Upload credit note PDF files to Dropbox when new credit notes are created in ProAbono
If your accounting manager needs to save all of your credit notes in one place, this Zap can help save you time and money. Once active, this integration will automatically upload all new customer credit notes created in ProAbono to the directory of your choice in your Dropbox account.
If your accounting manager needs to save all of your credit notes in one place, this Zap can help save you time and money. Once active, this integration will automatically upload all new customer credit notes created in ProAbono to the directory of your choice in your Dropbox 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
Search for a specific file by name. Make sure the number of files/folders in the watched folder does not exceed 6000.
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Event Type related to a credit noteRequired
Try ItEvent Type related to an invoiceRequired
Try ItEvent Type related to a subscriptionRequired
Try ItReference CustomerRequired
Ensure Billable ?
Date Start
Date End
Force Offline ?
Note
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 CustomerRequired
LabelRequired
AmountRequired
Quantity
Should the line be created only if the customer has valid payment information ?Required