ProAbono can be connected to thousands of applications with Zapier.

In the case, we will send all New Customers from ProAbono to Google Sheets.

Prerequisite

Here is our sheet. The name of this document is up to you.

proabono-google-spreadsheet

 

proabono-google-spreadsheet-move-the-line

Then name your column. It is important to name your columns because in zapier you will be easier to match your customer data and the column of the Google Sheets.

Move the line just above line 1 to below line 1.

 

Starting on Zapier

1 – Create a Zap

proabono-create-a-zap

2 – Select ProAbono

select-application-proabono

3 – Choose the Trigger “Customer Added”

proabono-select-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

proabono-new-account-added

Your ProAbono’s account has been added. Click “Save + Continue” button.

proabono-activate

2 possibilities :

  • Click on “Skip Test & Continue” and you will go directly to the Google Sheets 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.

Configuring Google Sheets

1 – Set up Google Sheets

In the step 2 of the Zap, select the app Google Sheets and then choose Action “Create Spreadsheet Row”.

proabono-google-sheets-create-a-row

2 – Connect your Google account

3 – Select your Spreadsheet, the worksheet
proabono-google-sheets-select-a-sheet

When the worksheet has been selected, several fields appear. They match to the columns in the spreadsheet.

proabono-google-sheets-filled-in-form

When the form has been filled in, click on the “Continue” button.

proabono-google-sheets-continue

In the new screen, Zapier shows you the test data.

proabono-google-sheets-tests-google-sheets

Click “Create & Continue” then Activate your zap.

We’d love to hear how you use Zapier to automate integrations with ProAbono. Please write to us at support@proabono.com if you’d like to share feedback and ideas for integrations.