Integration
Connect Alegra and SmartEmailing
When New Contact fires in Alegra, your agent runs Add Contact list in SmartEmailing, or New Contact in SmartEmailing to Create Contact in Alegra. Describe the whole flow and it is built, tested on every scenario and kept running.
What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it.
Build solutions, not workarounds.
What do you want Alegra and SmartEmailing to do together?
Ask the assistant
Connect your AI client
Give your AI client this address.
https://mcp.apiant.aiOne connection does both: ask your client to act in an app once, or have it build an automation that keeps running. Any client that takes a remote MCP server. Nothing to install. Create your free account, then sign in once in your browser.
Set it up in your client
Claude Code
Run this in the directory you want to work in.
claude mcp add --transport http -s project apiant-ai https://mcp.apiant.aiStart Claude Code there, approve the server, and sign in in the browser page it opens.
Claude Code guide (opens in a new tab)Claude, web and desktop
Open Customize, then Connectors, then Add custom connector, and paste the address. On Team and Enterprise an owner adds it first.
Setup guide (opens in a new tab)Cursor
Add the address to your MCP configuration as a server URL. Cursor signs you in in your browser.
Setup guide (opens in a new tab)Zed
Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server.
Setup guide (opens in a new tab)Codex and the ChatGPT desktop app
Open Settings, then MCP servers, then Add server, and choose Streamable HTTP. From the terminal, Codex takes the address with its own add command and then signs you in.
Setup guide (opens in a new tab)Any other MCP client
Paste the address where the client asks for a remote MCP server URL, and name the server apiant-ai where it lets you. APIANT's skills reach the client over the same connection.
Setup guide (opens in a new tab)Example flows
What Alegra and SmartEmailing can do together
From Alegra to SmartEmailing
When New Contact in Alegra
then Add Contact list in SmartEmailing
When New Estimate in Alegra
then Send custom email in SmartEmailing
From SmartEmailing to Alegra
When New Contact in SmartEmailing
then Create Contact in Alegra
When Updated Contact in SmartEmailing
then Update Contact in Alegra
Starting points drawn from the triggers and actions in the catalog today. Describe the flow you need, at any depth, and your agent builds it and tests every scenario before it ships.
Everything your agent can do with Alegra and SmartEmailing
Triggers and actions 6 triggers · 31 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.
Trigger
New ContactTriggers when a new contact is added to your SmartEmailing account.
Trigger
Updated ContactTriggers when an existing contact is updated in SmartEmailing.
Action
Add Contact listCreates a new contact list in SmartEmailing.
Action
Add Custom fieldCreates a new contact custom field in SmartEmailing with the given name and type.
Action
Delete ContactPermanently deletes a contact and anonymizes its data (GDPR forget). This cannot be undone.
Action
Get ContactReturns a single contact by email address or ID, including contact list memberships and custom field values.
Action
Get Contact listReturns a single contact list by its ID with all its properties, such as name, sender details and engagement rates.
Action
List Contact listsReturns all contact lists in your SmartEmailing account.
Action
List ContactsReturns contacts in your SmartEmailing account, optionally filtered by email, name, company and other contact details, including their list memberships and custom field values.
Action
List Contacts in listReturns the contacts that belong to a contact list, with their details and list memberships.
Action
List Custom fieldsReturns the custom field definitions set up in your SmartEmailing account, optionally with their options.
Action
List NewslettersReturns your finished newsletters with their sender details, send times and open, click and unsubscribe counts.
Action
Send custom emailSends a SmartEmailing email or email template to one recipient, with optional subject, preheader and dynamic content overrides.
Action
Send transactional emailSends a transactional email (no unsubscribe link) to one recipient, either from a saved email/template or from a subject and body you supply.
Action
Unsubscribe ContactUnsubscribes a contact from a chosen contact list.
Action
Update Contact email addressChanges a contact's email address in SmartEmailing, moving all of the contact's data to the new address.
Action
Update Contact listUpdates an existing contact list's name, public name, sender name, sender email or reply-to address. Only the values you provide are changed.
No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.
Each app on its own
Reviews
What our customers say
More from Alegra
Alegra to GeckoboardGeckoboard is a dashboard tool for displaying KPIs and live business metrics on TV dashboards.
Alegra to OnceHubCapture, qualify, and engage with inbound leads using ScheduleOnce, ChatOnce, FormOnce and SubmitOnce.
Alegra to HubSpotHubSpot is your all-in-one stop for all of your marketing software needs.
Alegra to SalesforceSalesforce is a leading enterprise customer relationship management (CRM) platform.
Alegra to SlackSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
Alegra to Google SheetsGoogle Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.
More into SmartEmailing
HubSpot to SmartEmailingHubSpot is your all-in-one stop for all of your marketing software needs.
Salesforce to SmartEmailingSalesforce is a leading enterprise customer relationship management (CRM) platform.
Slack to SmartEmailingSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
Google Sheets to SmartEmailingGoogle Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.
Gmail to SmartEmailingGmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
Google Calendar to SmartEmailingGoogle Calendar is a time management tool providing scheduling features, event reminders, and integration...
Questions
Alegra and SmartEmailing, answered
What can start an automation from Alegra?
Any of Alegra's 4 triggers in the catalog, including New Contact, New Estimate, New Invoice and New Item. Describe the moment in plain language and your agent picks the right one.
What can your agent do in SmartEmailing when something happens in Alegra?
Any of SmartEmailing's 15 actions, including Send custom email, Send transactional email, Update Contact email address and Update Contact list. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from SmartEmailing to Alegra?
Yes. When something happens in SmartEmailing, your agent can act in Alegra too. This page covers both directions: SmartEmailing's triggers and Alegra's actions are listed here as well.
Do I have to build a connector for Alegra or SmartEmailing?
No. Both are in the catalog with their triggers and actions. You describe the automation; your agent builds it, tests every scenario and keeps it running.
Can my AI client use Alegra and SmartEmailing without building an automation?
Yes. With your AI client connected to APIANT, ask it to do something in either app once and it runs that action on the spot. Ask for an automation and your agent builds it, tests every scenario and keeps it running. One connection covers both.
What happens when something fails?
Your agent works that out for you. It plans the failure paths along with the happy path, then tests every scenario before it ships.
Is there a free plan?
Yes. Every plan includes the agent, including free, and building from your own AI client spends no assistant credits.