CloudBlue Connect and Salesflare

Ecommerce cloudblue.com ↗

How to connect CloudBlue Connect

Via Zapier — 66 operations available. Set it up ↗

What you can automate

When new Case Comment in CloudBlue Connect, create internal note in Salesflare.
When new Tier Account Request in CloudBlue Connect, find or create account in Salesflare.
When new or Updated Tier Account Request in CloudBlue Connect, find or create account in Salesflare.
When new Account in Salesflare, create Tier Account Request in CloudBlue Connect.

About CloudBlue Connect

CloudBlue Connect is a supply automation platform that manages your products and services, contracts, ordering and fulfillment, usage and subscriptions.

CloudBlue Connect operations on Zapier

Triggers (15)

Start a workflow when this happens

Get Conversation Messages — Triggers when new messages appears on multiple Connect objects like asset or listing requests. This trigger uses polling to CloudBlue Connect.
New Asset Request — Triggers when a new fulfillment request appears on the fulfillment queue using polling to CloudBlue Connect.
New Billing Request — Triggers when a new billing request appears on the billing queue using polling to CloudBlue Connect.
New Case — Triggers when a new helpdesk case appears on the case queue using polling to CloudBlue Connect.
New Case Comment — Triggers when a new comment of helpdesk case appears on the case queue using polling to CloudBlue Connect.

Show 10 more triggers

New Conversation — Triggers when a new conversation appears on the conversations queue using polling to CloudBlue Connect.
New Per Product Fulfillment Request — Triggers when a request is created or updated for a particular product using a CloudBlue Connect Webhook.
New Recurring Asset — Triggers when a new recurring asset appears on the subscriptions queue using polling to CloudBlue Connect.
New Tier Account Request — Triggers when a new tier account request appears on the fulfillment queue using polling to CloudBlue Connect.
New Tier Configuration Request — Triggers when a new Tier Configuration Request appears on the fulfillment queue using polling to CloudBlue Connect.
New or Updated Asset Request — Triggers when a fulfillment request is created or gets updated on the fulfillment queue using polling to CloudBlue Connect.
New or Updated Billing Request — Triggers when a billing request is created or gets updated on the billing queue using polling to CloudBlue Connect.
New or Updated Recurring Asset — Triggers when a recurring asset is created or gets updated on the subscriptions queue using polling to CloudBlue Connect.
New or Updated Tier Account Request — Triggers when a tier account request is created or gets updated on the fulfillment queue using polling to CloudBlue Connect.
New or Updated Tier Configuration Request — Triggers when a Tier Configuration Request is created or gets updated on the fulfillment queue using polling to CloudBlue Connect.

Actions (40)

Things Salesflare can make it do

Accept Tier Account Request — Vendors can use this action to accept a concrete request that is in status pending.
Add Conversation Message — Vendors and Distributors can use this actions to add messages to conversations on multiple objects like asset requests, this messages can be seen by vendors and distributors and can provide valuable information like reason why a request has not been approved.
Approve Asset Request — Vendors can use this action to approve a concrete request that is in status pending.
Approve Tier Configuration Request — Vendors can use this action to approve pending Tier Configuration Requests.
Change Status of Listing Request — Vendors and Distributors can use this action to change status Listing Requests.

