Plaid + Alegra Integrations
Syncing Plaid with Alegra is currently on our roadmap. Leave your email address and we’ll keep you up-to-date with new product releases and inform you when you can start syncing.
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Plaid helps all companies build fintech solutions by making it easy, safe and reliable for people to connect their financial data to apps and services.
About Alegra
Alegra is cloud-based accounting software for small firms and entrepreneurs that streamlines administrative tasks.
Alegra IntegrationsIt's easy to connect Plaid + Alegra without coding knowledge. Start creating your own business flow.
- Triggers
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New ItemTriggers when a new item is created.
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New ContactTriggers when a new contact is created.
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New EstimateTriggers when a new estimate is created in Alegra.
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New InvoiceTriggers when a new invoice is created.
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New ItemTriggers when a new product or service is created.
- Actions
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Create payment recipientCreate a new payment recipient
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Create ContactCrear un contacto nuevo. Creates a new contact.
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Create EstimateCrear una nueva cotización. Creates a new estimate.
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Create InvoiceCrear una nueva factura de venta. Create a new invoice.
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Create Invoice PaymentCreate a new Invoice Payment. Crear un nuevo pago a factura.
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Create ItemCrear ítem en Alegra. Create a Item in Alegra.
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Create TaxCrear un impuesto para ítems. Create a Tax for Items.
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Send EstimateEnviar una cotización por correo. Send an estimate via email.
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Send InvoiceEnviar una factura por email. Send an invoice by email.
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Update ContactActualizar un contacto en Alegra. Update an Alegra contact from a trigger.
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Update ItemActualizar un ítem en Alegra. Update an item in Alegra.
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How Plaid & Alegra Integrations Work
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Step 1: Choose Plaid as a trigger app and authenticate it on Appy Pie Connect.
(30 seconds)
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Step 2: Select "Trigger" from the Triggers List.
(10 seconds)
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Step 3: Pick Alegra as an action app and authenticate.
(30 seconds)
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Step 4: Select a resulting action from the Action List.
(10 seconds)
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Step 5: Select the data you want to send from Plaid to Alegra.
(2 minutes)
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Your Connect is ready! It's time to start enjoying the benefits of workflow automation.