Alegra Zapier integrationAutomate Alegra with Zapier.
The Alegra Zapier integration gives you 4 triggers, 31 actions and 13 searches to move contacts, items, estimates and invoices in and out of the accounting app, with dedicated country versions for seven Latin American markets.
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What the Alegra Zapier integration actually does for you
Alegra is a billing and accounting tool built for businesses in Latin America. Plugging it into Zapier means the records you create there (contacts, items, estimates, invoices) can start an automation, and that an automation can write those same records back into Alegra without anyone retyping them.
Invoices that leave on time. Pair New Invoice with Send Invoice and every invoice your team saves goes to the client's inbox without a second click. The same pattern works for quotes with New Estimate and Send Estimate.
A clean client file. Find Contact and its country versions check whether a client already exists before anything gets created, so a returning buyer does not end up with three records.
Country-ready documents. Mexico, Colombia, Chile, Argentina, Peru, Costa Rica and Panamá each get their own invoice action, with its own local fields, such as the CFDI use code in Mexico.
Now the limits. All four triggers are polling triggers: none is instant, so a free plan waits up to 15 minutes before anything moves. There is no trigger for a payment or for a change to an existing record, and no action deletes anything. If you are weighing tools, the Alegra Make integration page covers the same app on Make.
Zapier in one minute
Seven words you will meet on this page and in the editor.
- Zap
- The automation you build on Zapier: one trigger, then one or more actions that run each time the trigger event happens.
- Trigger
- The event in Alegra, or another app, that starts the Zap. Once the Zap is on, Zapier sits and waits for it.
- Action
- The step that does the work once the Zap has started: it writes, sends or updates something for you.
- Task
- What Zapier bills you for: one action that your Zap completes successfully. Your plan's allowance is counted in tasks.
- Polling vs instant
- A polling trigger is checked on a timer for new items. An instant one is pushed by the app the moment it happens. Alegra's are all polling.
- Filter
- A step that lets the Zap carry on only when the incoming data meets a condition you set, and stops it quietly otherwise.
- Search step
- A step that looks up something that already exists in an app, like a contact or a tax, so later steps can reuse it.
What it really costs in tasks
Alegra is not a premium app, so it runs on the free plan. The bill is counted in tasks, and the trigger never costs one.
- Premium appNo, works on the free plan
- Free plan100 tasks a month, two-step Zaps
- Trigger checksNever billed
- Failed actionNot billed
Each action that succeeds counts once: a Zap with three actions uses three times what a one-action Zap uses. An action that fails is not counted, and neither are Zapier's checks for new data. The free plan gives you 100 tasks a month and two-step Zaps only: one trigger, one action. Add a filter, a search or a second action and you have a multi-step Zap, which needs a paid plan. Mind that before you design anything longer.
Connect your Alegra account
- 01
Open the Apps page
In your Zapier account, go to Apps and click + Add connection. A connection is your Alegra account linked to Zapier once, then reused by every Zap that touches Alegra.
- 02
Pick Alegra
Type Alegra in the search box of the dialog, select it, then click Add connection. You need an Alegra account of your own before this step makes sense.
- 03
Sign in and allow access
Sign in to Alegra in the tab that opens and grant Zapier access. If the Zap must touch records you do not own, make sure your user has read or write rights on them first.
Your first Alegra Zap, step by step
GoalEmail every new Alegra invoice that meets your condition, without opening Alegra.
- 01
Build: choose the trigger
Start a new Zap with Build, pick Alegra as the app and New Invoice as the event, then select the connection you just made.
- 02
Test the trigger
Run the Test. Zapier brings back the three most recent invoices of the account, so you map the next steps on a real one rather than a blank.
- 03
Add the filter
From the plus icon, add a Filter: pick the field to look at, a rule of the matching type, then your value. A text rule on a number never passes.
- 04
Add Send Invoice
Add Alegra again with Send Invoice. Map the invoice ID that the trigger step brought back, then the email address of the person who should receive it.
- 05
Test, then Publish
Test the action once, check the email arrived, then Publish. The filter makes this a multi-step Zap, so it needs a paid plan.
