Integrate Onpipeline with Alegra

Send information between Onpipeline and Alegra automatically, without writing any code, using Zoho Flow.

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Create an estimate in your Alegra when a new deal is created in Onpipeline

Effortlessly create accurate estimates in your billing and accounting software every time, without any manual input. This flow will create an estimate in your Alegra when a new deal is created in Onpipeline.

How it works
  1. The flow triggers when a new deal is created in Onpipeline.
  2. Zoho Flow creates a new estimate in Alegra.
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Create an estimate in your Alegra when a new deal is created in Onpipeline

Onpipeline + Alegra

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Create an invoice in Alegra for newly acquired deals in Onpipeline

Ensure prompt billing and payment processing by instantly generating invoices upon deal closure. This flow will create a fresh invoice in Alegra for every finalised deal in Onpipeline.

How it works
  1. The flow triggers when the details of an existing deal are updated in Onpipeline.
  2. Zoho Flow creates a new invoice in Alegra.
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Create an invoice in Alegra for newly acquired deals in Onpipeline

Onpipeline + Alegra

Build your own integrations between Onpipeline and Alegra

Connect Onpipeline and Alegra with over 950+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements

Supported triggers and actions

Integrate Onpipeline and Alegra using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Deal updated

Triggers when the details of an existing deal are updated

Deal updated as won

Triggers when the status of a deal is updated as won

Deal updated as deleted

Triggers when the status of a deal is updated as deleted

Person added

Triggers when a new contact person is added

Event updated

Triggers when a calendar event is updated

Deal updated as lost

Triggers when the status of a deal is updated as lost

Deal updated as open

Triggers when the status of a deal is updated as open

Organization created

Triggers when a new organization is created

Event created

Triggers when a new calendar event is created

Note added

Triggers when a new note is added

Deal created

Triggers when a new deal is created

Invoice created

Triggers when a new invoice is created

Product or service created

Triggers when a new product or service is created

Payment recorded

Triggers when a new payment is recorded

Contact created

Triggers when a new contact is created

Estimate created

Triggers when a new estimate is created

All Actions - Actions are the automated tasks

Add organization

Adds a new organization

Add note

Adds a new note

Add action menu

Adds a new action menu

Add lead

Creates a new lead

Add widget

Adds a new widget

Create deal

Creates a new deal

Update person

Updates the details of an existing contact person

Update organization

Updates the details of an existing organization

Update deal

Updates the details of an existing deal

Undelete deal

Restores a deleted deal and set the status to open

Add person

Adds a new contact person

Fetch person

Fetches the details of an existing person by full name

Fetch organization

Fetches the details of an existing organisation by name

Fetch event

Fetches the details of an existing event by ID

Remove widget

Removes an existing widget using link ID

Remove action menu

Removes an existing action menu using link ID

Search deal

Finds the details of an existing deal by deal ID, status, pipeline, stage, owner ID, or product name.

Create estimate

Creates a new estimate

Create item

Creates a new item

Send estimate

Sends an estimate through email

Create contact

Creates a new contact

Create invoice

Creates a new invoice

Send invoice

Sends an invoice through email

Fetch contact

Fetches the details of an existing contact

Fetch invoice

Fetches the details of an existing invoice

Fetch item

Fetches the details of an existing item

What is Onpipeline?

Onpipeline is a cloud-based sales CRM solution for small and medium businesses. It provides visual pipeline management, email and calendar integration, unlimited storage, and more.

CRM

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.

Accounting

Build comprehensive workflows using

Webhook triggers

Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.

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Logic

Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.

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Custom functions

Write simple scripting functions to format data, call web APIs, send emails, and more.

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It is amazing what processes can be automated with Zoho Flow. It can be difficult to visualize what can be done. Ask the experts at Zoho Flow, they can tell you straight away and if it needs customization they will help you build it! Learn more

Owain ap Rees

Sales Director, Artico

Zoho Flow connects the apps that cannot be connected in other ways. With the proper flows, we have all the processes standardized, and the interactions between the different roles in the company are standardized, too. Learn more

Louis Castellano

CEO, Lakeside CNC Group

Fabricroot's manual process of maintaining and managing inventory was then automated using Zoho Flow. Without Zoho Flow, the project would have taken longer to integrate and encountered unknown challenges. Zoho Flow now acts as the backbone of their online business. Learn more

Harnoor Abroll

Technical and Operations Head, TruAct

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