ProAbono can be connected to thousands of applications with Zapier.
In the case, we will send all New PDF Invoices from ProAbono to Google Drive.
Starting on Zapier
1 – Create a Zap
2 – Select ProAbono
3 – Choose the Trigger “Invoice – Created”
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 “Continue” button.
2 possibilities :
- Click on “Skip Test & Continue” and you will go directly to the next step. Zapier will use fake new customer data.
- Click on “Connect & Continue” and Zapier will wait until you create a new invoice from the ProAbono’s API or ProAbono’s backoffice.
Retrieving PDF invoice
In the step 2 of the Zap, select the App ProABono and then choose Action “Retrieve Full Invoice”.
2 – Select your ProAbono account
3 – Set up Options
Fill in the “Invoice id” field with the “Invoice Debit ID” variable of Step 1 of your zap.
Click on “Continue”.
Then click on “Skip Test & Continue”.
Configuring Google Drive
1 – Set up Google Drive
In the step 3 of the Zap, select the app Google Drive and then choose Action “Upload File”.
2 – Connect your Google Drive account
3 – Select your folder
4 – Select the URL of the file the PDF invoice
Click on the File field. Select “2 – Retrieve Full Invoice”.
Select “Link Invoice PDF file”.
When the form has been filled in, click on the “Continue” button.
Click “Skip Test & Continue” then Activate your zap.