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Alegra - Create PDF, Word, Excel Documents
Alegra connects with Documentero to turn your accounting and billing data into ready-to-share documents. When new contacts, invoices, or estimates are added in Alegra, Documentero can instantly create professional PDFs, Word files, or spreadsheets based on your templates. This saves time on manual formatting and ensures every document looks consistent for clients and internal records.
Alegra
Documentero
Triggers
Watch Contacts — Triggers when a new contact is created.
Watch Estimates — Triggers when a new estimate is created.
Watch Invoices — Triggers when a new invoice is created.
Watch Items — Triggers when a new item is created.
Actions
Create Document - Generate Word, Excel or PDF Document based on data from Alegra using Document Template
Create Document and Send as Email Attachment - Generate Word, Excel or PDF Document based on data from Alegra using Document Template and sends it to the specified email as an attachment.
Use Cases
Automatically generate PDF invoices from Alegra data
Create Word proposals from Alegra estimates
Export Alegra contacts into formatted client profile documents
Build Excel product lists from Alegra items
Produce monthly accounting reports from Alegra transactions
Generate printable receipts from Alegra invoices
Create bilingual client documents from Alegra contact details
Export service estimates into branded PDF templates
Generate Excel summaries of Alegra billing activity
Create custom contract documents from Alegra client records
How you can use Alegra + Documentero
Invoice PDFs
Generate branded PDF invoices from Alegra whenever a new invoice is created.
Estimate Proposals
Automatically create proposal documents in Word format when a new estimate is added in Alegra.
Client Records
Build detailed client profile documents whenever a new contact is created in Alegra.
Product Catalogs
Export updated product or service lists into Excel files when new items are added in Alegra.
Monthly Reports
Compile monthly billing and contact data from Alegra into a formatted report document.
Setup Guides
Zapier Tutorial: Integrate Alegra with Documentero
- Create a new Zap in Zapier.
- Add Alegra to the zap and choose one of the triggers (Watch Contacts, Watch Estimates, Watch Invoices). Connect your account and configure the trigger.
- Sign up to Documentero (or sign in). In Account Settings, copy your API key and create your first document template.
- In Zapier: Add Documentero as the next step and connect it using your API key.
- In your zap, configure Documentero by selecting the Generate Document action, picking your template, and mapping fields from the Alegra trigger.
- Test your zap and turn it on.
Make Tutorial: Integrate Alegra with Documentero
- Create a new scenario in Make.
- Add Alegra to the scenario and choose one of the triggers (Watch Contacts, Watch Estimates, Watch Invoices). Connect your account and configure the trigger.
- Sign up to Documentero (or sign in). In Account Settings, copy your API key and create your first document template.
- In Make: Add Documentero as the next step and connect it using your API key.
- In your scenario, configure Documentero by selecting the Generate Document action, picking your template, and mapping fields from the Alegra trigger.
- Run or schedule your scenario and verify the output.
