Connect ProAbono and TouchBasePro

Both apps 23ProAbono 14TouchBasePro 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.

• Trigger
  New Subscriber

  Triggers when a new subscriber is added to a list.

• Trigger
  Unsubscribed Subscriber

  Triggers when a subscriber unsubscribes from a list.

• Trigger
  Updated Subscriber

  Triggers when an active subscriber on a list is added or has their details changed.

• Action
  Add List

  Creates a new subscriber list in your TouchBasePro account and returns its list id.

• Action
  Add Subscriber

  Adds a subscriber to a TouchBasePro email list, or updates their name and custom fields if they are already on it.

• Action
  Get Subscriber

  Returns a subscriber's details on a list, including their email address, name, active/inactive state and custom field data.

• Action
  Send Smart Email

  Sends a smart transactional email to one or more recipients, filling the email's variables from the data you supply. Returns each recipient with its message ID and status.

• Action
  Unsubscribe Subscriber

  Unsubscribes a subscriber from a TouchBasePro list so they no longer receive campaigns sent to it.

• Action
  Update Subscriber

  Updates an existing subscriber on a list, including their email address, name, custom field values and tracking consent.

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