Alegra + WATI Integration

Integrate Alegra to WATI in one click, or tell Integrately AI how you want each invoice handled. Send WhatsApp template messages, create contacts, update attributes, and alert your team automatically.

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1.
  • Alegra
    Invoice is created in Alegra
  • Alegra
    Item is created in Alegra
  • Alegra
    Contact is created in Alegra
  • Alegra
    Estimate is created in Alegra
  • WATI
    Message is received in WATI Instant
  • WATI
    Reply is received to sent message in WATI Instant
  • WATI
    Contact is created in WATI
  • WATI
    Message is read in WATI Instant
  • WATI
    Message is delivered in WATI Instant
Arrow Right
2.
  • Alegra
    Create invoice in Alegra
  • Alegra
    Create invoice in Costa Rica in Alegra
  • Alegra
    Create invoice in Peru in Alegra
  • Alegra
    Create invoice in Mexico in Alegra
  • Alegra
    Create invoice in Chile in Alegra
  • Alegra
    Create invoice in Colombia in Alegra
  • Alegra
    Create invoice in Argentina in Alegra
  • Alegra
    Send Invoice by mail in Alegra
  • Alegra
    Create invoice payment in Alegra
  • Alegra
    Search invoice in Alegra
  • Alegra
    Create contact in Alegra
  • Alegra
    Update contact in Alegra
  • Alegra
    Search contact in Alegra
  • Alegra
    Create contact in Argentina in Alegra
  • Alegra
    Create contact in chile in Alegra
  • Alegra
    Create contact in Costa Rica in Alegra
  • Alegra
    Create contact in Mexico in Alegra
  • Alegra
    Create contact in Peru in Alegra
  • Alegra
    Create contact in Colombia in Alegra
  • Alegra
    Update contact in Colombia in Alegra
  • Alegra
    Create item in Costa Rica in Alegra
  • Alegra
    Update item in Alegra
  • Alegra
    Create item in Alegra
  • Alegra
    Create item in Mexico in Alegra
  • Alegra
    Search item in Alegra
  • Alegra
    Create remission in Alegra
  • Alegra
    Create estimate in Alegra
  • Alegra
    Send estimate by mail in Alegra
  • Alegra
    Create tax in Alegra
  • Alegra
    Search tax in Alegra
  • WATI
    Send template message in WATI
  • WATI
    Send session message in WATI
  • WATI
    Create contact in WATI
  • WATI
    Update contact attributes in WATI

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Ready Workflows Ready Workflows for Alegra + WATI Integration

Send WhatsApp template messages for new invoices, manage customer contacts, update attributes, and notify your team, all in just one click.

Most popular automationsmost-popular-automations
Alegra + WATI Integration

Create WATI contact for new Alegra contact

If you are using Alegra, then you may want to also use WATI to manage your customer relationships. With the help of this automation, whenever you create a contact in Alegra, a corresponding contact will be created in WATI.

This way, you can easily keep track of all your customers' information in one place. Plus, you can send out mass emails and text messages to all your contacts with just a few clicks. So why not try it out today?
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WATI + Alegra Integration

Create Alegra contact for new WATI contact

In order to keep your accounting and customer records in sync, when you create a contact in WATI, this automation will automatically create a contact in Alegra.

This way, you always have accurate information at your fingertips and don't have to worry about manual data entry. Stay organized and efficient with WATI and Alegra!
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  • 1of1
Got a different task in mind? Describe it

Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your Alegra + WATI flow

Bring finance data into your CRM, sync payment receipts, and notify your team as invoices and customer messages move through your pipeline. Pick a combination and activate it in one click.

Alegra
WATI
+
ShopifyShopify (3)
+
HubSpotHubSpot (3)
+
Google SheetsGoogle Sheets (3)
+
StripeStripe (3)
+
GmailGmail (3)
+
SlackSlack (3)
S
A
W
When a Shopify order is created, create an invoice in Alegra and send a template message in WATI.
New Shopify orders generate a matching Alegra invoice instantly while WATI dispatches a WhatsApp message to the customer.
S
A
W
When a Shopify customer is created, create a contact in Alegra and create a contact in WATI.
New store customers are automatically added to both your Alegra finance database and your WATI communication platform.
S
A
W
When a Shopify refund is issued, update the invoice in Alegra and send a notification in WATI.
Refund events in Shopify update your Alegra financial records and trigger a WhatsApp customer update in WATI.