Alegra triggers
4 events start a Zap when something happens in Alegra. Zapier checks for them at the interval your plan allows.
New Contact
Polling triggerIn Zapier“Triggers when a new contact is created.”
Each contact saved in Alegra becomes the starting point of a Zap. Its details are then available to map into whatever step comes next.
New Estimate
Polling triggerIn Zapier“Triggers when a new estimate is created in Alegra.”
A quote saved in Alegra starts the Zap here, which turns the moment a salesperson finishes pricing into the cue for the next step of the deal.
New Invoice
Polling triggerIn Zapier“Triggers when a new invoice is created.”
This one watches your sales invoices: the moment a new invoice exists in Alegra, the Zap gets it and can pass it on, send it or log it.
New Item
Polling triggerIn Zapier“Triggers when a new product or service is created.”
Products and services both count as items in Alegra, and adding either to your catalog starts the Zap with the new entry in hand.
Alegra actions
Alegra gives you 31 actions. For each one: what it does for you, when to reach for it, and what to watch out for.
Operations index
- Create Contact in Argentina
- Create Contact in Chile
- Create Contact in Costa Rica
- Create Contact in Mexico
- Create Contact in Panamá
- Create Contact in Peru
- Create Contact
- Create Estimate
- Create Inventory Adjustment
- Create Invoice in Argentina
- Create Invoice in Chile
- Create Invoice in Colombia
- Create Invoice in Costa Rica
- Create Invoice in Mexico
- Create Invoice in Panamá
- Create Invoice Payment
- Create Invoice in Peru
- Create Invoice
- Create Item in Costa Rica
- Create Item in Mexico
- Create Item
- Create Provider Invoice
- Create Remission
- Create Tax
- Find Invoice
- Create Contact in Colombia
- Send Estimate
- Send Invoice
- Update Contact in Colombia
- Update Contact
- Update Item
Create Contact in Argentina
ActionIn Zapier“Crear contacto en Argentina. Create contact in Argentina.”
Built for Argentine accounts, it asks for the identity document type and number, the full address down to province and postal code, and the client's VAT condition.
Create Contact in Chile
ActionIn Zapier“Crear contacto en Chile. Create contact in Chile.”
For Chilean accounts. Beyond the name, it wants an identification, which Alegra marks as required whenever you plan to issue electronic billing documents to that contact.
Create Contact in Costa Rica
ActionIn Zapier“Crear contacto en Costa Rica. Create contact in Costa Rica.”
Adds a Costa Rican contact with its legal document type and identification number. An optional setting lets Alegra refuse the creation when another contact already carries that same ID.
Create Contact in Mexico
ActionIn Zapier“Crear contacto en México. Create a contact in Mexico.”
Mexican contacts go in with their RFC and their state. For a foreign client, Alegra expects the generic RFC XEXX010101000 in that field.
Create Contact in Panamá
ActionIn Zapier“Crear contacto en Panamá. Create contact in Panamá.”
Panamanian contacts need three choices up front: whether they are a client, a supplier or both, the third-party type, and the person type.
Create Contact in Peru
ActionIn Zapier“Crear contacto en Perú. Create contact in Peru.”
Peruvian accounts get a short version: name, legal document type and identification number, and the contact is ready to bill from your Peruvian account.
Create Contact
ActionIn Zapier“Crear un contacto nuevo. Creates a new contact.”
The generic way to add someone to your Alegra contacts: the only required field is the name, which makes it the easiest action on the list to wire up.
Create Estimate
ActionIn Zapier“Crear una nueva cotización. Creates a new estimate.”
Drafts a quote in Alegra with a date, a due date, the client ID, the item IDs, prices and quantities.
Create Inventory Adjustment
ActionIn Zapier“Crear ajuste de inventario. Create inventory adjustment.”
Moves stock up or down in a given warehouse: date, warehouse, item, adjustment type, unit cost and quantity are all required.
Create Invoice in Argentina
ActionIn Zapier“Crear una factura en Argentina. Create an Invoice in Argentina”
Argentine invoices take the usual dates, client, items, prices and quantities, plus an optional switch to issue the invoice electronically.
