ProAbono + Pipedrive Integrations

How to connect ProAbono + Pipedrive

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Create customers in ProAbono with new updates to Pipedrive deal stages
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Pipedrive + Filter by Zapier + ProAbono
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When this happens
Step 1: Updated Deal Stage
Then do this
Step 2: Only continue if...
Then do this
Step 3: Create or Update a Customer
Then do this
Step 4: Update Billing Address of a Customer
See Zap details Try it
Create customers in ProAbono with new updates to Pipedrive deal stages
Create customers in ProAbono with new updates to Pipedrive deal stages
Pipedrive + Filter by Zapier + ProAbono
Create customers in ProAbono when a new companies are created in Pipedrive
Try it
Pipedrive + ProAbono
More details
When this happens
Step 1: New Organization
Then do this
Step 2: Create or Update a Customer
Then do this
Step 3: Update Billing Address of a Customer
See Zap details Try it
Create customers in ProAbono when a new companies are created in Pipedrive
Create customers in ProAbono when a new companies are created in Pipedrive
Pipedrive + ProAbono

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Do Even More with ProAbono + Pipedrive

With Zapier, you can do more than just connect 2 apps—you can automate entire processes from beginning to end! Here are some popular ways users make their ProAbono + Pipedrive workflows do more for them.

Zapier users love adding Filter by Zapier to their workflows
Create customers in ProAbono with new updates to Pipedrive deal stages
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Create customers in ProAbono with new updates to Pipedrive deal stages
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Filter by Zapier + Pipedrive + ProAbono

Supported triggers and actions

What does this mean?

- Event Type related to a credit noteRequired
Trigger
Instant
Try It
- Event Type related to an invoiceRequired
Trigger
Instant
Try It
- Event Type related to a subscriptionRequired
Trigger
Instant
Try It
- Reference 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.
Action
Write
- NameRequired
- EmailRequired
- Reference CustomerRequired
  The unique identifier used within your own application for this customer.
- Language
  Language of your customer. See all Language Codes.
- Reference Affiliation
  This field helps you to add information of affiliation to the Customer. For example, you can add an ip address, a name of a reseller, ...
- Segment
Action
Write

- Reference CustomerRequired
  Reference of the Customer shared by the application and ProAbono.
Action
Write
- Reference CustomerRequired
Action
Write

