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Cacheflow + Zendesk + Filter by Zapier

Cacheflow + Zendesk + Filter by Zapier

Cacheflow + Zendesk integrations

Create tickets in Zendesk for newly-signed Cacheflow proposals

Activate this integration to automatically create a support ticket in Zendesk when a new customer signs a proposal in Cacheflow. The ticket will include relevant details from Cacheflow such as the customer's contact information, proposal items, and any associated deal or contract information, ensuring timely and informed support follow-up.

  1. When this happens...
    Proposal Event
    Proposal Event
    Proposal EventTriggers when a proposal is created or updated.
  2. automatically do this...
    Only continue if...
    Only continue if...
    Only continue if...Set up rules to specify when this Zap can continue running.
  3. then do this!
    Create Ticket
    Create Ticket
    Create TicketTriggers when a new ticket is added (Zendesk may take an hour to make tickets available via their API with this trigger).
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More things you can do with these apps

Discover other triggers and actions you can use with Cacheflow, Filter by Zapier, and more

  • Cacheflow triggers, actions, and search
    Subscription Event

    Triggers when a Subscription is created or updated.

    Trigger
    Instant
    Try It
  • Cacheflow triggers, actions, and search
    Transaction Event

    Triggers when a transaction is created or updated.

    Trigger
    Instant
    Try It
    • Usage Quantity
      Required
    • Billing Item ID
      Required
    • Product ID
      Required
    Action
    Write
    • Billing Schedule ID
      Required
    Action
    Search
  • Cacheflow triggers, actions, and search
    Proposal Event

    Triggers when a proposal is created or updated.

    Trigger
    Instant
    Try It
    • Customer
    • Proposal Name
      Required
    • Order Number
    • Proposal Number
    • Seller Email
    • Start Date Same as Signing Date
    • Show TCV on Proposal?
    • Require Signing?
    • Hide Discounts on Proposal?
    • Currency Code
    • Term Type
    • Term Length Qty
    • Proposal Expiration Date
    • Product ID
    • Custom Terms
    • Payment Plan
    • Attachment ID
    Action
    Write
    • Subscription ID
      Required
    • Subscription Status
    Action
    Write
    • Invoice ID
      Required
    Action
    Search
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About Cacheflow
Cacheflow is a CPQ and subscription management platform that streamlines sales processes and simplifies subscription management.
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About Zendesk
Zendesk is a web-based help desk support tool that makes it simple to provide great customer support.
Related categories
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About Filter by Zapier
Only allow a Zap to proceed when a certain condition is met. For example, if you're sending a text message when you receive a new email, you could use a Filter that only sends a text message when the email received is from a certain address.
Related categories