ProAbono and Salesflare

How to connect ProAbono

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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