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Connect Claude CodeEverything your agent can do with Alegra and Lob
Triggers and actions 4 triggers · 56 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.
Action
Autocomplete US AddressSuggests complete US street addresses from the first part of one a person has typed, so an address field can autocomplete as they type.
Action
Bulk Verify International AddressesChecks a batch of non-US addresses at once and returns each one standardized, with whether it is deliverable.
Action
Cancel CheckCancels a check in Lob so it is not mailed. Only works while the check is still in the pre-print window.
Action
Cancel LetterCancels a letter in Lob so it is not mailed. Only works while the letter is still in the pre-print window.
Action
Cancel PostcardCancels a postcard in Lob so it is not mailed. Only works while the postcard is still in the pre-print window.
Action
Create AddressSaves an address in your Lob address book so you can reuse it as a sender or recipient on later mailings.
Action
Create Bank AccountSaves a bank account in Lob so you can send checks from it. Returns the new bank account's ID and whether it has been verified yet.
Action
Create TemplateSaves a reusable HTML template in Lob that letters, postcards and checks can be built from. Returns the new template's ID and its published version.
Action
Delete AddressDeletes a saved address from Lob. Returns the deleted address's ID.
Action
Delete Bank AccountDeletes a saved bank account from Lob. Returns the deleted bank account's ID.
Action
Delete TemplateDeletes an HTML template from Lob. Returns the deleted template's ID.
Action
Get AddressReturns one saved address from Lob by its ID, including the recipient details and any name/value pairs stored on it.
Action
Get Bank AccountReturns one saved bank account from Lob by its ID, including whether it has been verified.
Action
Get CheckReturns one check from Lob by its ID, including its amount, status and delivery tracking events.
Action
Get LetterReturns one letter from Lob by its ID, including its status, addresses and delivery tracking events.
Action
Get PostcardReturns one postcard from Lob by its ID, including its status, addresses and delivery tracking events.
Action
Get TemplateReturns one HTML template from Lob by its ID, including its published version and version history.
Action
List AddressesReturns the saved addresses in your Lob address book, newest first, with cursors for paging through more.
Action
List Bank AccountsReturns the bank accounts saved in your Lob account, newest first, with cursors for paging through more.
Action
List BookletsReturns the booklets you have created in Lob, newest first, with cursors for paging through more.
Action
List CampaignsReturns the direct-mail campaigns in your Lob account, newest first, with cursors for paging through more.
Action
List ChecksReturns the checks you have sent through Lob, newest first, with cursors for paging through more.
Action
List Informed Delivery CampaignsReturns the USPS Informed Delivery campaigns in your Lob account, newest first, with cursors for paging through more.
Action
List LettersReturns the letters you have sent through Lob, newest first, with cursors for paging through more.
Action
List PostcardsReturns the postcards you have sent through Lob, newest first, with cursors for paging through more.
Action
List QR Code AnalyticsReturns the QR code scans recorded on your Lob mailpieces — who scanned, when, and how many times — plus the overall scan total.
Action
List Snap PacksReturns the snap packs you have sent through Lob, newest first, with cursors for paging through more.
Action
List TemplatesReturns the saved HTML templates in your Lob account, newest first, with cursors for paging through more.
Action
List UploadsReturns the recipient-list uploads in your Lob account, optionally narrowed to one campaign.
Action
Look Up ZIP CodeLooks up a US ZIP code and returns the cities, states and counties it covers, plus the USPS ZIP code type.
Action
Reverse Geocode LookupTakes a latitude and longitude and returns the nearest US ZIP codes with their city, state and distance from that point.
Action
Send CheckPrints and mails a physical check drawn on your Lob bank account to the recipient address you name.
Action
Send LetterPrints and mails a letter to the recipient address you name, from a PDF, an HTML body, or a saved Lob template.
Action
Send PostcardPrints and mails a postcard to the recipient address you name, using front and back artwork from a URL, HTML, or a saved Lob template.
Action
Update TemplateChanges an existing Lob HTML template - its description, or which saved version is the live one. Anything you leave blank is left as it was.
Action
Validate Recipient IdentityChecks whether a person or company name is actually associated with a US address, and returns a confidence level and match score.
Action
Verify Bank AccountConfirms a Lob bank account by submitting the two micro-deposit amounts, so the account can be used to send checks.
Action
Verify International AddressChecks a non-US address, standardizes it, and tells you whether mail sent there is likely to be delivered.
Action
Verify Single Line US AddressChecks a US address given as one single line, standardizes it, and tells you whether mail sent there is deliverable.
Action
Verify US AddressChecks a US address, standardizes it to USPS format, and tells you whether mail sent there is deliverable.
No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.