Alegra + Close
Create new Alegra contacts from Close opportunities
Seamlessly streamline your sales process with this efficient workflow that connects Close and Alegra. When a new opportunity arises in Close, watch as your sales data organizes itself with a contact instantly created in Alegra. This integration ensures your sales information is up-to-date and organized, saving you time for what truly matters - closing those deals.
Seamlessly streamline your sales process with this efficient workflow that connects Close and Alegra. When a new opportunity arises in Close, watch as your sales data organizes itself with a contact instantly created in Alegra. This integration ensures your sales information is up-to-date and organized, saving you time for what truly matters - closing those deals.
- When this happens...
New OpportunityTriggers when a new opportunity is added.
TriggerInstantThis event starts a Zap instantly. - automatically do this!
Create ContactCrear un contacto nuevo. Creates a new contact.
ActionWriteCreate a new record or update an existing record in your app.
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New Call Recording
Triggers when a new call recording or voicemail is added to Close.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Contact
Triggers when a new contact is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Trigger ActionsRequired
Custom Object TypeRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Limitations
Lead Smart View
(deprecated) Search Query
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNote Contains Words Starting With...
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planStatus ID
Status Label
Status Type
Value Period
Assigned to User
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Unsubscribed Email
Triggers when a new email address is unsubscribed from Close.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Call IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact IDRequired
Email AddressRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Source Lead IDRequired
Destination Lead IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Send Done EmailRequired
TypeRequired
Lead Smart View or (deprecated) Search QueryRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Action TypeRequired
Smart View or (deprecated) Search QueryRequired
Workflow ID
Send Done EmailRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.LeadRequired
Name
Title
Url
Office Phone
Mobile Phone
Home Phone
Direct Phone
Fax Phone
Other Phone
Office Email
Home Email
Direct Email
Other Email
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Lead IDRequired
Custom Object TypeRequired
Custom Object NameRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Export TypeRequired
FormatRequired
Lead Smart View or (deprecated) Search Query
Fields
Include Activities
Include Smart Fields
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Company Name
Description
URL
Status
Contact Name
Contact Title
Contact Office Email
Contact Direct Email
Contact Home Email
Contact Other Email
Contact Office Phone
Contact Direct Phone
Contact Mobile Phone
Contact Home Phone
Contact Fax Phone
Contact Other Phone
Contact URL
Address Label
Address Street 1
Address Street 2
Address City
Address State
Address ZIP Code
Address Country
Note
Text
Note
Task Text
Task Due Date
Task Assignee
Note
Opportunity Status
Opportunity Value
Opportunity Value Period
Opportunity Confidence
Opportunity Date
Opportunity Note
Opportunity User
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Lead Smart View or (deprecated) Search QueryRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Opportunity Query
Lead Smart View or (deprecated) Search Query
Status Types
Statuses
User IDs
Start Date
End Date
Or Use a Date Range Label
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.User ID
Start Date
End Date
Or Use a Date Range Label
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
QueryRequired
Share With Specific Users
Or Share With Organization
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Report TypeRequired
Lead Smart View or (deprecated) Search Query
Start Date
End Date
Or Use a Date Range Label
User ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Group(s) to Select From
Availability
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Phone NumberRequired
Call Forwarding Enable/DisableRequired
Forward to Number
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Call IDRequired
Contact
Text
Phone Number
Duration
Recording URL
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Custom Activity IDRequired
Custom Activity TypeRequired
Status
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Lead IDRequired
Company Name
Description
Url
Status
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Opportunity IDRequired
Assigned to User
Contact ID
Status
Confidence
Value
Value Period
Close Date
Notes
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Smart View IDRequired
Name
Query
Share With Specific Users
Or Share With Organization
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.HTTP MethodRequired
URLRequired
Query String Parameters
Headers
Additional Request Headers
Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Copy Text
User ID
From Email Or Domain
From Name
ActionThis is an event a Zap performs.SearchFind existing data in your appCustom Activity TypeRequired
Status
Lead ID
Search by Custom Activity ID
ActionThis is an event a Zap performs.SearchFind existing data in your appGroup Name
Group ID
ActionThis is an event a Zap performs.SearchFind existing data in your appResult LimitRequired
Date
Assigned To
Status
Title
Lead ID
Search by Meeting ID
ActionThis is an event a Zap performs.SearchFind existing data in your appOpportunity Status ID
Opportunity Status Type
Opportunity Value
Opportunity Value Period
Opportunity Confidence
Opportunity Close Date
Opportunity User
Opportunity Note
Opportunity Lead ID
Or Search by Opportunity ID
ActionThis is an event a Zap performs.SearchFind existing data in your appAssigned To
Due Date
Description
Is Complete
Lead ID
Or Search by Task ID
ActionThis is an event a Zap performs.SearchFind existing data in your appResult LimitRequired
Contact Name
Contact Title
Contact Email
Contact Phone
Lead ID
Search by Contact ID
LeadRequired
Name
Title
Url
Office Phone
Mobile Phone
Home Phone
Direct Phone
Fax Phone
Other Phone
Office Email
Home Email
Direct Email
Other Email
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundResult LimitRequired
Custom Object TypeRequired
Lead ID
Custom Object Name
Search by Custom Object ID
Lead IDRequired
Custom Object TypeRequired
Custom Object NameRequired
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundNote Contains Words Starting With...
