Connect Alegra to Zoho Books

Use 3 documented Alegra triggers to run 24 documented Zoho Books actions.

3 source triggers

24 target actions

Reverse direction supported

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Why Connect Alegra & Zoho Books?

Start with a Alegra event

Choose from 3 documented triggers, including New Client Created (Instant), New Invoice Created (Instant), New Item Added (Instant).

Run a Zoho Books action

Send the event into one of 24 documented actions, such as Create Customer, Create Customer Payment, Create Employee.

Map and review the workflow

Choose the fields and conditions for the workflow, then test the result before activation.

Available Triggers & Actions

Alegra

Triggers (3)

New Client Created (Instant)

Emit new event when a new client is created.

webhook

New Invoice Created (Instant)

Emit new event when a new invoice is created.

webhook

New Item Added (Instant)

Emit new event each time a new item is added.

webhook

Actions (10)

Create Contact

Adds a new contact to Alegra. See the documentation.

Create Invoice

Creates a new invoice in Alegra. See the documentation

Find Contact

Search for an existing contact in Alegra based on name or identification. See the documentation

List Client Options

Retrieves available options for the Client field.

List Cost Center Options

Retrieves available options for the Cost Center field.

List Debt to Pay Options

Retrieves available options for the Debt to Pay field.

List Price List Options

Retrieves available options for the Price List field.

List Seller Options

Retrieves available options for the Seller field.

List Term Options

Retrieves available options for the Term field.

List Warehouse Options

Retrieves available options for the Warehouse field.

Zoho Books

Triggers (4)

New Customer

Emit new event when a new customer is created.

polling

New Expense

Emit new event when a new expense is created.

polling

New or Updated Invoice

Emit new event when a new invoice is created or an existing invoice is updated.

polling

New Sales Order

Emit new event when a new sales order is created.

polling

Actions (24)

Create Customer

Creates a new customer. See the documentation

Create Customer Payment

Creates a new payment. See the documentation

Create Employee

Creates an employee for an expense. See the documentation

Create Estimate

Creates a new estimate. See the documentation

Create Invoice

Creates an invoice for your customer. See the documentation

Create Item

Creates a new item. See the documentation

Create Sales Order

Creates a sales order. See the documentation

Delete Contact

Deletes an existing contact. See the documentation

Get Invoice

Gets the details of an invoice. See the documentation

Get Item

Gets the details of an existing item. See the documentation

List Account Id Options

Retrieves available options for the Account Id field.

List Contacts

Lists all contacts given the organization_id. See the documentation

List Currency Id Options

Retrieves available options for the Currency Id field.

List Customer Id Options

Retrieves available options for the Customer Id field.

List Expense Id Options

Retrieves available options for the Expense Id field.

List Expenses

List all the Expenses. See the documentation

List Invoices

Lists all invoices. See the documentation

List Item Id Options

Retrieves available options for the Item Id field.

List Salesorder Id Options

Retrieves available options for the Salesorder Id field.

List Tax Authority Id Options

Retrieves available options for the Tax Authority Id field.

List Tax Exemption Id Options

Retrieves available options for the Tax Exemption Id field.

List Tax Id Options

Retrieves available options for the Tax Id field.

List Template Id Options

Retrieves available options for the Template Id field.

List Time Entry Ids Options

Retrieves available options for the Time Entry Ids field.

Integration Features

3 documented Alegra triggers

24 documented Zoho Books actions

Configurable field mapping

Conditional workflow steps

Execution monitoring

A supported Zoho Books to Alegra direction

Capability Examples

Alegra trigger → Zoho Books action

Catalog example

Alegra

New Client Created (Instant)

Zoho Books

Create Customer

Zoho Books trigger → Alegra action

Reverse direction

Zoho Books

New Customer

Alegra

Create Contact

How It Works

Connect Apps

Authenticate your Alegra and Zoho Books accounts

Choose a Trigger

Select a documented Alegra event

Choose an Action

Select the documented Zoho Books operation to run

Test and Review

Verify field mapping and provider responses before activation

Frequently Asked Questions

Integration Benefits

Trigger-driven Workflows

Start the supported direction from one of 3 documented Alegra triggers.

Automated Actions

Run one of 24 documented Zoho Books actions after the selected trigger fires.

Provider Authentication

Review the authentication requirements published by each provider before activating the workflow.

Guided Configuration

Select a documented trigger, choose a target action, and map the fields required by the workflow.

Field Mapping

Map the fields exposed by the selected trigger and action, then review the required provider inputs.

Execution Review

Test the workflow and review provider responses before relying on it in production.

Reverse Integration Available

Also connect Zoho Books to Alegra for bidirectional automation

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Connect Alegra to Zoho Books

Why Connect Alegra & Zoho Books?

Start with a Alegra event

Run a Zoho Books action

Map and review the workflow

Available Triggers & Actions

Alegra

Triggers (3)

Actions (10)

Zoho Books

Triggers (4)

Actions (24)

Integration Features

Capability Examples

Alegra trigger → Zoho Books action

Zoho Books trigger → Alegra action

How It Works

Connect Apps

Choose a Trigger

Choose an Action

Test and Review

Frequently Asked Questions

Is the Alegra to Zoho Books direction supported?

Which Alegra triggers are available?

Which Zoho Books actions are available?

Can I also connect Zoho Books to Alegra?

Integration Benefits

Trigger-driven Workflows

Automated Actions

Provider Authentication

Guided Configuration

Field Mapping

Execution Review

Reverse Integration Available

All Alegra Integrations

All Zoho Books Integrations

Popular Integrations

More Zoho Books Integrations

Ready to Connect Alegra & Zoho Books?