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”
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 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.
In the new screen, Zapier shows you the test data.
Click “Skip Test & Continue” then Activate your zap.