Alegra + Microsoft Excel

Create new Microsoft Excel spreadsheets for incoming Alegra invoices

Save time and streamline your invoicing process with this seamless automation. When you create a new invoice in Alegra, this workflow will instantly generate a spreadsheet in Microsoft Excel, making it easier than ever to stay organized and up-to-date with your financial records. Say goodbye to manual data entry, and let this integration do the work for you.

Save time and streamline your invoicing process with this seamless automation. When you create a new invoice in Alegra, this workflow will instantly generate a spreadsheet in Microsoft Excel, making it easier than ever to stay organized and up-to-date with your financial records. Say goodbye to manual data entry, and let this integration do the work for you.

  1. When this happens...
    AlegraAlegra
    New Invoice

    Triggers when a new invoice is created.

    TriggerScheduled
  2. automatically do this!
    Microsoft ExcelMicrosoft Excel
    Create Spreadsheet

    Creates a new spreadsheet

    ActionWrite
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Supported triggers and actions

  • Alegra triggers, actions, and search

    New Contact

    Triggers when a new contact is created.

    Trigger
    Scheduled
    Try It
  • Alegra triggers, actions, and search

    New Invoice

    Triggers when a new invoice is created.

    Trigger
    Scheduled
    Try It
    • Nombre (Name)Required

    • Tipo de contacto (Contact type)

    • Tipo (type)Required

    • Número (number)Required

    • Número telefónico principal (phonePrimary)

    • Número telefónico secundario (phoneSecondary)

    • Fax

    • Número de célular/móvil (mobile)

    • Observaciones (observations)

    • Correo electrónico (email)

    • Dirección (address)Required

    • Provincia (province)Required

    • Ciudad (city)Required

    • Código postal (postalCode)Required

    • Verificar identificación no registrada (ignoreRepeated)

    • Condición del IVA (ivaCondition)Required

    • Incluir enlace del estado de cuenta del cliente (statementAttached)

    Action
    Write
    • Nombre (Name)Required

    • Tipo de contacto (Contact type)

    • Tipo (type)Required

    • Número (number)Required

    • Número telefónico principal (phonePrimary)

    • Número telefónico secundario (phoneSecondary)

    • Fax

    • Número de célular/móvil (mobile)

    • Observaciones (observations)

    • Correo electrónico (email)

    • Dirección (address)

    • Provincia (department)

    • Cantón (city)

    • Distrito (district)

    • Barrio (neighborhood)

    • Verificar identificación no registrada (ignoreRepeated)

    • Incluir enlace del estado de cuenta del cliente (statementAttached)

    Action
    Write
  • Alegra triggers, actions, and search

    New Estimate

    Triggers when a new estimate is created in Alegra.

    Trigger
    Scheduled
    Try It
  • Alegra triggers, actions, and search

    New Item

    Triggers when a new product or service is created.

    Trigger
    Scheduled
    Try It
    • Nombre (Name)Required

    • Tipo de contacto (Contact type)

    • Identificación (Identification)Required

    • Número telefónico principal (phonePrimary)

    • Número telefónico secundario (phoneSecondary)

    • Fax

    • Número de célular/móvil (mobile)

    • Observaciones (observations)

    • Correo electrónico (email)

    • Ciudad (city)

    • Región (region)

    • Comuna (commune)

    • Descripción (description)

    • Verificar identificación no registrada (ignoreRepeated)

    • Incluir enlace del estado de cuenta del cliente (statementAttached)

    • Giro de negocio (giro)

    Action
    Write
    • Nombre (Name)Required

    • Tipo de contacto (Contact type)

    • RFC (identification)Required

    • Tipo de Tercero (Third type)

    • Identificador fiscal (Fiscal ID)

    • Calle (street)

    • Número de exterior (exteriorNumber)

    • Número de interior (interiorNumber)

    • Colonia (Colony)

    • País (country)

    • Localidad (locality)

    • Municipio (municipality)

    • Estado (state)Required

    • Código postal (zipCode)

    • Número telefónico principal (phonePrimary)

    • Número telefónico secundario (phoneSecondary)

    • Fax

    • Número de célular/móvil (mobile)

    • Observaciones (observations)

    • Correo electrónico (email)

    • Verificar identificación no registrada (ignoreRepeated)

    • clave del Uso CFDI (cfdiUse)

    • Forma de pago (paymentMethod)

    • Método de pago (paymentType)

    • Incluir enlace del estado de cuenta del cliente (statementAttached)

    • Regímenes Fiscales

    Action
    Write
alegra logo
alegra logo

About Alegra

Alegra is an accounting and billing app designed for Latin American managers.

Related categories

  • Accounting
excel logo
excel logo

About Microsoft Excel

Microsoft's Excel is a spreadsheet application used by millions of users across the world. It is part of the Office ecosystem and is considered the industry standard for spreadsheets. Only files on OneDrive for Business (available with Office 365 and Sharepoint server) are supported at this time with Zapier.

Related categories

  • Microsoft
  • Spreadsheets

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