CloudBlue Commerce and Salesflare
How to connect CloudBlue Commerce
- Via Zapier — 25 operations available. Set it up ↗
What you can automate
- When new or Updated Subscription in CloudBlue Commerce, create opportunity, then find or create contact in Salesflare.
- When new or Updated Order in CloudBlue Commerce, create opportunity, then find or create contact in Salesflare.
- When new Customer in CloudBlue Commerce, find or create account, then find or create contact, then add contact to account in Salesflare.
- When new Customer User in CloudBlue Commerce, find or create account, then find or create contact, then add contact to account in Salesflare.
- When updated Customer User in CloudBlue Commerce, find or create account, then find or create contact, then add contact to account in Salesflare.
- When updated Customer in CloudBlue Commerce, find or create account, then find or create contact, then add contact to account in Salesflare.
About CloudBlue Commerce
CloudBlue is a modular, scalable, extensible and secure carrier-grade platform that enables the profitable, end-to-end delivery of services, including onboarding, automation, aggregation, distribution, go-to-market and support.
CloudBlue Commerce operations on Zapier
Triggers (9)
Start a workflow when this happens
- New Customer — Triggers when a customer is created in CloudBlue Commerce.
- New Customer User — Triggers when a customer user is created in CloudBlue Commerce.
- New RDE Report — Triggers when a rated data report is generated in CloudBlue Commerce.
- New or Updated Order — Triggers when an order (Sales Order/Change Order/Billing Order/Cancel Order/Renew Order) is created in CloudBlue Commerce. It also includes filter options to select order type and status.
- New or Updated Plan Category — Triggers when a plan category is created or updated in CloudBlue Commerce.
Show 4 more triggers
- New or Updated Service Plan — Triggers when a service plan is created or updated in CloudBlue Commerce.
- New or Updated Subscription — Triggers when a new subscription is created/updated in CloudBlue Commerce or its status is changed to Activated, Administrative Hold, Credit Hold, Full Hold, or In Grace.
- Updated Customer — Triggers when a customer information is updated in CloudBlue Commerce.
- Updated Customer User — Triggers when a customer user information is updated in CloudBlue Commerce.
Actions (11)
Things Salesflare can make it do
- Cancel Order — Cancels an existing subscription in CloudBlue Commerce.A new Cancel Order is placed in CloudBlue Commerce for the subscription linked with the provided Order Number.
- Change Order — Updates the existing subscription in CloudBlue Commerce. A new Change Order is placed in CloudBlue Commerce for the subscription linked with the provided Order Number. The subscription update includes a change in its resources and their quantities.
- Change Subscription State — Changes subscription status to Administrative Hold or Active.
- Create Customer — This action creates a new Customer account and a user under it with administrator privileges in CloudBlue Commerce.
- Create New Customer User — Creates a new Customer user in CloudBlue Commerce.
Show 6 more actions
- Create New Sales Order — Creates a new sales order in CloudBlue Commerce. The external system can pass an order reference to map the corresponding order object to the order object in CloudBlue Commerce.
- Create and Schedule RDE Job — This action will create and schedule RDE job in CBC platform.
- Delete User — Deletes the Customer user in CloudBlue Commerce, unless it's the last admin user.
- Renew Order — Renews the existing subscription in CloudBlue Commerce. A new Renew Order is placed in CloudBlue Commerce for the subscription linked with the provided Order Number.
- Update Customer — This action updates a Customer account in CloudBlue Commerce.
- Update Customer User — Updates the Customer user information in CloudBlue Commerce.
Searches (5)
Look up existing records
- Find Customer — Finds Customer records in CloudBlue Commerce. Allows filtering the records with the Account ID and/or the external system ID. If no filter is passed, the last created Customer record is returned.
- Find Customer User — Finds Customer user records in CloudBlue Commerce. Allows filtering the records with the Customer ID and User Type.
- Find Order — Finds orders in CloudBlue Commerce. Allows filtering the records with the CloudBlue Commerce Order Number and/or the external system Order ID. If no filter is passed, the last created order record is returned.
- Find Service Information — Finds and returns the service-specific information of a subscription from the CloudBlue Commerce OSS. For Connect-based services, this information includes the activation parameter URL, activation tile data, and so on.
- Find Subscription — Finds subscriptions in CloudBlue Commerce. Allows filtering the records with the CloudBlue Commerce Order Number and/or the external system Order ID. If no filter is passed, the last created subscription record is returned.
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