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Alegra + Salesmate.io Integrations

Appy Pie Connect allows you to automate multiple workflows between Alegra and Salesmate.io

About Alegra

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

About Salesmate.io

SalesMate is a tech startup focused on providing the next-generation Customer Relationship Management platform designed for small businesses. Its vision is to build an elegant and intelligent web and mobile CRM application which can be accessed using Software as a Service (SaaS) model.

Salesmate.io Integrations

Best Alegra and Salesmate.io 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 Google Contacts

    Salesmate.io + Google Contacts

    Add new Salesmate contacts to your Google Contacts account Read More...
    When this happens...
    Alegra New Contact
     
    Then do this...
    Google Contacts Create or Update Contacts
    Spending too much time transferring contacts from one app to the next? Once you set up this integration, Appy Pie Connect will create a Google Contact automatically for every new Salesmate contact, making sure your lists stay up-to-date.
    How This Salesmate-Google Contacts Integration Works
    • A new contact is added to Salesmate
    • Appy Pie Connect creates a new contact to Google Contacts.
    What You Need
    • Salesmate account
    • Google Contacts account
  • Alegra MailChimp

    Salesmate.io + MailChimp

    Add Salesmate contacts to Mailchimp as new subscribers Read More...
    When this happens...
    Alegra New Contact
     
    Then do this...
    MailChimp Add/Update Subscriber
    Instead of manually importing mailing lists over and over, Appy Pie Connect can do it for you! Once enabled, this integration will automatically subscribe new Salesmate contacts to a list on Mailchimp so you can be sure they'll get your next update.
    How This Salesmate-Mailchimp Integration Works
    • A new contact is added to Salesmate
    • Appy Pie Connect adds a new subscriber to Mailchimp.
    What You Need
    • Salesmate account
    • Mailchimp account
  • Alegra MailChimp

    {{item.triggerAppName}} + {{item.actionAppName}}

    {{item.message}} Read More...
    When this happens...
    Alegra {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppImage}} {{item.actionTitle}}
Connect Alegra + Salesmate.io in easier way

It's easy to connect Alegra + Salesmate.io 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 Activity

    Triggers when a new activity is created.

  • New Company

    Triggers when a New Company is created.

  • New Contact

    Triggers when a New Contact is created.

  • New Deal

    Triggers when a new Deal is created.

    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.

  • Create Activity

    Creates a new activity.

  • Create Company

    Creates a new company.

  • Create Contact

    Creates a New Contact

  • Create Deal

    Creates a new deals.

  • Update Activity

    Updates an existing activity.

  • Update Company

    Updates an existing company.

  • Update Contact

    Updates an existing contact.

  • Update Deal

    Updating an existing deal.

How Alegra & Salesmate.io 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 Salesmate.io as an action app.

    (30 seconds)

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

    (10 seconds)

  5. Step 5: Authenticate Salesmate.io 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 Salesmate.io

Alegra

Alegra is an open source project that was founded in April 2015. It is a set of REST APIs to connect your application with Salesmate, a CRM system. It allows you to create your own software to manage sales, opportunities or other processes related to sales. You can use it to build a web application or a mobile application.

Alegra supports integration with Salesmate’s views, but it does not provide any user interface code to implement the views inside your application. Alegra focuses on letting you interact with Salesmate’s database through their REST APIs. Therefore, you could write the needed code to handle views, forms, actions, etc., yourself.

Salesmate.io

Salesmate is a CRM system for small businesses. It provides services like managing contacts, projects, deals, tasks, emails and projects. The system also has an iOS app for iPhone and iPad devices. It allows people to manage deals or deals-related information from their phones. It uses Salesmate’s internal APIs to retrieve data from the database.

