Integrate Zendesk Sell with Alegra

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

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Create an estimate in Alegra for every new deal created in your Zendesk Sell

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

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

Zendesk Sell + Alegra

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Supported triggers and actions

Integrate Zendesk Sell and Alegra using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Lead created

Triggers when a new lead is created

Contact created

Triggers when a new contact is created

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

Create deal

Create a new deal

Create contact

Creates a new contact

Create task

Create a new task

Create task

Create a new task

Create lead

Creates a new lead

Update lead

Updates the details of an existing lead by ID

Update deal

Updates the details of an existing deal by ID

Fetch user

Fetch the details of the existing user by email address

Fetch lead

Fetch the details of the existing lead by email address

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 Zendesk Sell?

Zendesk Sell is sales force automation software that lets you manage tickets, build a web-based knowledge base, and create an online community for customer conversations.

CRM Sales Automation

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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Using Zoho Flow, we have automated two full-time jobs and outsourced all sales and support roles. It has been huge and we couldn’t imagine going back Learn more

Owain ap Rees

Sales Director, Artico

Zoho Flow has automated our entire "Security Operations" process, saving us a lot of manual work and admin overhead, in turn enabling us to focus our efforts on providing clients with accurate and quality services.

Neville Mader

Director, Perth Security Services

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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