Alegra integration with Salesforce
How to Add new Alegra contacts to Salesforce
Steps to automate
Use Nekton workflow automation service.Preparation
Create Nekton account. You can also use your existing Google account
to sign in.
Create automation
-
Click on the "Create new workflow" button, and then add "Automated step".
-
Set the step description to "Add new Alegra contacts to Salesforce" and then click on "Automate".
-
Provide the necessary parameters and click on the "Test it" button to check your automation. If you had issues with it, you can click on "Automate" again to try a different one.
Create a schedule (optional)
If you want to run this automation on a schedule, click on the gear button on the workflow editor
screen
to configure it. For example, you can run this flow every hour or every day.
Automate Alegra integrations
Alegra actions
Nekton can use any feature that is available in Alegra API.
Using our advanced AI, you can easily create custom automations for Alegra.
Here are some typical actions you can do in your automated workflows.
Create Contact in Argentina
Crear contacto en Argentina.
Create contact in Argentina.
Create Contact in Costa Rica
Crear contacto en Costa Rica.
Create contact in Costa Rica.
Create Contact in Peru
Crear contacto en Perú.
Create contact in Peru.
Create Estimate
Crear una nueva cotización.
Creates a new estimate.
Create Invoice in Chile
Crear una factura en Chile.
Create Invoice in Chile.
Create Invoice in Costa Rica
Crear una factura en Costa Rica.
Create Invoice in Costa Rica
About Alegra
Alegra is an accounting and billing app designed for Latin American managers.