CloudBlue Commerce and Salesflare

How to connect CloudBlue Commerce

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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