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How to connect Gravity Forms and Alegra
Create a New Scenario to Connect Gravity Forms 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 Gravity Forms, triggered by another scenario, or executed manually (for testing purposes). In most cases, Gravity Forms or Alegra will be your first step. To do this, click "Choose an app," find Gravity Forms or Alegra, and select the appropriate trigger to start the scenario.
Add the Gravity Forms Node
Select the Gravity Forms node from the app selection panel on the right.
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Configure the Gravity Forms
Click on the Gravity Forms node to configure it. You can modify the Gravity Forms 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 Gravity Forms 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 Gravity Forms 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 Gravity Forms 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 Gravity Forms, 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 Gravity Forms and Alegra integration works as expected. Depending on your setup, data should flow between Gravity Forms 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 Gravity Forms and Alegra
Gravity Forms + Alegra + Slack: When a new form is submitted in Gravity Forms, 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.
Gravity Forms + Alegra + Google Sheets: When a new form is submitted in Gravity Forms, the data is used to create a sales invoice in Alegra. The invoice data is then added as a new row in Google Sheets for tracking and reporting.
Gravity Forms and Alegra integration alternatives
About Gravity Forms
Use Gravity Forms with Latenode to automate form data processing. Capture submissions, then trigger actions like sending emails, updating databases, or creating tasks in other apps. Enhance form data with AI, format it with JavaScript, and automate complex workflows without code — all inside Latenode's visual builder.
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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 Gravity Forms and Alegra
How can I connect my Gravity Forms account to Alegra using Latenode?
To connect your Gravity Forms account to Alegra on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Gravity Forms and click on "Connect".
- Authenticate your Gravity Forms and Alegra accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically create Alegra contacts from new Gravity Forms submissions?
Yes, you can! Latenode allows direct contact creation. Save time and ensure accurate data transfer between your forms and accounting system, all with our visual workflow builder.
What types of tasks can I perform by integrating Gravity Forms with Alegra?
Integrating Gravity Forms with Alegra allows you to perform various tasks, including:
- Create new Alegra invoices from Gravity Forms submissions.
- Update contact information in Alegra based on form entries.
- Trigger email notifications via Alegra upon form submission.
- Generate Alegra sales receipts for successful orders placed.
- Log form data as notes against specific contacts in Alegra.
How does Latenode handle complex conditional logic with Gravity Forms?
Latenode's visual editor easily manages complex rules. Use no-code blocks, JavaScript functions, and AI to handle any scenario.
Are there any limitations to the Gravity Forms and Alegra integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Attachments from Gravity Forms might require manual handling in Alegra.
- Custom field mapping beyond standard fields may need JavaScript code.
- High volumes of form submissions might impact processing time.
