Alegra + Microsoft Dynamics 365 CRM
Create contacts in Alegra from new leads in Microsoft Dynamics 365 CRM
Effortlessly manage your leads and contacts with this workflow that connects Microsoft Dynamics 365 CRM with Alegra. Whenever a new lead is added in Microsoft Dynamics 365 CRM, it will create a contact in Alegra for your Mexico-based business. This seamless connection saves you time, ensuring important contact information is readily available in both systems for faster follow-ups and better lead management.
Effortlessly manage your leads and contacts with this workflow that connects Microsoft Dynamics 365 CRM with Alegra. Whenever a new lead is added in Microsoft Dynamics 365 CRM, it will create a contact in Alegra for your Mexico-based business. This seamless connection saves you time, ensuring important contact information is readily available in both systems for faster follow-ups and better lead management.
- When this happens...
New LeadTriggers when a new lead is created.
TriggerPollingZapier checks for new data every 15 min on the Free plan - automatically do this!
Create Contact in MexicoCrear contacto en México. Create a contact in Mexico.
ActionWriteCreate a new record or update an existing record in your app.
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New Account
Triggers when a new account is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Contact
Triggers when a new contact is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planInfo
Owner
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Info
Owner
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Info
Customer typeRequired
Owner
Status
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Info
Owner
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Info
Owner
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Info
AccountRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Info
ContactRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Info
Case/IncidentRequired
State
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Info
LeadRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Info
OrderRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Info
Info Field Enable
Match if any of the fields match (otherwise only match if all the fields match)
Search By Email Only
ActionThis is an event a Zap performs.SearchFind existing data in your appInfo
Info Field Enable
Custom EntityRequired
Match if any of the fields match (otherwise only match if all the fields match)
Search By Email Only
ActionThis is an event a Zap performs.SearchFind existing data in your appState Code
ActionThis is an event a Zap performs.SearchFind existing data in your appInfo
Info Field Enable
Match if any of the fields match (otherwise only match if all the fields match)
ActionThis is an event a Zap performs.SearchFind existing data in your appInfo
Info Field Enable
Contact ID
Match if any of the fields match (otherwise only match if all the fields match)
ActionThis is an event a Zap performs.SearchFind existing data in your appInfo
Info Field Enable
Match if any of the fields match (otherwise only match if all the fields match)
Search By Email Only
Owner
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundInfo
Info Field Enable
Custom EntityRequired
Match if any of the fields match (otherwise only match if all the fields match)
Search By Email Only
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundInfo
Info Field Enable
Match if any of the fields match (otherwise only match if all the fields match)
Owner
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundInfo
Info Field Enable
Match if any of the fields match (otherwise only match if all the fields match)
Owner
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
New Estimate
Triggers when a new estimate is created in Alegra.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Item
Triggers when a new product or service is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNombre (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)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.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)
Departamento (state)
Provincia (city)
Urbanización (urbanization)
Distrito (district)
Código ubigeo (ubigeoCode)
Verificar identificación no registrada (ignoreRepeated)
Incluir enlace del estado de cuenta del cliente (statementAttached)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Fecha (Date)Required
Fecha de vencimiento (Due Date)Required
Observaciones (Observations)
Comentarios (Anotation)
ID del Cliente (Client ID)Required
Items IDRequired
Precios (price)Required
Cantidad (quantity)Required
Descuentos (discount)
Impuesto (tax)
Referencia (Reference)
Descripción (description)
Vendedor (Seller)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Fecha (date)Required
Fecha de vencimiento (dueDate)Required
Observaciones (observations)
Comentarios (anotation)
Estado (status)
Numeración de la factura (Invoice numeration)
Cliente ID (client)Required
items IDRequired
Precios (price)Required
Cantidad (quantity)Required
Descuentos (discount)
Impuesto (tax)
Referencia (Reference)
