Integrate Chatter with Alegra

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

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About Chatter

Chatter is a social collaboration tool that allows users to collaborate securely at work to establish networks, share files and status updates.

About Alegra

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

Alegra Integrations

Best Chatter and Alegra Integrations

  • Chatter Integration Alegra Integration

    Chatter + Alegra

    Create Contact to Alegra from New Topic in Chatter Read More...
    Close
    When this happens...
    Chatter Integration New Topic
     
    Then do this...
    Alegra Integration Create Contact
  • Chatter Integration Alegra Integration

    Chatter + Alegra

    Create Tax to Alegra from New Topic in Chatter Read More...
    Close
    When this happens...
    Chatter Integration New Topic
     
    Then do this...
    Alegra Integration Create Tax
  • Chatter Integration Alegra Integration

    Chatter + Alegra

    Send Estimate in Alegra when New Topic is created in Chatter Read More...
    Close
    When this happens...
    Chatter Integration New Topic
     
    Then do this...
    Alegra Integration Send Estimate
  • Chatter Integration Alegra Integration

    Chatter + Alegra

    Send Invoice in Alegra when New Topic is created in Chatter Read More...
    Close
    When this happens...
    Chatter Integration New Topic
     
    Then do this...
    Alegra Integration Send Invoice
  • Chatter Integration Alegra Integration

    Chatter + Alegra

    Create Item to Alegra from New Topic in Chatter Read More...
    Close
    When this happens...
    Chatter Integration New Topic
     
    Then do this...
    Alegra Integration Create Item
  • Chatter Integration {{item.actionAppName}} Integration

    Chatter + {{item.actionAppName}}

    {{item.message}} Read More...
    Close
    When this happens...
    {{item.triggerAppName}} Integration {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppName}} Integration {{item.actionTitle}}
Connect Chatter + Alegra in easier way

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

    Triggers
  • New Group

    Triggers when a new group is created.

  • New Post about Topic

    Triggers when there is a new post about a certain topic in your organization.

  • New Post in Feed Trigger

    Triggers when any new post occurs in your Chatter Feed.

  • New Topic

    Triggers when a new topic is created.

  • 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
  • New Post in Feed Action

    Create a new post in your Chatter feed.

  • 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.

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Page reviewed by: Abhinav Girdhar  | Last Updated on July 01, 2022 5:55 am

How Chatter & Alegra Integrations Work

  1. Step 1: Choose Chatter 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 Chatter to Alegra.

    (2 minutes)

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

Integration of Chatter and Alegra

Chatter?

Chatter is an online cplaboration suite offered by Salesforce. It is actually a group messaging application that allows the users to create groups and chat with each other. Chatter provides a platform where users can share their ideas and knowledge, cplaborate on projects, and track their team’s progress. Chatter also comes with a built-in activity stream which enables users to view all activities from recent tasks to upcoming meetings.

Alegra?

Alegra is a Salesforce App that allows users to build apps, screen flows, and dashboards for their business processes. It enables users to build apps without coding experience. The best part about it is that it takes only a few minutes to build an app or a dashboard as compared to other tops. Alegra comes with a set of out-of-the-box components which helps users to quickly build pre-designed interfaces. However, if your requirements are more customized, you can create your own components using the platform’s API. All these components are then integrated into a single user interface known as ‘Alegra UI’. While creating an app, users can define the flow of the different components and then connect them together based on their needs.

Integration of Chatter and Alegra

Integrating Chatter and Alegra gives you access to the advantages of both the tops without having to make any additional investments. It can be done in three steps:

  • Create a Salesforce App using Alegra Designer.
  • The next step is to integrate the app created using Alegra Designer into Salesforce Communities (using Salesforce Connect. This will allow you to send messages and files within Chatter. Also, users can view and interact with your app right inside the Chatter feed.
  • Now you need to call the web service APIs from your application which we will be doing by integrating Chatter and Alegra.

Benefits of Integration of Chatter and Alegra

Integration of these two tops allows businesses to increase productivity as well as optimize their operations across multiple departments.

Some of the advantages include:

  • Cplaboration – Allows users to share ideas and knowledge and cplaborate effectively.
  • Communication – Gives users a platform where they can discuss and share information among different teams and departments. They can also receive notifications when there is any change in status or updates related to a project or task.
  • Unified Experience – Brings together all the relevant information in one place so that users can easily track everything they need to at any given moment. This single platform reduces the no. of emails and meetings which ultimately increases productivity while making work fun!

To conclude, integration of Chatter and Alegra not only enhances productivity but also makes work fun.

The process to integrate Chatter 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.