Connect ProAbono to Heymarket SMS

Both apps 28ProAbono 14Heymarket SMS 14

• 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 list

  Creates a new contact list in your Heymarket team, optionally adding contacts, phone numbers or emails to it.

• Action
  Add tag

  Creates a new tag in your Heymarket team.

• Action
  Add template

  Creates a message template in your Heymarket team.

• Action
  Delete contact

  Deletes a Heymarket contact by its ID.

• Action
  Delete list

  Deletes a Heymarket contact list, optionally removing given contacts from it first.

• Action
  Find contacts by criteria

  Finds Heymarket contacts by phone number, email or other channel value, or by filter conditions such as name, tag, status or custom fields.

• Action
  Get contact

  Returns a Heymarket contact by its ID, including name, phone, email, tags, notes and custom field values.

• Action
  Get conversation

  Returns a Heymarket conversation by its ID, including its status, inbox, assignee, target number and members.

• Action
  Get list

  Returns a single Heymarket list by its ID, including its name, sharing and archive status.

• Action
  List inboxes

  Returns every inbox on your Heymarket team, with its name, phone numbers and members.

• Action
  Opt out number

  Opts a phone number out of messaging, either team-wide or for selected inboxes.

• Action
  Send Custom Message

  Sends a custom SMS/MMS message from a Heymarket inbox to a phone number, an existing chat, a group of numbers, or a list (broadcast). Can also post a private comment in a conversation.

• Action
  Send Template Message

  Sends a saved Heymarket template as a text message to a phone number, an existing conversation, or a list.

• Action
  Update List

  Updates a Heymarket list's name and adds or removes its contacts, phone numbers and email addresses.

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