In order to facilitate the interconnection with your favorite tools, ProAbono provides you with Zapier Templates allowing you to quickly set up the first automations.
Why connect ProAbono and DropBox with Zapier?
Make it easy to manage the download of all your invoices and credit notes, choose the arrival folder and organize your DropBox more efficiently to share the content.
Insert these Zaps into your workflow. Once you do, all new customer and creditor invoices created by ProAbono will be automatically added to your DropBox account.
Procedure
1/ Prerequisites
If you have not already done so, start by connecting your ProAbono account to the Zapier application.
For more details see this article: “Connecting your ProAbono account in Zapier“.
2/ Choose one of the templates
Click on one of the templates listed below to start setting up Zaps and automating your actions between ProAbono and DropBox.
Upload invoice PDF files to DropBox when new invoices are created in ProAbono.
Upload PDF files of your credit memo invoices to DropBox when new credit memo invoices are created in ProAbono.
3/ Create your own scenarios
The templates listed above allow you to create and automate the most requested / used scenarios with Google Drive. However, if you need to create different scenarios, we invite you to consult the set of actions and triggers present in the Zapier ProAbono application.
If you can’t find the exact event you need in the Zapier ProAbono application, check the list of available webhooks to create your own triggers.