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Microsoft Teams + ProAbono

Send Microsoft Teams channel messages with full ProAbono invoices (PDFs) when new auto payments fail in ProAbono

Following up on failed payments is essential. This integration lets you do that efficiently and easily via Microsoft Teams. After it's set up, a custom message will be automatically posted in the Microsoft Teams channel of your choice with a full ProAbono invoice PDF your chosen details whenever the status of a ProAbono invoice becomes "Automated payment failed."

Following up on failed payments is essential. This integration lets you do that efficiently and easily via Microsoft Teams. After it's set up, a custom message will be automatically posted in the Microsoft Teams channel of your choice with a full ProAbono invoice PDF your chosen details whenever the status of a ProAbono invoice becomes "Automated payment failed."

  1. When this happens...
    ProAbonoProAbono
    Event(s) Related to an Invoice

    Triggers when an event related to an Invoice occurs.

    TriggerInstant
  2. automatically do this...
    ProAbonoProAbono
    Retrieve Full Invoice (PDF)

    Retrieves an invoice with all details + url PDF file.

    ActionWrite
  3. then do this!
    Microsoft TeamsMicrosoft Teams
    Send Channel Message

    Sends a message to a channel. Requires installation of the Zapier app from the Teams Store.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • Event Type related to a customerRequired

    Trigger
    Instant
    Try It
    • Event Type related to a payment method (bank card and/or direct debit mandate)Required

    Trigger
    Instant
    Try It
    • Reference CustomerRequired

    Action
    Write
    • Reference CustomerRequired

    • LabelRequired

    • AmountRequired

    • Quantity

    • Should the line be created only if the customer has valid payment information ?Required

    Action
    Write
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About Microsoft Teams

Microsoft Teams is the hub for teamwork in Office 365 that integrates all the people, content, and tools your team needs to be more engaged and effective.
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  • Microsoft
  • Team Chat

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About ProAbono

Subscription Billing Made Easy. Subscription Billing As-a-Service, for the New Generation of Services.

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