--- title: "Connect ProAbono to Templates On - APIANT.ai" description: "When \"Event(s) Related to a Customer\" fires in ProAbono, your agent runs \"Generate Image\" in Templates On." canonical: "https://apiant.ai/connect/proabono-to-templates-on" --- # Connect ProAbono to Templates On When **Event(s) Related to a Customer** fires in [ProAbono](https://apiant.ai/connections/proabono), your agent runs **Generate Image** in [Templates On](https://apiant.ai/connections/templates-on). Describe the whole flow and it is built, tested on every scenario and kept running. ProAbono **1** trigger ProAbono **13** actions Templates On **4** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want ProAbono and Templates On to do together? Give your AI client this address. `https://mcp.apiant.ai` One connection does both: ask your client to act in an app once, or have it build an automation that keeps running. Any client that takes a remote MCP server. Nothing to install. Create your free account, then sign in once in your browser. ### Set it up in your client ### Claude Code Run this in the directory you want to work in. `claude mcp add --transport http -s project apiant-ai https://mcp.apiant.ai` Start Claude Code there, approve the server, and sign in in the browser page it opens. [Claude Code guide (opens in a new tab)](https://apiant.ai/docs/mcp/claude-code) ### Claude, web and desktop Open Customize, then Connectors, then Add custom connector, and paste the address. On Team and Enterprise an owner adds it first. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Cursor Add the address to your MCP configuration as a server URL. Cursor signs you in in your browser. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Zed Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Codex and the ChatGPT desktop app Open Settings, then MCP servers, then Add server, and choose Streamable HTTP. From the terminal, Codex takes the address with its own add command and then signs you in. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Any other MCP client Paste the address where the client asks for a remote MCP server URL, and name the server apiant-ai where it lets you. APIANT's skills reach the client over the same connection. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) Example flows ## What ProAbono can start in Templates On - When **Event(s) Related to a Customer** in ProAbono then **Generate Image** in Templates On - When **Event(s) Related to a Customer** in ProAbono then **Generate PDF** in Templates On Starting points drawn from the triggers and actions in the catalog today. Describe the flow you need, at any depth, and your agent builds it and tests every scenario before it ships. Everything your agent can do with ProAbono and Templates On ## Triggers and actions 1 trigger · 17 actions - 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 **Generate Image** Generates a PNG image, either from one of your saved templates with your own values filled in, or as a styled text image without a template. Returns the image as base64 data with its size and dimensions. - Action **Generate PDF** Generates a PDF from one of your saved templates (filling in its dynamic fields), or a simple styled text document without a template, and returns the PDF as base64. - Action **List template fields** Returns the dynamic fields defined in a Templates On template, with each field's name and type (text or image), so you know which values to pass when generating an image or PDF. - Action **List templates** Returns all templates available to your account, including your own templates and public templates, with each template's id, name and public status. ## Each app on its own - [ **ProAbono** Subscription Billing Made Easy. Subscription Billing As-a-Service, for the New Generation of Services.](https://apiant.ai/connections/proabono) - [ **Templates On** Templates On is a tool for dynamic Image/PDF generation, Design or generate templates and use them in your...](https://apiant.ai/connections/templates-on) Reviews ## What our customers say ## More from ProAbono - [ **ProAbono to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/proabono-to-salesforce) - [ **ProAbono to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/proabono-to-slack) - [ **ProAbono to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/proabono-to-stripe) - [ **ProAbono to Shopify** Shopify is a commerce platform for online stores and retail point-of-sale.](https://apiant.ai/connect/proabono-to-shopify) - [ **ProAbono to QuickBooks Online** QuickBooks Online accounting — manage customers, invoices, bills, payments, vendors, expenses, and more via...](https://apiant.ai/connect/proabono-to-quickbooks-online) - [ **ProAbono to Trello** Trello is a visual collaboration tool that organizes projects into boards, lists, and cards.](https://apiant.ai/connect/proabono-to-trello) ## More into Templates On - [ **HubSpot to Templates On** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-templates-on) - [ **Salesforce to Templates On** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-templates-on) - [ **Slack to Templates On** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-templates-on) - [ **Google Sheets to Templates On** Google Sheets](https://apiant.ai/connect/google-sheets-to-templates-on) - [ **Gmail to Templates On** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-templates-on) - [ **Google Calendar to Templates On** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-templates-on) Questions ## ProAbono and Templates On, answered ### ### What can start an automation from ProAbono? Any of ProAbono's 1 trigger in the catalog, including Event(s) Related to a Customer. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Templates On when something happens in ProAbono? Any of Templates On's 4 actions, including Generate Image, Generate PDF, List template fields and List templates. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Templates On to ProAbono? Templates On has no triggers in the catalog today, so automations start in ProAbono. If you need the other direction, ask: your agent reads Templates On's API documentation and adds it. ### ### Do I have to build a connector for ProAbono or Templates On? No. Both are in the catalog with their triggers and actions. You describe the automation; your agent builds it, tests every scenario and keeps it running. ### ### Can my AI client use ProAbono and Templates On without building an automation? Yes. With your AI client connected to APIANT, ask it to do something in either app once and it runs that action on the spot. Ask for an automation and your agent builds it, tests every scenario and keeps it running. One connection covers both. ### ### What happens when something fails? Your agent works that out for you. It plans the failure paths along with the happy path, then tests every scenario before it ships. ### ### Is there a free plan? Yes. Every plan includes the agent, including free, and building from your own AI client spends no assistant credits.