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How to connect Contacts+ and Alegra
Create a New Scenario to Connect Contacts+ 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 Contacts+, triggered by another scenario, or executed manually (for testing purposes). In most cases, Contacts+ or Alegra will be your first step. To do this, click "Choose an app," find Contacts+ or Alegra, and select the appropriate trigger to start the scenario.
Add the Contacts+ Node
Select the Contacts+ node from the app selection panel on the right.
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Configure the Contacts+
Click on the Contacts+ node to configure it. You can modify the Contacts+ 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 Contacts+ 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 Contacts+ 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 Contacts+ 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 Contacts+, 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 Contacts+ and Alegra integration works as expected. Depending on your setup, data should flow between Contacts+ 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 Contacts+ and Alegra
Contacts+ + Alegra + Google Sheets: When a new contact is added to Contacts+, it will be automatically created in Alegra. The contact details are then logged into a Google Sheet for reporting and tracking purposes.
Alegra + Contacts+ + Mailchimp: When a sales invoice is created in Alegra, the corresponding contact details in Contacts+ will be updated. A thank you email will then be sent to the contact via Mailchimp.
Contacts+ and Alegra integration alternatives
About Contacts+
Use Contacts+ in Latenode to centralize contact data across platforms. Automate cleaning, deduplication, and enrichment processes. Sync updated contact details to your CRM or marketing tools. Latenode lets you build flexible flows and custom logic to manage contacts more efficiently and without manual data entry.
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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 Contacts+ and Alegra
How can I connect my Contacts+ account to Alegra using Latenode?
To connect your Contacts+ account to Alegra on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Contacts+ and click on "Connect".
- Authenticate your Contacts+ and Alegra accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically update Alegra when a new contact is created in Contacts+?
Yes, using Latenode, instantly update Alegra with new Contacts+ entries. Latenode’s low-code platform ensures fast automation, eliminating manual data entry and boosting efficiency.
What types of tasks can I perform by integrating Contacts+ with Alegra?
Integrating Contacts+ with Alegra allows you to perform various tasks, including:
- Create new clients in Alegra from new Contacts+ contacts.
- Update contact information in Alegra based on Contacts+ changes.
- Synchronize notes and communication history between the two apps.
- Trigger invoice creation in Alegra when a new contact is added.
- Automatically send welcome emails to new Contacts+ leads via Alegra.
How secure is my Contacts+ data when using Latenode's integration?
Latenode uses secure authentication and encryption to protect your data during the Contacts+ and Alegra integration, ensuring data privacy.
Are there any limitations to the Contacts+ and Alegra integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex custom fields in Contacts+ may require advanced configuration.
- Real-time synchronization depends on the API rate limits of both apps.
- Large data migrations might require batch processing due to API constraints.
