Connect ProAbono to Red Spot Interactive

Both apps 23ProAbono 14Red Spot Interactive 9

• 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 appointment

  Books an open appointment slot for a patient at the practice and returns the new appointment's id.

• Action
  Add patient

  Creates a patient record in the practice's scheduling system and returns the new patient's id, which can be used right away to book an appointment.

• Action
  Find patients

  Returns the patient records that match the first name, last name, date of birth, phone or last-updated filters you provide.

• Action
  Find slots

  Returns the open appointment slots for a visit type and procedure at a location, either the nearest available times or those on the days you specify.

• Action
  Get appointment

  Returns one appointment with its time, status, patient, provider, location, visit type and procedure. An error occurs if the appointment is not found.

• Action
  List locations

  Returns all of the practice's active locations shown for online scheduling, with their names and addresses.

• Action
  List procedures

  Returns the practice's active procedures shown for online scheduling, with each procedure's id and patient-facing name.

• Action
  List providers

  Returns the practice's active providers shown for online scheduling, optionally only those practicing at one location.

• Action
  List visit types

  Returns all of the practice's visit types, such as new patient or established patient.

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