Lead IDRequired
Or Search by Note ID
Text TypeRequired
Attachments
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundAssigned To
Due Date
Description
Is Complete
Lead ID
Or Search by Task ID
Assigned To
LeadRequired
Date
TextRequired
Is Complete
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
New Estimate
Triggers when a new estimate is created in Alegra.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Item
Triggers when a new product or service is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNombre (Name)Required
Tipo de contacto (Contact type)
IdentificaciĂłn (Identification)Required
NĂşmero telefĂłnico principal (phonePrimary)
NĂşmero telefĂłnico secundario (phoneSecondary)
Fax
Número de célular/móvil (mobile)
Observaciones (observations)
Correo electrĂłnico (email)
Ciudad (city)
RegiĂłn (region)
Comuna (commune)
DescripciĂłn (description)
Verificar identificaciĂłn no registrada (ignoreRepeated)
Incluir enlace del estado de cuenta del cliente (statementAttached)
Giro de negocio (giro)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Nombre (Name)Required
Tipo de contacto (Contact type)
RFC (identification)Required
Tipo de Tercero (Third type)
Identificador fiscal (Fiscal ID)
Calle (street)
NĂşmero de exterior (exteriorNumber)
NĂşmero de interior (interiorNumber)
Colonia (Colony)
PaĂs (country)
Localidad (locality)
Municipio (municipality)
Estado (state)Required
CĂłdigo postal (zipCode)
NĂşmero telefĂłnico principal (phonePrimary)
NĂşmero telefĂłnico secundario (phoneSecondary)
Fax
Número de célular/móvil (mobile)
Observaciones (observations)
Correo electrĂłnico (email)
Verificar identificaciĂłn no registrada (ignoreRepeated)
clave del Uso CFDI (cfdiUse)
Forma de pago (paymentMethod)
MĂ©todo de pago (paymentType)
Incluir enlace del estado de cuenta del cliente (statementAttached)
RegĂmenes Fiscales
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Nombre (Name)Required
Tipo de contacto (Contact type)
Tipo (type)Required
NĂşmero (number)Required
NĂşmero telefĂłnico principal (phonePrimary)
NĂşmero telefĂłnico secundario (phoneSecondary)
Fax
Número de célular/móvil (mobile)
Observaciones (observations)
Correo electrĂłnico (email)
DirecciĂłn (address)
Departamento (state)
Provincia (city)
UrbanizaciĂłn (urbanization)
Distrito (district)
CĂłdigo ubigeo (ubigeoCode)
Verificar identificaciĂłn no registrada (ignoreRepeated)
Incluir enlace del estado de cuenta del cliente (statementAttached)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Fecha (Date)Required
Fecha de vencimiento (Due Date)Required
Observaciones (Observations)
Comentarios (Anotation)
ID del Cliente (Client ID)Required
Items IDRequired
Precios (price)Required
Cantidad (quantity)Required
Descuentos (discount)
Impuesto (tax)
Referencia (Reference)
DescripciĂłn (description)
Vendedor (Seller)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Fecha (date)Required
Fecha de vencimiento (dueDate)Required
Observaciones (observations)
Comentarios (anotation)
Estado (status)
NumeraciĂłn de la factura (Invoice numeration)
Cliente ID (client)Required
items IDRequired
Precios (price)Required
Cantidad (quantity)Required
Descuentos (discount)
Impuesto (tax)
Referencia (Reference)
DescripciĂłn (description)
Bodega / Almacén (Warehouse)
Vendedor (Seller)
Centro de costos (Cost center)
CĂłdigo de la moneda (Currency code)
Tasa de cambio (Exchange rate)
Emitir la factura (generateStamp)
CondiciĂłn de la venta (saleCondition)
Concepto de venta (saleConcept)
Fecha de inicio (startDateService)
Fecha final (endDateService)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Fecha (date)Required
Fecha de vencimiento (dueDate)Required
Observaciones (observations)
Comentarios (anotation)
Estado (status)
NumeraciĂłn de la factura (Invoice numeration)
Cliente ID (client)Required
Items IDRequired
Precios (price)Required
Cantidad (quantity)Required
Descuentos (discount)
Impuesto (tax)
Referencia (Reference)
DescripciĂłn (description)
Bodega / Almacén (Warehouse)
Vendedor (Seller)
Centro de costos (Cost center)
CĂłdigo de la moneda (Currency code)
Tasa de cambio (Exchange rate)
Tipo de Factura (Invoice type)
Forma de pago (paymentForm)Required
MĂ©todo de pago (paymentMethod)
Emitir la factura (generateStamp)Required
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Fecha (date)Required
Fecha de vencimiento (dueDate)Required
Observaciones (observations)
Comentarios (anotation)
Estado (status)
NumeraciĂłn de la factura (Invoice numeration)
