--- title: "Connect Perspective and ProAbono - APIANT.ai" description: "When \"New Contact\" fires in Perspective, your agent runs \"Create a Line in the Customer Balance \" in ProAbono." canonical: "https://apiant.ai/connect/perspective-to-proabono" --- # Connect Perspective and ProAbono When **New Contact** fires in [Perspective](https://apiant.ai/connections/perspective), your agent runs **Create a Line in the Customer Balance **in [ProAbono](https://apiant.ai/connections/proabono), or **Event(s) Related to a Customer** in ProAbono to **Create Contact** in Perspective. Describe the whole flow and it is built, tested on every scenario and kept running. Perspective **2** triggers Perspective **8** actions ProAbono **1** trigger ProAbono **13** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Perspective and ProAbono to do together? Give your AI client this address. `https://mcp.apiant.ai` One 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.ai` Start Claude Code there, approve the server, and sign in in the browser page it opens. [Claude Code guide (opens in a new tab)](https://apiant.ai/docs/mcp/claude-code) ### 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)](https://apiant.ai/docs/mcp) ### 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)](https://apiant.ai/docs/mcp) ### Zed Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### 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)](https://apiant.ai/docs/mcp) ### 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)](https://apiant.ai/docs/mcp) Example flows ## What Perspective and ProAbono can do together ### From Perspective to ProAbono - When **New Contact** in Perspective then **Create a Line in the Customer Balance **in ProAbono - When **New Lead via Funnel** in Perspective then **Create or Update a Customer** in ProAbono ### From ProAbono to Perspective - When **Event(s) Related to a Customer** in ProAbono then **Create Contact** in Perspective - When **Event(s) Related to a Customer** in ProAbono then **Update Contact Field** in Perspective 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 Perspective and ProAbono ## Triggers and actions 3 triggers · 21 actions - Trigger **New Contact** Triggers when a new contact is added to the selected funnel. - Trigger **New Lead via Funnel** Triggers when a visitor submits the selected funnel and becomes a new lead (contacts whose source is the funnel itself). - Action **Create Contact** Creates a new contact in the CRM of a Perspective funnel. Returns the created contact. - Action **Get Contact** Returns a single CRM contact from a funnel by its ID. An error occurs if the contact is not found. - Action **Get Funnel Chart** Returns chart data points for a funnel over a time window, such as page-to-page conversion, visitor devices, top traffic sources or button clicks. - Action **Get Funnel KPI** Returns a single key performance indicator, such as conversion rate or total sessions, for a funnel over a chosen time period. - Action **Get Funnel Question Insight** Returns aggregated response counts for a specific funnel question or survey element over a date range. - Action **List Contacts** Returns the CRM contacts captured by a funnel, with their details, custom properties and attribution data. - Action **List Workspaces** Returns all workspaces in your Perspective company, along with the campaigns (funnels) that belong to each one. - Action **Update Contact Field** Updates one field on a contact in a funnel, either a standard contact field, an address field or a custom property, and returns the new value. - 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. ## Each app on its own - [ **Perspective** Perspective is a mobile funnel builder which lets you create beautiful mobile experiences.](https://apiant.ai/connections/perspective) - [ **ProAbono** Subscription Billing Made Easy. Subscription Billing As-a-Service, for the New Generation of Services.](https://apiant.ai/connections/proabono) Reviews ## What our customers say ## More from Perspective - [ **Perspective to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/perspective-to-salesforce) - [ **Perspective to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/perspective-to-slack) - [ **Perspective to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/perspective-to-stripe) - [ **Perspective to Shopify** Shopify is a commerce platform for online stores and retail point-of-sale.](https://apiant.ai/connect/perspective-to-shopify) - [ **Perspective to QuickBooks Online** QuickBooks Online accounting — manage customers, invoices, bills, payments, vendors, expenses, and more via...](https://apiant.ai/connect/perspective-to-quickbooks-online) - [ **Perspective to Pipedrive** Pipedrive is a sales CRM and pipeline management tool.](https://apiant.ai/connect/perspective-to-pipedrive) ## More into ProAbono - [ **HubSpot to ProAbono** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-proabono) - [ **Google Sheets to ProAbono** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-proabono) - [ **Gmail to ProAbono** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-proabono) - [ **Google Calendar to ProAbono** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-proabono) - [ **Google Drive to ProAbono** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/google-drive-to-proabono) - [ **Mailchimp to ProAbono** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/mailchimp-to-proabono) Questions ## Perspective and ProAbono, answered ### ### What can start an automation from Perspective? Any of Perspective's 2 triggers in the catalog, including New Contact and New Lead via Funnel. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in ProAbono when something happens in Perspective? 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 Perspective? Yes. When something happens in ProAbono, your agent can act in Perspective too. This page covers both directions: ProAbono's triggers and Perspective's actions are listed here as well. ### ### Do I have to build a connector for Perspective 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 Perspective 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.