Connect ProAbono to Payaca

Both apps 28ProAbono 14Payaca 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 invoice

  Creates an invoice against a Payaca project for a fixed amount, a percentage of the accepted project value, or everything still payable, and can optionally send it or mark it as sent.

• Action
  Add payment

  Records a payment against a Payaca project, optionally reconciling it to a specific invoice and emailing the customer a receipt. Returns the created payment and how it was reconciled.

• Action
  Add project note

  Adds one or more notes to a Payaca project and returns the notes that were created.

• Action
  Add proposal

  Creates a proposal on a Payaca project, with its line items, optional payment schedule and any grants. Returns the new proposal with its totals.

• Action
  Get customer

  Returns a customer by id, including their contacts, addresses, custom field values and tags.

• Action
  Get invoice

  Returns a Payaca invoice by its ID, including its status, totals, line items and linked project. An error occurs if the invoice is not found.

• Action
  Get project

  Returns a project by its id, including its customer, pipeline stage, site address, custom fields, totals, grants and expected payments.

• Action
  Get scheduled event

  Returns a single scheduled event, including its times, location, customer, project, assignees, notes, tags and contacts to notify. An error occurs if the event is not found.

• Action
  List customers

  Returns all customers in the Payaca account, optionally narrowed to those with a contact on a given email address or phone number.

• Action
  List pipelines

  Returns all pipelines in the Payaca account, including each pipeline's stages in order.

• Action
  List projects

  Returns the projects in the Payaca account, optionally only those belonging to one customer.

• Action
  Mark proposal as accepted

  Marks a proposal that was already sent to the customer as accepted and returns the updated proposal.

• Action
  Update project

  Updates the custom field values on an existing project and returns the updated project. Service-type projects cannot be updated.

• Action
  Update scheduled event

  Updates the name, description, start time or end time of an existing scheduled event, and returns the updated event.

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