ProAbono can be connected to thousands of applications with Zapier.
In the case, we will use a Gmail account to send email messages to someone in your team or even yourself when an event/trigger occurs in ProAbono.
Here is the list of triggers available in Zapier with ProAbono :
- Subscription – Interrupted
Triggers when a Subscription is interrupted: No Payment Info, Payments Due.
- Customer – Added
Triggers when a new customer is created.
- Subscription – Started
Triggers when a new Subscription is started (is running).
- Customer – Billing Address Updated
Triggers when the customer billing address is updated.
- Subscription – Terminated at End of the Billing Period
Triggers when a Subscription will be terminated at end of the billing period.
- Subscription – Upgraded
Triggers when a Subscription is upgraded.
- Subscription – Ended
Triggers when a Subscription has ended.
- Payment Permission – Expires Soon
Triggers when a payment permission expires soon. (Ex : debit card expires in 30 days ).
- Invoice – Created
Triggers when an invoice is created.
- Subscription – Renewed
Triggers when a Subscription is renewed.
- Payment Permission – Expired
Triggers when a payment permission has expired. (Ex : debit card is expired ).
- Subscription – Terminated
Triggers when a Subscription is terminated.
- Invoice – Overdue or Failed to Be Paid
Triggers when an invoice is overdue or failed to be paid.
- Payment – Failed
Triggers when a payment failed.
- Payment Permission – Defective
Triggers when a payment permission is defective. (Ex : debit card authorization refused, stolen, … ).
In this example, we will send an email when an invoice failed to be paid.
Starting on Zapier
1 – Create a Zap
2 – Select ProAbono
3 – Choose the Trigger “Invoice – Overdue or Failed to Be Paid”
Or the trigger you want.
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.
Click on “Skip Test & Continue” and you will go directly to the Gmail configuration. Zapier will use fake new customer data.
1 – Set up Gmail
In the step 2 of the Zap, select the app Google Sheets and then choose Action “Send Email”.
2 – Connect your Google account
3 – Type the email address of the recipient(s)
4 – Type the subject and the body of the message
Use the variable available in the step 1 to fill in the form.
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.