Integrate Autotask with Alegra

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

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About Autotask

Autotask provides an IT business management tool that combines RMM, service desk, CRM, projects, time, billing, reporting, and more. It has the ability to integrate all the features you may need to meet your specific business requirements.

About Alegra

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

Want to explore Autotask + Alegra quick connects for faster integration? Here’s our list of the best Autotask + Alegra quick connects.

Explore quick connects
Connect Autotask + Alegra in easier way

It's easy to connect Autotask + Alegra without coding knowledge. Start creating your own business flow.

  • Triggers
  • New Account

    Triggers whenever a new Account is added.

  • New Appointment

    Triggers whenever a new appointments is added.

  • New Configuration Item

    Triggers when a new Configuration Item is found.

  • New Holiday

    Triggers whenever a new holiday is added.

  • New Invoice

    Triggers whenever a new invoice is added.

  • New Item Or Service

    Triggers whenever a new item/service is added.

  • New Opportunity

    Triggers whenever a new opportunity is added.

  • New Project

    Triggers when a new Project is found.

  • New Task

    Triggers when a new Task is found.

  • New Ticket

    Triggers when a new Ticket is found.

  • New Time Entry

    Triggers when a new Time Entry is found.

  • New Todos

    Triggers whenever a new account todos is added.

  • New or Updated Contact

    Triggers whenever a new or updated Contact is found.

  • New or Updated Ticket Note

    Triggers when a ticket note is updated or created.

  • Service Call

    Trigger if a service call was created/setup

  • Updated Account

    Triggers when an Account is updated.

  • Updated Task

    Triggers when a updated task is found.

  • Updated Ticket

    Triggers when a ticket is updated.

  • Updated Time Entry

    Triggers when a Time Entry is updated.

  • 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.

  • Actions
  • Create Account

    Creates an account.

  • Create Appointment

    Creates an appointment.

  • Create Contact

    Creates a contact.

  • Create Opportunity

    Creates a opportunity.

  • Create Ticket

    Creates a ticket.

  • Create Ticket Note

    Creates a ticket note.

  • Create Time Entry

    Creates a Time Entry.

  • Create ToDo

    Creates a ToDo.

  • Update Opportunity

    Updates an opportunity.

  • Update Ticket

    Updates a ticket.

  • 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.

How Autotask & Alegra Integrations Work

  1. Step 1: Choose Autotask 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 Alegra 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 Autotask to Alegra.

    (2 minutes)

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

Integration of Autotask and Alegra

  • Autotask is a provider of software for automating business processes, primarily focused on the automotive industry. It was established in 1997 by Tim Burke, Chris Wall, Mike DeGroot and Greg Seiler. Its headquarters are in Vancouver, British Cpumbia, Canada. As of 2014, the company has offices in North America, Europe, India and Australia.
  • Alegra is a cloud platform that helps businesses manage their operations online. Its features include customer relationship management (CRM), sales force automation (SFA), e-commerce, project management, help desk ticketing, inventory management, reporting and analytics. Customers can use its API to integrate their existing systems with Alegra.
  • Integration of Autotask and Alegra

    • In early 2015, Alegra Inc., a provider of SaaS business software sputions announced the acquisition of Autotask Corporation, a cloud based IT management platform from CA Technpogies. The transaction was valued at $140 million in cash and stock after CA Technpogies had acquired Autotask in 2013 for an undisclosed sum. The addition of Autotask’s IT management capabilities to Alegra’s existing sputions, will enable a better understanding of more complex business processes and how they work together to drive success.
    • Alegra intends to set up a new headquarters in Vancouver, B.C., Autotask’s current location. The combined entity will also have a presence in New York City, Alegra’s head office; Sydney, Australia; and Paris, France. Alegra has been growing at a faster rate than its competitors and expects to double its revenue this year. The merger is expected to create a firm with a revenue stream of over $100 million per year and annual growth rates averaging more than 30%.
    • Autotask’s founder and former CEO Greg Seiler said that the deal will give his company a larger customer base and a wider range of products. The combination is also expected to offer customers more service options as well as unique data analytics such as predictive analytics and business intelligence sputions.
    • Alegra CEO Mark Hoffman said that his company would be able to benefit from Autotask’s IT management expertise as well as expand its customer base by offering an integrated range of spution including marketing and sales support services. He added that he expects the merger to provide customers with the scope and breadth required for today’s complex business environment.

    The process to integrate Autotask and Alegra 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.

    Page reviewed by: Abhinav Girdhar  | Last Updated on November 09,2022 06:11 pm