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Connect Claude CodeEverything your agent can do with Alegra and MOCO
Triggers and actions 30 triggers ยท 40 actions
Trigger
New ContactTriggers when a new contact is created in your Alegra account.
- New Estimate
Triggers when a new quote (estimate) is created in your Alegra account.
- New Invoice
Triggers when a new sales invoice is created in your Alegra account.
- New Item
Triggers when a new product or service is created in your Alegra account.
- Create Contact
Creates a contact (client or provider) in your Alegra account. Returns the created contact.
- 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.
- Create Tax
Creates a tax in your Alegra account that can then be applied to items and invoices. Returns the created tax.
- Find Contact
Searches the contacts in your Alegra account by name or identification. Returns the matching contacts.
- Find Contact in Argentina
Searches the contacts in an Alegra account on the Argentinian version by name or CUIT. Returns the matching contacts.
- Find Contact in Chile
Searches the contacts in an Alegra account on the Chilean version by name or RUT. Returns the matching contacts.
- Find Contact in Colombia
Searches the contacts in an Alegra account on the Colombian version by name or NIT. Returns the matching contacts.
- 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.
- Find Contact in Mexico
Searches the contacts in an Alegra account on the Mexican version by name or RFC. Returns the matching contacts.
- Find Contact in Panama
Searches the contacts in an Alegra account on the Panamanian version by name or identification. Returns the matching contacts.
- Find Contact in Peru
Searches the contacts in an Alegra account on the Peruvian version by name or RUC. Returns the matching contacts.
- Find Invoice
Searches the sales invoices in your Alegra account by number, client, date or status. Returns the matching invoices.
- Find Item
Searches the products and services in your Alegra account. Returns the matching items.
- Find Tax
Finds a tax in your Alegra account by name. Returns the matching tax and its id.
- Update Contact
Updates a contact in your Alegra account. Only the values you supply are changed. Returns the updated contact.
- 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
New ClientTriggers when a new client is created.
- New Company
Triggers when a new company is created.
- New Expense
Triggers when an expense is created.
- New Exported Invoice (Bookkeeping)
Triggers when a new invoice is exported (for the bookkeeping).
- New Incoming Payment
Triggers when a new incoming payment is created.
- New Invoice
Triggers when a new invoice is created.
- New Invoice Status
Triggers when the status of an invoice is changed.
- New Offer
Triggers when a new offer is created.
- New Outgoing Payment
Triggers when a new outgoing payment is created.
- New Planning Entry
Triggers when a new Planning Entry is created.
- New Presence
Triggers when a new Presence is created.
- New Project Assignment
Triggers when a person is assigned to a project.
- New Purchase
Triggers when a new purchase is created.
- New Recurred Expense
Triggers when an expense is recurred.
- New Task
Triggers when a new task is created.
- New Time Entry
Triggers when a new time entry is created.
- Unarchived Project
Triggers when a project is made active again.
- Updated Company
Triggers when a company was updated.
- Updated Expense
Triggers when an expense was updated.
- Updated Invoice
Triggers when an invoice was updated.
- Updated Lead
Triggers when a lead was updated.
- Updated Planning Entry
Triggers when a Planning Entry was updated.
- Updated Presence
Triggers when a Presence was updated.
- Updated Project
Triggers when a project was updated.
- Updated Purchase
Triggers when a purchase was updated.
- Updated Time Entry
Triggers when a time entry was updated.
- Create Comment
Creates a new Comment.
- Create Company
Creates a new company (customer only).
- Create Contact
Creates a new contact person.
- Create Expense
Creates a new Expense.
- Create Incoming Payment
Creates a new incoming payment.
- Create Lead
Creates a new lead.
- Create Outgoing Payment
Creates a new outgoing payment.
- Create Project
Creates a new Project.
- Create Purchase
Creates a new Purchase.
- Create Task
Creates a new project task.
- Create Time Entry
Create a new time entry.
- Find Company
Finds an existing Company.
- Find Contact
Finds an existing Contact.
- Find Expense
Finds an existing Expense.
- Find Invoice
Finds an existing Invoice.
- Find Lead
Finds an existing lead.
- Find Offer
Finds an existing Offer.
- Find Planning Entry
Finds an existing Planning Entry.
- Find Project
Finds an existing project.
- Find Purchase
Finds an existing Purchase.
- Find Task
Finds an active Task for a Project.
- Find Time Entry
Finds an existing Time Entry.
- Find User
Finds an existing active user.
- Record Presence
Record a new presence.
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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