Alegra + PandaDoc Integrations

Name: Appy Pie Connect
Rating: 4.9 (3174 reviews)

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

About Alegra

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

PandaDoc is an American software company providing SaaS software. The platform provides sales processes software

Connect Alegra + PandaDoc in easier way

It's easy to connect Alegra + PandaDoc 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.
Document Completed

Triggers when a document is completed.
Document Paid

Triggers when a document is paid.
Document Sent

Triggers when a document is sent.
Document Status Changed

Triggers when a document status changes to draft, sent, viewed, completed, paid, etc.

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.
Create Document

Creates a document from a templates.

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

(30 seconds)
Step 2: Select "Trigger" from the Triggers List.

(10 seconds)
Step 3: Pick PandaDoc as an action app and authenticate.

(30 seconds)
Step 4: Select a resulting action from the Action List.

(10 seconds)
Step 5: Select the data you want to send from Alegra to PandaDoc.

(2 minutes)
Your Connect is ready! It's time to start enjoying the benefits of workflow automation.