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Alegra + PandaDoc Integrations

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

  • 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 PandaDoc

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

PandaDoc Integrations

Best ways to Integrate Alegra + PandaDoc

  • Alegra PandaDoc

    Alegra + PandaDoc

    Create Document to PandaDoc from New Contact in Alegra Read More...
    Close
    When this happens...
    Alegra New Contact
     
    Then do this...
    PandaDoc Create Document
  • Alegra PandaDoc

    Alegra + PandaDoc

    Create Document to PandaDoc from New Item in Alegra Read More...
    Close
    When this happens...
    Alegra New Item
     
    Then do this...
    PandaDoc Create Document
  • Alegra PandaDoc

    Alegra + PandaDoc

    Create Document to PandaDoc from New Invoice in Alegra Read More...
    Close
    When this happens...
    Alegra New Invoice
     
    Then do this...
    PandaDoc Create Document
  • Alegra PandaDoc

    Alegra + PandaDoc

    Create Document to PandaDoc from New Estimate in Alegra Read More...
    Close
    When this happens...
    Alegra New Estimate
     
    Then do this...
    PandaDoc Create Document
  • Alegra Alegra

    PandaDoc + Alegra

    Create Contact from Alegra from Document Status Changed to PandaDoc Read More...
    Close
    When this happens...
    Alegra Document Status Changed
     
    Then do this...
    Alegra 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 + 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.

How Alegra & PandaDoc 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 PandaDoc 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 PandaDoc.

    (2 minutes)

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