Cliente ID (client)Required
items IDRequired
Precios (price)Required
Cantidad (quantity)Required
Descuentos (discount)
Impuesto (tax)
Referencia (Reference)
DescripciĂłn (description)
Pedimento (importRequest)
Bodega / Almacén (Warehouse)
Vendedor (Seller)
Centro de costos (Cost center)
CĂłdigo de la moneda (Currency code)
Tasa de cambio (Exchange rate)
Tipo de Factura (Invoice type)
Forma de pago (paymentMethod)Required
MĂ©todo de la factura (paymentType)
Clave del Uso CFDI (cfdiUse)Required
Timbrar la factura (generateStamp)Required
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Fecha (Date)Required
Cuenta de Banco (Bank Account)Required
MĂ©todo de pago (Payment Method)
Cliente/Proveedor (Client)
Tipo de Pago (Type of payment)
Tipo de transacciĂłn (Type of Transaction)Required
Id de la factura (Invoice Id)
Monto del pago (Payment Amount)
Id de la cuenta contable (Category id)
Valor (Price)
CĂłdigo de la moneda (Currency code)
Tasa de cambio (Exchange rate)
Observaciones (Observations)
Notas (Anotation)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Fecha (date)Required
Fecha De Vencimiento (dueDate)Required
Observaciones (observations)
Comentarios (anotation)
Estado (status)
Cliente ID (Client ID)Required
NumeraciĂłn de la factura (Invoice numeration)
Items IDRequired
Precios (price)Required
Cantidad (quantity)Required
Descuentos (discount)
Impuesto (tax)
Referencia (Reference)
DescripciĂłn (description)
Bodega / Almacén (Warehouse)
Tipo de Factura (Invoice type)
Vendedor (Seller)
Centro de costos (Cost center)
CĂłdigo de la moneda (Currency code)
Tasa de cambio (Exchange rate)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Nombre (Name)Required
DescripciĂłn (Description)
Precio (Price)Required
Referencia (Reference)
NĂşmero de la clave de producto (ProductKey)Required
CategorĂa del Ătem (Item Category)
Impuesto (Tax)
Tipo (type)
ID del producto (Item Id)
Cantidad (Quantity)
Unidad (unit)
Costo unitario (unitCost)
Cantidad inicial (Initial quantity)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Fecha (date)Required
Fecha de vencimiento (dueDate)Required
Observaciones (observations)
TĂ©rminos y Condiciones (Terms and Conditions)
NumeraciĂłn de la factura (Invoice numeration)
Proveedor (provider)Required
Bodega / Almacén (Warehouse)
CĂłdigo de la moneda (Currency code)
Tasa de cambio (Exchange rate)
Detalle (Details)
Items ID
Precios (price)
Cantidad (quantity)
Descuentos (discount)
Impuesto (tax)
Observaciones (observations)
CategorĂas ID
Precios (price)
Cantidad (quantity)
Descuentos (discount)
Impuesto (tax)
Observaciones (observations)
Id RetenciĂłn (retention ID)
Monto RetenciĂłn (retention amount)
Fecha (date)
Cuenta (account)
Monto (amount)
MĂ©todo de pago (Payment Method)
Notas (anotations)
Observaciones (observations)
Id Retenciones (retentions ID)
Monto RetenciĂłn (retention Amount)
CĂłdigo de la moneda (Currency code)
Tasa de cambio (Exchange rate)
Centro de costos (Cost center)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Nombre (Name)Required
Procentaje (Percentage)Required
Tipo (Type)Required
DescripciĂłn (Description)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Primer Nombre (firstName)Required
Apellidos (LastName)
NĂşmero telefĂłnico principal (phonePrimary)
Tipo de persona (kindOfPerson)Required
Tipo de contacto (Contact type)
Tipo (type)Required
NĂşmero (number)Required
NĂşmero telefĂłnico secundario (phoneSecondary)
DirecciĂłn (address)
Municipio (City)
Departamento (department)
PaĂs (country)
CĂłdigo postal (zip code)
fax
NĂşmero de celular/mĂłvil (mobile)
Observaciones (observations)
Correo electrĂłnico (email)
Verificar identificaciĂłn no registrada (ignoreRepeated)
RĂ©gimen (regime)
Incluir enlace del estado de cuenta del cliente (statementAttached)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ID de la factura (Invoice ID)Required
Tipo de Factura (Invoice Type)
Destinatario (To)Required
Enviarme copia (Send Copy to Myself)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ID del contacto (Contact ID)Required
Tipo de contacto (Contact type)
Nombre (Name)
NĂşmero de identificaciĂłn (Identification Number)
Correo electrĂłnico (Email)
Número de teléfono principal (Primary Phone Number)
Número de teléfono secundario (Secondary Phone Number)
Fax
NĂşmero De Celular/mĂłvil (Mobile)
Observaciones (Observations)
DirecciĂłn (Address)
Ciudad (City)
Calle (Street)
NĂşmero exterior (Exterior Number)
NĂşmero interior (Interior Number)
Colonia (Colony)
Localidad (Locality)
