Integration

Connect Alegra to OnePageCRM

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

Alegra4 triggersAlegra16 actionsOnePageCRM9 triggersOnePageCRM11 actions

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Everything your agent can do with Alegra and OnePageCRM

Triggers and actions 13 triggers · 27 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
Closed Sales Cycle
Triggered when a sales cycle is closed — a deal is marked won or lost.
Trigger
Completed Next Action
Triggered when a next action is marked done in OnePageCRM.
Trigger
New Call
Triggered when a phone call is logged in OnePageCRM.
Trigger
New Contact
Triggered when a new contact is created in OnePageCRM.
Trigger
New Deal
Triggered when a new deal is created in OnePageCRM.
Trigger
New Next Action
Triggered when a new next action is created in OnePageCRM.
Trigger
New Note
Triggered when a new note is added to a contact in OnePageCRM.
Trigger
Updated Contact
Triggered when a contact is created or changed in OnePageCRM.
Trigger
Updated Deal
Triggered when a deal is created or changed in OnePageCRM.
Action
Close Sales Cycle
Closes a deal in OnePageCRM by marking the sales cycle won or lost, with an optional close date and note.
Action
Create Call
Logs a phone call against a contact in OnePageCRM, with notes, the number dialed, the outcome and an optional recording link.
Action
Create Contact
Creates a contact in OnePageCRM, including your account's own custom fields.
Action
Create Deal
Creates a deal against a contact in OnePageCRM, with an amount, expected close date and notes.
Action
Create Next Action
Adds a next action (a to-do) against a contact in OnePageCRM, with an optional due date and assignee.
Action
Create Note
Adds a note to a contact's timeline in OnePageCRM.
Action
Find Contact
Finds a contact in OnePageCRM by email address, or by searching names and companies, and returns the first match plus every match.
Action
Find Deal
Finds a deal in OnePageCRM by contact, status or name, and returns the first match plus every match.
Action
Find User
Finds a user in your OnePageCRM account by email address or name, and returns the first match plus every match.
Action
Update Contact
Updates a contact in OnePageCRM, including your account's own custom fields. Anything you leave blank keeps its current value.
Action
Update Deal
Updates a deal in OnePageCRM. Anything you leave blank keeps its current value.

Each app on its own

The other way round: OnePageCRM to Alegra