Integration

Connect Alegra to Pipedrive

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

Alegra4 triggersAlegra16 actionsPipedrive5 triggersPipedrive24 actions

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What do you want Alegra and Pipedrive 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 Pipedrive

Triggers and actions 9 triggers · 40 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
New Activity
Triggers when a new activity is created (polling).
Trigger
New Deal
Triggers when a new deal is created (polling).
Trigger
New Organization
Triggers when a new organization is added (polling).
Trigger
New Person
Triggers when a new person (contact) is added (polling).
Trigger
New Person (with Custom Fields and Labels)
Triggered when a new person (contact) is added. Includes custom fields and labels.
Action
Create Activity
Creates a new activity (call, meeting, task, etc.).
Action
Create Deal
Adds a new deal to Pipedrive. Returns the created deal.
Action
Create Lead
Creates a new lead. Returns the created lead.
Action
Create Note
Adds a new note to a deal, person, or organization.
Action
Create Organization
Adds a new organization. Returns the created organization.
Action
Create Person
Adds a new person (contact). Returns the created person.
Action
Delete Activity
Marks an activity as deleted.
Action
Delete Deal
Marks a deal as deleted.
Action
Delete Organization
Marks an organization as deleted.
Action
Delete Person
Marks a person as deleted.
Action
Get Deal
Returns the deal with the given ID.
Action
Get Organization
Returns the organization with the given ID.
Action
Get Person
Returns the person with the given ID.
Action
Get related deals for person
Returns deals having the specified status that are related to the specified person.
Action
Get stage ID by stage name
Returns the stage id if the stage name exists.
Action
Merge organizations
Merges two organization accounts. Info from the organization record to discard is merged into the organization record to keep.
Action
Merge persons
Merges two person accounts. Info from the person record to discard is merged into the person record to keep.
Action
Search Deals
Searches deals by term. Returns matching deals.
Action
Search Organizations
Searches organizations by term. Returns matching organizations.
Action
Search Persons
Searches persons by term (name, email, phone). Returns matching persons.
Action
Update Activity
Updates an existing activity by ID.
Action
Update Deal
Updates an existing deal by ID.
Action
Update Organization
Updates an existing organization by ID.
Action
Update Person
Updates an existing person by ID.

Each app on its own

The other way round: Pipedrive to Alegra