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Alegra + Wealthbox CRM Integrations

Appy Pie Connect allows you to automate multiple workflows between Alegra and Wealthbox CRM

About Alegra

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

About Wealthbox CRM

Wealthbox is a web-based CRM solution that allows financial advisors to manage their client relationships with ease.

Wealthbox CRM Integrations

Best Alegra and Wealthbox CRM 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 Calendar

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

It's easy to connect Alegra + Wealthbox CRM 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 Comment

    Triggers when a new comment is created.

  • New Contact

    Triggers when a new contact is created.

  • New Event

    Triggers when a new event is created.

  • New Note

    Triggers when a new note is created.

  • New Opportunity

    Triggers when a new opportunity is created.

  • New Project

    Triggers when a new project is created.

  • New Workflow

    Triggers when a new workflow 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.

  • Add Member to Household

    Adds a new family member to a household.

  • Create Contact

    Creates a new contact.

  • Create Event

    Creates a new event.

  • Create Household

    Create a new household

  • Create Note

    Creates a new note.

  • Create Opportunity

    Creates a new opportunity.

  • Create Project

    Creates a new project.

  • Create Task

    Creates a new task.

  • Start Workflow

    Start a new workflow for a contact, project, or opportunity — based on a workflow template you have created in Wealthbox.

How Alegra & Wealthbox CRM 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 Wealthbox CRM as an action app.

    (30 seconds)

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

    (10 seconds)

  5. Step 5: Authenticate Wealthbox CRM with Appy Pie Connect.

    (2 minutes)

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