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How to connect Instantly and Alegra
Create a New Scenario to Connect Instantly 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 Instantly, triggered by another scenario, or executed manually (for testing purposes). In most cases, Instantly or Alegra will be your first step. To do this, click "Choose an app," find Instantly or Alegra, and select the appropriate trigger to start the scenario.
Add the Instantly Node
Select the Instantly node from the app selection panel on the right.
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Configure the Instantly
Click on the Instantly node to configure it. You can modify the Instantly 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 Instantly 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 Instantly 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 Instantly 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 Instantly, 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 Instantly and Alegra integration works as expected. Depending on your setup, data should flow between Instantly 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 Instantly and Alegra
Instantly + Alegra + Slack: When a new lead is created in Instantly, create a sales invoice in Alegra and then notify the sales team in Slack about the new invoice.
Alegra + Instantly + Google Sheets: When a new event happens in Alegra, search for corresponding leads in Instantly and then add a row to a Google Sheet with the combined data for monitoring purposes.
Instantly and Alegra integration alternatives
About Instantly
Use Instantly in Latenode to automate email outreach at scale. Connect Instantly to your CRM, database, or lead sources and build automated sequences based on triggers. Enrich data and route responses using Latenode's visual editor and JS node for custom logic — all without per-step pricing limits.
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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 Instantly and Alegra
How can I connect my Instantly account to Alegra using Latenode?
To connect your Instantly account to Alegra on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Instantly and click on "Connect".
- Authenticate your Instantly and Alegra accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically update Alegra contacts from new Instantly leads?
Yes, you can! Latenode allows instant contact syncs. Automatically updating Alegra ensures your sales and accounting data is always accurate and reflects the latest lead information.
What types of tasks can I perform by integrating Instantly with Alegra?
Integrating Instantly with Alegra allows you to perform various tasks, including:
- Create new Alegra clients from successful Instantly lead gen campaigns.
- Update existing Alegra client details based on Instantly campaign interactions.
- Trigger Alegra invoices upon reaching Instantly-defined milestones.
- Log Instantly lead activity as notes within Alegra client profiles.
- Send personalized Alegra payment reminders based on Instantly campaign data.
How does Latenode handle Instantly's API rate limits?
Latenode offers robust error handling and queue management to gracefully manage Instantly API rate limits, ensuring uninterrupted automation workflows.
Are there any limitations to the Instantly and Alegra integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Historical data migration from Instantly to Alegra may require manual setup.
- Complex, highly customized Instantly reports might need custom JavaScript parsing.
- Real-time syncing depends on the API availability and responsiveness of both apps.
