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How to connect Nimble and Alegra
Create a New Scenario to Connect Nimble 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 Nimble, triggered by another scenario, or executed manually (for testing purposes). In most cases, Nimble or Alegra will be your first step. To do this, click "Choose an app," find Nimble or Alegra, and select the appropriate trigger to start the scenario.
Add the Nimble Node
Select the Nimble node from the app selection panel on the right.
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Add the Alegra Node
Next, click the plus (+) icon on the Nimble 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 Nimble 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 Nimble 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 Nimble, 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 Nimble and Alegra integration works as expected. Depending on your setup, data should flow between Nimble 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 Nimble and Alegra
Nimble + Alegra + QuickBooks: When a new contact is added in Nimble, it's automatically created as a contact in Alegra. Then, that contact is created as a customer in QuickBooks.
Alegra + Nimble + Slack: When a new customer is created in Alegra, a contact is created in Nimble with the same information. Then, a notification is sent to a Slack channel to alert the sales team.
Nimble and Alegra integration alternatives
About Nimble
Use Nimble within Latenode to enrich contact data and automate outreach. Update your CRM, personalize emails, and trigger follow-ups based on engagement—all visually. Latenode handles the workflow logic and scale, while Nimble provides targeted contact intelligence for smarter automation.
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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 Nimble and Alegra
How can I connect my Nimble account to Alegra using Latenode?
To connect your Nimble account to Alegra on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Nimble and click on "Connect".
- Authenticate your Nimble and Alegra accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically create Alegra invoices from new Nimble deals?
Yes, you can! With Latenode, automatically create Alegra invoices whenever a deal closes in Nimble. Streamline accounting and sales effortlessly using our visual workflow editor.
What types of tasks can I perform by integrating Nimble with Alegra?
Integrating Nimble with Alegra allows you to perform various tasks, including:
- Create new Alegra contacts from new Nimble contacts automatically.
- Update Alegra invoices when Nimble deals are updated.
- Sync Nimble activities to Alegra as notes or tasks.
- Generate reports combining data from Nimble and Alegra.
- Trigger email alerts for specific Nimble and Alegra events.
Can I use JavaScript to transform data between Nimble and Alegra?
Yes! Latenode allows seamless JavaScript integration. Transform and map data between Nimble and Alegra to match specific requirements. Enjoy complete control.
Are there any limitations to the Nimble and Alegra integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex data transformations may require JavaScript knowledge.
- Rate limits of Nimble and Alegra APIs may affect large data syncs.
- Custom fields in either app might need manual mapping.
