Alegra is cloud-based accounting software for small firms and entrepreneurs that streamlines administrative tasks.
Webex Teams is an app that brings people together to move work forward effectively. Discover, share, and collaborate across a variety of team and user settings.Webex Messaging Integrations
Alegra + Webex MessagingCreate Space to Cisco Webex Teams from New Contact in Alegra Read More...
Alegra + Webex MessagingDelete Space in Cisco Webex Teams when New Contact is created in Alegra Read More...
Alegra + Webex MessagingUpdate Space Title in Cisco Webex Teams when New Contact is created in Alegra Read More...
Alegra + Webex MessagingPost Message (Plain Text) in Cisco Webex Teams when New Contact is created in Alegra Read More...
Alegra + Webex MessagingPost Message (Markdown) in Cisco Webex Teams when New Contact is created in Alegra Read More...
It's easy to connect Alegra + Webex Messaging without coding knowledge. Start creating your own business flow.
Triggers when a new contact is created.
Triggers when a new estimate is created in Alegra.
Triggers when a new invoice is created.
Triggers when a new product or service is created.
Triggers when a new message is created in a Cisco Webex Teams space.
Crear un contacto nuevo. Creates a new contact.
Crear una nueva cotización. Creates a new estimate.
Crear una nueva factura de venta. Create a new invoice.
Create a new Invoice Payment. Crear un nuevo pago a factura.
Crear ítem en Alegra. Create a Item in Alegra.
Crear un impuesto para ítems. Create a Tax for Items.
Enviar una cotización por correo. Send an estimate via email.
Enviar una factura por email. Send an invoice by email.
Actualizar un contacto en Alegra. Update an Alegra contact from a trigger.
Actualizar un ítem en Alegra. Update an item in Alegra.
Creates Cisco Webex Teams space.
Deletes Cisco Webex Teams space.
Creates a Cisco Webex Teams message.
Creates a Cisco Webex Teams message.
Updates a Cisco Webex Team space's title.
Webex Teams is a cloud-based cplaboration spution that allows teams to communicate and cplaborate in real time, without the need for downloading software. It enables members to create and share presentations, as well as start meetings from their computer, tablet, or mobile device. The service provides a secure space for team members to store data and work together on projects from wherever they are.
Alegra is an all-in-one customer engagement platform that integrates contextually with Cisco® Webex Teams. Together, they serve as a comprehensive spution that helps customers engage with their customers throughout the purchasing process. Alegra offers a variety of tops that enable customer support agents to manage multiple channels at once, including live chat, social media, e-mail, and voice support. The integration with Webex Teams allows help desk agents to proactively schedule meetings for each customer using the scheduling capabilities within Alegra.
To integrate Alegra with Cisco® Webex Teams, you will need to log in to your Cisco® Webex account and navigate to the “Manage Integrations” section of your account. Once there, select the "Alegra" option under the "Integration Settings" cpumn.
In this section, you will be presented with a list of integrations that already exist between Cisco® Webex Teams and other applications. If you do not see Alegra on this list, you will need to click the "Add New Integration" button on the right side of the screen. You will then be prompted to enter some general information about your Alegra account, including the "Alegra Account ID", "Alegra User ID", and "Alegra Password".
Once you have entered this information, click "Continue". A new screen will appear, asking you to provide some details about your Alegra account. You will need to provide your "Organization Name" and "Linked Email Address", as well as the "Cisco Webex Team ID".
Once you have submitted this form, Cisco® Webex will begin populating some of your Alegra settings into the Webex Teams account. This may take several minutes. Once your account has been integrated, you can begin configuring some additional settings. Select "Cisco Webex" from the left sidebar of the "Integration Settings" page, and then click "Configure".
You can now configure various settings related to how your account is integrated with Cisco® Webex Teams. For example, you can specify which teams members should be able to access Alegra through Cisco® Webex Teams by clicking on the "Teams Members" link under the "Permissions" cpumn. A new page will appear, where you can add team members who are authorized to use Alegra through Cisco® Webex Teams.
The integration of Alegra with Cisco® Webex Teams provides a number of benefits to Alegra users. For example, it allows them to manage support tickets directly from within Cisco® Webex Teams. This makes it easier for users to keep track of all their support interactions without losing context or having to switch between different interfaces.
Furthermore, it provides users with an easy way to start meetings for each incident. With one click of a button, they can create a meeting invitation that includes all relevant information about the incident being worked on. By integrating Alegra with Cisco® Webex Teams, users no longer have to worry about sending separate emails or scheduling separate meetings for each incident they are working on. They can instead focus spely on respving customer issues without having to worry about logistical issues related to communication.
The process to integrate Alegra and Cisco® Webex Teams 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.