Supported triggers and actions for Alegra and WATI

Mix and match to build the exact automation you need

Alegra
Alegra Triggers & Actions
Invoice is created in Alegra
Triggers the automation when any invoice is added or modified
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Item is created in Alegra
Triggers the automation when a new item is created
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Contact is created in Alegra
Triggers the automation when a new contact is created
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Estimate is created in Alegra
Triggers the automation when a new estimate is created
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Create invoice in Alegra
Generates invoices for sales transactions
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Create invoice in Costa Rica in Alegra
Generate invoices with automated data entry in costa rica
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Create invoice in Peru in Alegra
Generates invoices for businesses in peru
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Create invoice in Mexico in Alegra
Generates invoices compliant with mexican tax laws
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Create invoice in Chile in Alegra
Generates invoices for business transactions in chile
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Create invoice in Colombia in Alegra
Generates invoices for colombian clients
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Create invoice in Argentina in Alegra
Generates invoices in compliance with argentina's invoicing regulations
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Send Invoice by mail in Alegra
Sends an invoice by mail
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Create invoice payment in Alegra
Generates and process invoice payments
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Search invoice in Alegra
Locates and retrieves invoices with
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Create contact in Alegra
Adds a new contact to the database
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Update contact in Alegra
Updates contact information with new details
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Search contact in Alegra
Finds and retrieves contact information
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Create contact in Argentina in Alegra
Adds a new contact to the address book for argentina
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Create contact in chile in Alegra
Adds a new contact to the address book in chile
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Create contact in Costa Rica in Alegra
Adds new contacts to your database in costa rica
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Create contact in Mexico in Alegra
Adds a new contact to the database with a mexican address
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Create contact in Peru in Alegra
Adds a new contact to the database for peru
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Create contact in Colombia in Alegra
Adds a new contact with colombian details
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Update contact in Colombia in Alegra
Updates contact information in colombia
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Create item in Costa Rica in Alegra
Creates a new item in costa rica
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Update item in Alegra
Updates an item with new information
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Create item in Alegra
Generates a new item
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Create item in Mexico in Alegra
Generates new item listings in mexico
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Search item in Alegra
Locates and retrieves particular item information
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Create remission in Alegra
Creates a new remission
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Create estimate in Alegra
Adds a new contact to the contact list
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Send estimate by mail in Alegra
Sends an estimate by mail
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Create tax in Alegra
Creates a new tax entry
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Search tax in Alegra
Searches for a tax
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WATI
WATI Triggers & Actions
Instant
Message is received in WATI
Triggers the automation when a new message is received
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Instant
Reply is received to sent message in WATI
Triggers the automation when a reply is received to a sent message
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Contact is created in WATI
Triggers the automation when a new contact is created
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Instant
Message is read in WATI
Triggers the automation when a message is read by the recipient
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Instant
Message is delivered in WATI
Triggers the automation when a message is delivered
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Send template message in WATI
Sends a reply
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Send session message in WATI
Sends a session message
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Create contact in WATI
Adds a new contact to the database
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Update contact attributes in WATI
Updates contact information with new details
Try it โ†’

What can you automate with Alegra + WATI?

Streamline your finance workflows and customer messaging by connecting Alegra and WATI for seamless automation.

