?>

Zoho Mail + Alegra Integrations

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

  • No code
  • No Credit Card
  • Lightning Fast Setup
About Zoho Mail

Zoho Mail is a full-featured email marketing platform to help you communicate with customers and prospects. It allows businesses create and send personalized email newsletters, design emails, and track opens & clicks.

About Alegra

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

Alegra Integrations

Best ways to Integrate Zoho Mail + Alegra

  • Zoho Mail Alegra

    Zoho Mail + Alegra

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

    Zoho Mail + Alegra

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

    Zoho Mail + Alegra

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

    Zoho Mail + Alegra

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

    Zoho Mail + Alegra

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

    Zoho Mail + {{item.actionAppName}}

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

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

    Triggers
  • New Email

    Triggers whenever you receive a new email.

  • New Email Matching Search

    Triggers every time you receive a new email matching search criteria.

  • New Tagged Email

    Triggers once a new email is received and tagged within two days.

  • 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
  • Send Email

    Draft and send a new email message.

  • 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 Zoho Mail & Alegra Integrations Work

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

    (2 minutes)

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

Integration of Zoho Mail and Alegra

Zoho has introduced Alegra, a new email and calendaring service for small businesses. This is the first time that Zoho has launched a standalone product outside of its popular suite of applications.

Understand the importance of integrating Zoho Mail with Alegra.

I have been using Alegra for many months now, and I like it very much. I am also a regular user of Zoho Mail, another great product from the same company. In fact, I find the integration of Zoho Mail and Alegra to be of great value.

Alegra is a powerful email and calendar application. It supports mobile devices like smartphones and tablets. The main features include:

Email. The Email client can be used to view messages in plain text or HTML format. It supports multiple mail accounts and is compatible with IMAP and POP3. Similar to Zoho Mail, it also allows you to send emails directly from the desktop without opening your browser. You can create filters based on rules for organizing your emails. Additionally, you can create contacts, tasks, events and notes from within the client itself.

Calendar. Alegra comes with an integrated calendar. You can invite people by adding their email address or phone number. You can also sync your Google Calendar account via CalDAV. By default, the calendar is visible on the left side of the application window, but you can hide it for more space if needed.

Contacts. Zoho has a separate application for contacts called Zoho CRM. However, Alegra comes with a built-in contacts manager which can be used to create contacts, add notes and assign tasks. This is similar to Zoho CRM, so it has some limitations. For example, you cannot export contacts in a CSV file or import them from other sources.

Tasks. Tasks are a part of the Calendar application. You can create tasks and assign them to other users by assigning a due date and priority level. You can also set reminders and notifications for each task.

Notes. Notes are quite similar to notes in Microsoft Word or Evernote. You can add images, links, and create bulleted or numbered lists within a note. Alegra is cloud-based, so all of your notes will be stored online and synced across devices.

OneDrive Integration. Integrate OneDrive with Alegra for storing documents and images offline (if you are not connected to the internet. This is useful for working offline without the need for downloading files beforehand.

Task Management. Organize your tasks by assigning them to projects and due dates. You can create recurring tasks which repeat themselves on a specific day of each week, month or year. You can also set reminders for each task so that you won’t forget to complete them on time. The task management functionality is very basic but works as expected.

Mobile Apps. Alegra has mobile apps available for Android and iOS devices (iPhone, iPad, iPod Touch. These apps allow you to access your email, calendar and contacts on the go. The app supports push notification for incoming emails as well as alerts for upcoming events in the calendar. However, these apps are not as feature rich as their web versions. For example, the mobile app doesn’t support drag-and-drop of attachments nor does it support multiple fpder selection to attach files to an email. On the other hand, the mobile app contains some interesting features too such as the ability to send SMS messages from within the app itself. When it comes to calendar entries, the mobile app allows you to view your events and edit their details in the same screen instead of switching between screens as it happens in web version. Finally, you can also use these apps to view your notes offline when you don’t have an internet connection. This is no different than what you get with Evernote’s free version (with offline notes. except that there is no limit in storage size with Alegra compared to Evernote’s 60MB limit in free version.

Integration with Zoho Mail. As I mentioned earlier, integration with Zoho Mail is one of my favorite features about Alegra. Here’s how it works:

When you browse any email in Zoho Mail‘s interface, there is an option called “Open In…” which allows you to choose from several applications including Alegra (see below. This means that once you have chosen Alegra as your preferred email client for Zoho Mail, all emails opened from within Mail are automatically opened in Alegra’s client application. Similarly, if you open an email attachment or click on any link in an email message within Alegra, it opens up Zoho Mail instead of directing you to Alegra‘s browser client (as it would do normally. This is helpful because it saves you from having to switch between two different applications while reading/answering emails on the go or while browsing through a bunch of emails at night before going to bed (to avoid interrupting your sleep. It also means that you don’t need to open up Zoho Mail when replying to an email or opening an attachment if you already have Alegra open on your desktop at that time!

Overall, I think integration between Zoho Mail and Alegra is a great idea because it reduces the need for switching between applications anytime we have to view emails within our inboxes or open attachments from our computers or mobile devices over WiFi or 3G networks. On the other hand, this integration takes away some contrp from us as users. One cannot easily reply to an email from within one’s email client (like Gmail. without going through Zoho Mail first since clicking “Reply” will open up Zoho Mail instead of your preferred email application if you have configured it as such in Alegra settings (which is not what most people would want. But I suppose that this trade-off may actually be better than constantly switching between two different applications just because they are both offered by a single company!

The process to integrate Zoho Mail 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.