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How to connect Getform and Alegra
Create a New Scenario to Connect Getform 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 Getform, triggered by another scenario, or executed manually (for testing purposes). In most cases, Getform or Alegra will be your first step. To do this, click "Choose an app," find Getform or Alegra, and select the appropriate trigger to start the scenario.
Add the Getform Node
Select the Getform node from the app selection panel on the right.
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Add the Alegra Node
Next, click the plus (+) icon on the Getform 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 Getform 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 Getform 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 Getform, 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 Getform and Alegra integration works as expected. Depending on your setup, data should flow between Getform 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 Getform and Alegra
Getform + Alegra + Slack: When a new submission is received in Getform, a new contact is created in Alegra (Generic contact). Then, a message is sent to a Slack channel to notify the sales team about the new lead.
Alegra + Getform + Google Sheets: When a new Sales Invoice is created in Alegra (Simple), the information about form submissions from Getform is added to Google Sheets, logging the invoice data alongside corresponding form details.
Getform and Alegra integration alternatives
About Getform
Use Getform inside Latenode to capture form submissions and instantly trigger automated workflows. Route form data to databases, CRMs, or email marketing tools. Validate and transform entries with JS code blocks, AI, or no-code tools. Easily build multi-step automations without complex coding and scale up your lead capture processes.
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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 Getform and Alegra
How can I connect my Getform account to Alegra using Latenode?
To connect your Getform account to Alegra on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Getform and click on "Connect".
- Authenticate your Getform and Alegra accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically create Alegra contacts from Getform submissions?
Yes, you can! Latenode's visual editor makes it easy to map Getform data to Alegra fields, automating contact creation and saving you valuable time.
What types of tasks can I perform by integrating Getform with Alegra?
Integrating Getform with Alegra allows you to perform various tasks, including:
- Create new Alegra clients from Getform submission data.
- Update existing Alegra contact details based on form responses.
- Generate invoices in Alegra after a Getform payment.
- Send customized thank-you emails via Getform after invoice creation.
- Log form submissions as notes within Alegra contact records.
How secure is Getform data transfer to Alegra within Latenode?
Latenode uses secure connections and encryption to protect data during transfer, ensuring your Getform data is safely integrated with Alegra.
Are there any limitations to the Getform and Alegra integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex data transformations may require JavaScript knowledge.
- Large volumes of Getform submissions might impact workflow execution time.
- Custom Alegra fields might need manual mapping during setup.
