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Alegra + WHMCS Integrations

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

About Alegra

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

About WHMCS

WHMCS is the leading web hosting management and billing software that automates all aspects of your business from billing, provisioning, domain reselling, and more. It helps business

WHMCS Integrations

Best Alegra and WHMCS 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 Slack

    WHMCS + Slack

    Receive notifications in Slack for new WHMCS to-dos Read More...
    When this happens...
    Alegra New Todo Item
     
    Then do this...
    Slack Send Channel Message
    This Connect flow could come in handy if you're having problems keeping your Slack team up to date on what's going on with your hosting and billing platform. After you've done configuring it, the WHMCS Slack integration will automatically activate whenever a new to-do is generated in WHMCS, sending a message to the Slack channel of your choice. The Connect flow will remain working for you as long as you leave it on, keeping everyone in the know at all times.
    How This WHMCS – Slack Integration Works
    • A new todo item is created
    • Appy Pie Connect posts a new message to specific channel you choose.
    What You Need
    • WHMCS account
    • Slack account
  • Alegra AWeber

    WHMCS + AWeber

    Add subscribers to AWeber from new WHMCS todos Read More...
    When this happens...
    Alegra New Todo Item
     
    Then do this...
    AWeber Create Subscriber
    By automating the sync of contact information to your AWeber email list, you can eliminate human error. When a new todo is added in WHMCS, this Appy Pie Connect integration will create a new AWeber subscriber.
    How This WHMCS – AWeber Integration Works
    • A new todo item is created
    • Appy Pie Connect create a subscriber to AWeber.
    What You Need
    • WHMCS account
    • AWeber account
  • Alegra AWeber

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

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

It's easy to connect Alegra + WHMCS 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 Client

    Triggers whenever a new client occur.

  • New Invoice

    Trigger when new invoice created.

  • New Order

    Triggers whenever a new order 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 Client

    Creates a new client.

  • Create Invoice

    Creates a new invoice.

  • Create Ticket

    Creates a new ticket in WHMCS.

How Alegra & WHMCS 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 WHMCS as an action app.

    (30 seconds)

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

    (10 seconds)

  5. Step 5: Authenticate WHMCS 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 WHMCS

Alegra

Alegra is a web-based helpdesk ticket system that is 100% web-based. This means you don’t need to install anything on your computer or server since it is all accessed through the Internet.

WHMCS

WHMCS (Web Hosting Contrp System. is a billing and client management program for web hosting companies. It is used by web hosts and resellers to manage their customers and scripts, and to automate and streamline their billing and support.

Integration of Alegra and WHMCS

Integration between these two programs allows the fplowing:

  • When a customer purchases something from the website of the host, it sends an email notification to the WHMCS account administrator. This is because WHMCS requires that orders go through an administrator who can then activate the new order. This notification comes at the same time as the order confirmation email is sent to the customer. This email is actually an html form with hidden fields set up to automatically be populated with the data from the order. The html code is provided by Alegra. The notification contains:

– Order #

– Customer Name

– Product(s. associated with this order

  • When an order is received in WHMCS, it creates a ticket in Alegra using the information from the notification email. For example, if a customer places 3 products in their shopping cart and then completes checkout, the order will be received in WHMCS and create 3 tickets in Alegra. These tickets can also be queried by WHMCS when needed so that WHMCS knows when something has been sent in and when it has been completed. This allows for automatic completion of tickets when WHMCS flags them as completed. This feature also allows for automatic inputting of notes in Alegra even when an order does not go through, such as when a customer cancels an order or when there is a problem with an order (for example, an invalid credit card number.

Benefits of Integration of Alegra and WHMCS

– Reduces ticket creation time for resellers because it spves the “order verification” issue. Without this integration, resellers would have to manually verify and process each order before they can send out the products. With this integration, resellers simply verify and process the orders in WHMCS and let Alegra do the rest. There are no manual steps required after an order comes in; tickets are created in Alegra automatically using information from the notification email. In addition, since WHMCS creates the tickets in Alegra, this allows resellers to use multiple products from different vendors to track what they sell. For example, a reseller may have separate products from 10 different vendors that they sell to their customers. If they want to use a helpdesk system, they have one product per vendor for a total of 10 products to manage. If they use Alegra with this integration, however, they only have 1 product in Alegra which links directly to all 10 products from their vendors. All information about these products is stored in 1 product record in Alegra instead of 10 different records. This saves resellers a lot of time managing their products. In addition, it drastically reduces the amount of time taken to create tickets for each individual product because all information about that product can be entered into one record instead of 10 different records.

– Streamlines data entry because all data entered into a single product record in Alegra will be entered into all 10 products from different vendors in WHMCS at the same time. For example, if a reseller uses a product from Vendor 1, they will enter information about their Company, Billing Address, Shipping Address, Phone Number, etc… directly into their Company Information field in Alegra. When they do this, it will automatically populate all 10 products in WHMCS with identical information about their company so when customers call in asking for information about their company (who they bought these items from), they will get identical information about each company even though it is coming from 10 different companies/vendors/products!

– Automatic opening of “missing” tickets when they are checked in WHMCS. This means that when an order is received in WHMCS and it is flagged as “missing” (such as when a customer calls in asking why they haven’t received their product yet), WHMCS automatically opens a ticket in Alegra using all of the data from the notification email (all information about the order. so that when they do call back to ask where their items are, you can look up their order right away without having to ask them what it was, who placed the order, what was ordered etc… You can simply open up the ticket which already has all of that information available for you!

The process to integrate Alegra and WHMCS 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.