ProAbono can be connected to thousands of applications with Zapier.
In the case, we will send all New Customers from ProAbono to Quickbooks.
Starting on Zapier
1 – Create a Zap
2 – Select ProAbono
3 – Choose the Trigger “Customer Added”
Click “Save + Continue” button.
4 – Set up or select your ProAbono’s account
If you set up ProAbono for the first time a zap on your Zapier account, Zapier will show you only a button “Connect a New Account”.
Please the procedure how to connect a New Account on Zapier.
Your ProAbono’s account has been added. Click “Save + Continue” button.
2 possibilities :
- Click on “Skip Test & Continue” and you will go directly to the next step configuration. Zapier will use fake new customer data.
- Click on “Connect & Continue” and Zapier will wait until you create a new customer from the ProAbono’s API or ProAbono’s backoffice.
1 – Set up Quickbooks
In the step 2 of the Zap, select the app Quickbooks and then choose Action “Create a Customer”.
2 – Connect your Quickbooks account
3 – Fill in the form
- Set ProAbono Customer Name as “Full Name”.
- Set Customer Email.
When the form has been filled in, click on the “Continue” button.
In the new screen, Zapier shows you the test data.
Click “Create & Continue” then Activate your zap.
Let’s continue with sending invoices to Quickbooks. Continue →