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Triggers and actions 5 triggers · 24 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 Lead CapturedTriggers when a new lead is captured — either from a chat conversation or added manually.
Action
Add agentCreate a new AI agent with custom configuration and personality. POST /api/chatbots
Action
Add knowledge base entryAdd training content (FAQ, documentation, policies) to an AI agent; auto-embedded. POST /api/chatbots/:chatbotId/knowledge
Action
Create LeadCreates a new lead in your CRM. Use this to push leads from other tools into your CRM automatically.
Action
Delete knowledge base entryRemove a specific knowledge entry from an AI agent's training data. DELETE /api/chatbots/:chatbotId/knowledge/:knowledgeId
Action
Get agentRetrieve detailed information about a specific AI agent by ID. GET /api/chatbots/:id
Action
List agentsGet all AI agents owned by the authenticated user with their configurations. GET /api/chatbots
Action
List knowledge base entriesRetrieve all knowledge base entries that train an AI agent's responses. GET /api/chatbots/:chatbotId/knowledge
Action
Update agentUpdate an existing AI agent's configuration, personality, or appearance. PUT /api/chatbots/:id
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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