Municipio (Municipality)
Estado (State)
PaĂs (Country)
CĂłdigo Postal (Zip Code)
Id de Vendedor Asociado (Associate Seller ID)
Lista de Precios (Price List)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contacto a buscar (Contact to find)Required
ActionThis is an event a Zap performs.SearchFind existing data in your appContacto a buscar (Contact to find)Required
ActionThis is an event a Zap performs.SearchFind existing data in your appContacto a buscar (Contact to find)Required
ActionThis is an event a Zap performs.SearchFind existing data in your appContacto a buscar (Contact to find)Required
ActionThis is an event a Zap performs.SearchFind existing data in your appNombres de los items (Items names)Required
ActionThis is an event a Zap performs.SearchFind existing data in your appNombre del Ătem (Item name)Required
ActionThis is an event a Zap performs.SearchFind existing data in your appImpuesto (tax)Required
ActionThis is an event a Zap performs.SearchFind existing data in your appContacto a buscar (Contact to find)Required
Nombre (Name)Required
Tipo de contacto (Contact type)
IdentificaciĂłn (Identification)Required
NĂşmero telefĂłnico principal (phonePrimary)
NĂşmero telefĂłnico secundario (phoneSecondary)
Fax
Número de célular/móvil (mobile)
Observaciones (observations)
Correo electrĂłnico (email)
Ciudad (city)
RegiĂłn (region)
Comuna (commune)
DescripciĂłn (description)
Verificar identificaciĂłn no registrada (ignoreRepeated)
Incluir enlace del estado de cuenta del cliente (statementAttached)
Giro de negocio (giro)
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundContacto a buscar (Contact to find)Required
Nombre (Name)Required
Tipo de contacto (Contact type)
Tipo (type)Required
NĂşmero (number)Required
NĂşmero telefĂłnico principal (phonePrimary)
NĂşmero telefĂłnico secundario (phoneSecondary)
Fax
Número de célular/móvil (mobile)
Observaciones (observations)
Correo electrĂłnico (email)
DirecciĂłn (address)
Provincia (department)
CantĂłn (city)
Distrito (district)
Barrio (neighborhood)
Verificar identificaciĂłn no registrada (ignoreRepeated)
Incluir enlace del estado de cuenta del cliente (statementAttached)
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundContacto a buscar (Contact to find)Required
Tipo de contactoRequired
Tipo de terceroRequired
Tipo de personaRequired
Teléfono principal
Teléfono secundario
Teléfono móvil
Correo
Fax
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundContacto a buscar (Contact to find)Required
Nombre (Name)Required
NĂşmero de identificaciĂłn (Identification)
Tipo de contacto (Contact type)
NĂşmero telefĂłnico principal (Phone primary)
NĂşmero telefĂłnico secundario (Phone secondary)
Fax
Número de célular/móvil (Mobile)
Observaciones (observations)
Correo electrĂłnico (Email)
DirecciĂłn (address)
Ciudad (city)
Verificar identificaciĂłn no registrada (Ignore repeated)
Incluir enlace del estado de cuenta del cliente (statementAttached)
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundNombre del Ătem (Item name)Required
Nombre (Name)Required
DescripciĂłn (Description)
Precio (Price)Required
Referencia (Reference)
NĂşmero de la clave de producto (ProductKey)Required
CategorĂa del Ătem (Item Category)
Impuesto (Tax)
Tipo (type)
ID del producto (Item Id)
Cantidad (Quantity)
Unidad (unit)
Costo unitario (unitCost)
Cantidad inicial (Initial quantity)
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundImpuesto (tax)Required
Nombre (Name)Required
Procentaje (Percentage)Required
Tipo (Type)Required
DescripciĂłn (Description)
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
New Call Transcript
Triggers when a new call or voicemail transcript is added to Close.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Contact Smart View IDRequired
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planCustom Activity V 2 Instructions
Custom Activity TypeRequired
Filled-in fields
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Direction
Template ID
User ID
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Status ID
Old Status ID
Trigger on Lead Creation
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Object TypeRequired
ActionRequired
User ID
Changed Fields
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Status ID
New Status Type
Old Status ID
Old Status Type
Trigger on Opportunity Creation
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Workflow
ActionRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Completed?
