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Automate tasks across Alegra with Perfit

Trigger
Action

Businesses automate real work through MindCloud every day.

Automate your first task

Use MindCloud Cirra to make Alegra and Perfit talk.
Here are some common ways to automate work between them.

Send a Perfit notification when Alegra receives a high-priority item.Try now
Create a Perfit follow-up from new qualified activity in Alegra.Try now
Copy new customer details from Alegra into Perfit.Try now
Update the matching Perfit item when a Alegra status changes.Try now
Start a review in Perfit when Alegra flags an exception.Try now
Summarize new Alegra activity and save it in Perfit.Try now

How Cirra automates work

MindCloud Cirra gives your workplace superpowers.
Use her to powerhouse through your Alegra and Perfit work.

Connect your Alegra and Perfit. The first step is to give Cirra access to your applications.

Teach Cirra to work between them. Simply explain what you want done between them and how you use them.

Automate that work. All your apps will talk to each other and work together. No technical knowledge needed.

Every action you need

Access 38 actions between Alegra and Perfit.
Can’t find an action you need? Let us know.

Create BillCreate bill in Alegra.Get BillRun a get bill action in Alegra.List BillsRun a list bills action in Alegra.Update BillUpdate bill in Alegra.Get CompanyRun a get company action in Alegra.Create ContactCreate contact in Alegra.Delete ContactDelete contact in Alegra.Get ContactRun a get contact action in Alegra.List ContactsRun a list contacts action in Alegra.Restore ContactRun a restore contact action in Alegra.Update ContactUpdate contact in Alegra.Create InvoiceCreate invoice in Alegra.Delete InvoiceDelete invoice in Alegra.Get InvoiceRun a get invoice action in Alegra.List InvoicesRun a list invoices action in Alegra.

Frequently asked questions

New to MindCloud? We've got you. Here are some answers to common questions about how MindCloud works with Alegra and Perfit.

MindCloud connects Alegra and Perfit so teams can automate handoffs, updates, alerts, and record changes without building one-off scripts.

Connect all of your apps, not just some of them.

You can't automate business processes end-to-end if you can only connect to half of them.

Request an inviteJoin the early access list for the app network built to cover the workflows your business actually runs.Talk to an expertWork with a MindCloud specialist to map the systems, actions, and automations your team needs next.Get updatesFollow new app coverage, product launches, and practical integration notes from the MindCloud team.