Create Invoice in Chile
ActionIn Zapier“Crear una factura en Chile. Create Invoice in Chile.”
Chile's invoice action makes the electronic issue choice mandatory, on top of dates, client, items, prices and quantities.
Create Invoice in Colombia
ActionIn Zapier“Crear una factura en Colombia. Create Invoice in Colombia.”
Colombian invoices add a payment form and the electronic issue choice to the core fields. Several items go in the same field, separated by commas.
Create Invoice in Costa Rica
ActionIn Zapier“Crear una factura en Costa Rica. Create Invoice in Costa Rica”
For Costa Rica, the invoice also needs a status and a payment method, and the payment method becomes compulsory as soon as you choose to issue the invoice.
Create Invoice in Mexico
ActionIn Zapier“Crear una factura en México Create Invoice in Mexico”
Mexico's version asks for the payment form, the CFDI use key that says what the buyer will use the purchase for, and whether to stamp the invoice.
Create Invoice in Panamá
ActionIn Zapier“Crear factura en Panamá. Create invoice in Panamá.”
Panamanian invoices need the electronic issue choice, client, item ID, price, quantity and both dates in yyyy-MM-dd.
Create Invoice Payment
ActionIn Zapier“Create a new Invoice Payment. Crear un nuevo pago a factura.”
Records money in or out against a bank account in Alegra. You pick whether the payment applies to an invoice or to a category, then fill the fields of that type.
Create Invoice in Peru
ActionIn Zapier“Crear una factura en Perú Create Invoice in Peru”
Peru's action requires a payment method and the electronic issue choice besides the usual dates, client, items, prices and quantities, all of them required.
Create Invoice
ActionIn Zapier“Crear una nueva factura de venta. Create a new invoice.”
Issues a sales invoice from the general template: dates, client ID, item IDs, prices and quantities are what it needs.
Create Item in Costa Rica
ActionIn Zapier“Crear un nuevo ítem en Costa Rica. Create new item in Costa Rica.”
The Costa Rican variant of item creation, again built around a name and a price for the new product or service.
Create Item in Mexico
ActionIn Zapier“Crear un nuevo ítem en México. Create new item in Mexico.”
Mexican items need one more thing than elsewhere: the product key, a code that must contain 8 digits, alongside the name and price.
Create Item
ActionIn Zapier“Crear ítem en Alegra. Create a Item in Alegra.”
Adds a product or service to your Alegra catalog with just a name and a price, the two required fields.
Create Provider Invoice
ActionIn Zapier“Crear una factura de proveedor. Create a provider invoice.”
The purchase side: logs a bill from a supplier with its date, due date and the supplier's ID in Alegra.
Create Remission
ActionIn Zapier“Crear una nueva remisión. Create a new remission.”
Builds a remission in Alegra from dates, client, items, prices, tax, quantity and discount.
Create Tax
ActionIn Zapier“Crear un impuesto para ítems. Create a Tax for Items.”
Sets up a new tax for your items, with a name, a percentage and a tax type, all three required.
Find Invoice
ActionIn Zapier“Encontrar una factura en Alegra. Find an invoice in Alegra.”
Listed among the actions rather than the searches, it fetches one invoice from Alegra when you give it the invoice ID.
Create Contact in Colombia
ActionIn Zapier“Crear contacto en Colombia. Create contact in Colombia.”
The Colombian version splits the name, starting with a first name, and asks for the person type.
Send Estimate
ActionIn Zapier“Enviar una cotización por correo. Send an estimate via email.”
Emails an Alegra estimate to the address you choose, with an option to get a copy yourself.
Send Invoice
ActionIn Zapier“Enviar una factura por email.”
Sends an existing invoice by email to a recipient address, and can copy you in.
Update Contact in Colombia
ActionIn Zapier“Actualizar un contacto en Alegra. Update an Alegra contact from a trigger.”
The Colombian counterpart of the update action, for accounts set up for Colombia. Like the general one, it starts from the contact ID in Alegra.
Update Contact
ActionIn Zapier“Actualizar un contacto en Alegra. Update an Alegra contact from a trigger.”
Changes an existing contact rather than adding one. It needs the contact's internal Alegra ID, which you usually get from a Find Contact step placed just before.