Descripción (description)
Bodega / Almacén (Warehouse)
Vendedor (Seller)
Centro de costos (Cost center)
Código de la moneda (Currency code)
Tasa de cambio (Exchange rate)
Emitir la factura (generateStamp)
Condición de la venta (saleCondition)
Concepto de venta (saleConcept)
Fecha de inicio (startDateService)
Fecha final (endDateService)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Fecha (date)Required
Fecha de vencimiento (dueDate)Required
Observaciones (observations)
Comentarios (anotation)
Estado (status)
Numeración de la factura (Invoice numeration)
Cliente ID (client)Required
Items IDRequired
Precios (price)Required
Cantidad (quantity)Required
Descuentos (discount)
Impuesto (tax)
Referencia (Reference)
Descripción (description)
Bodega / Almacén (Warehouse)
Vendedor (Seller)
Centro de costos (Cost center)
Código de la moneda (Currency code)
Tasa de cambio (Exchange rate)
Tipo de Factura (Invoice type)
Forma de pago (paymentForm)Required
Método de pago (paymentMethod)
Emitir la factura (generateStamp)Required
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Fecha (date)Required
Fecha de vencimiento (dueDate)Required
Observaciones (observations)
Comentarios (anotation)
Estado (status)
Numeración de la factura (Invoice numeration)
Cliente ID (client)Required
items IDRequired
Precios (price)Required
Cantidad (quantity)Required
Descuentos (discount)
Impuesto (tax)
Referencia (Reference)
Descripción (description)
Pedimento (importRequest)
Bodega / Almacén (Warehouse)
Vendedor (Seller)
Centro de costos (Cost center)
Código de la moneda (Currency code)
Tasa de cambio (Exchange rate)
Tipo de Factura (Invoice type)
Forma de pago (paymentMethod)Required
Método de la factura (paymentType)
Clave del Uso CFDI (cfdiUse)Required
Timbrar la factura (generateStamp)Required
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Fecha (Date)Required
Cuenta de Banco (Bank Account)Required
Método de pago (Payment Method)
Cliente/Proveedor (Client)
Tipo de Pago (Type of payment)
Tipo de transacción (Type of Transaction)Required
Id de la factura (Invoice Id)
Monto del pago (Payment Amount)
Id de la cuenta contable (Category id)
Valor (Price)
Código de la moneda (Currency code)
Tasa de cambio (Exchange rate)
Observaciones (Observations)
Notas (Anotation)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Fecha (date)Required
Fecha De Vencimiento (dueDate)Required
Observaciones (observations)
Comentarios (anotation)
Estado (status)
Cliente ID (Client ID)Required
Numeración de la factura (Invoice numeration)
Items IDRequired
Precios (price)Required
Cantidad (quantity)Required
Descuentos (discount)
Impuesto (tax)
Referencia (Reference)
Descripción (description)
Bodega / Almacén (Warehouse)
Tipo de Factura (Invoice type)
Vendedor (Seller)
Centro de costos (Cost center)
Código de la moneda (Currency code)
Tasa de cambio (Exchange rate)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Nombre (Name)Required
Descripción (Description)
Precio (Price)Required
Referencia (Reference)
Número de la clave de producto (ProductKey)Required
Categoría del ítem (Item Category)
Impuesto (Tax)
Tipo (type)
ID del producto (Item Id)
Cantidad (Quantity)
Unidad (unit)
Costo unitario (unitCost)
Cantidad inicial (Initial quantity)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Fecha (date)Required
Fecha de vencimiento (dueDate)Required
Observaciones (observations)
Términos y Condiciones (Terms and Conditions)
Numeración de la factura (Invoice numeration)
Proveedor (provider)Required
Bodega / Almacén (Warehouse)
Código de la moneda (Currency code)
Tasa de cambio (Exchange rate)
Detalle (Details)
Items ID
Precios (price)
Cantidad (quantity)
Descuentos (discount)
Impuesto (tax)
Observaciones (observations)
Categorías ID
Precios (price)
Cantidad (quantity)
Descuentos (discount)
Impuesto (tax)
Observaciones (observations)
Id Retención (retention ID)
Monto Retención (retention amount)
Fecha (date)
Cuenta (account)
Monto (amount)
Método de pago (Payment Method)
Notas (anotations)
Observaciones (observations)
Id Retenciones (retentions ID)
Monto Retención (retention Amount)
Código de la moneda (Currency code)
Tasa de cambio (Exchange rate)
Centro de costos (Cost center)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Nombre (Name)Required
Procentaje (Percentage)Required
Tipo (Type)Required
Descripción (Description)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Primer Nombre (firstName)Required
Apellidos (LastName)
Número telefónico principal (phonePrimary)
Tipo de persona (kindOfPerson)Required
Tipo de contacto (Contact type)
Tipo (type)Required
Número (number)Required
Número telefónico secundario (phoneSecondary)
Dirección (address)
Municipio (City)
Departamento (department)
País (country)
Código postal (zip code)
fax
Número de celular/móvil (mobile)
Observaciones (observations)
Correo electrónico (email)
Verificar identificación no registrada (ignoreRepeated)
Régimen (regime)
Incluir enlace del estado de cuenta del cliente (statementAttached)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ID de la factura (Invoice ID)Required
Tipo de Factura (Invoice Type)
Destinatario (To)Required
