Connect ProAbono to Dixa

Both apps 37ProAbono 14Dixa 23

• 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.

• Action
  Add Internal Note

  Adds an internal note, visible only to agents, to a Dixa conversation and returns the created note.

• Action
  Change Conversation Status

  Changes a conversation's status by closing it, reopening it, or putting it into follow-up until a chosen time.

• Action
  Create Callback Request

  Creates a callback request conversation in Dixa, placing a call-back for an end user into the chosen queue, and returns the new conversation's id.

• Action
  Create Conversation

  Creates a new Dixa conversation on the email, contact form, chat, SMS, WhatsApp or callback channel and returns its ID.

• Action
  Create User

  Creates an end user (contact) in Dixa with their name, contact details and any custom contact attributes, and returns the new end user.

• Action
  Get Anonymization Status

  Returns the status of an anonymization request submitted earlier for a user, conversation or message, including when it was initiated and when it was processed.

• Action
  Get Conversation by Id

  Returns a single Dixa conversation by its id, including its channel, state, assignment, queue and custom attributes.

• Action
  Get Conversation Rating

  Returns the latest rating statuses and scores for a conversation, with one entry for each question of the survey.

• Action
  Get Conversation Tags

  Returns the tags applied to a conversation, including each tag's name, color and state.

• Action
  Get Messages in Conversation

  Returns all messages in a Dixa conversation, sorted from oldest to newest.

• Action
  Get Queue by Id

  Returns a Dixa queue by its id, including its name, offering settings, thresholds and the channels that use it. An error occurs if the queue is not found.

• Action
  Get User by Id

  Returns one Dixa end user (contact) by id, including their name, email addresses, phone numbers, external id and custom attribute values.

• Action
  Remove Tag From Conversation

  Removes a tag from a Dixa conversation. Active and inactive tags can both be removed.

• Action
  Search Conversation

  Returns the conversations that contain the specified text, match the specified filters, or both, with snippets showing where the text was found.

• Action
  Search Conversations by User

  Returns the conversations requested by a specific end user.

• Action
  Search Enduser by External ID

  Returns the end users whose external ID matches the value you provide.

• Action
  Search User by Email Address

  Returns the Dixa end users whose email address matches the one you provide.

• Action
  Search User by Phone Number

  Returns the Dixa end users whose phone number matches the one you specify.

• Action
  Set Custom Contact Attributes

  Sets custom attribute values on an end user in Dixa and returns the attributes that were updated.

• Action
  Set Custom Conversation Attributes

  Sets the values of custom attributes on a conversation and returns the conversation's updated custom attributes.

• Action
  Tag Conversation

  Adds an existing active tag to a conversation.

• Action
  Transfer Conversation to Queue

  Transfers a conversation to the queue you choose, optionally on behalf of a specific agent, admin or AI agent.

• Action
  Update End User

  Updates an end user's name, contact details, avatar, external ID and custom contact attributes in Dixa. Only the fields you fill in are changed.

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