Integrate Agile CRM with Alegra
Send information between Agile CRM and Alegra automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Generate an estimate within your Alegra automatically, When a new deal is created in Agile CRM
Effortlessly create accurate estimates in your billing and accounting software every time, without any manual input. This flow will automatically generate an estimate within your Alegra whenever a new deal is created in Agile CRM.
How it works
- The flow triggers when a new deal is created in Agile CRM.
- Zoho Flow creates a new estimate in Alegra.
Generate an estimate within your Alegra automatically, When a new deal is created in Agile CRM
Agile CRM + Alegra
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Supported triggers and actions
Integrate Agile CRM and Alegra using the below triggers and actions
All Triggers - A trigger kickstarts the flow
New Deal
Triggers when a new deal is created
New Task
Triggers when a new task is created
New Ticket
Triggers when a new ticket is created
Estimate created
Triggers when a new estimate is created
Payment recorded
Triggers when a new payment is recorded
Product or service created
Triggers when a new product or service is created
Contact created
Triggers when a new contact is created
Invoice created
Triggers when a new invoice is created
All Actions - Actions are the automated tasks
Create Contact
Creates a new contact
Create Company
Creates a new company
Add note to deal
Adds a note to an existing deal
Create Event
Creates a new event
Create Ticket
Creates a new ticket
Create Task
Creates a task for the selected contact
Create Deal
Creates a new deal
Add note to contact
Adds a note to an existing contact
Update Task
Updates the details of an existing Task based on task ID
Update Company
Updates the details of an existing Company based on company ID
Create invoice
Creates a new invoice
Send invoice
Sends an invoice through email
Fetch contact
Fetches the details of an existing contact
Create estimate
Creates a new estimate
Send estimate
Sends an estimate through email
Create contact
Creates a new contact
Create item
Creates a new item
Fetch item
Fetches the details of an existing item
What is Agile CRM?
Agile CRM is sales and marketing customer relationship management software that lets you schedule appointments, score leads, and automate your marketing tasks. Track deals, email opens, and other metrics instantly.
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
Build comprehensive workflows using
Webhook triggers
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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.
Learn more >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
We use Zoho Flow to connect Zoho Billing with JotForm. As our customers fill their preferences in JotForm, Zoho Flow passes it to Zoho Billing and creates a subscription automatically. It was impressive that we were able to configure all this on a simple drag-and-drop interface!
Josh Lucas
Head of Operations, AAA Band Rentals
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
