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Zoho Books + Alegra Integrations

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

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About Zoho Books

Zoho Books is cloud-based accounting software that lets you manage your accounts, stay GST compliant, automate company procedures, and collaborate across departments.

About Alegra

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

Alegra Integrations

Best ways to Integrate Zoho Books + Alegra

  • Zoho Books Alegra

    Zoho Books + Alegra

    Create Contact to Alegra from New Item in Zoho Books Read More...
    Close
    When this happens...
    Zoho Books New Item
     
    Then do this...
    Alegra Create Contact
  • Zoho Books Alegra

    Zoho Books + Alegra

    Create Tax to Alegra from New Item in Zoho Books Read More...
    Close
    When this happens...
    Zoho Books New Item
     
    Then do this...
    Alegra Create Tax
  • Zoho Books Alegra

    Zoho Books + Alegra

    Send Estimate in Alegra when New Item is created in Zoho Books Read More...
    Close
    When this happens...
    Zoho Books New Item
     
    Then do this...
    Alegra Send Estimate
  • Zoho Books Alegra

    Zoho Books + Alegra

    Send Invoice in Alegra when New Item is created in Zoho Books Read More...
    Close
    When this happens...
    Zoho Books New Item
     
    Then do this...
    Alegra Send Invoice
  • Zoho Books Alegra

    Zoho Books + Alegra

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

    Zoho Books + {{item.actionAppName}}

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

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

    Triggers
  • New Contact

    Triggers when a new contact is created.

  • New Credit Notes

    Triggers every time a new credit note is created.

  • New Estimate

    Triggers every time a new estimate is created.

  • New Item

    Triggers every time a new item is created.

  • New Purchase Order

    Triggers every time a new purchase order is created.

  • New Sales Invoice

    Triggers on a new sales invoice in Zoho Books.

  • New Sales Order

    Triggers every time a new sales order 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
  • Create Bill

    Creates a new bill.

  • Create Contact

    Creates a new contact.

  • Create Item

    Creates a new item.

  • Create Sales Invoice

    Creates a new sales invoice in Zoho Books.

  • Update Contact

    Updates an existing contact.

  • Update Sales Invoice

    Updates an existing invoice in Zoho Books.

  • 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 Zoho Books & Alegra Integrations Work

  1. Step 1: Choose Zoho Books 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 Zoho Books to Alegra.

    (2 minutes)

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

Integration of Zoho Books and Alegra

Zoho Books?

Zoho Books is an online accounting and billing software, which provides users with a complete spution for their accounting needs. The software has features like invoicing, tracking expenses, payments, reports and payrpl. It can be used by various businesses such as service providers, professional service firms, freelancers, small and medium-sized businesses and non-profit organizations.

Alegra?

Alegra is also a web based accounting and invoicing software which helps companies to manage their invoicing, banking and bookkeeping. It has all the basic and advanced features of an accounting software. The main advantage of Alegra is that it can also be integrated with other software including Dropbox, Google Drive, Stripe, Paypal and so on.

Integration of Zoho Books and Alegra

Zoho Books integration with Alegra allows users to do invoice management from one place. It allows you to connect your bank accounts to Alegra to import data automatically. Users have to create a payment method in Alegra to integrate it with their bank accounts via ACH transfer.

Benefits of Integration of Zoho Books and Alegra

There are many benefits of integrating Zoho Books and Alegra together. Here are some of them:

  • They work smoothly together. Integrating Zoho Books and Alegra allows users to do the activities they need to do from one place. It can be called a single dashboard for every user’s financial needs.
  • Invoice automation – Users can automate their invoicing process using this integration. If one wants to send an invoice to a client then they don’t have to leave their Zoho Books account. They can manage everything from one place. Moreover, both the billing system (Zoho Books. and the accounting system (Alegra. can be accessed at the same time. That means users do not have to enter the same information more than once while managing their finances. This feature is especially useful for freelancers who may have clients in different countries; they can invoice their clients in their respective currencies using different currency rates without having to calculate the exchange rate manually.
  • Data synchronization - This integration will help users synchronize their data across multiple devices. If the user creates an invoice in Zoho Books, then they can view or modify it in Alegra; if they enter an expense in Alegra then they can view it in Zoho Books; if they create an employee in Zoho HR then they will be able to see or update that employee’s information or change it in Alegra. I think this integration will save a lot of time for users because they don’t have to enter data more than once while managing their finances. This feature will allow users to save lots of time doing repetitive tasks like entering data, paying bills or credit card bills, making payments or approving expenses.
  • Easy reconciliation - This integration allows users to get all the financial information related to their company in one place. If someone wants to reconcile their bank statements then they don’t have to log into multiple portals but can do all these things in one portal. This feature is really useful for small business owners who are very busy with everyday tasks and want to keep track of their business finances but don’t have enough time to do it. Moreover, if one wants to create a report or view their financial information then they don’t have to switch back and forth between multiple portals because all these things are available in one place. This feature will save lots of time for users because they don’t have to spend time looking for information or creating reports manually which will take more time than just viewing it from one place. For example, if someone wants to know how much they have paid in taxes then they can just view it without having to open multiple portals. Or if someone wants to check their income statement then they can just go through it without having to buy another software or spend another minute creating reports.

I think there are many benefits of integrating Zoho Books and Alegra together because they are both great products individually but when they are integrated together then it becomes easier for users to manage their finances. These features will save lots of time for users while managing their finances and increase productivity because they won’t have to spend time entering the same information more than once while doing repetitive tasks like entering data, making payments or approving expenses. The integration will also make tracking finances easier because users will get all the financial information related to their company in one place which will help them stay on top of their finances easily.

The process to integrate Zoho Books 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.