Integrate Sellf with Alegra

Send information between Sellf 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 Sellf

Automate the generation of estimates for new deals in your organization software to streamline sales and accounting processes. This flow will create an estimate in your Alegra when a new deal is created in Sellf.

How it works
  1. The flow triggers when a deal enters a specific pipeline stage in Sellf.
  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 Sellf

Sellf + Alegra

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Supported triggers and actions

Integrate Sellf and Alegra using the below triggers and actions

All Triggers - A trigger kickstarts the flow

New Person

Triggers when a new person is created

New Deal in Pipeline Stage

Triggers when a deal enters a specific pipeline stage

New Deal

Triggers when a new deal is created

New Company

Triggers when a new company 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

Create Deal

Creates a new deal

Create Person

Creates a new person

Fetch Company

Fetches an existing company

Fetch Person

Fetches an existing person

Create Company

Creates a new company

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 Sellf?

Sellf lets you plan events, organize documents, create and manage tasks, and make better decisions with clear reports. You can manage your team, prospects, clients, and time efficiently.

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

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Webhook triggers

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Logic

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Custom functions

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

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