Enviarme copia (Send Copy to Myself)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ID del contacto (Contact ID)Required
Tipo de contacto (Contact type)
Nombre (Name)
Número de identificación (Identification Number)
Correo electrónico (Email)
Número de teléfono principal (Primary Phone Number)
Número de teléfono secundario (Secondary Phone Number)
Fax
Número De Celular/móvil (Mobile)
Observaciones (Observations)
Dirección (Address)
Ciudad (City)
Calle (Street)
Número exterior (Exterior Number)
Número interior (Interior Number)
Colonia (Colony)
Localidad (Locality)
Municipio (Municipality)
Estado (State)
País (Country)
Código Postal (Zip Code)
Id de Vendedor Asociado (Associate Seller ID)
Lista de Precios (Price List)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contacto a buscar (Contact to find)Required
ActionThis is an event a Zap performs.SearchFind existing data in your appContacto a buscar (Contact to find)Required
ActionThis is an event a Zap performs.SearchFind existing data in your appContacto a buscar (Contact to find)Required
ActionThis is an event a Zap performs.SearchFind existing data in your appContacto a buscar (Contact to find)Required
ActionThis is an event a Zap performs.SearchFind existing data in your appBúsqueda por (Search by)
Nombres o SKUs de los items (Names or SKUs of the items)Required
ActionThis is an event a Zap performs.SearchFind existing data in your appNombre del ítem (Item name)Required
ActionThis is an event a Zap performs.SearchFind existing data in your appImpuesto (tax)Required
ActionThis is an event a Zap performs.SearchFind existing data in your appContacto a buscar (Contact to find)Required
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)
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundContacto a buscar (Contact to find)Required
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)
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundContacto a buscar (Contact to find)Required
Tipo de contactoRequired
Tipo de terceroRequired
Tipo de personaRequired
Teléfono principal
Teléfono secundario
Teléfono móvil
Correo
Fax
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundContacto a buscar (Contact to find)Required
Nombre (Name)Required
Número de identificación (Identification)
Tipo de contacto (Contact type)
Número telefónico principal (Phone primary)
Número telefónico secundario (Phone secondary)
Fax
Número de célular/móvil (Mobile)
Observaciones (observations)
Correo electrónico (Email)
Dirección (address)
Ciudad (city)
Verificar identificación no registrada (Ignore repeated)
Incluir enlace del estado de cuenta del cliente (statementAttached)
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundNombre del ítem (Item name)Required
Nombre (Name)Required
Descripción (Description)
Precio (Price)Required
Referencia (Reference)
Número de la clave de producto (ProductKey)Required
Categoría del ítem (Item Category)
Impuesto (Tax)
Tipo (type)
ID del producto (Item Id)
Cantidad (Quantity)
Unidad (unit)
Costo unitario (unitCost)
Cantidad inicial (Initial quantity)
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundImpuesto (tax)Required
Nombre (Name)Required
Procentaje (Percentage)Required
Tipo (Type)Required
Descripción (Description)
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
New Case/Incident
Triggers when a new case/incident is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Invoice
Triggers when a new invoice is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Lead
Triggers when a new lead is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Opportunity
Triggers when a new opportunity is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Order
Triggers when a new order is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planOwner
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Owner
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Custom EntityRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Info
Owner
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Info
Owner
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Owner
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Info
Custom Entity ActionRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Info
InvoiceRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Info
OpportunityRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Stop on errorRequired
HTTP MethodRequired
URLRequired
Query string parameters
Additional request headers
Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Info
Info Field Enable
Company Name
Match if any of the fields match (otherwise only match if all the fields match)
Search By Email Only
ActionThis is an event a Zap performs.SearchFind existing data in your appCampaign NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appInfo
Info Field Enable
Match if any of the fields match (otherwise only match if all the fields match)
ActionThis is an event a Zap performs.SearchFind existing data in your appInfo
Info Field Enable
Match if any of the fields match (otherwise only match if all the fields match)
ActionThis is an event a Zap performs.SearchFind existing data in your appInfo
