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How to connect NoCRM and Alegra
Create a New Scenario to Connect NoCRM 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 NoCRM, triggered by another scenario, or executed manually (for testing purposes). In most cases, NoCRM or Alegra will be your first step. To do this, click "Choose an app," find NoCRM or Alegra, and select the appropriate trigger to start the scenario.
Add the NoCRM Node
Select the NoCRM node from the app selection panel on the right.
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Add the Alegra Node
Next, click the plus (+) icon on the NoCRM 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 NoCRM 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 NoCRM 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 NoCRM, 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 NoCRM and Alegra integration works as expected. Depending on your setup, data should flow between NoCRM 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 NoCRM and Alegra
NoCRM + Alegra + Slack: When a deal's status is changed to 'Won' in NoCRM, a sales invoice is created in Alegra. Subsequently, a congratulatory message is sent to a designated Slack channel.
Alegra + NoCRM + Google Sheets: When a new sales invoice is created in Alegra, the details are recorded in a Google Sheet. The corresponding lead in NoCRM is then updated with a comment linking to the invoice in the Google Sheet.
NoCRM and Alegra integration alternatives
About NoCRM
Use NoCRM with Latenode to automate your sales pipeline. Automatically create new leads, update existing records, or trigger follow-up actions based on status changes. Latenode lets you connect NoCRM data to other apps, enrich it with AI, and build custom workflows for lead qualification, all without code and scalable to your needs.
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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 NoCRM and Alegra
How can I connect my NoCRM account to Alegra using Latenode?
To connect your NoCRM account to Alegra on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select NoCRM and click on "Connect".
- Authenticate your NoCRM and Alegra accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically create Alegra invoices from won NoCRM deals?
Yes, you can! Latenode lets you instantly trigger invoice creation. Benefit: streamline accounting, reduce manual data entry, and ensure timely billing, all with customizable logic.
What types of tasks can I perform by integrating NoCRM with Alegra?
Integrating NoCRM with Alegra allows you to perform various tasks, including:
- Create new Alegra contacts from new NoCRM leads.
- Update Alegra customer data when a NoCRM lead is updated.
- Generate Alegra invoices automatically upon winning a NoCRM deal.
- Send notifications when new invoices are generated in Alegra, triggered by NoCRM.
- Sync product information between NoCRM and Alegra.
How easily can I customize the data transferred from NoCRM?
Very easily! Latenode's visual editor and JavaScript blocks let you transform data to fit Alegra’s format before sending. No-code and pro-code, combined!
Are there any limitations to the NoCRM 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.
- Real-time synchronization depends on the API rate limits of both NoCRM and Alegra.
- Custom field mappings require initial setup and testing.
