Resources · Zapier integration

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.

Verified Trustpilot reviews · AI, automation & growth agency

Overview

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.

Vocabulary

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.
Cost

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

Connect your Alegra account

  1. 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.

  2. 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.

  3. 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.

First Zap

Your first Alegra Zap, step by step

GoalEmail every new Alegra invoice that meets your condition, without opening Alegra.

  1. 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.

  2. 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.

  3. 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.

  4. 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.

  5. 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.

Triggers

Alegra triggers

4 events start a Zap when something happens in Alegra. Zapier checks for them at the interval your plan allows.

1

New Contact

Polling trigger

In 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.

How it fires
Zapier goes and looks at regular intervals, and how often depends on your plan: every 15 minutes on the free one.
When to use it
your account managers onboard clients in Alegra and you want each new one handed straight to a welcome estimate built with Create Estimate.
Watch out
if the same Zap runs Create Contact in that account, every contact it writes starts it again and the loop eats your tasks.
2

New Estimate

Polling trigger

In 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.

How it fires
Zapier goes and looks at regular intervals, and how often depends on your plan: every 15 minutes on the free one.
When to use it
a consultancy that quotes from Alegra wants each estimate emailed to the prospect with Send Estimate, so nobody forgets to hit send.
Watch out
only estimates created after the Zap is published count; the quotes already sitting in your account are never picked up.
3

New Invoice

Polling trigger

In 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.

How it fires
Zapier goes and looks at regular intervals, and how often depends on your plan: every 15 minutes on the free one.
When to use it
a wholesaler billing dozens of shops wants each invoice mailed to the buyer through Send Invoice, with a filter to skip the ones that do not need it.
Watch out
after a bulk import of old invoices, the sudden batch can be held back by Zapier's flood protection instead of running through.
4

New Item

Polling trigger

In 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.

How it fires
Zapier goes and looks at regular intervals, and how often depends on your plan: every 15 minutes on the free one.
When to use it
a store that adds products in Alegra wants the stock set at once, so the Zap follows up with Create Inventory Adjustment for the opening quantity.
Watch out
pairing it with Create Item in the same account builds a Zap that keeps restarting itself.
Actions

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.

1

Create Contact in Argentina

Action

In 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.

When to use it
an Argentine distributor registers new retailers and needs them ready for invoicing from day one.
Watch out
leave the VAT condition empty and the step stops, since that field is required here.
2

Create Contact in Chile

Action

In 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.

When to use it
a Santiago service firm adds clients from a sign-up form and bills them electronically afterwards.
3

Create Contact in Costa Rica

Action

In 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.

When to use it
you sync clients from several sources and want to stop duplicates at the door.
4

Create Contact in Mexico

Action

In 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.

When to use it
an export business in Monterrey onboards both local and overseas buyers from one form.
Watch out
a blank RFC blocks the step, even for a foreign buyer.
5

Create Contact in Panamá

Action

In 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.

When to use it
a Panama City trading company registers suppliers and customers through the same intake process.
Watch out
all three choices are required, so map them or set them as fixed values.
6

Create Contact in Peru

Action

In 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.

When to use it
a Lima training center signs up corporate clients online and invoices them later from Alegra.
7

Create Contact

Action

In 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.

When to use it
leads land in another tool and you want them on file in Alegra before anyone quotes them.
Watch out
the country versions ask for identification fields this one leaves out; Chile's, for instance, needs one before you issue electronic billing documents to the contact.
8

Create Estimate

Action

In 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.

When to use it
a request form on your site should turn into a priced estimate waiting for review.
Watch out
dates go in as yyyy-mm-dd, and the client must already exist in Alegra.
9

Create Inventory Adjustment

Action

In 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.

When to use it
a stock count done in another tool should correct the quantities Alegra holds.
Watch out
the date must follow the YYYY-MM-DD format.
10

Create Invoice in Argentina

Action

In 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.

When to use it
a Buenos Aires subscription business bills each renewal from Alegra and decides per case whether to issue it.
11

Create Invoice in Chile

Action

In 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.

When to use it
a Chilean supplier invoices every confirmed order and wants the document issued in the same step.
Watch out
unlike Argentina, the issue setting is required here, so map it or set a fixed value.
12

Create Invoice in Colombia

Action

In 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.

When to use it
a Cali retailer turns web orders into issued invoices.
Watch out
when the invoice has more than one item, the IDs must be separated by commas.
13

Create Invoice in Costa Rica

Action

In 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.

When to use it
a tour operator bills confirmed bookings and issues them on the spot.
14

Create Invoice in Mexico

Action

In 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.

When to use it
a Guadalajara wholesaler stamps every invoice for paid orders.
Watch out
the CFDI use and stamping fields are both required.
15

Create Invoice in Panamá

Action

In 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.