Show 35 more actions

Confirm Asset Request — Vendors can use this action to confirm a concrete request that is in status revoking.
Create Asset Adjustment Request — Distributors can create adjustment requests using this action, action has line items support to add multiple items or set multiple parameters of ordering type together with the request.
Create Asset Cancel Request — Distributors can create cancel requests using this action, in order to cancel an asset.
Create Asset Change Request — Allows the creation of a single request of type "change" on a existing asset in CloudBlue Connect. The asset identifier can be passed from previous steps of the Zap.
Create Asset Change Request (With Line Items Support) — Allows the creation of a single request of type "change" on a existing asset in CloudBlue Connect. The asset identifier can be passed from previous steps of the Zap.
Create Asset Purchase Request — Distributors can create purchase requests using this action, action has line items support to add multiple items or set multiple parameters of ordering type together with the request.
Create Asset Purchase Request (With Line Items Support) — Distributors can create purchase requests using this action, action has line items support to add multiple items or set multiple parameters of ordering type together with the request.
Create Asset Request From External System Order — Enables distributors to create or modify one or multiple assets with a single order payload from an external system. Automatically detects products set in the payload. No limits for the maximum number, but at one item of one product needs to be present.For a given product, automatically detects if a new asset needs to be created or existing needs to be adjusted by searching via external asset id.
Create Asset Resume Request — Allows the creation of a single request of type "resume" on a existing asset in CloudBlue Connect. The asset identifier can be passed from previous steps of the Zap.
Create Asset Suspend Request — Allows the creation of a single request of type "suspend" on a existing asset in CloudBlue Connect. The asset identifier can be passed from previous steps of the Zap.
Create Billing Request — Distributors and Vendors can create a new Billing Request.
Create Billing Request (With Line Items Support) — Distributors and Vendors can create a new Billing Request.
Create Tier Account Request — Distributors can create a new Tier Account Request to communicate data changes to vendors.
Create Update Tier Config Request — Distributors can create Update Tier Config Requests for existing Tier Configs, the Tier Config ID is required and can be obtained using the search, the list of parameters to update must be known and could be all of type order.
Create Update Tier Config Request (With Line Items Support) — Distributors can create Update Tier Config Requests for existing Tier Configs, the Tier Config ID is required and can be obtained using the search, the list of parameters to update may come from previous step of the Zap due line item support, please note that only ordering type parameters can be updated.
Create a Helpdesk Case — Can create a helpdesk cases using this action,
Create a Helpdesk Case Comment — Can create helpdesk case comments using this action,
Fill Asset Request Parameters — Vendors can use this action to populate values for Fulfillment parameters on Asset requests that are in pending status, the values can come from previous steps.
Fill Asset Request Parameters (With Line Items Support) — Vendors can use this action to populate values for Fulfillment parameters on Asset requests that are in pending status, with the help of line items support is possible to populate them dynamically and populate the ones resulting from previous steps of the Zap.
Fill Tier Config Request Parameters — Vendors can use this action to populate values for Fulfillment parameters on Tier Config Requests knowing the list of parameters they want to populate, the values can come from previous steps.
Fill Tier Config Request Parameters (With Line Items Support) — Vendors can use this action to populate values for Fulfillment parameters on Tier Config Requests, with the help of line items support is possible to populate them dynamically and populate the ones resulting from previous steps of the Zap.
Ignore Tier Account Request — Vendors can use this action to ignore a concrete request that is in status pending.
Inquire Asset Request — Vendors can use this action to inquire a pending request knowing the concrete request parameters they want to inquire for.
Inquire Asset Request (With Line Items Support) — Vendors can use this action to inquire a request setting multiple parameters that needs changes, this action is useful when external systems can define the list of parameters to inquire for.
Inquire a Tier Configuration Request — Vendors can use this action to inquire a pending Tier Config Request for parameters obtained on previous steps of the zap, like for example when interacting with Vendor API and API can define multiple fields that requires refinement.
Inquire a Tier Configuration Request (With Line Items Support) — Vendors can use this action to inquire a pending Tier Config Request for parameters obtained on previous steps of the zap, like for example when interacting with Vendor API and API can define multiple fields that requires refinement.
Reject Asset Request — Distributors and Vendors can use this action to reject a concrete request.
Reject Tier Configuration Request — Vendors can use this action to Reject Tier Configuration Requests.
Revoke Asset Request — Distributors can use this action to revoke a concrete request that is in status scheduled.
Schedule Asset Request — Vendors can use this action to schedule a concrete request that is in status pending.
Set Case to Closed Status — Allows the settings on the "Closed" status on a existing helpdesk case in CloudBlue Connect. The case identifier can be passed from previous steps of the Zap.
Set Case to Inquire Status — Allows the settings on the "Inquire" status on a existing helpdesk case in CloudBlue Connect. The asset identifier can be passed from previous steps of the Zap.
Set Case to Pending Status — Allows the settings on the "Pending" status on a existing helpdesk case in CloudBlue Connect. The case identifier can be passed from previous steps of the Zap.
Set Case to Resolved Status — Allows the settings on the "Resolved" status on a existing helpdesk case in CloudBlue Connect. The case identifier can be passed from previous steps of the Zap.
Update a Helpdesk Case — Can update helpdesk cases using this action,

Searches (11)

Look up existing records

Search a Billing Request — Search for Billing Requests.
Search a Case — Search for Cases.
Search a Listing Request — Search for Listing Requests.
Search a Recurring Asset — Search for Recurring Assets.
Search a Tier Account Request — Search for Tier Account Requests.

Show 6 more searches

Search a Tier Configuration — Search for Tier Configurations.
Search a Tier Configuration Request — Search for Tier Configuration Requests.
Search an Asset — Search for Assets.
Search an Asset Request — Search for Asset Requests.
Search for Comments by Case. — Search for Comments by Case.
Search for Conversations. — Search for Conversations.