Connect Campaign Refinery and ProAbono

Both apps 32Campaign Refinery 18ProAbono 14

• Trigger
  New Custom Attribute

  Triggers when there is a new custom attribute.

• Trigger
  New Custom Attribute Group

  Triggers when there is a new custom attribute group.

• Trigger
  New Form

  Triggers when there is a new form.

• Trigger
  New Goal

  Triggers when there is a new goal.

• Trigger
  New Tag

  Triggers when a new tag is created.

• Action
  Create Custom Attribute

  Creates a custom attribute.

• Action
  Create Custom Attribute Group

  Creates a custom attribute group.

• Action
  Create Form

  Creates a form.

• Action
  Create Goal

  Creates a goal.

• Action
  Create Tag

  Creates a tag.

• Action
  Delete Tag

  Schedules a tag for deletion.

• Action
  Find Custom Attribute

  Finds a custom attribute by key.

• Action
  Find Form

  Finds a form by name.

• Action
  Find Goal

  Finds a goal by name.

• Action
  Find Tag

  Finds a tag by name.

• Action
  Update Custom Attribute

  Updates a custom attribute.

• Action
  Update Form

  Updates a form.

• Action
  Update Goal

  Updates a goal.

• Trigger
  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).

• Action
  Anonymize a Customer

  Anonymizes a customer in ProAbono, clearing their personal details such as name and email. Returns the anonymized customer.

• Action
  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.

• Action
  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.

• Action
  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.

• Action
  Get invoice

  Returns a single ProAbono invoice by its ID, including its number, state, amounts, customer and links to view or pay it.

• Action
  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.

• Action
  Retrieve a Customer

  Returns a customer by your own customer reference, including their status, segment, metadata and customer portal links.

• Action
  Retrieve Billing Address of a Customer

  Returns the billing address of a customer, looked up by your own customer reference.

• Action
  Retrieve Full Invoice (PDF)

  Returns a full invoice by its ID, including its amounts, status and a link to download the invoice PDF.

• Action
  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.

• Action
  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.

• Action
  Update Billing Address of a Customer

  Sets or updates the billing address of a ProAbono customer, and returns the saved address.

• Action
  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.