Info Field Enable
Match if any of the fields match (otherwise only match if all the fields match)
ActionThis is an event a Zap performs.SearchFind existing data in your appInfo
Info Field Enable
Company Name
Match if any of the fields match (otherwise only match if all the fields match)
Search By Email Only
Owner
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundInfo
Info Field Enable
Match if any of the fields match (otherwise only match if all the fields match)
Owner
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundInfo
Info Field Enable
Contact ID
Match if any of the fields match (otherwise only match if all the fields match)
Owner
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundNew Contact
Triggers when a new contact is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Invoice
Triggers when a new invoice is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNombre (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)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.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)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Tipo de contactoRequired
Tipo de terceroRequired
Tipo de personaRequired
Teléfono principal
Teléfono secundario
Teléfono móvil
Correo
Fax
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Nombre (Name)Required
Número de identificación (Identification)
Tipo de contacto (Contact type)
Número telefónico principal (Phone primary)
Número telefónico secundario (Phone secondary)
Fax
Número de célular/móvil (Mobile)
Observaciones (observations)
Correo electrónico (Email)
Dirección (address)
Ciudad (city)
Verificar identificación no registrada (Ignore repeated)
Incluir enlace del estado de cuenta del cliente (statementAttached)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Fecha (Date) (YYYY-MM-DD)Required
Observaciones (Observations)
Almacén (Warehouse)Required
Centro de costo (Cost center)
ÍtemRequired
Tipo (Type)Required
Costo Unitario (Unit Cost)Required
Cantidad (Quantity)Required
ID de Resolución (Resolution ID)
Prefijo de numeración (Numbering Prefix)
Numeración (Numbering)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Fecha (date)Required
Fecha de vencimiento (dueDate)Required
Observaciones (observations)
Comentarios (anotation)
Estado (status)
Numeración de la factura (Invoice numeration)
Cliente ID (client)Required
items IDRequired
Precios (price)Required
Cantidad (quantity)Required
Descuentos (discount)
Referencia (Reference)
Descripción (description)
Bodega / Almacén (Warehouse)
Vendedor (Seller)
Centro de costos (Cost center)
Código de la moneda (Currency code)
Tasa de cambio (Exchange rate)
Tipo de Factura (Invoice type)
Forma de pago (paymentForm)
Emitir la factura (generateStamp)Required
Actividad económica (economicActivity)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Fecha (date)Required
Fecha de vencimiento (dueDate)Required
Observaciones (observations)
Comentarios (anotation)
Estado (status)Required
Numeración de la factura (Invoice numeration)
Cliente ID (client)Required
items IDRequired
Precios (price)Required
Cantidad (quantity)Required
Descuentos (discount)
Impuesto (tax)
Naturaleza del descuento (discount nature)
Referencia (reference)
Descripción (description)
Bodega / Almacén (Warehouse)
Vendedor (Seller)
Centro de costos (Cost center)
Código de la moneda (Currency code)
Tasa de cambio (Exchange rate)
Tipo de Factura (Invoice type)
Método de pago (paymentMethod)Required
Emitir la factura (generateStamp)
Condición de la venta (saleCondition)
Actividad económica (economicActivity)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Emitir factura electrónicaRequired
Tipo
Numeración de la factura
ClienteRequired
IDRequired
PrecioRequired
Referencia
Descripción
Impuesto
CantidadRequired
Vendedor
FechaRequired
Fecha de vencimientoRequired
Notas
Observaciones
Moneda
Tipo de cambio
Almacén
Centro de costos
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Fecha (date)Required
Fecha de vencimiento (dueDate)Required
Observaciones (observations)
Comentarios (anotation)
Estado (status)
Numeración de la factura (Invoice numeration)
Tipo de Operación (Operation type)
Cliente ID (client)Required
items IDRequired
Precios (price)Required
Cantidad (quantity)Required
Descuentos (discount)
Impuesto (tax)
Referencia (Reference)
Descripción (description)
Bodega / Almacén (Warehouse)
Vendedor (Seller)
Centro de costos (Cost center)
Código de la moneda (Currency code)
Tasa de cambio (Exchange rate)
Emitir la factura (generateStamp)Required
Método de Pago (Payment Method)Required
Cuotas Info
Periodicidad (periodicity)
Número de Cuotas (numberQuotas)
Información sobre las cuotas (quotas info)
Montos de las cuotas(amount)
Fecha de vencimiento de las cuotas (quotas due date)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Nombre (Name)Required
Descripción (Description)
Precio (Price)Required
Partida arancelaria (tariffHeading)
Categoría del ítem (Item Category)
Impuesto (Tax)
Tipo (type)
Código de producto (Product Key)
ID del producto (Item Id)
Cantidad (Quantity)
Unidad (unit)
Costo unitario (Unit cost)
