Alegra is cloud-based accounting software for small firms and entrepreneurs that streamlines administrative tasks.
WHMCS is the leading web hosting management and billing software that automates all aspects of your business from billing, provisioning, domain reselling, and more. It helps businessWHMCS Integrations
It's easy to connect Alegra + WHMCS 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 whenever a new client occur.
Trigger when new invoice created.
Triggers whenever a new order created.
Triggers whenever a new ticket is created.
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 a new client.
Creates a new invoice.
Creates a new ticket in WHMCS.
Creates a new client or updates an existing one.
Alegra is a web-based helpdesk ticket system that is 100% web-based. This means you don’t need to install anything on your computer or server since it is all accessed through the Internet.
WHMCS (Web Hosting Contrp System. is a billing and client management program for web hosting companies. It is used by web hosts and resellers to manage their customers and scripts, and to automate and streamline their billing and support.
Integration between these two programs allows the fplowing:
– Order #
– Customer Name
– Product(s. associated with this order
– Reduces ticket creation time for resellers because it spves the “order verification” issue. Without this integration, resellers would have to manually verify and process each order before they can send out the products. With this integration, resellers simply verify and process the orders in WHMCS and let Alegra do the rest. There are no manual steps required after an order comes in; tickets are created in Alegra automatically using information from the notification email. In addition, since WHMCS creates the tickets in Alegra, this allows resellers to use multiple products from different vendors to track what they sell. For example, a reseller may have separate products from 10 different vendors that they sell to their customers. If they want to use a helpdesk system, they have one product per vendor for a total of 10 products to manage. If they use Alegra with this integration, however, they only have 1 product in Alegra which links directly to all 10 products from their vendors. All information about these products is stored in 1 product record in Alegra instead of 10 different records. This saves resellers a lot of time managing their products. In addition, it drastically reduces the amount of time taken to create tickets for each individual product because all information about that product can be entered into one record instead of 10 different records.
– Streamlines data entry because all data entered into a single product record in Alegra will be entered into all 10 products from different vendors in WHMCS at the same time. For example, if a reseller uses a product from Vendor 1, they will enter information about their Company, Billing Address, Shipping Address, Phone Number, etc… directly into their Company Information field in Alegra. When they do this, it will automatically populate all 10 products in WHMCS with identical information about their company so when customers call in asking for information about their company (who they bought these items from), they will get identical information about each company even though it is coming from 10 different companies/vendors/products!
– Automatic opening of “missing” tickets when they are checked in WHMCS. This means that when an order is received in WHMCS and it is flagged as “missing” (such as when a customer calls in asking why they haven’t received their product yet), WHMCS automatically opens a ticket in Alegra using all of the data from the notification email (all information about the order. so that when they do call back to ask where their items are, you can look up their order right away without having to ask them what it was, who placed the order, what was ordered etc… You can simply open up the ticket which already has all of that information available for you!
The process to integrate Alegra and WHMCS 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.