Integrate Alegra with Retently

Trigger NPS/CSAT surveys after invoices are sent or inventory changes, sync customer contact details to ensure accurate survey delivery, and use feedback scores to enhance customer service and operational strategies.

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About Alegra

Alegra is a software that allows users to manage contacts, invoices, and inventory in various countries, enabling smooth business operations.

Alegra logoRetently

Alegra to Retently

1

New Contact

Triggers when a new contact is created.
2

New Invoice

Triggers when a new invoice is created.
3

New Estimate

Triggers when a new estimate is created in Alegra.
4

New Item

Triggers when a new product or service is created.
RetentlyAlegra logo

Retently to Alegra

1

Create Contact in Argentina

Creates a contact in Argentina.
2

Create Contact in Costa Rica

Creates a contact in Costa Rica.
3

Create Contact in Panamá

Creates a contact in Panamá.
4

Create Contact

Creates a new contact.
5

Create Inventory Adjustment

Creates an inventory adjustment.
6

Create Invoice in Chile

Creates an invoice in Chile.
7

Create Invoice in Costa Rica

Creates an invoice in Costa Rica.
8

Create Invoice in Panamá

Creates an invoice in Panamá.
9

Create Invoice in Peru

Creates an invoice in Peru.
10

Create Item in Costa Rica

Creates a new item in Costa Rica.
11

Create Item

Creates an item in Alegra.
12

Create Remission

Creates a new remission.
13

Find Invoice

Finds an invoice in Alegra.
14

Send Estimate

Sends an estimate via email.
15

Update Contact in Colombia

Updates an Alegra contact from a trigger.
16

Update Item

Updates an item in Alegra.
17

Find Contact in Chile

Finds an existing contact.
18

Find Contact in Costa Rica

Finds an existing contact.
19

Find Contact in Panama

Finds an existing contact.
20

Find Contact

Finds an existing contact.
21

Find Item in Costa Rica

Finds an existing item in Costa Rica.
22

Find Item

Finds an existing item.
23

Find or Create Contact in Argentina

Finds an existing contact.
24

Find or Create Contact in Colombia

Finds an existing contact.
25

Find or Create Contact in Mexico

Finds an existing contact.
26

Find or Create Contact in Peru

Finds an existing contact.
27

Find or Create Item in Costa Rica

Finds an existing item in Costa Rica.
28

Find or Create Item

Finds an existing item.
29

Create Contact in Chile

Creates a contact in Chile.
30

Create Contact in Mexico

Creates a contact in Mexico.
31

Create Contact in Peru

Creates a contact in Peru.
32

Create Estimate

Creates a new estimate.
33

Create Invoice in Argentina

Creates an invoice in Argentina.
34

Create Invoice in Colombia

Creates an invoice in Colombia.
35

Create Invoice in Mexico

Creates an invoice in Mexico.
36

Create Invoice Payment

Creates a new invoice payment.
37

Create Invoice

Creates a new invoice.
38

Create Item in Mexico

Creates a new item in Mexico.
39

Create Provider Invoice

Creates a provider invoice.
40

Create Tax

Creates a tax for items.
41

Create Contact in Colombia

Creates a contact in Colombia.
42

Send Invoice

Sends an invoice via email.
43

Update Contact

Updates an Alegra contact from a trigger.
44

Find Contact in Argentina

Finds an existing contact.
45

Find Contact in Colombia

Finds an existing contact.
46

Find Contact in Mexico

Finds an existing contact.
47

Find Contact in Peru

Finds an existing contact.
48

Find Items

Finds many existing items.
49

Find Item in Mexico

Finds an existing item in Mexico.
50

Find Tax

Finds a tax in Alegra.
51

Find or Create Contact in Chile

Finds an existing contact.
52

Find or Create Contact in Costa Rica

Finds an existing contact.
53

Find or Create Contact in Panama

Finds an existing contact.
54

Find or Create Contact

Finds an existing contact.
55

Find or Create Item in Mexico

Finds an existing item.
56

Find or Create Tax

Finds a tax in Alegra.

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