend 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 ClickSend 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 ClickSend 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 ClickSend 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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Save and Activate the Scenario
After configuring ClickSend, 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 ClickSend and Alegra integration works as expected. Depending on your setup, data should flow between ClickSend 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 ClickSend and Alegra
Alegra + ClickSend + Google Sheets: When a new sales invoice is created in Alegra, this automation sends an SMS reminder via ClickSend. Then, it logs the reminder details, including invoice ID and sent status, into a Google Sheet.
Alegra + ClickSend + Slack: When a new contact is created in Alegra, automatically send a welcome SMS via ClickSend to the new contact and notify the sales team in Slack.
ClickSend and Alegra integration alternatives
About ClickSend
Use ClickSend in Latenode to automate SMS, email, or voice messaging. Build workflows that trigger messages based on events in your other apps. Improve customer engagement by automating personalized notifications. Latenode’s visual editor simplifies integration and scales your outreach without extra code or per-step 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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See how Latenode works
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FAQ ClickSend and Alegra
How can I connect my ClickSend account to Alegra using Latenode?
To connect your ClickSend account to Alegra on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select ClickSend and click on "Connect".
- Authenticate your ClickSend and Alegra accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I send SMS reminders for overdue Alegra invoices?
Yes, you can! Latenode lets you automate SMS reminders using ClickSend based on invoice data from Alegra, improving payment collection without manual oversight.
What types of tasks can I perform by integrating ClickSend with Alegra?
Integrating ClickSend with Alegra allows you to perform various tasks, including:
- Send SMS confirmations for new invoices created in Alegra.
- Automatically update contact details in ClickSend from Alegra.
- Trigger SMS marketing campaigns based on Alegra customer data.
- Send payment reminders via SMS for overdue invoices.
- Create personalized follow-up messages for new Alegra customers.
How does Latenode enhance ClickSend's automation capabilities?
Latenode extends ClickSend with AI, JavaScript, and complex logic, allowing for personalized and data-driven SMS campaigns.
Are there any limitations to the ClickSend and Alegra integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex workflows may require advanced knowledge of Latenode's features.
- Rate limits imposed by ClickSend and Alegra may affect high-volume automations.
- Custom fields in Alegra might require JavaScript for full compatibility.