Update Item
ActionIn Zapier“Actualizar un ítem en Alegra. Update an item in Alegra.”
Edits an item that already exists, picked by its ID in Alegra. Handy for price changes that start somewhere else.
Alegra searches
13 search steps look for data that already exists in Alegra, so a later step can use it.
Searches sit at the bottom of the action list, under SEARCH. Each one can also be ticked into a find-or-create, which is why the editor shows twelve extra lines: they are the same searches, not new operations. Three settings decide what happens next.
Find Contact in Argentina
SearchFind or createIn Zapier“Encontrar un contacto existente. Find an existing contact.”
Looks for an Argentine contact by name or identification number before you invoice.
Find Contact in Chile
SearchFind or createIn Zapier“Encontrar un contacto existente. Find an existing contact.”
Checks your Chilean contacts by name or ID number and hands the match to the next step.
Find Contact in Colombia
SearchFind or createIn Zapier“Encontrar un contacto existente. Find an existing contact.”
Searches the Colombian contact list using a name or identification number.
Find Contact in Costa Rica
SearchFind or createIn Zapier“Encontrar un contacto existente. Find an existing contact.”
Returns a Costa Rican contact matched on name or ID number, ready to map into an invoice.
Find Contact in Mexico
SearchFind or createIn Zapier“Encontrar un contacto existente. Find an existing contact.”
Finds a Mexican contact by name or identification.
Find Contact in Panama
SearchFind or createIn Zapier“Encontrar un contacto existente. Find an existing contact.”
Looks up a Panamanian contact from a name or identification number you pass it.
Find Contact in Peru
SearchFind or createIn Zapier“Encontrar un contacto existente. Find an existing contact.”
Matches a Peruvian contact on name or ID number so no duplicate gets created.
Find Contact
SearchFind or createIn Zapier“Encontrar un contacto existente. Find an existing contact.”
The general contact lookup, by name or identification number, for accounts that do not use a country version.
Find Items
SearchIn Zapier“Encontrar varios items existentes. Find many existing items.”
Searches for several items at once, by names or SKUs, in your inventory.
Find Item in Costa Rica
SearchFind or createIn Zapier“Encontrar un ítem existente in Costa Rica. Find an existing item Costa Rica.”
Checks whether a product or service already exists in a Costa Rican inventory, by its name.
Find Item in Mexico
SearchFind or createIn Zapier“Encontrar un ítem existente en México. Find an existing item in Mexico.”
Give it the name of a Mexican item and it checks the catalog before you create or bill it.
Find Item
SearchFind or createIn Zapier“Encontrar un ítem existente. Find an existing item.”
The general item lookup: give it a name and it tells you if the item is already in inventory.
Find Tax
SearchFind or createIn Zapier“Encontrar un impuesto en Alegra. Find a Tax in Alegra.”
Finds a tax in Alegra from its name or ID, so an item or a remission can point at the right rate.
The three settings every search exposes
- Successful if no search results are found?Left on its default, a search that finds nothing stops the Zap and skips the steps that relied on it. Switched on, the Zap carries on empty-handed.
- Create X if it doesn't exist yet?Ticking it turns the search into a find-or-create: the setting above disappears and the step asks for the fields needed to create the missing record.
- If multiple search results are found?Keep the first match (the default), stop the Zap, or hand every match on at once.
When the Alegra Zap breaks
Zapier attaches no help article to Alegra, so the traps below are the general ones that bite on any polling app.
None of them is specific to Alegra, and each one can hit an Alegra Zap. When a Zap misbehaves, the Zapier troubleshooting page is a good next stop.
No backlog
A Zap only reacts to what happens after you publish it. Invoices and contacts that already existed are never picked up; moving them is a separate job.The loop
A Zap that writes into the very thing its trigger watches, like New Contact feeding Create Contact, restarts itself and burns through tasks.Bulk imports
Import hundreds of old items or invoices and the trigger suddenly returns a huge batch, which Zapier's flood protection can hold back.No double runs
Zapier remembers what it has already seen on a polling trigger, so the same invoice will not start the Zap twice, even across checks.
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