Connect Cirqll and ProAbono

Both apps 39Cirqll 25ProAbono 14

• Trigger
  New Note Event

  Triggers when a note is created, updated or deleted.

• Trigger
  New Task Event

  Triggers when a task is created, updated or deleted.

• Action
  Create Appointment

  Creates a new appointment.

• Action
  Create Assignment

  Creates a new assignment.

• Action
  Create Chance

  Creates a new chance.

• Action
  Create Contact

  Creates a new contact.

• Action
  Create Contract

  Create a new contract and associate it with a customer.

• Action
  Create Customer

  Creates a new customer.

• Action
  Create Email

  Logs an email in Cirqll and associates it with a customer.

• Action
  Create Note

  Creates a new note.

• Action
  Create Task

  Creates a new task.

• Action
  Find Appointment

  Returns up to 100 appointments that match the specified filter.

• Action
  Find Assignment

  Returns up to 100 assignments that match the specified Cirqll filter.

• Action
  Find Chance

  Find chances (sales opportunities) in Cirqll matching a filter. Returns up to 100 matches, the first match, and the total count.

• Action
  Find Contact

  Finds Cirqll contacts matching a filter and returns the matches, the first match, and whether any matched.

• Action
  Find Contract

  Find contracts in Cirqll that match a filter. Returns up to 100 matches plus the first match.

• Action
  Find Customer

  Searches for an existing customer.

• Action
  Find Email

  Find emails tracked in Cirqll that match a filter. Returns up to 100 matches plus the first match.

• Action
  Find Field

  Find custom field definitions in Cirqll by a filter (name, type, category and so on).

• Action
  Find Note

  Searches for an existing note.

• Action
  Find Task

  Finds tasks in Cirqll that match a filter, returning up to 100 matches and the first match.

• Action
  Find User

  Find users in your Cirqll organisation that match a filter, such as a name or email address.

• Action
  Update Appointment

  Update an existing appointment's time, participants, or details.

• Action
  Update Chance

  Update a chance.

• Action
  Update User

  Updates a Cirqll user's name, email, two-factor mode or language.

• 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.