When to use it
a logistics firm in Colón invoices each delivered shipment from its tracking tool.
Watch out
the field help asks you to leave tax out of what you send in this step.
16

Create Invoice Payment

Action

In 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.

When to use it
payments confirmed in your payment tool should be recorded against the matching invoice in Alegra.
17

Create Invoice in Peru

Action

In 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.

When to use it
a Lima software reseller invoices each license sale as soon as it is confirmed.
18

Create Invoice

Action

In 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.

When to use it
orders closed in another system should become Alegra invoices without anyone copying lines by hand.
Watch out
for electronic invoicing in a specific country, the matching country action carries the local fields.
19

Create Item in Costa Rica

Action

In 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.

When to use it
a San José retailer adds seasonal products from a supplier list and wants them sellable in Alegra.
20

Create Item in Mexico

Action

In 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.

When to use it
you catalog products in a spreadsheet and push them to Alegra ready for stamped invoices.
Watch out
check that every key you send has its 8 digits.
21

Create Item

Action

In 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.

When to use it
new services are approved in a project tool and should be billable in Alegra right away.
Watch out
paired with the New Item trigger in the same account, it creates a loop.
22

Create Provider Invoice

Action

In 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.

When to use it
bills arrive in a shared inbox and your bookkeeper wants them in Alegra before month-end.
Watch out
it takes the supplier's ID in Alegra, so the supplier must already be on file.
23

Create Remission

Action

In Zapier“Crear una nueva remisión. Create a new remission.”

Builds a remission in Alegra from dates, client, items, prices, tax, quantity and discount.

When to use it
your warehouse ships before billing and needs the paperwork to follow.
Watch out
type the discount as a bare number, without the % sign.
24

Create Tax

Action

In 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.

When to use it
you open billing in a new region and want its rate available on items before the first invoice.
Watch out
check with Find Tax first so you do not stack two identical rates.
25

Find Invoice

Action

In 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.

When to use it
a later step needs an invoice's details and you only carry its ID from an earlier step.
Watch out
it does not search by client or amount, only by ID.
26

Create Contact in Colombia

Action

In 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.

When to use it
a Medellín agency signs new clients through a form and needs them in Alegra with the right person type.
Watch out
once electronic invoicing is active on your account, the document type and number become mandatory too.
27

Send Estimate

Action

In 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.

When to use it
quotes approved internally should reach the prospect without someone opening Alegra to click send.
Watch out
it needs the estimate ID, so it pairs naturally with New Estimate or Create Estimate.
28

Send Invoice

Action

In Zapier“Enviar una factura por email.”

Sends an existing invoice by email to a recipient address, and can copy you in.

When to use it
every new invoice above a threshold should reach the client the moment Zapier picks it up.
Watch out
the recipient field is required; an empty client email stops the step.
29

Update Contact in Colombia

Action

In 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.

When to use it
your Bogotá team fixes a client's tax details elsewhere and Alegra must carry the correction.
30

Update Contact

Action

In 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.

When to use it
a client changes their billing email in your CRM and you want Alegra to follow.
31

Update Item

Action

In 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.

When to use it
your supplier updates a price list and you want the matching catalog entry in Alegra corrected.
Watch out
without the item ID, put Find Item in front.
Searches

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.

1

Find Contact in Argentina

SearchFind or create

In Zapier“Encontrar un contacto existente. Find an existing contact.”

Looks for an Argentine contact by name or identification number before you invoice.

When to use it
orders from repeat buyers in Córdoba should reuse their existing contact.
Watch out
as Find or Create Contact in Argentina, it adds the contact when the search comes back empty.
2

Find Contact in Chile

SearchFind or create

In 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.

When to use it
each invoice for a returning client in Valparaíso should land on the existing contact.
Watch out
Find or Create Contact in Chile is this same search with creation ticked.
3

Find Contact in Colombia

SearchFind or create

In Zapier“Encontrar un contacto existente. Find an existing contact.”

Searches the Colombian contact list using a name or identification number.

When to use it
before Update Contact in Colombia, to get the contact ID it requires.
Watch out
the Find or Create Contact in Colombia line is not a separate step, just this search set to create.
4

Find Contact in Costa Rica

SearchFind or create

In 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.

When to use it
a booking site sends repeat guests and you want their existing record.
Watch out
choose Find or Create Contact in Costa Rica if newcomers should be added on the fly.
5

Find Contact in Mexico

SearchFind or create

In Zapier“Encontrar un contacto existente. Find an existing contact.”

Finds a Mexican contact by name or identification.

When to use it
place it ahead of Create Invoice in Mexico so each stamped invoice lands on the right buyer.
Watch out
the find-or-create line for Mexico reuses this exact search.
6

Find Contact in Panama

SearchFind or create

In Zapier“Encontrar un contacto existente. Find an existing contact.”

