Connect ProAbono to Dwolla

Both apps 33ProAbono 14Dwolla 19

• 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 beneficial owner

  Adds a beneficial owner (an individual owning 25% or more) to a verified business customer, identified by SSN for US owners or by passport for non-US owners.

• Action
  Add customer

  Creates a Dwolla customer — receive-only, unverified, verified personal, or verified business.

• Action
  Add document

  Uploads an identity verification document (passport, license, ID card) for a Dwolla customer.

• Action
  Add funding source

  Creates a bank account, virtual account number or debit card funding source for a Dwolla customer.

• Action
  Add mass payment

  Creates a mass payment that sends up to 5,000 individual payments from one Dwolla funding source in a single batch.

• Action
  Add transfer

  Initiates a Dwolla transfer of money from one funding source to another, returning the new transfer's id and link.

• Action
  Cancel transfer

  Cancels a pending Dwolla transfer and returns the updated transfer.

• Action
  Delete funding source

  Removes a bank or debit card funding source in Dwolla. The funding source is soft deleted and stays readable, marked as removed.

• Action
  Find customers

  Searches Dwolla customers by name, business name or email, optionally filtered by verification status.

• Action
  Get customer

  Returns a Dwolla customer's details, including name, email, type and verification status.

• Action
  Get funding source

  Returns a Dwolla funding source (bank account or balance) by its ID, including its type, status and bank details.

• Action
  Get funding source balance

  Returns the current balance of a Dwolla funding source — balance and total for a Dwolla balance, available and closing for a bank account, available for a settlement account.

• Action
  Get mass payment

  Returns a Dwolla mass payment by its ID, including its processing status (pending, processing or complete), creation date, totals and metadata.

• Action
  List beneficial owners

  Returns all beneficial owners associated with a business verified Dwolla customer.

• Action
  List documents

  Returns all identity verification documents submitted for a Dwolla customer, including their type, review status and verification result.

• Action
  List events

  Returns the recent events (state changes to customers, transfers, funding sources and more) in your Dwolla application, newest first.

• Action
  List funding sources

  Returns all funding sources for a Dwolla customer, including bank accounts, debit cards and the Dwolla balance, with their verification status.

• Action
  List transfers

  Returns the transfers for a Dwolla customer, optionally filtered by amount range, date range, status, correlation ID or a name/email search.

• Action
  Update customer

  Updates a Dwolla customer's information, upgrades or retries verification, or suspends, deactivates or reactivates the customer.

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