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Alegra + Microsoft Excel Integrations

Appy Pie Connect allows you to automate multiple workflows between Alegra and Microsoft Excel

About Alegra

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

About Microsoft Excel

Microsoft Excel is an application program for calculations and data management, which generates spreadsheets, and functions as a database. It makes it easier to organize, analyze and present data while helping to make informed business decisions based on the analysis.

Microsoft Excel Integrations
Microsoft Excel Alternatives

Connect the apps you use everyday and find your productivity super-powers.

  • Google Sheets Google Sheets
  • Smartsheet Smartsheet

Best Alegra and Microsoft Excel Integrations

  • Alegra Pipedrive

    Alegra + Pipedrive

    Create a new person in Pipedrive for every new Alegra contact Read More...
    When this happens...
    Alegra New Contact
     
    Then do this...
    Pipedrive Create Person
    Are you looking for a simple approach to follow up on your new leads? Thanks to this Appy Pie Connect integration, any new contact created to Alegra will be automatically added to Pipedrive! Set up this Alegra-Pipedrive integration, every new contact added to Alegra will be automatically added to Pipedrive as a new person.
    How This Alegra-Pipedrive Integration Works
    • A new contact is added to Alegra
    • Appy Pie Connect automatically creates a new person in Pipedrive
    What You Need
    • Alegra
    • Pipedrive
  • Alegra Salesforce

    Alegra + Salesforce

    Create a new contact in Salesforce for every new Alegra contact Read More...
    When this happens...
    Alegra New Contact
     
    Then do this...
    Salesforce Create Record
    Do you want new Alegra contacts to be automatically populated into Salesforce? Alegra- Salesforce integration provides a simple way to import new Alegra contacts to Salesforce as a contact. Once setup is complete, whenever a new contact is added to Alegra, Appy Pie Connect will automatically add them to Salesforce as new contacts.
    How This Integration Works
    • A new contact is added to Alegra
    • Appy Pie Connect adds it to Salesforces as a new contact
    Apps Involved
    • Alegra
    • Salesforce
  • Alegra Google Calendar

    Alegra + Google Calendar

    Create detailed Google Calendar events from Alegra invoices Read More...
    When this happens...
    Alegra New Invoice
     
    Then do this...
    Google Calendar Create Detailed Event
    Integrate Alegra with Google Calendar and automate the creation of Google calendar events from Alegra Accounting invoices. Avoid manual entry of recurring invoice information. Minimize errors by taking advantage of automation. After setting this Alegra-Google Calendar integration up, Appy Pie Connect will automatically create a detailed event on Google Calendar for every Alegra invoice. This way you will never miss your invoice due dates.
    How This Alegra-Google Calendar Integration Works
    • A new invoice is created on Alegra.
    • Appy Pie Connect automatically creates a detailed Google Calendar event
    Apps Involved
    • Alegra
    • Google Calendar
  • Alegra Trello

    Microsoft Excel + Trello

    Create a new card in Trello on a new row in Excel Read More...
    When this happens...
    Alegra New Row
     
    Then do this...
    Trello Create Card
    This integration also allows you to create cards in Trello from directly inside Excel and gives you the ability to include your attachments on that card. After setting this integration, Appy Pie Connect automatically creates a new card in Trello when a new row is added to your spreadsheet in Google Sheets. This way, you can track tasks easily in an organized manner.
    How It works
    • Whenever there is a new row in Microsoft Excel
    • Appy Pie Connect turns it into a Trello card automatically
    Apps Involved
    • Microsoft Excel
    • Trello
  • Alegra Google Sheets

    Microsoft Excel + Google Sheets

    Update new Excel rows to Google Sheets Read More...
    When this happens...
    Alegra New Row
     
    Then do this...
    Google Sheets Create Spreadsheet Row
    Can’t convert your Excel spreadsheet into a Google Sheet? Wish you could quickly add new Excel rows to Google Sheets? This Appy Pie Connect integration is for people who often need to convert Excel files into Google Sheets. . Set up this integration, and Appy Pie Connect will replicate the contents to any Google Sheet you want, guaranteeing that your data is available wherever you need it.
    How This Excel-Google Sheets Integration Works
    • A new row is added to an Excel spreadsheet
    • Appy Pie Connect automatically adds it as a new row on Google Sheets
    Apps Involved
    • Excel
    • Google Sheets
  • Alegra Google Sheets

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    {{item.message}} Read More...
    When this happens...
    Alegra {{item.triggerTitle}}
     
    Then do this...
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Connect Alegra + Microsoft Excel in easier way

It's easy to connect Alegra + Microsoft Excel without coding knowledge. Start creating your own business flow.

