Integration

Connect Alegra to Heartbeat

When something happens in Alegra, your agent does the next thing in Heartbeat. Describe it in plain language and the automation is built, tested on every branch and kept running.

Alegra4 triggersAlegra16 actionsHeartbeat4 triggersHeartbeat6 actions

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What do you want Alegra and Heartbeat to do together?

Describe it and your agent reads both APIs, builds the automation, tests every branch and ships it. The list below is what exists today, not the limit.

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Everything your agent can do with Alegra and Heartbeat

Triggers and actions 8 triggers · 22 actions

Trigger
New Contact
Triggers when a new contact is created in your Alegra account.
Trigger
New Estimate
Triggers when a new quote (estimate) is created in your Alegra account.
Trigger
New Invoice
Triggers when a new sales invoice is created in your Alegra account.
Trigger
New Item
Triggers when a new product or service is created in your Alegra account.
Action
Create Contact
Creates a contact (client or provider) in your Alegra account. Returns the created contact.
Action
Create Contact in Colombia
Creates a contact in an Alegra account on the Colombian version, including its identification, regime and fiscal responsibilities. Returns the created contact.
Action
Create Tax
Creates a tax in your Alegra account that can then be applied to items and invoices. Returns the created tax.
Action
Find Contact
Searches the contacts in your Alegra account by name or identification. Returns the matching contacts.
Action
Find Contact in Argentina
Searches the contacts in an Alegra account on the Argentinian version by name or CUIT. Returns the matching contacts.
Action
Find Contact in Chile
Searches the contacts in an Alegra account on the Chilean version by name or RUT. Returns the matching contacts.
Action
Find Contact in Colombia
Searches the contacts in an Alegra account on the Colombian version by name or NIT. Returns the matching contacts.
Action
Find Contact in Costa Rica
Searches the contacts in an Alegra account on the Costa Rican version by name or identification. Returns the matching contacts.
Action
Find Contact in Mexico
Searches the contacts in an Alegra account on the Mexican version by name or RFC. Returns the matching contacts.
Action
Find Contact in Panama
Searches the contacts in an Alegra account on the Panamanian version by name or identification. Returns the matching contacts.
Action
Find Contact in Peru
Searches the contacts in an Alegra account on the Peruvian version by name or RUC. Returns the matching contacts.
Action
Find Invoice
Searches the sales invoices in your Alegra account by number, client, date or status. Returns the matching invoices.
Action
Find Item
Searches the products and services in your Alegra account. Returns the matching items.
Action
Find Tax
Finds a tax in your Alegra account by name. Returns the matching tax and its id.
Action
Update Contact
Updates a contact in your Alegra account. Only the values you supply are changed. Returns the updated contact.
Action
Update Contact in Colombia
Updates 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
Abandoned Invitation Link
Triggers when someone enters their information in an invitation link, but does not make a purchase or create their account. This will trigger after 4 hours, if the user still has not made a purchase or created their account.
Trigger
Course Completed
Triggers when a user completes a course.
Trigger
New Event
Triggers when a new event is created.
Trigger
New Event RSVP
Triggers when someone RSVPs to an event.
Action
Create Event
Creates an event in a Heartbeat community and optionally invites people or groups.
Action
Create Group
Creates a group in a Heartbeat community, optionally nested under another group and seeded with members.
Action
Create Thread
Posts a new thread in a Heartbeat channel.
Action
Deactivate User
Removes a person's access to a Heartbeat community by email. Their threads, comments and messages stay in place.
Action
List Channels
Returns all channels in the Heartbeat community, with each channel's name, emoji and type.
Action
List Threads
Returns all threads posted in a Heartbeat channel, with each thread's body, author, link and creation time.

Each app on its own

The other way round: Heartbeat to Alegra