Connect PayPro and SmartMatchApp

Both apps 39PayPro 11SmartMatchApp 28

• Trigger
  New Sale

  Triggered when a new sale is made, meaning a payment on the PayPro account has been paid.

• Action
  Add customer

  Creates a new customer in PayPro with optional contact, address and company details, and returns the new customer's id.

• Action
  Add payment

  Creates a new payment and returns its id, state and the checkout link to send your customer to.

• Action
  Add refund

  Creates a full or partial refund for a PayPro payment, returning the amount back to the customer from your PayPro balance.

• Action
  Add subscription

  Creates a recurring subscription for a customer in PayPro and returns the new subscription's id.

• Action
  Get customer

  Returns a single PayPro customer by id, including contact details, company details and address. An error occurs if the customer is not found.

• Action
  Get payment

  Returns a single payment by its id, including its amount, state, pay method, metadata and related records. An error occurs if the payment is not found.

• Action
  List customers

  Returns all customers created for your PayPro account, most recent first.

• Action
  List payments

  Returns the payments created on the PayPro account, most recent first.

• Action
  List payouts

  Returns the payouts created on your PayPro account, most recent first, optionally limited to a creation date range.

• Action
  List subscriptions

  Returns the subscriptions created for your PayPro account, most recent first.

• Trigger
  New Client

  Triggers when a new client is created.

• Trigger
  New Client Note

  Triggers when a note is added to a client.

• Trigger
  New Task

  Triggers when a new task is created.

• Action
  Create Client

  Creates a new client in your SmartMatchApp agency and returns its ID.

• Action
  Create Client Match

  Creates a match between a client and another client and returns the match ID.

• Action
  Create Client Note

  Adds a note to a client and returns the note ID.

• Action
  Create Email Draft

  Creates an email draft and returns its ID.

• Action
  Create Task

  Creates a task and returns its ID.

• Action
  Create Task Note

  Adds a note to a task and returns the note ID.

• Action
  Delete Client

  Deletes a client.

• Action
  Delete Client Match

  Deletes a client match.

• Action
  Delete Client Note

  Deletes a client note.

• Action
  Delete Email Draft

  Deletes an email draft.

• Action
  Delete Task

  Deletes a task.

• Action
  Find a Client

  Returns clients, newest first, with paging.

• Action
  Get Client

  Returns a client's type, status, created date and assigned users.

• Action
  Get Client Note

  Returns one note on a client.

• Action
  Get Email Draft

  Returns an email draft.

• Action
  Get Task

  Returns a task with its board, status and folder.

• Action
  List Client Matches

  Returns a client's matches.

• Action
  List Client Notes

  Returns a client's notes.

• Action
  List Email Drafts

  Returns email drafts.

• Action
  List Tasks

  Returns tasks, optionally filtered by board, status or assignee.

• Action
  Update Client

  Updates a client's type, status flags or assigned users.

• Action
  Update Client Match

  Updates a client match's group, priorities, due dates or statuses.

• Action
  Update Client Note

  Updates a client note's content or date.

• Action
  Update Email Draft

  Updates an email draft's subject, message or campaign.

• Action
  Update Task

  Updates a task.

No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.