?>

Alegra + Apptivo Integrations

Appy Pie Connect allows you to automate multiple workflows between Alegra and Apptivo

  • No code
  • No Credit Card
  • Lightning Fast Setup
About Alegra

Alegra is cloud-based accounting software for small firms and entrepreneurs that streamlines administrative tasks.

About Apptivo

Apptivo is a robust sales and marketing platform with features such as lead management, an opportunity pipeline with attractive dashboards, campaign management, and flexible workflow capabilities such as marketing automation.

Apptivo Integrations

Best ways to Integrate Alegra + Apptivo

  • Alegra Apptivo

    Alegra + Apptivo

    Add Employee in apptivo when New Contact is created in Alegra Read More...
    Close
    When this happens...
    Alegra New Contact
     
    Then do this...
    Apptivo Add Employee
  • Alegra Apptivo

    Alegra + Apptivo

    Create Lead to apptivo from New Contact in Alegra Read More...
    Close
    When this happens...
    Alegra New Contact
     
    Then do this...
    Apptivo Create Lead
  • Alegra Apptivo

    Alegra + Apptivo

    Create Opportunity to apptivo from New Contact in Alegra Read More...
    Close
    When this happens...
    Alegra New Contact
     
    Then do this...
    Apptivo Create Opportunity
  • Alegra Apptivo

    Alegra + Apptivo

    Create Case to apptivo from New Contact in Alegra Read More...
    Close
    When this happens...
    Alegra New Contact
     
    Then do this...
    Apptivo Create Case
  • Alegra Apptivo

    Alegra + Apptivo

    Create Contact to apptivo from New Contact in Alegra Read More...
    Close
    When this happens...
    Alegra New Contact
     
    Then do this...
    Apptivo Create Contact
  • Alegra {{item.actionAppName}}

    Alegra + {{item.actionAppName}}

    {{item.message}} Read More...
    Close
    When this happens...
    {{item.triggerAppName}} {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppName}} {{item.actionTitle}}
Connect Alegra + Apptivo in easier way

It's easy to connect Alegra + Apptivo without coding knowledge. Start creating your own business flow.

    Triggers
  • New Contact

    Triggers when a new contact is created.

  • New Estimate

    Triggers when a new estimate is created in Alegra.

  • New Invoice

    Triggers when a new invoice is created.

  • New Item

    Triggers when a new product or service is created.

  • New Case

    Trigger when new case created.

  • New Contact

    Trigger when new contact created.

  • New Contract

    Trigger when new contract created.

  • New Customer

    Trigger when new customer created.

  • New Employee

    Trigger when new employee created.

  • New Lead

    Trigger when new lead created.

  • New Opportunity

    Trigger when new opportunity created.

  • Update Contact

    Trigger when any contact update.

    Actions
  • Create Contact

    Crear un contacto nuevo. Creates a new contact.

  • Create Estimate

    Crear una nueva cotización. Creates a new estimate.

  • Create Invoice

    Crear una nueva factura de venta. Create a new invoice.

  • Create Invoice Payment

    Create a new Invoice Payment. Crear un nuevo pago a factura.

  • Create Item

    Crear ítem en Alegra. Create a Item in Alegra.

  • Create Tax

    Crear un impuesto para ítems. Create a Tax for Items.

  • Send Estimate

    Enviar una cotización por correo. Send an estimate via email.

  • Send Invoice

    Enviar una factura por email. Send an invoice by email.

  • Update Contact

    Actualizar un contacto en Alegra. Update an Alegra contact from a trigger.

  • Update Item

    Actualizar un ítem en Alegra. Update an item in Alegra.

  • Add Employee

    Add new employee.

  • Create Case

    Create a new case.

  • Create Contact

    Creates a new contact.

  • Create Customer

    Creates a new customer.

  • Create Lead

    Creates a new lead.

  • Create Opportunity

    Creates a new Opportunity.

How Alegra & Apptivo Integrations Work

  1. Step 1: Choose Alegra as a trigger app and authenticate it on Appy Pie Connect.

    (30 seconds)

  2. Step 2: Select "Trigger" from the Triggers List.

    (10 seconds)

  3. Step 3: Pick Apptivo as an action app and authenticate.

    (30 seconds)

  4. Step 4: Select a resulting action from the Action List.

    (10 seconds)

  5. Step 5: Select the data you want to send from Alegra to Apptivo.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.

Integration of Alegra and Apptivo

Apptivo is an ideal spution for small and mid-sized businesses. It allows small businesses to save time, money, and resources on how they manage their business processes. The software also allows them to work more effectively and efficiently, helping them to run their businesses better. This article discusses the integration of Apptivo with Alegra Business Intelligence Suite, which serves as a platform for delivering advanced interactive analytics of enterprise data including KPIs, dashboards, scorecards, etc.

Integrating Apptivo with Alegra Business Intelligence Suite can provide many benefits to small businesses.

  • Business intelligence of the Alegra suite connects data from multiple sources. It provides real-time insight into business operations on a single platform. Integration of Apptivo into Alegra Business Intelligence Suite allows small businesses to have access to their business data, analyze it, and use it to make decisions.
  • These two software sputions are highly compatible with each other, so they integrate seamlessly. Both of these sputions are designed for multiple users to use at the same time. They are cloud-based so they are accessible anywhere on any device. Integration of Apptivo with Alegra Business Intelligence Suite makes it easy for small businesses to access their data and make decisions quickly and efficiently because all the data is available in one place.
  • Small businesses can save money and time by integrating Apptivo with Alegra Business Intelligence Suite. they don’t need to hire extra employees or spend more money on equipment and software. It also helps to avoid the learning curve; there is no need to learn different software tops for each function because everything is located in one place.

Integration of Apptivo with Alegra Business Intelligence Suite offers many benefits to small businesses such as saving money and time and providing real-time analysis and business intelligence.

The process to integrate Alegra and Apptivo may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick spution to help you automate your workflows. Click on the button below to begin.