- Reference CustomerRequired
  Reference of the Customer shared by the application and ProAbono.
Action
Write
- Subscription IdRequired
  Id of the subscription to suspend.
Action
Write
- Reference CustomerRequired
  Reference of the Customer shared by the application and ProAbono.
- Company
- First Name
- Last Name
- Address Line 1
- Address Line 2
- Zip Code
- City
- Country
  Country Code ISO 3166-1 Alpha-2 code (ie Country Code in 2 letters)
- Region/State/Province
  Region/State/Province Code ISO 3166-2. Ex : For the State of Delaware in the USA - the region code is: US-DE.
- Tax Information
  i.e. VAT number (english), numéro de TVA Intracommunautaire, (français), ..
- Phone
Action
Write
- Subscription IdRequired
  Id of the Subscription.
- OfferRequired
  The Subscription will be upgraded to this Offer.
- When should this upgrade be applied ?Required
  Usually an upgrade is applied right away but sometimes you need to wait the end of the current term to applied it.
- Should The Minimum Commitment be ignored ?Required
  Some subscriptions can NOT be upgraded because of their commitments. Ex : a monthly subscription with 12 months commitment can not upgrade within the first 12 months.
- When Should this upgrade be billed ?Required
  The upgrade can be billed right away OR at the next renewal (ie at the end of the current term.)
Action
Write
New Activity
Triggers when a new activity is created.
Trigger
Scheduled
Try It
New Deal
Triggers when a new deal is created.
Trigger
Instant
Try It
New Lead
Triggers when a Lead is created.
Trigger
Scheduled
Try It
New Organization
Triggers when a new organization is created.
Trigger
Scheduled
Try It
New Person
Triggers when a new person is created.
Trigger
Scheduled
Try It
- Stage in Pipeline
  If no stage is specified, the trigger will fire on any deal who's stage was updated.
Trigger
Instant
Try It
Updated Organization
Triggers when an existing organization is updated.
Trigger
Scheduled
Try It
- DealRequired
- ProductRequired
- PriceRequired
  Price at which this product will be added to the deal.
- QuantityRequired
  How many items of this product will be added to the deal.
- Discount Percentage
- Comments
- Is enabled?
Action
Write
- TitleRequired
- Creation Date
  Requires Admin access to Pipedrive account
- Status
- Stage
- Owner
  Select user who will be marked as the owner of this deal. If omitted, the authorized user will be used.
- Organization
  Organization this deal will be associated with.
- Person
  Person this deal will be associated with.
- Probability
- Expected Close Date
- Value
- Currency
Action
Write
- FollowerRequired
  The user you want to assign as a follower.
- What to add follower to?Required
Action
Write
- ContentRequired
  Supports some HTML formatting.
- Deal
  Note must be associated with at least one deal, person, organization, or lead.
- Pin note on specified deal?
- Person
  Note must be associated with at least one deal, person, organization, or lead.
- Pin note on specified person?
- Organization
  Note must be associated with at least one deal, person, organization, or lead.
- Pin note on specified organization?
- Lead
  Note must be associated with at least one deal, person, organization, or lead.
- Pin note on specified lead?
Action
Write
- NameRequired
- Owner
- Organization
- Email
- Phone
Action
Write
- ActivityRequired
- Is Done?
- Subject
- Assign To
- Deal
- Person
- Due Date and Time
- Duration
  Format must be HH:MM
- Note
  Accepts HTML format
- Type
- Organization
Action
Write
- LeadRequired
- Title
- Owner
  Select user who will be marked as the owner of this lead.
- Organization
  Organization this lead will be associated with.
- Person
  Person this lead will be associated with.
- Label
- Expected Close Date
- Lead Value
- Lead Value Currency
  This field is required if a Lead Value amount is provided.
Action
Write
- PersonRequired
- Name
- Owner
- Organization
- Email
  Will overwrite current email addresses.
- Phone
  Will overwrite current phone numbers.
Action
Write
- Search for an Exact Match?
  If no, a fuzzy match result can be returned. For example, if searching for a deal titled Zapier when this field is set to yes, the search will NOT return a deal named Zapier Deal, but it would return a deal named Zapier or zapier.
Action
Search
- Search for an Exact Match?
  If no, a fuzzy match result can be returned. For example, if searching for Zapier when this field is set to yes, the search will NOT return an org named Zapier Inc, but would return an org named Zapier or zapier.
Action
Search
- Search termRequired
Action
Search
- Field to Search ByRequired
Action
Search
- Search for an Exact Match?
  If no, a fuzzy match result can be returned. For example, if searching for a deal titled Zapier when this field is set to yes, the search will NOT return a deal named Zapier Deal, but it would return a deal named Zapier or zapier.
- TitleRequired
- Creation Date
  Requires Admin access to Pipedrive account
- Status
- Stage
- Owner
  Select user who will be marked as the owner of this deal. If omitted, the authorized user will be used.
- Organization
  Organization this deal will be associated with.
- Person
  Person this deal will be associated with.
- Probability
- Expected Close Date
- Value
- Currency
Action
Search or write
- Search for an Exact Match?
  If no, a fuzzy match result can be returned. For example, if searching for Zapier when this field is set to yes, the search will NOT return an org named Zapier Inc, but would return an org named Zapier or zapier.
- NameRequired
- Owner
- Address
Action
Search or write
- Search termRequired
- NameRequired
- Code
- Unit
- Tax percentage
- Is active?
- Owner
- Currency
  Defaults to account's currency settings if not specified.
- Price
  A currency must be specified in order to set a price.
- Cost
- Overhead Cost
Action
Search or write

