Integrate Highrise with Alegra
Send information between Highrise and Alegra automatically, without writing any code, using Zoho Flow.
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Prepare an estimate in Alegra for new deals created in your Highrise
Automate the generation of estimates for new deals in your relationship management software to streamline sales and accounting processes. This flow will prepare an estimate in Alegra for a new deal created in your Highrise.
How it works
- The flow triggers when a new deal is created in Highrise.
- Zoho Flow creates a new estimate in Alegra.
Prepare an estimate in Alegra for new deals created in your Highrise
Highrise + Alegra
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Supported triggers and actions
Integrate Highrise and Alegra using the below triggers and actions
All Triggers - A trigger kickstarts the flow
New task category
Triggers when a new task category is created
New user
Triggers when a new user is created
New group
Triggers when a new group is created
New tag
Triggers when a new tag is created
New company
Triggers when a new company is created
New deal
Triggers when a new deal is created
New deal category
Triggers when a new deal category is created
New case
Triggers when a new case is created
New contact
Triggers when a new contact is created
New custom fields
Triggers when a new custom field is created
New task
Triggers when a new task is created
Product or service created
Triggers when a new product or service is created
Invoice created
Triggers when a new invoice is created
Estimate created
Triggers when a new estimate is created
Contact created
Triggers when a new contact is created
Payment recorded
Triggers when a new payment is recorded
All Actions - Actions are the automated tasks
Create company
Creates a new company
Fetch company
Fetches a company by name
Create task for contact
Creates a new task for the selected contact
Create deal
Creates a new deal
Create deal for contact
Creates a new deal for the selected contact
Create note for contact
Creates a note for the selected contact
Create task
Creates a new task
Fetch contact
Fetches a contact by email
Create contact
Creates a new contact
Create task for case
Creates a new task associated with a case. Creates a new case if it doesn't exist.
Create case
Creates a new case
Send estimate
Sends an estimate through email
Create item
Creates a new item
Create estimate
Creates a new estimate
Fetch contact
Fetches the details of an existing contact
Send invoice
Sends an invoice through email
Create invoice
Creates a new invoice
Create contact
Creates a new contact
Fetch item
Fetches the details of an existing item
Fetch invoice
Fetches the details of an existing invoice
What is Highrise?
Highrise is a CRM platform that lets you generate reports on your leads and pipeline. You can set recurring reminders, send bulk emails, and use the group inbox to prioritize answering leads.
Similar apps
What is Alegra?
Alegra is a billing, administration, and accounting system. You can create recurring invoices, instantly record payments, and view the inventory status in real time.
Similar apps
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Logic
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Custom functions
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Zoho Flow is an easy-to-use, very intuitive, and comprehensive integration platform. It helped us integrate Zoho Workplace with WordPress without writing a single line of code. Now, we do not miss Slack anymore, thanks to Zoho Flow and Zoho Workplace. Learn more
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Zoho Flow has revolutionized our integration process, allowing us to transfer data seamlessly across multiple platforms without the need for coding. It has eliminated tedious and time-consuming tasks, making our workflow more efficient and saving us valuable time and effort. Zoho Flow is a game-changer for us, and I highly recommend it to anyone looking to streamline their business processes. Learn more
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Technical Engineer, Master Liveaboards
