Integrate PipelineDeals with Alegra

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

Explore prebuilt integration flows to get started

[esc]

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

Maintain consistent accounting data across platforms, minimizing manual efforts and duplicate errors. This flow will create an estimate in your Alegra when a new deal is created in PipelineDeals.

How it works
  1. The flow triggers when a new deal is created in PipelineDeals.
  2. Zoho Flow creates a new estimate in Alegra.
+

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

PipelineDeals + Alegra

[esc]

Create an invoice in Alegra for newly acquired deals in PipelineDeals

Generate invoices promptly upon deal closure to ensure quick payments and enhance customer satisfaction. This flow will prepare a new invoice in Alegra each time a deal is won in PipelineDeals.

How it works
  1. The flow triggers when the status of an existing deal is updated in PipelineDeals.
  2. Zoho Flow creates a new invoice in Alegra.
+

Create an invoice in Alegra for newly acquired deals in PipelineDeals

PipelineDeals + Alegra

Build your own integrations between PipelineDeals and Alegra

Connect PipelineDeals 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 PipelineDeals and Alegra using the below triggers and actions

All Triggers - A trigger kickstarts the flow

New person, lead, or contact

Triggers when a new person, lead, or contact is created

New deal

Triggers when a new deal is created

Updated deal status

Triggers when the status of an existing deal is updated

Updated deal stage

Triggers when a deal is moved from one stage to another

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 person

Adds a new person

Create deal

Creates a new deal

Create activity

Creates a new activity associated with an existing person, company, or deal

Create task

Creates a new calendar task

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 PipelineDeals?

PipelineDeals is sales CRM software. You can track deals, assign permissions for team members, and forecast sales with detailed reports.

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.

Learn more >

Logic

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

Learn more >

Custom functions

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

Learn more >

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

We use Zoho Flow as the business process designer, where our apps are connected according to the actual, real-life interactions. The most measurable benefit is that we do not have 'forgotten repairs' anymore. Learn more

Louis Castellano

CEO, Lakeside CNC Group

Zoho Flow has helped us add a new sales channel. It has helped us integrate our existing and new sales channels, and manage our inventory in real time. Learn more

Siddharth Ahuja

CEO, Fabricroot

Watch Zoho Flow in action

Play video

Endless integrations. End to manual work.

SIGN UP TODAY