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Alegra + Gmail

Alegra + Gmail

Alegra + Gmail integrations

Create drafts in Gmail for new invoices in Alegra

Stay on top of your business billing seamlessly between Alegra and Gmail. With this workflow, each time a new invoice is created in Alegra, it generates a draft in Gmail for easy follow-up. Simplify your bookkeeping by streamlining your invoice process. Great for ensuring no invoice slips through the cracks and helping save time otherwise spent on manual data transfer.

  1. When this happens...
    New Invoice
    New Invoice
    New InvoiceTriggers when a new invoice is created.
  2. automatically do this!
    Create Draft
    Create Draft
    Create DraftCreate a draft email message.
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More things you can do with Alegra and Gmail

Discover other triggers and actions you can use with Alegra and Gmail

  • Alegra triggers, actions, and search
    New Contact

    Triggers when a new contact is created.

    Trigger
    Polling
    Try It
    • Nombre (Name)
      Required
    • Tipo de contacto (Contact type)
    • Tipo (type)
      Required
    • Número (number)
      Required
    • Número telefónico principal (phonePrimary)
    • Número telefónico secundario (phoneSecondary)
    • Fax
    • Número de célular/móvil (mobile)
    • Observaciones (observations)
    • Correo electrónico (email)
    • Dirección (address)
      Required
    • Provincia (province)
      Required
    • Ciudad (city)
      Required
    • Código postal (postalCode)
      Required
    • Verificar identificación no registrada (ignoreRepeated)
    • Condición del IVA (ivaCondition)
      Required
    • Incluir enlace del estado de cuenta del cliente (statementAttached)
    Action
    Write
    • Nombre (Name)
      Required
    • Tipo de contacto (Contact type)
    • Tipo (type)
      Required
    • Número (number)
      Required
    • Número telefónico principal (phonePrimary)
    • Número telefónico secundario (phoneSecondary)
    • Fax
    • Número de célular/móvil (mobile)
    • Observaciones (observations)
    • Correo electrónico (email)
    • Dirección (address)
    • Provincia (department)
    • Cantón (city)
    • Distrito (district)
    • Barrio (neighborhood)
    • Verificar identificación no registrada (ignoreRepeated)
    • Incluir enlace del estado de cuenta del cliente (statementAttached)
    Action
    Write
    • Nombre (Name)
      Required
    • Tipo de contacto (Contact type)
    • Identificación (Identification)
      Required
    • Número telefónico principal (phonePrimary)
    • Número telefónico secundario (phoneSecondary)
    • Fax
    • Número de célular/móvil (mobile)
    • Observaciones (observations)
    • Correo electrónico (email)
    • Ciudad (city)
    • Región (region)
    • Comuna (commune)
    • Descripción (description)
    • Verificar identificación no registrada (ignoreRepeated)
    • Incluir enlace del estado de cuenta del cliente (statementAttached)
    • Giro de negocio (giro)
    Action
    Write
    • Nombre (Name)
      Required
    • Tipo de contacto (Contact type)
    • RFC (identification)
      Required
    • Tipo de Tercero (Third type)
    • Identificador fiscal (Fiscal ID)
    • Calle (street)
    • Número de exterior (exteriorNumber)
    • Número de interior (interiorNumber)
    • Colonia (Colony)
    • País (country)
    • Localidad (locality)
    • Municipio (municipality)
    • Estado (state)
      Required
    • Código postal (zipCode)
    • Número telefónico principal (phonePrimary)
    • Número telefónico secundario (phoneSecondary)
    • Fax
    • Número de célular/móvil (mobile)
    • Observaciones (observations)
    • Correo electrónico (email)
    • Verificar identificación no registrada (ignoreRepeated)
    • clave del Uso CFDI (cfdiUse)
    • Forma de pago (paymentMethod)
    • Método de pago (paymentType)
    • Incluir enlace del estado de cuenta del cliente (statementAttached)
    • Regímenes Fiscales
    Action
    Write
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About Alegra
Alegra is an accounting and billing app designed for Latin American managers.
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About Gmail
One of the most popular email services, Gmail keeps track of all your emails with threaded conversations, tags, and Google-powered search to find any message you need.
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