Alegra + Zoho Books

Create Zoho Books sales invoices for new Alegra invoices

Easily manage your finances by connecting Alegra and Zoho Books with this seamless workflow. Whenever a new invoice is created in Alegra, a corresponding sales invoice will be generated in Zoho Books. This automation streamlines your invoicing process, ensuring consistent data between both platforms and reducing manual data entry.

Easily manage your finances by connecting Alegra and Zoho Books with this seamless workflow. Whenever a new invoice is created in Alegra, a corresponding sales invoice will be generated in Zoho Books. This automation streamlines your invoicing process, ensuring consistent data between both platforms and reducing manual data entry.

  1. When this happens...
    AlegraAlegra
    New Invoice

    Triggers when a new invoice is created.

    TriggerScheduled
  2. automatically do this!
    Zoho BooksZoho Books
    Create Sales Invoice

    Creates a new sales invoice.

    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
zoho-books logo
zoho-books logo

About Zoho Books

Zoho Books is cloud-based accounting software in which you can record, audit and analyze all financial transactions easily. With secure data storage, easy navigation and customizable features, Zoho Books provide a head start in accounting for small businesses.

Related categories

  • Accounting
  • Zoho