How to connect CloudBlue Connect + Microsoft Excel + Teamleader Focus
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Do even more with CloudBlue Connect + Microsoft Excel + Teamleader Focus
With Zapier, you can do more than just connect your apps - you can automate entire processes from beginning to end! Check out the following list of triggers and actions you can use with CloudBlue Connect, Microsoft Excel, and Teamleader Focus. And don’t forget that you can add more apps and actions to create complex workflows.
- Get Conversation MessagesTriggers when new messages appears on multiple Connect objects like asset or listing requests. This trigger uses polling to CloudBlue Connect.Trigger
- New Billing RequestTriggers when a new billing request appears on the billing queue using polling to CloudBlue Connect.Trigger
- New CaseTriggers when a new helpdesk case appears on the case queue using polling to CloudBlue Connect.Trigger
- New Case CommentTriggers when a new comment of helpdesk case appears on the case queue using polling to CloudBlue Connect.Trigger
- New ConversationTriggers when a new conversation appears on the conversations queue using polling to CloudBlue Connect.Trigger
- New Per Product Fulfillment RequestTriggers when a request is created or updated for a particular product using a CloudBlue Connect Webhook.Trigger
- New Recurring AssetTriggers when a new recurring asset appears on the subscriptions queue using polling to CloudBlue Connect.Trigger
- New Asset RequestTriggers when a new fulfillment request appears on the fulfillment queue using polling to CloudBlue Connect.Trigger
- CloudBlue Connect
Triggers when a new tier account request appears on the fulfillment queue using polling to CloudBlue Connect.
Scheduled
Trigger
- CloudBlue Connect
Triggers when a new Tier Configuration Request appears on the fulfillment queue using polling to CloudBlue Connect.
Scheduled
Trigger
- CloudBlue Connect
Triggers when a billing request is created or gets updated on the billing queue using polling to CloudBlue Connect.
Scheduled
Trigger
- CloudBlue Connect
Triggers when a recurring asset is created or gets updated on the subscriptions queue using polling to CloudBlue Connect.
Scheduled
Trigger
- CloudBlue Connect
Triggers when a fulfillment request is created or gets updated on the fulfillment queue using polling to CloudBlue Connect.
Scheduled
Trigger
- CloudBlue Connect
Triggers when a tier account request is created or gets updated on the fulfillment queue using polling to CloudBlue Connect.
Scheduled
Trigger
- CloudBlue Connect
Triggers when a Tier Configuration Request is created or gets updated on the fulfillment queue using polling to CloudBlue Connect.
Scheduled
Trigger
- CloudBlue Connect
Vendors can use this action to accept a concrete request that is in status pending.
Scheduled
Action
- CloudBlue Connect
Vendors can use this action to approve a concrete request that is in status pending.
Scheduled
Action
- CloudBlue Connect
Vendors can use this action to approve pending Tier Configuration Requests.
Scheduled
Action
- CloudBlue Connect
Vendors and Distributors can use this action to change status Listing Requests.
Scheduled
Action
- CloudBlue Connect
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.
Scheduled
Action
- CloudBlue Connect
Vendors can use this action to confirm a concrete request that is in status revoking.
Scheduled
Action
- CloudBlue Connect
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.
Scheduled
Action
- CloudBlue Connect
Distributors can create cancel requests using this action, in order to cancel an asset.
Scheduled
Action
- CloudBlue Connect
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.
Scheduled
Action
- CloudBlue Connect
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.
Scheduled
Action
- CloudBlue Connect
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.
Scheduled
Action
- CloudBlue Connect
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.
Scheduled
Action
- CloudBlue Connect
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.
Scheduled
Action
- CloudBlue Connect
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.
Scheduled
Action
- CloudBlue Connect
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.
Scheduled
Action
- CloudBlue Connect
Distributors and Vendors can create a new Billing Request.
Scheduled
Action
- CloudBlue Connect
Distributors and Vendors can create a new Billing Request.
Scheduled
Action
- CloudBlue Connect
Can create a helpdesk cases using this action,
Scheduled
Action
- CloudBlue Connect
Can create helpdesk case comments using this action,
Scheduled
Action
- CloudBlue Connect
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.
Scheduled
Action
- CloudBlue Connect
Distributors can create a new Tier Account Request to communicate data changes to vendors.