- 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
  Reference of the Customer shared by the application and ProAbono.
Action
Write
- 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
Action
Write
- Reference CustomerRequired
  Reference of the Customer shared by the application and ProAbono.
- OfferRequired
- Start Date
  Set the Date when the Subscription will start. If not provided, the Subscription starts immediately.
- Title
  Override the Title of the Offer. By Default, the Title of the new Subscription is copied from the Offer.
- Description
  Override the Description of the Offer. By Default, the Description of the new Subscription is copied from the Offer.
- UpFront Fee
  Override the UpFront Fee (aka Setup Fee) of the Offer. Amount must in cents (127.97 € -> 12797).
- Recurring Amount
  Override the Recurring Amount of the Offer. Amount is in cents (592.97 € -> 59297).
- Termination Fee
  Override the Termination fee of the Offer. Amount is in cents (90.00 € -> 9000).
Action
Write
- Credit Note IdRequired
  The number of a credit note like "FA001-000000023" is not the credit note Id. Credit Note Id is an unique internal identifier.
Action
Write
- Invoice Id
  The number of an invoice like "F001-000000023" is not the Invoice Id. Invoice Id is an unique internal identifier.
Action
Write
- Subscription IdRequired
  Id of the Subscription to start.
Action
Write
- Subscription IdRequired
  Id of the Subscription to terminate.
- When should this termination be applied ?Required
  Usually a termination is applied at the end of the current term but sometimes you need to applied right away and not wait.
Action
Write
- Reference CustomerRequired
  Reference of the Customer shared by the application and ProAbono.
- How the Customer will pay futures invoices created in ProAbono ?
  Choose a payment type only if the customer does NOT pay by bank/debit/credit card or SEPA direct debit.
- Next Billing Date
  Update the Next Billing Date of the Customer.
- Should the customer be automatically billed on each term ?
  By default, in ProAbono, each customer is billed automatically according its subscription(s).
Action
Write
- Country NameRequired
  Search by country name. English ONLY.
Action
Search
- Filter IdRequired
Trigger
Scheduled
Try It
- FilterRequired
Trigger
Scheduled
Try It
New Note
Triggers when a new note is created.
Trigger
Scheduled
Try It
- FilterRequired
Trigger
Scheduled
Try It
- FilterRequired
Trigger
Scheduled
Try It
Updated Deal
Triggers when an existing deal is updated.
Trigger
Instant
Try It
Updated Person
Triggers when an existing person is updated.
Trigger
Scheduled
Try It
- SubjectRequired
- Organization
- Assign To
  If omitted, the activity will be assigned to the user of the connected account.
- Person
- Deal
- Is done?
- Type
- Due Date and Time
- Duration
  Format must be HH:MM
- Note
  Accepts HTML format
Action
Write
- FileRequired
- File NameRequired
- Deal
- Person
- Organization
- Product
- Activity ID
- Note ID
Action
Write
- TitleRequired
- Person
  Lead must be associated with at least one person or organization.
- Organization
  Lead must be associated with at least one person or organization.
- Owner
  Select user who will be marked as the owner of this lead. If omitted, the authorized user will be used.
- Note
  Supports some HTML formatting. Defaults as an unpinned note unless specified below.
- Pin Note to Lead?
  If true, the note in the field above will be pinned to the top of this lead.
- Label
- Expected Close Date
- Lead Value
- Lead Value Currency
  This field is required if a Lead Value amount is provided.
Action
Write
- NameRequired
- Owner
- Address
Action
Write
- NameRequired
- Code
- Unit
- Tax percentage
- Is active?
- Owner
- Currency
  Defaults to account's currency settings if not specified.
- Price
  A currency must be specified in order to set a price.
- Cost
- Overhead Cost
Action
Write
- DealRequired
- Title
- Status
- Stage
- Owner
  Select user who will be marked as the owner of this deal.
- Organization
  Organization this deal will be associated with.
- Person
  Person this deal will be associated with.
- Value
- Currency
Action
Write
- OrganizationRequired
- Owner
- Name
- Address
Action
Write
- SubjectRequired
  Partial sentences are ok, we'll try to find the best match.
- Assigned To
- Type
- Filter
  If you have a lot of activities (thousands), try using a Pipedrive filter to narrow down the results.
- Status
  Note that "Not Done" is set as the default when no option is picked.
Action
Search
- Search for an Exact Match?
  If no, a fuzzy match result can be returned. For example, if searching for a deal titled Zapier when this field is set to yes, the search will NOT return a deal named Zapier Deal, but it would return a deal named Zapier or zapier.
Action
Search
- Search for an Exact Match?
  If no, a fuzzy match result can be returned. For example, if searching for the name Zap Zaplar when this field is set to yes, the search will NOT return a person named Zap Zaplar Jr., but would return a person named Zap Zaplar or zap zaplar.
Action
Search
Find Product(s)
Finds a product or products by name, ID, or product code (with line item support).
Action
Search
- SubjectRequired
  Partial sentences are ok, we'll try to find the best match.
- Assign To
  If omitted, the activity will be assigned to the user of the connected account.
- Type
- Filter
  If you have a lot of activities (thousands), try using a Pipedrive filter to narrow down the results.
- Is done?
  Note that "Not Done" is set as the default when no option is picked.
- Organization
- Person
- Deal
- Due Date and Time
- Duration
  Format must be HH:MM
- Note
  Accepts HTML format
Action
Search or write
- Search for an Exact Match?
  If no, a fuzzy match result can be returned. For example, if searching for a deal titled Zapier when this field is set to yes, the search will NOT return a deal named Zapier Deal, but it would return a deal named Zapier or zapier.
- TitleRequired
- Person
  Lead must be associated with at least one person or organization.
- Organization
  Lead must be associated with at least one person or organization.
- Owner
  Select user who will be marked as the owner of this lead. If omitted, the authorized user will be used.
- Note
  Supports some HTML formatting. Defaults as an unpinned note unless specified below.
- Pin Note to Lead?
  If true, the note in the field above will be pinned to the top of this lead.
- Label
- Expected Close Date
- Lead Value
- Lead Value Currency
  This field is required if a Lead Value amount is provided.
Action
Search or write
- Search for an Exact Match?
  If no, a fuzzy match result can be returned. For example, if searching for the name Zap Zaplar when this field is set to yes, the search will NOT return a person named Zap Zaplar Jr., but would return a person named Zap Zaplar or zap zaplar.
- NameRequired
- Owner
- Organization
- Email
- Phone
Action
Search or write