Integration of Alegra and Salesmate.io

To integrate Alegra and Salesmate, you must first install Alegra on your development machine. It requires Java 1.7 with Maven 3 installed. Then, you can create a new project in Salesmate and add Alegra as a dependency to your project. In order to use Alegra in your application, you must create a new class in your application and extend it from Alegra’s base class. After that, you will have to create a configuration file for your application in which you will have to enter static information about your application and its connection parameters. You will then have to run the command “mvn alegra:generate” in order to generate a skeleton class for you project. Then, when accessing Alegra from Salesmate, it is necessary to add the fplowing header in the URL path. “/api/v1/organizations/[organization-id]/messages/[message-id]” where [organization-id] is the id of your organization in Salesmate and [message-id] is the id of the message you want to retrieve from Salesmate. To retrieve a list of messages from your database in Salesmate, you can use the fplowing option in the URL path. /api/v1/organizations/[organization-id]/messages . To get the value of a field of a message instance retrieved from Salesmate or created by Alegra, you can use the key of the field in the variable name. For example, if you want to retrieve the value of the field “name” of a message instance retrieved from Salesmate, then you can access that field by using $data(name. . You can then store that value into another field of your message instance and retrieve it later on in the variable $data(name_of_field. . To retrieve all fields of a message instance retrieved from Salesmate, you can use $data . You can also add fields of your message instance retrieved from Salesmate at runtime by using $data(fieldName. . To modify text content on your message instance retrieved from Salesmate, you can use $data('text'. . For example, if you want to add the text “Hello world” into a field of your message instance named “text” at runtime, then you can use $data('text', 'Hello world'. . To delete a particular field of your message instance retrieved from Salesmate at runtime, you can use $data('delete_me'. . To delete all fields of your message instance retrieved from Salesmate at runtime, you can use $data(delete_all. . To update values in fields of your message instance retrieved from Salesmate at runtime using upsert mode, you can use $data('upsert', fieldName1='value1', fieldName2='value2'. . To update values in fields of your message instance retrieved from Salesmate at runtime without upsert mode, you can use $data('update', fieldName1='value1'. . To save an updated message instance retrieved from Salesmate, you must call the method save(. on your Alegra class after updating the message instance. To search messages in Salesmate using Alegra, you can use the fplowing format in the query parameter in URL path. {filterType}:{filterValue} {filterType} is between ALL and FIELDS . {filterValue} is one or more filter values separated by commas. If no filter value is specified for {filterType} , then it will be applied on all fields by default. Examples. To search messages containing "myCompany" in "Organization" field in Salesmate using ALL filter type. api/v1/organizations/[organization-id]/messagesfilterType=ALL&filterValue=myCompany To search messages containing "myCompany" in "Organization" field in Salesmate using FIELDS filter type. api/v1/organizations/[organization-id]/messagesfilterType=FIELDS&filterValues=myCompany&filterValues=Organization To search messages containing "myCompany", "yourCompany" or "ourCompany" in "Contact" field in Salesmate using ALL filter type. api/v1/organizations/[organization-id]/messagesfilterType=ALL&filterValues=myCompany%7CyourCompany%7CourCompany&filterValue=Contact To search messages containing "myCompany", "yourCompany" or "ourCompany" in "Contact" field in Salesmate using FIELDS filter type. api/v1/organizations/[organization-id]/messagesfilterType=FIELDS&filterValues=myCompany%7CyourCompany%7CourCompany&filterValues=Contact To search messages containing "myCompany", "yourCompany" or "ourCompany" in any field in Salesmate using ALL filter type. api/v1/organizations/[organization-id]/messagesfilterType=ALL&filterValues=anycompany&filterValue=anyfield To search messages containing "myCompany", "yourCompany" or "ourCompany" in any field in Salesmate using FIELDS filter type. api/v1/organizations/[organation-id]/messagesfilterType=FIELDS&filterValues=anycompany&filterValues=anyfield B. Benefits of Integration of Alegra and Salesmate.io Integration of Alegra and Salesmate brings several benefits compared with using only one technpogy. In this section we will discuss some of those benefits. Easy Access to Data When integrating with both technpogies, the programmer only needs to focus on creating features for his mobile application instead of worrying about how to access data from a database or a REST service. If he wants to change data on his mobile application using a single database system with a REST service behind it or want to switch from one database system or REST service provider to another easily without having to change his application code then he should integrate with both technpogies instead of just one. It also allows him to perform different actions with data stored on his mobile application depending on whether he wants to send data from his mobile device via a REST service or via a database system behind it, such as performing bulk actions on data stored on his mobile device through a REST service while performing queries and updating individual objects through a database system behind it. More Information It would be difficult for him to make decisions about where and how he wants his data stored if he only had one technpogy available to him because he would not be able to tune each technpogy based on where he wants his data stored based on his requirements and preferences such as speed and cost (which could be lowered down if he wants faster responses. He would also not be able to choose between two different technpogies that offer similar features and decide which technpogy suits him better because he would not know their characteristics well enough without both technpogies being integrated with his mobile application first so he would not know which technpogy offers more features than another or what kind of performance they offer or how much data they could handle before they failed because he would not have information about them individually without running tests on each technpogy separately first which could take up time and resources without knowing if those resources would benefit him later on. This situation would be similar to that of someone who goes into an electronics store and sees two similar products that do

The process to integrate Alegra and Salesmate.io 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.