Cacheflow and Salesflare

How to connect Cacheflow

What you can automate

  • When new Opportunity in Salesflare, create Proposal in Cacheflow.

About Cacheflow

Cacheflow is a CPQ and subscription management platform that streamlines sales processes and simplifies subscription management.

Cacheflow operations on Zapier

Triggers (3)

Start a workflow when this happens

  • Proposal Event — Triggers when a proposal is created or updated.
  • Subscription Event — Triggers when a Subscription is created or updated.
  • Transaction Event — Triggers when a transaction is created or updated.

Actions (3)

Things Salesflare can make it do

  • Create Proposal — This action creates a proposal.
  • Update Subscription Status — Updates the status of a Cacheflow Subscription
  • Update Usage — Creates Usage for a Billing Item.

Searches (8)

Look up existing records

  • Get Billing Schedules for Subscription — Gets the Billing Schedules for a specific Subscription.
  • Get Contacts for Customer — Get Contacts for a Customer
  • Get Customer Information — Gets information for a customer
  • Get Invoice Information — Gets information for a specific invoice.
  • Get Product Information — Gets information for a specific Product.
Show 3 more searches
  • Get Proposal Information — Gets information for a specific proposal.
  • Get Subscription Information — Gets Subscription Information for a specific Subscription.
  • Get Transaction Information — Gets information for a specific transaction.

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