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How to connect Google docs and Alegra
Create a New Scenario to Connect Google docs 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 Google docs, triggered by another scenario, or executed manually (for testing purposes). In most cases, Google docs or Alegra will be your first step. To do this, click "Choose an app," find Google docs or Alegra, and select the appropriate trigger to start the scenario.
Add the Google docs Node
Select the Google docs node from the app selection panel on the right.
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Configure the Google docs
Click on the Google docs node to configure it. You can modify the Google docs 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 Google docs 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 Google docs 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 Google docs 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 Google docs, 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 Google docs and Alegra integration works as expected. Depending on your setup, data should flow between Google docs 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 Google docs and Alegra
Google Docs + Alegra + Slack: When a new document is created in Google Docs (potentially a contract), create a sales invoice in Alegra and notify the finance team in Slack via a public channel message.
Alegra + Google Sheets + Google Docs: When a new client is created in Alegra, add their information to a Google Sheet. Then, generate a personalized cover letter using Google Docs using the client's data.
Google docs and Alegra integration alternatives
About Google docs
Automate document creation and updates with Google Docs in Latenode. Populate templates, extract text, and trigger workflows based on document changes. Connect Google Docs to CRMs, databases, or marketing tools to streamline content generation and approval processes. Less manual work, more consistent documents, and automated collaboration.
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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 Google docs and Alegra
How can I connect my Google docs account to Alegra using Latenode?
To connect your Google docs account to Alegra on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Google docs and click on "Connect".
- Authenticate your Google docs and Alegra accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically create Alegra invoices from Google docs?
Yes, you can! Latenode allows you to watch Google docs for updates, then automatically generate corresponding invoices in Alegra, saving time and reducing manual data entry.
What types of tasks can I perform by integrating Google docs with Alegra?
Integrating Google docs with Alegra allows you to perform various tasks, including:
- Create Alegra contacts from Google docs form submissions.
- Update Alegra invoices based on changes in Google docs.
- Generate personalized contracts in Google docs from Alegra data.
- Track project progress in Google docs and update Alegra tasks.
- Archive completed Google docs to Alegra's document storage.
Can I use JavaScript to enhance Google docs integration?
Yes! Latenode's JavaScript blocks allow custom logic to parse complex data in Google docs and tailor Alegra actions accordingly.
Are there any limitations to the Google docs and Alegra integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex formatting in Google docs might require custom parsing logic.
- Real-time synchronization depends on Google docs API update frequency.
- Bulk operations may be subject to Alegra's API rate limits.