Cantidad inicial (Initial quantity)
Tipo (type)
Referencia (reference)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Nombre del producto (Name)Required
Descripción (Description)
Precio (Price)Required
Referencia (Reference)
Categoría del ítem (Item Category)
Impuesto (Tax)
Tipo (Type)
ID del producto (Item Id)
Cantidad (Quantity)
Unidad (unit)
Costo unitario (Unit cost)
Cantidad inicial (Initial quantity)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Fecha (Date)Required
Fecha De Vencimiento (dueDate)Required
Cliente ID (Client ID)Required
Items IDRequired
Precios (price)Required
Impuesto (Tax)Required
Cantidad (Quantity)Required
Descuentos (Discount)Required
Bodega/Almacén (Warehouse)
Observaciones (Observations)
Nota de la remisión (Anotation)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ID de la Factura (Invoice Id)Required
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Id de la cotización (Estimate ID)Required
Destinatatio (To):Required
Enviarme copia (Send Copy to Myself)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ID del contacto (Contact ID)Required
Primer Nombre (firstName)
Apellidos (LastName)
Número telefónico principal (phonePrimary)
Tipo de persona (kindOfPerson)
Tipo de contacto (Contact type)
Tipo (type)
Número (number)
Dirección (address)
Municipio (City)
Departamento (department)
País (country)
Código postal (zip code)
Correo electrónico (email)
Régimen (regime)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ID del ítem (Item Id)Required
Nombre del producto (Name)
Descripción (Description)
Precio (Price)
Referencia (Reference)
Categoría del ítem (Item Category)
Impuesto (Tax)
Unidad (unit)
Costo unitario (Unit cost)
Cantidad inicial (Initial quantity)
Estatus (Status)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contacto a buscar (Contact to find)Required
ActionThis is an event a Zap performs.SearchFind existing data in your appContacto a buscar (Contact to find)Required
ActionThis is an event a Zap performs.SearchFind existing data in your appContacto a buscar (Contact to find)Required
ActionThis is an event a Zap performs.SearchFind existing data in your appContacto a buscar (Contact to find)Required
ActionThis is an event a Zap performs.SearchFind existing data in your appNombre del ítem (Item name)Required
ActionThis is an event a Zap performs.SearchFind existing data in your appNombre del ítem (Item name)Required
ActionThis is an event a Zap performs.SearchFind existing data in your appContacto a buscar (Contact to find)Required
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)
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundContacto a buscar (Contact to find)Required
Primer Nombre (firstName)Required
Apellidos (LastName)
Número telefónico principal (phonePrimary)
Tipo de persona (kindOfPerson)Required
Tipo de contacto (Contact type)
Tipo (type)Required
Número (number)Required
Número telefónico secundario (phoneSecondary)
Dirección (address)
Municipio (City)
Departamento (department)
País (country)
Código postal (zip code)
fax
Número de celular/móvil (mobile)
Observaciones (observations)
Correo electrónico (email)
Verificar identificación no registrada (ignoreRepeated)
Régimen (regime)
Incluir enlace del estado de cuenta del cliente (statementAttached)
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundContacto a buscar (Contact to find)Required
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
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundContacto a buscar (Contact to find)Required
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)
Departamento (state)
Provincia (city)
Urbanización (urbanization)
Distrito (district)
Código ubigeo (ubigeoCode)
Verificar identificación no registrada (ignoreRepeated)
Incluir enlace del estado de cuenta del cliente (statementAttached)
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundNombre del ítem (Item name)Required
Nombre (Name)Required
Descripción (Description)
Precio (Price)Required
Partida arancelaria (tariffHeading)
Categoría del ítem (Item Category)
Impuesto (Tax)
Tipo (type)
Código de producto (Product Key)
ID del producto (Item Id)
Cantidad (Quantity)
Unidad (unit)
Costo unitario (Unit cost)
Cantidad inicial (Initial quantity)
Tipo (type)
Referencia (reference)
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundNombre del ítem (Item name)Required
Nombre del producto (Name)Required
Descripción (Description)
Precio (Price)Required
Referencia (Reference)
Categoría del ítem (Item Category)
Impuesto (Tax)
Tipo (Type)
ID del producto (Item Id)
Cantidad (Quantity)
Unidad (unit)
Costo unitario (Unit cost)
Cantidad inicial (Initial quantity)
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
About Alegra
Related categories
About Microsoft Dynamics 365 CRM
Related categories
Related Zap Templates
- Update Alegra contacts when Microsoft Dynamics 365 CRM contacts are modified
- Create Alegra contacts for new Microsoft Dynamics 365 CRM leads
- Create new Alegra contacts from Microsoft Dynamics 365 CRM contacts
- Create contacts in Alegra from new Microsoft Dynamics 365 CRM contacts for seamless data management