Assigned to User
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Lead IDRequired
Address Label
Address 1
Address 2
City
State
Zipcode
Country
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Email IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TypeRequired
MetricsRequired
Date RangeRequired
Users
groups
Query
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.MetricsRequired
Date RangeRequired
Users
Groups
Query
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Template IDRequired
Lead Smart View or (deprecated) Search QueryRequired
Exclude leads that already received this email templateRequired
Contact PreferenceRequired
Send Done EmailRequired
Email Acccount
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.LeadRequired
Contact ID
Phone Number
Direction
Duration
Text
Recording URL
User ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.LeadRequired
Custom Activity TypeRequired
Created By User
StatusRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.LeadRequired
Contact
StatusRequired
Date Created
Date Scheduled
To
Cc
Bcc
Subject
Body Text
Body HTML
Template
Follow-Up Date
Email Account ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Email AddressRequired
RoleRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Lead IDRequired
Text TypeRequired
Attachments
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Report breakdownRequired
PipelineRequired
Report typeRequired
Report Period (range)
Report Period (dates)
Created Period (range)
Created Period (dates)
Comparison Period (range)
Comparison Period (dates)
Comparison Period (custom dates)
Smart View
Users or Groups
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.LeadRequired
StatusRequired
Confidence
Value
Value Period
Close Date
Note
User
Contact ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ContactRequired
WorkflowRequired
Send emails from
Assign calls to
Send SMS from
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.LeadRequired
Contact ID
Date Created
StatusRequired
Date Scheduled
Local PhoneRequired
Remote PhoneRequired
Text
Template
SourceRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Assigned To
LeadRequired
Date
TextRequired
Is Complete
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Email AddressRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Email AddressRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact IDRequired
Name
Title
Email Addresses
Phone Numbers
Urls
Add to or Replace
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Custom Object IDRequired
Custom Object TypeRequired
Custom Object Name
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Note IDRequired
Text TypeRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.SubscriptionRequired
ActionRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Task IDRequired
Assigned To
Text
Date
Is Complete
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Direction
Note
User ID
Date Range
Find First Call on Lead
Lead ID
Or Search by Call ID
ActionThis is an event a Zap performs.SearchFind existing data in your appResult LimitRequired
Contact Name
Contact Title
Contact Email
Contact Phone
Lead ID
Search by Contact ID
ActionThis is an event a Zap performs.SearchFind existing data in your appResult LimitRequired
Custom Object TypeRequired
Lead ID
Custom Object Name
Search by Custom Object ID
ActionThis is an event a Zap performs.SearchFind existing data in your appCompany Name
Company Name Matching
Company URL
Email
Phone
Or Search by Lead ID
Or Use a Custom Search Query
ActionThis is an event a Zap performs.SearchFind existing data in your appNote Contains Words Starting With...
