Alegra Action Automation

For Workflows Documentation

Action Name: Create Contact

1. Full Name

  • Input Required: Enter the contact's name.

2.Email

  • Input Required: Enter the contact email.

3.Phone

  • Input Required: Enter the contact phone number.

4. Address

  • Input Required: Enter the contact address.

5. City

  • Input Required: Enter the contact city.

Action Name: Search Contact By Name

1. Contact Name

  • Input Required: Enter the name of the contact you want to search for.

Action Name: View Opportunity

1. Opportunity ID

  • Input Required: Enter the unique ID of the opportunity you wish to view.

N.B. Get the ID by using the action “Search Contact By Name”.

2. Full Name

  • Input Required:Enter the updated contact name.

3. Email

  • Input Required:Enter the updated contact email.

4. Phone

  • Input Required:Enter the updated contact phone number.

5. Address

  • Input Required:Enter the updated contact phone number.

6. City

  • Input Required: Enter the updated contact city.

Action Name: Delete Contact

1. Contact ID

  • Input Required: Enter the unique identifier of the contact you wish to delete.

N.B. Get the ID by using the action “Search Contact By Name”.