Alegra is cloud-based accounting software for small firms and entrepreneurs that streamlines administrative tasks.
FuseDesk is your Help Desk and Messaging Platform for small business. Create and manage support tickets, projects, cases, and sales, all in one place.
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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 case is created in FuseDesk
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.
Created a new Case in FuseDesk
Alegra is a vendor of Hosted Software as a Service (SaaS. applications that allow organizations to reduce IT costs and improve return on IT investments by providing an integrated and affordable suite of business software. The company offers a range of sputions for Sales, Marketing, Service and Business Management.
Alegra’s hosted sputions are available through a Software-as-a-Service (SaaS. delivery model and represent the next generation of enterprise software by allowing users to access all of their business applications from a single Internet browser. These sputions enable customers to improve productivity and enhance productivity at a fraction of the cost of onsite software and infrastructure.
FUSEdesk is an online project management application that provides a complete spution for managing all projects and tasks related to those projects. It offers features such as an integrated Gantt Chart schedule, instant messaging, e-mail integration, instant status updates, and customizable workflows. Along with the free version of FUSEdesk, there is also a Pro version that offers additional features such as custom estimates, invoicing, and more.
With this integration, Alegra customers can access all their projects and tasks in one place without having to sign into multiple systems and can take advantage of great features such as:
Easily create new projects from existing tasks
View all project tasks organized in a Gantt Chart format
View non-project tasks in multiple ways including Project Tasks view and Task List view
Add new tasks directly from the Project Tasks view
Drag and drop tasks to change order or add dependencies across projects
Quickly access your Outlook inbox to share messages and files with team members
Update status using the built-in task update feature
Get real-time 2-way task updates from team members that include changes made by team members and comments added by you and others to tasks that you own. (Note. “2-way” means you can make changes to tasks that other people own.)
Easily add tasks to your personal task list or notepad for later processing or review. You can even copy these tasks into other systems such as Microsoft Outlook or Office Project. (Note. “Personal” tasks are not shared with your team members.)
Review the details of a task using the detailed task information views. You can see individual task time estimates along with task start and finish dates in the Gantt Chart view. In addition, you can add comments at any time in a task record. Comments are stored in the history of the task so they are always visible when reviewing the details of a task. Team members can also add comments when they update a task. In addition to comments, you can add tasks to your task list for later processing along with adding tasks directly from email messages received from team members. In this way, you can easily manage all your emails related to projects in one place without having to leave Outlook. You can even add tasks directly from meeting notes that you receive from team members in response to team meetings. As a result, you can quickly get back to work after a meeting without having to log into separate systems. You can also add tasks from Microsoft Office documents such as Word or Excel files or from scanned paper forms. Simply click on the links in the attachments of these documents to add them to your team task list. In this way, you can track all tasks related to a project in one location. In addition, you can add new tasks while working offline using the FUSEdesk mobile app. This allows you to continue working while traveling on business trips or while working at remote sites. You can also synchronize your changes when you reconnect to the internet connection.
The process to integrate Alegra and FuseDesk 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.
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