Lead ID
Or Search by Note ID
ActionThis is an event a Zap performs.SearchFind existing data in your appWorkflow
Contact ID
Lead ID
ActionThis is an event a Zap performs.SearchFind existing data in your appFull Name
Email
Or Search by User ID
ActionThis is an event a Zap performs.SearchFind existing data in your appCustom Activity TypeRequired
Status
LeadRequired
Search by Custom Activity ID
Custom Activity TypeRequired
Created By User
StatusRequired
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundCompany Name
Company Name Matching
Company URL
Email
Phone
Or Search by Lead ID
Or Use a Custom Search Query
Company Name
Description
URL
Status
Contact Name
Contact Title
Contact Office Email
Contact Direct Email
Contact Home Email
Contact Other Email
Contact Office Phone
Contact Direct Phone
Contact Mobile Phone
Contact Home Phone
Contact Fax Phone
Contact Other Phone
Contact URL
Address Label
Address Street 1
Address Street 2
Address City
Address State
Address ZIP Code
Address Country
Note
Text
Note
Task Text
Task Due Date
Task Assignee
Note
Opportunity Status
Opportunity Value
Opportunity Value Period
Opportunity Confidence
Opportunity Date
Opportunity Note
Opportunity User
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundOpportunity Status ID
Opportunity Status Type
Opportunity Value
Opportunity Value Period
Opportunity Confidence
Opportunity Close Date
Opportunity User
Opportunity Note
LeadRequired
Or Search by Opportunity ID
StatusRequired
Confidence
Value
Value Period
Close Date
Note
User
Contact ID
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundNew Contact
Triggers when a new contact is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Invoice
Triggers when a new invoice is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNombre (Name)Required
Tipo de contacto (Contact type)
Tipo (type)Required
NĂşmero (number)Required
NĂşmero telefĂłnico principal (phonePrimary)
NĂşmero telefĂłnico secundario (phoneSecondary)
Fax
Número de célular/móvil (mobile)
Observaciones (observations)
Correo electrĂłnico (email)
DirecciĂłn (address)Required
Provincia (province)Required
Ciudad (city)Required
CĂłdigo postal (postalCode)Required
Verificar identificaciĂłn no registrada (ignoreRepeated)
CondiciĂłn del IVA (ivaCondition)Required
Incluir enlace del estado de cuenta del cliente (statementAttached)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Nombre (Name)Required
Tipo de contacto (Contact type)
Tipo (type)Required
NĂşmero (number)Required
NĂşmero telefĂłnico principal (phonePrimary)
NĂşmero telefĂłnico secundario (phoneSecondary)
Fax
Número de célular/móvil (mobile)
Observaciones (observations)
Correo electrĂłnico (email)
DirecciĂłn (address)
Provincia (department)
CantĂłn (city)
Distrito (district)
Barrio (neighborhood)
Verificar identificaciĂłn no registrada (ignoreRepeated)
Incluir enlace del estado de cuenta del cliente (statementAttached)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Tipo de contactoRequired
Tipo de terceroRequired
Tipo de personaRequired
Teléfono principal
Teléfono secundario
Teléfono móvil
Correo
Fax
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Nombre (Name)Required
NĂşmero de identificaciĂłn (Identification)
Tipo de contacto (Contact type)
NĂşmero telefĂłnico principal (Phone primary)
NĂşmero telefĂłnico secundario (Phone secondary)
Fax
Número de célular/móvil (Mobile)
Observaciones (observations)
Correo electrĂłnico (Email)
DirecciĂłn (address)
Ciudad (city)
Verificar identificaciĂłn no registrada (Ignore repeated)
Incluir enlace del estado de cuenta del cliente (statementAttached)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Fecha (Date) (YYYY-MM-DD)Required
Observaciones (Observations)
Almacén (Warehouse)Required
Centro de costo (Cost center)
ĂŤtemRequired
Tipo (Type)Required
Costo Unitario (Unit Cost)Required
Cantidad (Quantity)Required
ID de ResoluciĂłn (Resolution ID)
Prefijo de numeraciĂłn (Numbering Prefix)
NumeraciĂłn (Numbering)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Fecha (date)Required
Fecha de vencimiento (dueDate)Required
Observaciones (observations)
Comentarios (anotation)
Estado (status)
NumeraciĂłn de la factura (Invoice numeration)
Cliente ID (client)Required
items IDRequired
Precios (price)Required
Cantidad (quantity)Required
Descuentos (discount)
Referencia (Reference)
DescripciĂłn (description)
Bodega / Almacén (Warehouse)
Vendedor (Seller)
Centro de costos (Cost center)