What you can automate?
๐Ÿงพ
Send WhatsApp messages for new invoices
Automatically trigger a WATI template message whenever a new invoice is created in Alegra, keeping your customers instantly informed of billing details.
๐Ÿ“‹
Capture every submitted contact detail
Sync all contact fields between Alegra and WATI when new customers are registered, ensuring your customer communication platform has accurate data.
๐Ÿ””
Notify your team when invoices are issued
Alert your finance or sales team immediately when an invoice or estimate is created in Alegra, improving internal coordination.
๐Ÿ”€
Route messages based on contact location
Send specific message templates or update attributes in WATI depending on whether your Alegra contact is created in Colombia, Mexico, or Argentina.
๐Ÿ”„
Keep contact details synchronized
Automatically update contact attributes in WATI whenever client information is modified or updated within your Alegra financial database.
๐Ÿ‘ฅ
Prevent duplicate contacts across apps
Search existing records before creating new entries, ensuring your Alegra and WATI databases remain clean and free of duplicates.
๐Ÿ’ณ
Handle payment and status updates
Process invoice payments in Alegra and trigger follow-up session messages in WATI when payments are completed or require attention.
๐Ÿ’ฌ
Connect WATI with Slack for team alerts
Extend your Alegra and WATI workflow by notifying your team in Slack whenever customer interactions or invoices require immediate review.
And much more...

Who is Alegra + WATI integration for?

Small business owners, finance teams, and customer support staff connecting Alegra invoices and WATI messages to remove manual copying and speed up communication.

Finance managers
Finance managers
Customer support leads
Customer support leads
Small business owners
Small business owners
Sales operations teams
Sales operations teams
Billing specialists
Billing specialists
Account managers
Account managers
๐Ÿ“ˆ
Finance managers
You're managing small business finances across Latin America but your revenue tracking reports only update when someone manually exports invoices, so the financial metrics you're reviewing are always a few hours behind โ€” connecting these apps means every new invoice updates your records instantly and your data stays current.
โšก
Customer support leads
You need to answer billing questions immediately when clients message on WhatsApp, but finding invoice details across systems takes too long and causes delayed replies โ€” with this integration, customer communication flows alongside your financial records so your team answers instantly.
๐Ÿข
Small business owners
You spend your day organizing invoices and tracking expenses for your growing business while trying to manage customer chats by hand, leading to missed follow-ups โ€” automating both apps means invoices generate WhatsApp messages automatically and your client engagement runs smoothly.
๐Ÿ“Š
Sales operations teams
The volume of new customer contacts and estimates is too high for anyone to keep up with by hand, resulting in scattered client data and delayed billing cycles โ€” integrating these apps means every contact and estimate syncs across platforms instantly and your pipeline stays organized.
๐Ÿงพ
Billing specialists
You own the invoicing process and depend on upstream order details being handed over correctly, but manual transcription errors frequently cause incorrect billing amounts โ€” this integration means invoice creation happens automatically without manual data entry mistakes.
๐Ÿ—‚๏ธ
Account managers
You need a reliable history of all customer interactions and financial transactions, but you keep finding gaps between your messaging logs and accounting software โ€” connecting these apps means every contact and message is recorded accurately with zero missing records.
Our team

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Why choose Integrately to automate Alegra + WATI

Build and manage your Alegra + WATI automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect Alegra + WATI with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting โ€” just real help, right when you need it.
Free done-for-you setup
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
How Integrately Works?

How Integrately Works?

1
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Select a trigger from Google Sheets
2
Connect Accounts
Connect Accounts
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Automation is ready
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Frequently Asked Questions

How do I connect Alegra to WATI?
Frequently Asked Questions
You can connect Alegra to WATI in 1 click using ready-made workflows on Integrately, or use Integrately AI to build custom automations linking your apps with Shopify, HubSpot, Google Sheets, Stripe, Gmail, and Slack.
Can I automatically send WhatsApp messages when an invoice is created in Alegra?
Frequently Asked Questions
Can I connect Alegra, WATI, and Google Sheets?
Frequently Asked Questions
What is a good Zapier alternative for Alegra and WATI?
Frequently Asked Questions
How does Alegra handle invoice data in this integration?
Frequently Asked Questions
How does WATI manage customer contacts during automation?
Frequently Asked Questions
Do I need coding skills to automate Alegra and WATI?
Frequently Asked Questions
Is the Alegra and WATI integration free?
Frequently Asked Questions
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You Can Also Connect Alegra or WATI With 1500+ Other Apps

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