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Connect Claude CodeEverything your agent can do with Alegra and Benetics
Triggers and actions 8 triggers ยท 41 actions
Trigger
New ContactTriggers when a new contact is created in your Alegra account.
Trigger
New EstimateTriggers when a new quote (estimate) is created in your Alegra account.
Trigger
New InvoiceTriggers when a new sales invoice is created in your Alegra account.
Trigger
New ItemTriggers when a new product or service is created in your Alegra account.
Action
Create ContactCreates a contact (client or provider) in your Alegra account. Returns the created contact.
Action
Create Contact in ColombiaCreates a contact in an Alegra account on the Colombian version, including its identification, regime and fiscal responsibilities. Returns the created contact.
Action
Create TaxCreates a tax in your Alegra account that can then be applied to items and invoices. Returns the created tax.
Action
Find ContactSearches the contacts in your Alegra account by name or identification. Returns the matching contacts.
Action
Find Contact in ArgentinaSearches the contacts in an Alegra account on the Argentinian version by name or CUIT. Returns the matching contacts.
Action
Find Contact in ChileSearches the contacts in an Alegra account on the Chilean version by name or RUT. Returns the matching contacts.
Action
Find Contact in ColombiaSearches the contacts in an Alegra account on the Colombian version by name or NIT. Returns the matching contacts.
Action
Find Contact in Costa RicaSearches the contacts in an Alegra account on the Costa Rican version by name or identification. Returns the matching contacts.
Action
Find Contact in MexicoSearches the contacts in an Alegra account on the Mexican version by name or RFC. Returns the matching contacts.
Action
Find Contact in PanamaSearches the contacts in an Alegra account on the Panamanian version by name or identification. Returns the matching contacts.
Action
Find Contact in PeruSearches the contacts in an Alegra account on the Peruvian version by name or RUC. Returns the matching contacts.
Action
Find InvoiceSearches the sales invoices in your Alegra account by number, client, date or status. Returns the matching invoices.
Action
Find ItemSearches the products and services in your Alegra account. Returns the matching items.
Action
Find TaxFinds a tax in your Alegra account by name. Returns the matching tax and its id.
Action
Update ContactUpdates a contact in your Alegra account. Only the values you supply are changed. Returns the updated contact.
Action
Update Contact in ColombiaUpdates a contact in an Alegra account on the Colombian version, including its identification, regime and fiscal responsibilities. Only the values you supply are changed.
Trigger
New ProjectTriggers when a new project is created.
Trigger
New TaskTriggers when a new task is created.
Trigger
Updated ProjectTriggers when a project is updated.
Trigger
Updated TaskTriggers when a task is updated.
Action
Add Plan VersionUpload a new version of a plan. POST /plans/{plan_id}/versions.
Action
Add Project MemberAdd a member to a project. POST /projects/{project_id}/members.
Action
Add TaskCreate a new task on a project. POST /projects/{project_id}/tasks.
Action
Create ProjectCreates a new project.
Action
Delete DocumentDelete a document. DELETE /projects/{project_id}/documents/{document_id}.
Action
Delete PlanDelete a plan. DELETE /plans/{plan_id}.
Action
Delete Plan VersionRemove one version of a plan from a project.
Action
Delete ProjectDelete a project. DELETE /projects/{project_id}.
Action
Delete Project MemberRemove a member from a project. DELETE /projects/{project_id}/members/{member_id}.
Action
Delete TaskDelete a task. DELETE /tasks/{task_id}.
Action
Document UploadUpload a document
Action
Get ProjectGet a single project by id. GET /projects/{project_id}.
Action
Get ReportGet a single report by id. GET /reports/{report_id}.
Action
Get TaskGet a single task by id. GET /tasks/{task_id}.
Action
List MembersList members of the organization. GET /members.
Action
List Project MembersList members assigned to a project. GET /projects/{project_id}/members.
Action
List ProjectsList projects in the organization. GET /projects.
Action
List ReportsList reports for a project. GET /projects/{project_id}/reports.
Action
List TasksList tasks for a project. GET /projects/{project_id}/tasks.
Action
Plan UploadUpload a plan
Action
Update DocumentUpdate a document's fields. PATCH /projects/{project_id}/documents/{document_id}.
Action
Update PlanUpdate a plan's fields. PATCH /plans/{plan_id}.
Action
Update ProjectUpdate a project's fields. PATCH /projects/{project_id}.
Action
Update TaskUpdate a task's fields. PATCH /tasks/{task_id}.
Action
Upload FileUploads a file to Benetics and returns its file upload id, ready to attach to a plan version or a document.
No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.
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