How to connect ProAbono and Box with Zapier?
In order to facilitate the interconnection with your favorite tools, ProAbono provides you with Zapier Templates allowing you to quickly set up the first automations.
Why connect ProAbono and Box with Zapier?
Section titled “Why connect ProAbono and Box with Zapier?”Make it easy to manage the download of all your invoices and credit notes, choose the folder that arrives and organize your box more efficiently to share the contents.
Insert these Zaps into your workflow. Once you do, all new customer and credit memo invoices created by ProAbono will automatically be added to your Box account.
Procedure
Section titled “Procedure”1/ Prerequisites
Section titled “1/ Prerequisites”If you have not already done so, start by connecting your ProAbono account to the Zapier application.
For more details see this article: “Connecting your ProAbono account in Zapier”.
2/ Choose one of the Templates
Section titled “2/ Choose one of the Templates”Click on one of the templates listed below to start setting up Zaps and automating your actions between ProAbono and Box.
Upload invoice PDF files to Box when new invoices are created in ProAbono.
[ZapTemplates ids=‘900769’]
Upload PDF files of your credit memo invoices to Box when new credit memo invoices are created in ProAbono.
[ZapTemplates ids=‘1064613’]
3/ Create your own scenarios
Section titled “3/ Create your own scenarios”The templates listed above allow you to create and automate the most requested / used scenarios with Google Drive. However, if you need to create different scenarios, we invite you to consult the set of actions and triggers present in the Zapier ProAbono application.
If you can’t find the exact event you need in the Zapier ProAbono application, check the list of available webhooks to create your own triggers.