How ProAbono + Pipedrive Integrations Work

Step 1: Authenticate ProAbono and Pipedrive.
30 seconds
Step 2: Pick one of the apps as a trigger, which will kick off your automation.
15 seconds
Step 3: Choose a resulting action from the other app.
15 seconds
Step 4: Select the data you want to send from one app to the other.
2 minutes
That’s it! More time to work on other things.

Connect apps

Connect ProAbono + Pipedrive

About ProAbono

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

Related categories

Payment Processing

About Pipedrive

Pipedrive is sales pipeline and CRM software for deal makers. Get super-organized. Close deals in less time. iOS and Android apps let you take your pipeline with you anywhere.

Learn more

Related categories

CRM (Customer Relationship Management)

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ProAbono + Pipedrive Integrations

How to connect ProAbono + Pipedrive

Create customers in ProAbono with new updates to Pipedrive deal stages

Create customers in ProAbono with new updates to Pipedrive deal stages

Create customers in ProAbono when a new companies are created in Pipedrive

Create customers in ProAbono when a new companies are created in Pipedrive

Connect your apps and automate workflows

Do Even More with ProAbono + Pipedrive

Create customers in ProAbono with new updates to Pipedrive deal stages

Event(s) Related to a Credit Note

Event Type related to a credit noteRequired

Event(s) Related to an Invoice

Event Type related to an invoiceRequired

Event(s) Related to a Subscription

Event Type related to a subscriptionRequired

Bill a Customer

Reference CustomerRequired

Ensure Billable ?

Date Start

Date End

Force Offline ?

Note

Create or Update a Customer

NameRequired

EmailRequired

Reference CustomerRequired

Language

Reference Affiliation

Segment

Retrieve Billing Address of a Customer

Reference CustomerRequired

Retrieve a Customer

Reference CustomerRequired

Retrieve Payment Settings of a Customer

Reference CustomerRequired

Suspend a Subscription

Subscription IdRequired

Update Billing Address of a Customer

Reference CustomerRequired

Company

First Name

Last Name

Address Line 1

Address Line 2

Zip Code

City

Country

Region/State/Province

Tax Information

Phone

Upgrade a Subscription

Subscription IdRequired

OfferRequired

When should this upgrade be applied ?Required

Should The Minimum Commitment be ignored ?Required

When Should this upgrade be billed ?Required

New Activity

New Deal

New Lead

New Organization

New Person

Updated Deal Stage

Stage in Pipeline

Updated Organization

Add Product to Deal

DealRequired

ProductRequired

PriceRequired

QuantityRequired

Discount Percentage

Comments

Is enabled?

Create Deal

TitleRequired

Creation Date

Status

Stage

Owner

Organization

Person