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How to connect HighLevel and Alegra
Create a New Scenario to Connect HighLevel 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 HighLevel, triggered by another scenario, or executed manually (for testing purposes). In most cases, HighLevel or Alegra will be your first step. To do this, click "Choose an app," find HighLevel or Alegra, and select the appropriate trigger to start the scenario.
Add the HighLevel Node
Select the HighLevel node from the app selection panel on the right.
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Configure the HighLevel
Click on the HighLevel node to configure it. You can modify the HighLevel 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 HighLevel 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 HighLevel 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 HighLevel 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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Alegra
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Trigger on Webhook
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Save and Activate the Scenario
After configuring HighLevel, 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 HighLevel and Alegra integration works as expected. Depending on your setup, data should flow between HighLevel 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 HighLevel and Alegra
HighLevel + Alegra + Google Sheets: When a new contact is created in HighLevel, it is automatically added to Alegra, and a log entry is created in Google Sheets for tracking purposes.
Alegra + HighLevel + Slack: When a new sales invoice is created in Alegra, a notification is sent to the sales team in HighLevel and a summary is posted in Slack.
HighLevel and Alegra integration alternatives
About HighLevel
Use HighLevel with Latenode to automate marketing and sales tasks. Sync leads, trigger follow-ups, and manage campaigns within visual workflows. Connect HighLevel to other apps, enrich data with AI, and scale operations without complex coding. Latenode offers flexible automation at a predictable cost.
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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 HighLevel and Alegra
How can I connect my HighLevel account to Alegra using Latenode?
To connect your HighLevel account to Alegra on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select HighLevel and click on "Connect".
- Authenticate your HighLevel and Alegra accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automate invoice creation in Alegra from new HighLevel deals?
Yes, you can! Latenode enables seamless data transfer. Automatically trigger invoice creation in Alegra whenever a new deal is closed in HighLevel, saving time and ensuring accurate accounting.
What types of tasks can I perform by integrating HighLevel with Alegra?
Integrating HighLevel with Alegra allows you to perform various tasks, including:
- Create Alegra contacts from new or updated HighLevel contacts.
- Update deal stages in HighLevel based on invoice status in Alegra.
- Automatically send payment reminders via HighLevel SMS.
- Create new Alegra invoices from HighLevel opportunity wins.
- Sync product or service information between HighLevel and Alegra.
How to use custom JavaScript functions with HighLevel inside Latenode?
Latenode lets you add custom JavaScript code to HighLevel workflows, manipulating data and extending functionality far beyond standard integrations.
Are there any limitations to the HighLevel and Alegra integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex data transformations might require custom JavaScript code.
- Real-time synchronization depends on the API rate limits of both apps.
- Initial setup requires understanding of both HighLevel and Alegra data structures.
