Formsite and Alegra Integration

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Automatically create Alegra contacts from Formsite submissions, centralizing lead and customer data. Latenode's visual editor and affordable pay-by-execution pricing makes custom workflows simple to build and scale, even with advanced logic and transformations via JavaScript.

Swap Apps

Formsite

Alegra

Step 1: Choose a Trigger

Step 2: Choose an Action

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How to connect Formsite and Alegra

Create a New Scenario to Connect Formsite 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 Formsite, triggered by another scenario, or executed manually (for testing purposes). In most cases, Formsite or Alegra will be your first step. To do this, click "Choose an app," find Formsite or Alegra, and select the appropriate trigger to start the scenario.

Add the Formsite Node

Select the Formsite node from the app selection panel on the right.

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Formsite

Configure the Formsite

Click on the Formsite node to configure it. You can modify the Formsite URL and choose between DEV and PROD versions. You can also copy it for use in further automations.

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Connect Formsite

Sign In

Run node once

Add the Alegra Node

Next, click the plus (+) icon on the Formsite 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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Formsite

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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.

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Alegra

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Connect Alegra

Sign In

Run node once

Configure the Formsite 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.

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Alegra Oauth 2.0

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Select an action *

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Map

The action ID

Run node once

Set Up the Formsite 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 Formsite, 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 Formsite and Alegra integration works as expected. Depending on your setup, data should flow between Formsite 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 Formsite and Alegra

Formsite + Alegra + Slack: When a new form is submitted in Formsite, a new contact is created in Alegra, and a notification is sent to a Slack channel.

Alegra + Formsite + Google Sheets: When a new sales invoice is created in Alegra, and a new form result is submitted in Formsite, the data is combined and added to a new row in Google Sheets.

Formsite and Alegra integration alternatives

About Formsite

Formsite form data becomes actionable in Latenode. Automatically process submissions: validate, filter, and route info to databases, CRMs, or other apps. Trigger follow-up emails or create tasks based on form responses. Enhance data with AI and custom JS logic inside Latenode for efficient workflows.

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.

See how Latenode works

FAQ Formsite and Alegra

How can I connect my Formsite account to Alegra using Latenode?

To connect your Formsite account to Alegra on Latenode, follow these steps:

  • Sign in to your Latenode account.
  • Navigate to the integrations section.
  • Select Formsite and click on "Connect".
  • Authenticate your Formsite and Alegra accounts by providing the necessary permissions.
  • Once connected, you can create workflows using both apps.

Can I automatically create Alegra invoices from Formsite submissions?

Yes, you can! Latenode lets you automate invoice creation in Alegra based on new Formsite submissions. Streamline your accounting and save time with fully automated workflows.

What types of tasks can I perform by integrating Formsite with Alegra?

Integrating Formsite with Alegra allows you to perform various tasks, including:

  • Creating new Alegra clients from Formsite submissions automatically.
  • Updating existing Alegra client information from Formsite data.
  • Generating detailed financial reports using data from both platforms.
  • Sending personalized thank-you emails via Formsite based on Alegra data.
  • Triggering custom notifications based on specific form submission details.

Can I use JavaScript to transform Formsite data before sending it to Alegra?

Yes, Latenode allows you to use JavaScript code blocks to manipulate Formsite data before it is sent to Alegra, ensuring accuracy and compatibility.

Are there any limitations to the Formsite and Alegra integration on Latenode?

While the integration is powerful, there are certain limitations to be aware of:

  • Complex calculations might require custom JavaScript implementation.
  • File uploads from Formsite to Alegra may require additional configuration.
  • Data mapping depends on field names being consistent between the two apps.

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