    Triggers
  • New Contact

    Triggers when a new contact is created.

  • New Estimate

    Triggers when a new estimate is created in Alegra.

  • New Invoice

    Triggers when a new invoice is created.

  • New Item

    Triggers when a new product or service is created.

  • New Row in Table

    Triggers when a new row is added to a table in a spreadsheet.

  • New Worksheet

    Triggers when a new worksheet is added to a spreadsheet.

    Actions
  • Create Contact

    Crear un contacto nuevo. Creates a new contact.

  • Create Estimate

    Crear una nueva cotización. Creates a new estimate.

  • Create Invoice

    Crear una nueva factura de venta. Create a new invoice.

  • Create Invoice Payment

    Create a new Invoice Payment. Crear un nuevo pago a factura.

  • Create Item

    Crear ítem en Alegra. Create a Item in Alegra.

  • Create Tax

    Crear un impuesto para ítems. Create a Tax for Items.

  • Send Estimate

    Enviar una cotización por correo. Send an estimate via email.

  • Send Invoice

    Enviar una factura por email. Send an invoice by email.

  • Update Contact

    Actualizar un contacto en Alegra. Update an Alegra contact from a trigger.

  • Update Item

    Actualizar un ítem en Alegra. Update an item in Alegra.

  • Add Row to Table

    Adds a new row to the end of a specific table.

How Alegra & Microsoft Excel Integrations Work

  1. Step 1: Choose Alegra as a trigger app and Select "Trigger" from the Triggers List.

    (30 seconds)

  2. Step 2: Authenticate Alegra with Appy Pie Connect.

    (10 seconds)

  3. Step 3: Select Microsoft Excel as an action app.

    (30 seconds)

  4. Step 4: Pick desired action for the selected trigger.

    (10 seconds)

  5. Step 5: Authenticate Microsoft Excel with Appy Pie Connect.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.

Integration of Alegra and Microsoft Excel

  • Introduction:
  • Alegra:
    • Alegra is the chief executive officer of a large company. She is in charge of all matters relating to finance, accounting and investments.
    • The company has an annual turnover of $40 million.
    • Alegra’s firm is the largest software development company in the world.

  • Microsoft Excel:
    • Microsoft Excel is a software application that allows users to work with figures and tables.
    • Users can use Microsoft Excel to perform multiple calculations and analysis on figures and tables simultaneously.
    • Users can save and print their work.

    :

  • Integration of Alegra and Microsoft Excel:
    • Alegra is new to her position at the firm and she is not familiar with all the functions of the computer system.
    • She does not know how to retrieve information from the system, so she has to get help from other employees in the office when she needs to find data for a report.
    • She would like to integrate Microsoft Excel into her office system in order to improve data retrieval process. She would like to be able to retrieve data from documents and spreadsheets in a faster and easier way.
    • She would also like to review her previous financial records when preparing her budget for the next year. She would like to make sure that she is able to meet the budget she has set for herself. She wants to make sure that her expenditures do not exceed her income. She does not want to overspend the company’s budget in any aspect of the business operations.
    • She would also like to have a better insight into her company’s finances by analyzing her company’s income statement and balance sheet in a more detailed way than before. She would like to have a clearer picture of her company’s financial situation so that she can make informed decisions about how to invest the company’s money wisely in order to ensure its future success. She wants to ensure that she is doing everything possible to grow the company’s income and maintain a healthy profit margin for the future growth of her business.
    • In order to begin integrating Microsoft Excel, she needs to acquire the software package, which costs $500 per license, or $500 per user if more than one person needs it. The software package will be installed on every personal computer in the offices of her company, which totals 1,000 employees worldwide. The installation will cost $500 per employee, or $500,000 total for the entire company.
    • She can then begin teaching each employee how to use Microsoft Excel, which should take about three months, at a cost of $25 per hour for each instructor, or $100,000 total for the entire company. There will be no further costs for this training because all employees will eventually become familiar with Microsoft Excel on their own by using it for their jobs every day in their offices. The $100,000 will be used for expenses such as food and transportation during the three months of training sessions.

  • Benefits of Integration of Alegra and Microsoft Excel:
  • The process to integrate Alegra and Microsoft Excel may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick spution to help you automate your workflows. Click on the button below to begin.