Upload credit note PDF files to Google Drive when new credit notes are created in ProAbono
Need to save all of your credit notes in one place? Use this Zapier template. Once you do, all new customer credit notes created by ProAbono will be automatically uploaded in your Google Drive account.
Need to save all of your credit notes in one place? Use this Zapier template. Once you do, all new customer credit notes created by ProAbono will be automatically uploaded in your Google Drive account.
- When this happens...Event(s) Related to a Credit Note
Triggers when an event related to a Credit Note occurs.
- automatically do this...Retrieve Full Credit Note (PDF)
Retrieves a credit note with all details + url PDF file.
- then do this!Upload File
Triggers when any new file is added (inside of any folder).
Event Type related to a credit noteRequired
Try ItEvent Type related to an invoiceRequired
Try ItEvent Type related to a subscriptionRequired
Try ItReference CustomerRequired
Reference of the Customer shared by the application and ProAbono.
Ensure Billable ?
If True forces the verification of the payment information, even if the Offer is free. If the customer has not registered any payment information, the 403 forbidden error is returned.
Date Start
Ignore what's before that date.
Date End
Ignore what's after that date.
Force Offline ?
If true, it forces the invoice to be offline for a customer with automated payment (card, direct debit).
Note
A note is added to the bottom of an invoice PDF, just above the Customer Service Section.
Event Type related to a customerRequired
Try ItEvent Type related to a payment method (bank card and/or direct debit mandate)Required
Try ItReference CustomerRequired
Reference of the Customer shared by the application and ProAbono.
Reference CustomerRequired
Reference of the Customer shared by the application and ProAbono.
LabelRequired
Label of the Line which will be displayed in the invoice.
AmountRequired
The Amount must be in cents (127.97 € -> 12797) and before taxes .
Quantity
Quantity is purely informative and will be displayed in the invoice.
Should the line be created only if the customer has valid payment information ?Required
Related categories
Related categories
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