Integrating ChargeDesk with Alegra by AI Agents and Assistants
Appy Pie Automate allows you to automate multiple workflows between ChargeDesk and Alegra
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ChargeDesk helps you manage your customer payments inside of your helpdesk. This integration helps you automate tasks such as exporting charge or customer data, automatically requesting payments and cancelling subscriptions.
About Alegra
Alegra is cloud-based accounting software for small firms and entrepreneurs that streamlines administrative tasks.
Integrations for AlegraIt's easy to connect ChargeDesk + Alegra without coding knowledge. Start creating your own business flow.
- Triggers
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Charge CreatedTriggers when a charge is created or imported.
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Charge Failed
Triggers when a charge fails.
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Charge Updated
Triggers when a charge is updated.
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Customer Created
Triggers when a new customer is created.
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Customer Updated
Triggers when a customer is updated.
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New ContactTriggers when a new contact is created.
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New Estimate
Triggers when a new estimate is created in Alegra.
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New Invoice
Triggers when a new invoice is created.
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New Item
Triggers when a new product or service is created.
- Actions
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Create Contact
Crear un contacto nuevo. Creates a new contact.
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Create Estimate
Crear una nueva cotización. Creates a new estimate.
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Create Invoice
Crear una nueva factura de venta. Create a new invoice.
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Create Invoice Payment
Create a new Invoice Payment. Crear un nuevo pago a factura.
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Create Item
Crear ítem en Alegra. Create a Item in Alegra.
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Create Tax
Crear un impuesto para ítems. Create a Tax for Items.
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Send Estimate
Enviar una cotización por correo. Send an estimate via email.
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Send Invoice
Enviar una factura por email. Send an invoice by email.
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Update Contact
Actualizar un contacto en Alegra. Update an Alegra contact from a trigger.
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Update Item
Actualizar un ítem en Alegra. Update an item in Alegra.
How ChargeDesk & Alegra Integrations Work
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Step 1: Choose ChargeDesk as a trigger app and authenticate it on Appy Pie Automate.
(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 ChargeDesk to Alegra.
(2 minutes)
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Your Connect is ready! It's time to start enjoying the benefits of workflow automation.