ProAbono can be connected to thousands of applications with Zapier.

In the case, we will send all New PDF Invoices from ProAbono to Quickbooks.

Starting on Zapier

1 – Create a Zap

proabono-create-a-zap

2 – Select ProAbono

select-application-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 configuration. 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 Quickbooks

1 – Set up Quickbooks

In the step 3 of the Zap, select the app Dropbox and then choose Action “Create Invoice By Customer”.

2 – Connect your Quickbooks account

3 – Fill in field “Find Customer by Name/Email”

4 – Fill in field “Number”

“Number” stands for Number of the invoice.

5 – Select the URL of the file the PDF invoice

Click on the Note field. Select “2 – Retrieve Full Invoice”. Type PDF. Select “Link Invoice PDF file”.

5 – Finish filling in the form

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

Click “Skip Test & 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.