Integrating Zendesk Sell with Alegra by AI Agents and Assistants
Appy Pie Automate allows you to automate multiple workflows between Zendesk Sell and Alegra
- No credit card required
- 7 days free trial
- Lightning Fast Setup
20 Million man hours saved
Award Winning App Integration Platform
Zendesk Sell is an online and mobile-based customer relationship management solution that enables B2B and B2C sales professionals to manage sales, track prospects, and communicate with customers proactively from any location.
About Alegra
Alegra is cloud-based accounting software for small firms and entrepreneurs that streamlines administrative tasks.
Integrations for AlegraIt's easy to connect Zendesk Sell + Alegra without coding knowledge. Start creating your own business flow.
- Triggers
-
Deal Enters A New StageTriggers when a deal enters a new stage.
-
New Contact
Triggers when a new contact is created.
-
New Deal
Triggers when a new deal is created.
-
New Lead
Triggers when new lead is created.
-
New Note
Triggers when a new note is created.
-
New Product In Catalog
Triggers when a new product in catalog is created. Requires sell enterprise plan or higher.
-
New Task
Triggers when a new task is created.
-
Updated Contact
Triggers when an existing contact is updated.
-
Updated Lead
Triggers when an existing lead is updated.
-
Updated deal
Triggers when an existing deal is updated.
-
New ContactTriggers 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 Company
Creates a company.
-
Create Deal
Creates a new deal.
-
Create Lead
creates a new lead.
-
Create Note
Creates a note
-
Create Person
Creates a person
-
Create Product in catalog
Creates a product in a catalog
-
Create and Update Contact
Create and Update Contact
-
Create task
Creates a task
-
Update Company
Updates an existing company.
-
Update Deal
Updates an existing deal.
-
Update Lead
Updates a lead.
-
Update Person
Updates an existing person.
-
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 Zendesk Sell & Alegra Integrations Work
-
Step 1: Choose Zendesk Sell as a trigger app and authenticate it on Appy Pie Automate.
(30 seconds)
-
Step 2: Select "Trigger" from the Triggers List.
(10 seconds)
-
Step 3: Pick Alegra as an action app and authenticate.
(30 seconds)
-
Step 4: Select a resulting action from the Action List.
(10 seconds)
-
Step 5: Select the data you want to send from Zendesk Sell to Alegra.
(2 minutes)
-
Your Connect is ready! It's time to start enjoying the benefits of workflow automation.