CĂłdigo de la moneda (Currency code)
Tasa de cambio (Exchange rate)
Tipo de Factura (Invoice type)
Forma de pago (paymentForm)
Emitir la factura (generateStamp)Required
Actividad econĂłmica (economicActivity)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Fecha (date)Required
Fecha de vencimiento (dueDate)Required
Observaciones (observations)
Comentarios (anotation)
Estado (status)Required
NumeraciĂłn de la factura (Invoice numeration)
Cliente ID (client)Required
items IDRequired
Precios (price)Required
Cantidad (quantity)Required
Descuentos (discount)
Impuesto (tax)
Naturaleza del descuento (discount nature)
Referencia (reference)
DescripciĂłn (description)
Bodega / Almacén (Warehouse)
Vendedor (Seller)
Centro de costos (Cost center)
CĂłdigo de la moneda (Currency code)
Tasa de cambio (Exchange rate)
Tipo de Factura (Invoice type)
MĂ©todo de pago (paymentMethod)Required
Emitir la factura (generateStamp)
CondiciĂłn de la venta (saleCondition)
Actividad econĂłmica (economicActivity)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Emitir factura electrĂłnicaRequired
Tipo
NumeraciĂłn de la factura
ClienteRequired
IDRequired
PrecioRequired
Referencia
DescripciĂłn
Impuesto
CantidadRequired
Vendedor
FechaRequired
Fecha de vencimientoRequired
Notas
Observaciones
Moneda
Tipo de cambio
Almacén
Centro de costos
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Fecha (date)Required
Fecha de vencimiento (dueDate)Required
Observaciones (observations)
Comentarios (anotation)
Estado (status)
NumeraciĂłn de la factura (Invoice numeration)
Tipo de OperaciĂłn (Operation type)
Cliente ID (client)Required
items IDRequired
Precios (price)Required
Cantidad (quantity)Required
Descuentos (discount)
Impuesto (tax)
Referencia (Reference)
DescripciĂłn (description)
Bodega / Almacén (Warehouse)
Vendedor (Seller)
Centro de costos (Cost center)
CĂłdigo de la moneda (Currency code)
Tasa de cambio (Exchange rate)
Emitir la factura (generateStamp)Required
MĂ©todo de Pago (Payment Method)Required
Cuotas Info
Periodicidad (periodicity)
NĂşmero de Cuotas (numberQuotas)
InformaciĂłn sobre las cuotas (quotas info)
Montos de las cuotas(amount)
Fecha de vencimiento de las cuotas (quotas due date)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Nombre (Name)Required
DescripciĂłn (Description)
Precio (Price)Required
Partida arancelaria (tariffHeading)
CategorĂa del Ătem (Item Category)
Impuesto (Tax)
Tipo (type)
CĂłdigo de producto (Product Key)
ID del producto (Item Id)
Cantidad (Quantity)
Unidad (unit)
Costo unitario (Unit cost)
Cantidad inicial (Initial quantity)
Tipo (type)
Referencia (reference)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Nombre del producto (Name)Required
DescripciĂłn (Description)
Precio (Price)Required
Referencia (Reference)
CategorĂa del Ătem (Item Category)
Impuesto (Tax)
Tipo (Type)
ID del producto (Item Id)
Cantidad (Quantity)
Unidad (unit)
Costo unitario (Unit cost)
Cantidad inicial (Initial quantity)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Fecha (Date)Required
Fecha De Vencimiento (dueDate)Required
Cliente ID (Client ID)Required
Items IDRequired
Precios (price)Required
Impuesto (Tax)Required
Cantidad (Quantity)Required
Descuentos (Discount)Required
Bodega/Almacén (Warehouse)
Observaciones (Observations)
Nota de la remisiĂłn (Anotation)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ID de la Factura (Invoice Id)Required
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Id de la cotizaciĂłn (Estimate ID)Required
Destinatatio (To):Required
Enviarme copia (Send Copy to Myself)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ID del contacto (Contact ID)Required
Primer Nombre (firstName)
Apellidos (LastName)
NĂşmero telefĂłnico principal (phonePrimary)
Tipo de persona (kindOfPerson)
Tipo de contacto (Contact type)
Tipo (type)
NĂşmero (number)
DirecciĂłn (address)
Municipio (City)
Departamento (department)
PaĂs (country)
CĂłdigo postal (zip code)
Correo electrĂłnico (email)
RĂ©gimen (regime)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ID del Ătem (Item Id)Required
Nombre del producto (Name)
DescripciĂłn (Description)
Precio (Price)
Referencia (Reference)
CategorĂa del Ătem (Item Category)
Impuesto (Tax)
Unidad (unit)
Costo unitario (Unit cost)
Cantidad inicial (Initial quantity)
Estatus (Status)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contacto a buscar (Contact to find)Required
