Connect ProAbono and Valuecase

Both apps 31ProAbono 14Valuecase 17

• 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 Form Completed

  Triggers when a form in a Space is completed.

• Trigger
  New Space Created

  Triggers when a new Space is created.

• Action
  Add External ID to Space

  Links a Space to a record in another system by attaching an external ID.

• Action
  Archive Space

  Archives a Space, or restores an archived Space to active.

• Action
  Create or Update Form Submission

  Answers a question on a form, saving it as a draft or completing the submission.

• Action
  Create Space

  Creates a new Space from a template, personalized for a customer company and contact.

• Action
  Delete Space

  Deletes a Space.

• Action
  Get Space by Slug

  Finds a Space by its URL slug.

• Action
  List Form Submissions

  Returns the submissions of a form.

• Action
  List Spaces

  Returns Spaces, optionally filtered by company/Space name and active or archived state.

• Action
  Remove External ID from Space

  Removes an external record ID link from a Space.

• Action
  Return All Custom Properties of Space

  Returns all custom properties set on a Space.

• Action
  Return All Forms for Space

  Returns all forms in a Space, completed or not.

• Action
  Return External IDs by Space ID

  Returns the external record IDs linked to a Space.

• Action
  Return Spaces by External ID

  Returns Spaces linked to a record in another system by its external ID.

• Action
  Update Space

  Changes a Space's owner and whether participants may share it or download files.

• Action
  Update Space Custom Property

  Sets the value of a custom property on a Space.

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