Integration
Connect Better Proposals and ProAbono
When Proposal Opened fires in Better Proposals, your agent runs Create a Line in the Customer Balance in ProAbono, or Event(s) Related to a Customer in ProAbono to Create a Proposal in Better Proposals. Describe the whole flow and it is built, tested on every scenario and kept running.
What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it.
Build solutions, not workarounds.
What do you want Better Proposals and ProAbono to do together?
Ask the assistant
Connect your AI client
Give your AI client this address.
https://mcp.apiant.aiOne connection does both: ask your client to act in an app once, or have it build an automation that keeps running. Any client that takes a remote MCP server. Nothing to install. Create your free account, then sign in once in your browser.
Set it up in your client
Claude Code
Run this in the directory you want to work in.
claude mcp add --transport http -s project apiant-ai https://mcp.apiant.aiStart Claude Code there, approve the server, and sign in in the browser page it opens.
Claude Code guide (opens in a new tab)Claude, web and desktop
Open Customize, then Connectors, then Add custom connector, and paste the address. On Team and Enterprise an owner adds it first.
Setup guide (opens in a new tab)Cursor
Add the address to your MCP configuration as a server URL. Cursor signs you in in your browser.
Setup guide (opens in a new tab)Zed
Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server.
Setup guide (opens in a new tab)Codex and the ChatGPT desktop app
Open Settings, then MCP servers, then Add server, and choose Streamable HTTP. From the terminal, Codex takes the address with its own add command and then signs you in.
Setup guide (opens in a new tab)Any other MCP client
Paste the address where the client asks for a remote MCP server URL, and name the server apiant-ai where it lets you. APIANT's skills reach the client over the same connection.
Setup guide (opens in a new tab)Example flows
What Better Proposals and ProAbono can do together
From Better Proposals to ProAbono
When Proposal Opened in Better Proposals
then Create a Line in the Customer Balance in ProAbono
From ProAbono to Better Proposals
Starting points drawn from the triggers and actions in the catalog today. Describe the flow you need, at any depth, and your agent builds it and tests every scenario before it ships.
Everything your agent can do with Better Proposals and ProAbono
Triggers and actions 4 triggers · 14 actions
- Proposal Opened
Triggers when a proposal is opened.
- Proposal Paid
Triggers when a proposal is paid.
- Proposal Signed
Triggers when a proposal is signed.
- Create a Proposal
Creates a new proposal.
- Event(s) Related to a Customer
Triggers when a customer is created or updated in ProAbono (name, email, status, language or other customer details change).
- Anonymize a Customer
Anonymizes a customer in ProAbono, clearing their personal details such as name and email. Returns the anonymized customer.
- Bill a Customer
Invoices a customer's current balance right away instead of waiting for the next billing cycle, optionally adding a note to the invoice.
- Create a Line in the Customer Balance
Adds a one-time debit or credit line to a customer's balance in ProAbono. The line is invoiced with the customer's next billing.
- Create or Update a Customer
Creates a customer in ProAbono, or updates the existing customer that has the same customer reference. Returns the customer record with its customer-portal links.
- Get invoice
Returns a single ProAbono invoice by its ID, including its number, state, amounts, customer and links to view or pay it.
- List customers
Returns the customers in your ProAbono account, optionally only those in one segment or those with an active subscription that includes a given feature.
- Retrieve a Customer
Returns a customer by your own customer reference, including their status, segment, metadata and customer portal links.
- Retrieve Billing Address of a Customer
Returns the billing address of a customer, looked up by your own customer reference.
- Retrieve Full Invoice (PDF)
Returns a full invoice by its ID, including its amounts, status and a link to download the invoice PDF.
- Retrieve Payment Settings of a Customer
Returns a customer's payment settings: payment type, billing mode, grey-list status, invoice note and next billing date.
- Suspend a Customer
Suspends a customer so they can no longer access the customer portal, download invoices, use their payment method or receive emails. Returns the updated customer.
- Update Billing Address of a Customer
Sets or updates the billing address of a ProAbono customer, and returns the saved address.
- Update Payment Settings of a Customer
Updates a customer's payment settings in ProAbono, such as a manual payment method, billing mode, next billing date or the note shown on their invoices, and returns the saved settings.
No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.
Each app on its own
Reviews
What our customers say
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Questions
Better Proposals and ProAbono, answered
What can start an automation from Better Proposals?
Any of Better Proposals's 3 triggers in the catalog, including Proposal Opened, Proposal Paid and Proposal Signed. Describe the moment in plain language and your agent picks the right one.
What can your agent do in ProAbono when something happens in Better Proposals?
Any of ProAbono's 13 actions, including Create a Line in the Customer Balance , Create or Update a Customer, Update Billing Address of a Customer and Update Payment Settings of a Customer. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from ProAbono to Better Proposals?
Yes. When something happens in ProAbono, your agent can act in Better Proposals too. This page covers both directions: ProAbono's triggers and Better Proposals's actions are listed here as well.
Do I have to build a connector for Better Proposals or ProAbono?
No. Both are in the catalog with their triggers and actions. You describe the automation; your agent builds it, tests every scenario and keeps it running.
Can my AI client use Better Proposals and ProAbono without building an automation?
Yes. With your AI client connected to APIANT, ask it to do something in either app once and it runs that action on the spot. Ask for an automation and your agent builds it, tests every scenario and keeps it running. One connection covers both.
What happens when something fails?
Your agent works that out for you. It plans the failure paths along with the happy path, then tests every scenario before it ships.
Is there a free plan?
Yes. Every plan includes the agent, including free, and building from your own AI client spends no assistant credits.