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How to connect LiveChat and Alegra
Create a New Scenario to Connect LiveChat 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 LiveChat, triggered by another scenario, or executed manually (for testing purposes). In most cases, LiveChat or Alegra will be your first step. To do this, click "Choose an app," find LiveChat or Alegra, and select the appropriate trigger to start the scenario.
Add the LiveChat Node
Select the LiveChat node from the app selection panel on the right.
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Configure the LiveChat
Click on the LiveChat node to configure it. You can modify the LiveChat 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 LiveChat 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 LiveChat 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 LiveChat 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 LiveChat, 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 LiveChat and Alegra integration works as expected. Depending on your setup, data should flow between LiveChat 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 LiveChat and Alegra
LiveChat + Alegra + Slack: When a new customer starts a chat in LiveChat, a new contact is created in Alegra. Subsequently, a notification is sent to a designated Slack channel to inform the team about the new customer interaction.
Alegra + LiveChat + Gmail: When a new sales invoice is created in Alegra, a chat message is sent to the customer via LiveChat, and a confirmation email is sent to the customer via Gmail.
LiveChat and Alegra integration alternatives
About LiveChat
Integrate LiveChat into Latenode to automate support workflows. Route chats based on keywords, tag conversations, or trigger automated responses. Connect LiveChat data to other apps (CRM, databases) for unified insights. Simplify complex routing and ensure agents have context – all visually, and without code.
Related categories
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 LiveChat and Alegra
How can I connect my LiveChat account to Alegra using Latenode?
To connect your LiveChat account to Alegra on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select LiveChat and click on "Connect".
- Authenticate your LiveChat and Alegra accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically create Alegra contacts from LiveChat transcripts?
Yes, you can! Latenode's visual editor allows you to automatically create new contacts in Alegra from LiveChat transcripts, saving time and ensuring all leads are properly recorded.
What types of tasks can I perform by integrating LiveChat with Alegra?
Integrating LiveChat with Alegra allows you to perform various tasks, including:
- Create new Alegra invoices when specific LiveChat tags are used.
- Send personalized welcome messages via LiveChat to new Alegra customers.
- Update Alegra customer details based on information collected in LiveChat.
- Trigger Alegra payment reminders based on LiveChat support interactions.
- Log LiveChat support tickets as notes in Alegra customer profiles.
HowdoIcustomizeLiveChatintegrationlogicwithinLatenode?
Latenode offers no-code blocks, JavaScript support and prompt-based AI, letting you tailor the LiveChat integration to your exact business requirements.
Are there any limitations to the LiveChat and Alegra integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Historical LiveChat data prior to integration may not be automatically synced to Alegra.
- Complex custom fields in Alegra might require JavaScript for advanced mapping.
- Attachment files from LiveChat are not automatically transferred to Alegra.
