ProAbono can be connected to thousands of applications with Zapier.
In the case, we will send all New Customers from ProAbono to Google Sheets.
Here is our sheet. The name of this document is up to you.
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.
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 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”.
2 – Connect your Google account
3 – Select your Spreadsheet, the worksheet
When the worksheet has been selected, several fields appear. They match to the columns in the spreadsheet.
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.