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How to connect Formstack and Alegra
Create a New Scenario to Connect Formstack 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 Formstack, triggered by another scenario, or executed manually (for testing purposes). In most cases, Formstack or Alegra will be your first step. To do this, click "Choose an app," find Formstack or Alegra, and select the appropriate trigger to start the scenario.
Add the Formstack Node
Select the Formstack node from the app selection panel on the right.
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Configure the Formstack
Click on the Formstack node to configure it. You can modify the Formstack 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 Formstack 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 Formstack 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 Formstack 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 Formstack, 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 Formstack and Alegra integration works as expected. Depending on your setup, data should flow between Formstack 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 Formstack and Alegra
Formstack + Alegra + Slack: When a new form is submitted in Formstack, a new contact is created in Alegra. Then, a notification is sent to a Slack channel to inform the sales team about the new lead.
Alegra + Formstack + Google Sheets: When a new client is created in Alegra, a Formstack form is pre-filled with client data and the submission is logged in Google Sheets for analysis.
Formstack and Alegra integration alternatives
About Formstack
Use Formstack with Latenode to capture data via forms and automatically trigger workflows. Update databases, send notifications, or create documents based on submissions. Latenode adds logic, routing, and integrations to scale Formstack beyond simple data collection with visual tools and custom code.
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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 Formstack and Alegra
How can I connect my Formstack account to Alegra using Latenode?
To connect your Formstack account to Alegra on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Formstack and click on "Connect".
- Authenticate your Formstack and Alegra accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically create Alegra contacts from Formstack submissions?
Yes, you can! Latenode automates this, instantly creating contacts in Alegra when new submissions arrive in Formstack. This saves time and reduces manual data entry errors.
What types of tasks can I perform by integrating Formstack with Alegra?
Integrating Formstack with Alegra allows you to perform various tasks, including:
- Create new Alegra invoices from submitted Formstack order forms.
- Update contact information in Alegra based on Formstack profile updates.
- Generate Alegra sales quotes automatically from Formstack requests.
- Send personalized confirmation emails via Formstack after Alegra invoice creation.
- Trigger Alegra payment reminders when Formstack payment forms are submitted.
Can I use JavaScript to transform Formstack data before sending to Alegra?
Yes! Latenode allows custom JavaScript code to modify Formstack data, providing flexibility beyond standard field mappings.
Are there any limitations to the Formstack and Alegra integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex field mappings may require advanced configuration.
- Real-time synchronization depends on the API limits of both platforms.
- Large data volumes could affect performance on lower-tier Latenode plans.