Looks up a Panamanian contact from a name or identification number you pass it.

When to use it
suppliers who bill you again should be matched before Create Provider Invoice.
Watch out
Find or Create Contact in Panama shares this search; it is not an extra operation.
7

Find Contact in Peru

SearchFind or create

In Zapier“Encontrar un contacto existente. Find an existing contact.”

Matches a Peruvian contact on name or ID number so no duplicate gets created.

When to use it
corporate clients renewing a course should be invoiced on their existing file.
Watch out
tick creation and it becomes Find or Create Contact in Peru.
8

Find Contact

SearchFind or create

In 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.

When to use it
any Zap that needs a contact ID, for an estimate, an invoice or an update.
Watch out
its find-or-create twin, Find or Create Contact, is the same search.
9

Find Items

Search

In Zapier“Encontrar varios items existentes. Find many existing items.”

Searches for several items at once, by names or SKUs, in your inventory.

When to use it
an order with many lines needs all its item IDs before Create Invoice.
Watch out
unlike Find Item, it has no find-or-create version.
10

Find Item in Costa Rica

SearchFind or create

In 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.

When to use it
supplier catalogs get re-sent and only new products should be added.
Watch out
Find or Create Item in Costa Rica is this search with creation turned on.
11

Find Item in Mexico

SearchFind or create

In 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.

When to use it
just ahead of Create Item in Mexico, so the product key is not entered twice.
Watch out
Find or Create Item in Mexico reuses this search.
12

Find Item

SearchFind or create

In 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.

When to use it
before Update Item, to fetch the item ID it requires.
Watch out
Find or Create Item is not a separate operation, just this search set to create.
13

Find Tax

SearchFind or create

In 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.

When to use it
a Zap that builds remissions needs the tax reference.
Watch out
Find or Create Tax adds the tax when none matches.

The three settings every search exposes

  1. 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.
  2. 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.
  3. If multiple search results are found?
    Keep the first match (the default), stop the Zap, or hand every match on at once.
When it breaks

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.
Need help

Need help automating Alegra with Zapier?

A person reads every message.

FAQ

Alegra Zapier integration FAQ

01Is the Alegra Zapier integration free?
Yes, Alegra is not a premium app on Zapier, so you can use it on the free plan. That plan gives you 100 tasks a month and lets you build as many Zaps as you like, but each Zap is limited to two steps: one trigger and one action. The moment you add a filter, a search step or a second action, the Zap becomes multi-step and needs a paid plan.
02How many tasks does an Alegra Zap use?
One task per action that completes. The trigger never costs anything, and neither do Zapier's regular checks for new contacts, estimates, invoices or items. If your Zap runs New Invoice then Send Invoice, each invoice sent costs one task. A Zap with three actions uses three tasks each time it runs. An action that fails is not billed. Keep an eye on loops: a Zap that writes back into what its trigger watches can drain a plan quickly.
03Does Alegra trigger Zaps in real time?
No. All four Alegra triggers are polling triggers: Zapier checks your account on a timer rather than being notified by Alegra. On the free plan that check runs every 15 minutes, every 2 minutes on Professional, and every minute on Team and Enterprise. On paid plans you can also change the interval and run a check by hand from the editor. The type is set by Alegra's own interface with Zapier and cannot be switched to instant.
04What does it take to connect Alegra to Zapier?
An Alegra account, and read or write access on any records you do not own yourself but want the Zap to touch. In Zapier, open the Apps page, click + Add connection, search for Alegra, click Add connection, sign in to Alegra in the tab that opens and grant access. Once connected, the account is reused by every Zap that has an Alegra step, so you only do this once per account.
05Why does an Alegra invoice action fail on the client field?
Because the invoice, estimate and remission actions expect the client's ID in Alegra, not their name or email. If the client does not exist yet, or you map a name, the step has nothing valid to point at. Put a Find Contact step, or the country version of it, in front of the invoice action. Ticked as find-or-create, that search also adds the client when nobody matches, and the ID flows into the invoice.
06What if the Alegra operation you need is missing?
Then the integration does not cover it, and no setting will add it. The list on this page is what Zapier offers today: 4 triggers, 31 actions and 13 searches. There is, for example, no trigger for a payment or an edited record, and no delete action. A workaround sometimes exists by combining a search and an update, such as Find Item then Update Item. If not, another automation tool that exposes the operation is the route to look at.
07Zapier, Make or n8n for Alegra?
It depends on your criteria, not on a ranking. On Zapier, Alegra brings 4 polling triggers, 31 actions and 13 searches, bills per task and works on the free plan for two-step Zaps. For Make or n8n, compare on the same criteria: which Alegra operations each one exposes, how it bills, and who on your team will maintain the flows. The deciding factors are volume, the number of steps per flow, and whether the triggers you need exist there.