ProAbono and Salesflare
How to connect ProAbono
- Via Zapier — 27 operations available. Set it up ↗
- Via Make — 26 modules available. Set it up ↗
What you can automate
- When new Credit Note Events in ProAbono, create an internal note in Salesflare.
- When new Customer Events in ProAbono, create an account, then create a contact, then add a contact to an account in Salesflare.
- When new Invoice Events in ProAbono, create an opportunity, then create a contact in Salesflare.
- When new Payment Method Events in ProAbono, create an opportunity, then create a contact in Salesflare.
- When new Subscription Events in ProAbono, create an opportunity, then create a contact in Salesflare.
About ProAbono
Subscription Billing Made Easy. Subscription Billing As-a-Service, for the New Generation of Services.
ProAbono operations on Zapier
Triggers (5)
Start a workflow when this happens
- Event(s) Related to a Credit Note — Triggers when an event related to a Credit Note occurs.
- Event(s) Related to a Customer — Triggers when an event related to a Customer occurs.
- Event(s) Related to a Payment Method — Triggers when an event related to a Payment Method (bank card or direct debit mandate) occurs.
- Event(s) Related to a Subscription — Triggers when an event related to a Subscription occurs.
- Event(s) Related to an Invoice — Triggers when an event related to an Invoice occurs.
Actions (21)
Things Salesflare can make it do
- Add Usage Quantity — Adds a new usage quantity to the Current Quantity of a Feature related to a Customer.
- Anonymize a Customer — Anonymizes a Customer. It will erase all personal data of a Customer while keeping its invoices and its subscriptions history. #GDPR #Privacy.
- Bill a Customer — Creates an invoice with the lines available in the customer balance
- Create a Line in the Customer Balance — Creates a new line in the Balance of a Customer
- Create a Subscription — Creates a new Subscription.
Show 16 more actions
- Create or Update a Customer — Creates a new customer or Updates a customer if the customer already exists.
- Disable a Feature — Disables a Feature related to a Customer. (Only for OnOff Features). Required : the customer has at least on Active Subscription with its feature.
- Enable a Feature — Enables a Feature related to a Customer. (Only for OnOff Features). Required : the customer has at least on Active Subscription with its feature.
- Retrieve Billing Address of a Customer — Retrieves the full billing address of an existing customer.
- Retrieve Full Credit Note (PDF) — Retrieves a credit note with all details + url PDF file.
- Retrieve Full Invoice (PDF) — Retrieves an invoice with all details + url PDF file.
- Retrieve Payment Settings of a Customer — Retrieves the payment settings of an existing customer.
- Retrieve a Customer — Retrieves an existing customer.
- Start a Subscription or Restart a Subscription — Starts a Subscription.
- Submit and Add a BATCH Payment Mandate to a Customer — Adds a BATCH Payment mandate to a customer. This mandate is an SDD (SEPA direct debit) mandate signed without using the hosted pages provided by ProAbono.
- Suspend a Customer — Suspends a Customer. This operation is to use only if you suspect a fraud or if that customer won't sign-in in your application anymore.
- Suspend a Subscription — Suspends a Subscription.
- Terminate a Subscription — Terminates a Subscription.
- Update Billing Address of a Customer — Updates the full billing address of an existing customer.
- Update Payment Settings of a Customer — Updates the payment settings of an existing customer.
- Upgrade a Subscription — Upgrades a Subscription.
Searches (1)
Look up existing records
- Find Country Codes by Country Name — Retrieves country codes by country name: code ISO 3166-1 alpha-2 (cca2), code ISO 3166-1 numeric (ccn3), code ISO 3166-1 alpha-3 (cca3) and code International Olympic Committee (cioc).
ProAbono operations on Make
Triggers (5)
Start a workflow when this happens
- Watch Credit Note Events — Triggers when an event related to a Credit Note occurs.
- Watch Customer Events — Triggers when an event related to a Customer occurs.
- Watch Invoice Events — Triggers when an event related to an Invoice occurs.
- Watch Payment Method Events — Triggers when an event related to a Payment Method (bank card or direct debit mandate) occurs.
- Watch Subscription Events — Triggers when an event related to a Subscription occurs.
Actions (21)
Things Salesflare can make it do
- Add Usage Quantity — Adds a new usage quantity to the Current Quantity of a Feature related to a Customer.
- Anonymize a Customer — Anonymizes a Customer. It will erase all personal data of a Customer while keeping its invoices and its subscriptions history. #GDPR #Privacy.
- Bill a Customer — Creates an invoice with the lines available in the customer balance.
- Create a Line in the Customer Balance — Creates a new line in the Balance of a Customer.
- Create a Subscription — Creates a new Subscription.
Show 16 more actions
- Create or Update a Customer — Creates a new customer or Updates a customer if the customer already exists.
- Enable/Disable a feature — Enables or Disables a Feature (Only for OnOff feature) in the active subscription of a Customer.
- Make an API Call (API Backoffice) — Performs an API call on the *API Backoffice*
- Make an API Call (API Live) — Performs an API call on the *API Live*\n
- Retrieve Billing Address of a Customer — Retrieves the full billing address of an existing customer.
- Retrieve Full Credit Note (PDF) — Retrieves a credit note and the PDF file link.
- Retrieve Full Invoice (PDF) — Retrieves an invoice with all details + url PDF file.
- Retrieve Payment Settings of a Customer — Retrieves the payment settings of an existing customer.
- Retrieve a Customer — Retrieves an existing customer.
- Retrieve a Subscription — Retrieves a Subscription by Subscription id.
- Start a Subscription or Restart a Subscription — Starts a Subscription.
- Suspend a Subscription — Suspends a Subscription.
- Terminate a Subscription — Terminates a Subscription.
- Update Billing Address of a Customer — Updates the full billing address of an existing customer.
- Update Payment Settings of a Customer — Updates the payment settings of an existing customer.
- Upgrade a Subscription — Upgrades a Subscription.
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