ActionThis is an event a Zap performs.SearchFind existing data in your appContacto a buscar (Contact to find)Required
ActionThis is an event a Zap performs.SearchFind existing data in your appContacto a buscar (Contact to find)Required
ActionThis is an event a Zap performs.SearchFind existing data in your appContacto a buscar (Contact to find)Required
ActionThis is an event a Zap performs.SearchFind existing data in your appNombre del Ătem (Item name)Required
ActionThis is an event a Zap performs.SearchFind existing data in your appNombre del Ătem (Item name)Required
ActionThis is an event a Zap performs.SearchFind existing data in your appContacto a buscar (Contact to find)Required
Nombre (Name)Required
Tipo de contacto (Contact type)
Tipo (type)Required
NĂşmero (number)Required
NĂşmero telefĂłnico principal (phonePrimary)
NĂşmero telefĂłnico secundario (phoneSecondary)
Fax
Número de célular/móvil (mobile)
Observaciones (observations)
Correo electrĂłnico (email)
DirecciĂłn (address)Required
Provincia (province)Required
Ciudad (city)Required
CĂłdigo postal (postalCode)Required
Verificar identificaciĂłn no registrada (ignoreRepeated)
CondiciĂłn del IVA (ivaCondition)Required
Incluir enlace del estado de cuenta del cliente (statementAttached)
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundContacto a buscar (Contact to find)Required
Primer Nombre (firstName)Required
Apellidos (LastName)
NĂşmero telefĂłnico principal (phonePrimary)
Tipo de persona (kindOfPerson)Required
Tipo de contacto (Contact type)
Tipo (type)Required
NĂşmero (number)Required
NĂşmero telefĂłnico secundario (phoneSecondary)
DirecciĂłn (address)
Municipio (City)
Departamento (department)
PaĂs (country)
CĂłdigo postal (zip code)
fax
NĂşmero de celular/mĂłvil (mobile)
Observaciones (observations)
Correo electrĂłnico (email)
Verificar identificaciĂłn no registrada (ignoreRepeated)
RĂ©gimen (regime)
Incluir enlace del estado de cuenta del cliente (statementAttached)
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundContacto a buscar (Contact to find)Required
Nombre (Name)Required
Tipo de contacto (Contact type)
RFC (identification)Required
Tipo de Tercero (Third type)
Identificador fiscal (Fiscal ID)
Calle (street)
NĂşmero de exterior (exteriorNumber)
NĂşmero de interior (interiorNumber)
Colonia (Colony)
PaĂs (country)
Localidad (locality)
Municipio (municipality)
Estado (state)Required
CĂłdigo postal (zipCode)
NĂşmero telefĂłnico principal (phonePrimary)
NĂşmero telefĂłnico secundario (phoneSecondary)
Fax
Número de célular/móvil (mobile)
Observaciones (observations)
Correo electrĂłnico (email)
Verificar identificaciĂłn no registrada (ignoreRepeated)
clave del Uso CFDI (cfdiUse)
Forma de pago (paymentMethod)
MĂ©todo de pago (paymentType)
Incluir enlace del estado de cuenta del cliente (statementAttached)
RegĂmenes Fiscales
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundContacto a buscar (Contact to find)Required
Nombre (Name)Required
Tipo de contacto (Contact type)
Tipo (type)Required
NĂşmero (number)Required
NĂşmero telefĂłnico principal (phonePrimary)
NĂşmero telefĂłnico secundario (phoneSecondary)
Fax
Número de célular/móvil (mobile)
Observaciones (observations)
Correo electrĂłnico (email)
DirecciĂłn (address)
Departamento (state)
Provincia (city)
UrbanizaciĂłn (urbanization)
Distrito (district)
CĂłdigo ubigeo (ubigeoCode)
Verificar identificaciĂłn no registrada (ignoreRepeated)
Incluir enlace del estado de cuenta del cliente (statementAttached)
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundNombre del Ătem (Item name)Required
Nombre (Name)Required
DescripciĂłn (Description)
Precio (Price)Required
Partida arancelaria (tariffHeading)
CategorĂa del Ătem (Item Category)
Impuesto (Tax)
Tipo (type)
CĂłdigo de producto (Product Key)
ID del producto (Item Id)
Cantidad (Quantity)
Unidad (unit)
Costo unitario (Unit cost)
Cantidad inicial (Initial quantity)
Tipo (type)
Referencia (reference)
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundNombre del Ătem (Item name)Required
Nombre del producto (Name)Required
DescripciĂłn (Description)
Precio (Price)Required
Referencia (Reference)
CategorĂa del Ătem (Item Category)
Impuesto (Tax)
Tipo (Type)
ID del producto (Item Id)
Cantidad (Quantity)
Unidad (unit)
Costo unitario (Unit cost)
Cantidad inicial (Initial quantity)
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
About Alegra
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