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How to connect Cloze and Alegra
Create a New Scenario to Connect Cloze 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 Cloze, triggered by another scenario, or executed manually (for testing purposes). In most cases, Cloze or Alegra will be your first step. To do this, click "Choose an app," find Cloze or Alegra, and select the appropriate trigger to start the scenario.
Add the Cloze Node
Select the Cloze node from the app selection panel on the right.
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Add the Alegra Node
Next, click the plus (+) icon on the Cloze 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 Cloze 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 Cloze 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 Cloze, 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 Cloze and Alegra integration works as expected. Depending on your setup, data should flow between Cloze 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 Cloze and Alegra
Cloze + Alegra + Google Sheets: When a new deal is created or updated in Cloze, create a new contact in Alegra. Then, log the deal information into a Google Sheet for reporting and tracking purposes.
Alegra + Cloze + Slack: When a new sales invoice is created in Alegra, update the corresponding client's record in Cloze, adding a communication record. Finally, send a notification in Slack to the sales team about the new invoice.
Cloze and Alegra integration alternatives
About Cloze
Use Cloze in Latenode to automate your CRM and sales processes. Automatically update records, trigger follow-ups, and generate reports based on real-time data. Integrate Cloze with other apps like email, calendars, and databases using Latenode's visual editor. Customize flows with JavaScript or AI for advanced lead qualification and faster deal closing.
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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 Cloze and Alegra
How can I connect my Cloze account to Alegra using Latenode?
To connect your Cloze account to Alegra on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Cloze and click on "Connect".
- Authenticate your Cloze and Alegra accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automate invoice creation in Alegra from new Cloze deals?
Yes, you can! Latenode’s visual editor simplifies this. Automatically create invoices in Alegra when deals close in Cloze, saving time and ensuring accurate billing.
What types of tasks can I perform by integrating Cloze with Alegra?
Integrating Cloze with Alegra allows you to perform various tasks, including:
- Create new Alegra contacts from new Cloze leads automatically.
- Update contact information in Alegra when updated in Cloze.
- Generate Alegra invoices upon closing a deal in Cloze.
- Track deal amounts from Cloze in Alegra's accounting.
- Send payment reminders from Alegra based on Cloze deal stages.
How scalable is the Cloze integration with Alegra on Latenode?
Latenode provides robust scaling capabilities for your integrations. Handle increased data volumes without impacting performance, crucial for growing businesses.
Are there any limitations to the Cloze and Alegra integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex custom fields in Cloze might require JavaScript for data mapping.
- Real-time data synchronization is subject to API rate limits of both apps.
- Historical data migration between Cloze and Alegra isn't supported directly.