Scheduled
Action
- CloudBlue Connect
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.
Scheduled
Action
- CloudBlue Connect
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.
Scheduled
Action
- CloudBlue Connect
Vendors can use this action to Reject Tier Configuration Requests.
Scheduled
Action
- CloudBlue Connect
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.
Scheduled
Action
- CloudBlue Connect
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.
Scheduled
Action
- CloudBlue Connect
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.
Scheduled
Action
- CloudBlue Connect
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.
Scheduled
Action
- CloudBlue Connect
Vendors can use this action to ignore a concrete request that is in status pending.
Scheduled
Action
- CloudBlue Connect
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.
Scheduled
Action
- CloudBlue Connect
Vendors can use this action to inquire a pending request knowing the concrete request parameters they want to inquire for.
Scheduled
Action
- CloudBlue Connect
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.
Scheduled
Action
- CloudBlue Connect
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.
Scheduled
Action
- CloudBlue Connect
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.
Scheduled
Action
- CloudBlue Connect
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.
Scheduled
Action
- CloudBlue Connect
Distributors and Vendors can use this action to reject a concrete request.
Scheduled
Action
- CloudBlue Connect
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.
Scheduled
Action
- CloudBlue Connect
Distributors can use this action to revoke a concrete request that is in status scheduled.
Scheduled
Action
- CloudBlue Connect
Vendors can use this action to schedule a concrete request that is in status pending.
Scheduled
Action
- CloudBlue Connect
Can update helpdesk cases using this action,
Scheduled
Action
- CloudBlue Connect
Search for Assets.
Scheduled
Action
- CloudBlue Connect
Search for Billing Requests.
Scheduled
Action
- CloudBlue Connect
Search for Cases.
Scheduled
Action
- CloudBlue Connect
Search for Comments by Case.
Scheduled
Action
- CloudBlue Connect
Search for Conversations.
Scheduled
Action
- CloudBlue Connect
Search for Listing Requests.
Scheduled
Action
- CloudBlue Connect
Search for Recurring Assets.
Scheduled
Action
- CloudBlue Connect
Search for Asset Requests.
Scheduled
Action
- CloudBlue Connect
Search for Tier Account Requests.
Scheduled
Action
- CloudBlue Connect
Search for Tier Configurations.
Scheduled
Action
- CloudBlue Connect
Search for Tier Configuration Requests.
Scheduled
Action
- Microsoft Excel
Triggers when a new row is added to a worksheet in a spreadsheet.
Scheduled
Trigger
- Microsoft Excel
Triggers when a new row is added to a table in a spreadsheet.
Scheduled
Trigger
- Microsoft Excel
Triggers when a new worksheet is added to a spreadsheet.
Scheduled
Trigger
- Microsoft Excel
Triggers when a row is added or updated in a worksheet.
Scheduled
Trigger
- Microsoft Excel
Adds a new row to the end of a worksheet.
Scheduled
Action
- Microsoft Excel
Adds a new row to the end of a specific table.
Scheduled
Action
- Microsoft Excel
Creates a new spreadsheet
Scheduled
Action
- Microsoft Excel
Updates a row in a specific worksheet.
Scheduled
Action
- Microsoft Excel
Finds a row by a column and value. Returns the entire row if one is found.
Scheduled
Action
- Microsoft Excel
Finds or creates a specific find row.
Scheduled
Action
- Teamleader Focus
Triggers when a new deal is created.
Instant
Trigger
- Teamleader Focus
Triggers when a new Company is added.
Instant
Trigger
- Teamleader Focus
Triggers when a new contact is added.
Instant
Trigger
- Teamleader Focus
Triggers when an invoice is paid.
Instant
Trigger
- Teamleader Focus
Triggers when a deal is accepted.
Instant
Trigger
- Teamleader Focus
Creates a new company.
Scheduled
Action
- Teamleader Focus
Creates a new contact.
Scheduled
Action
- Teamleader Focus
Creates a new deal.
Scheduled
Action
- Teamleader Focus
Links a contact to a company.
Scheduled
Action
- Teamleader Focus
Finds a company by Id.
Scheduled
Action
- Teamleader Focus
Finds a contact by Id.
Scheduled
Action
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How CloudBlue Connect + Microsoft Excel + Teamleader Focus Integrations Work
- Step 1: Authenticate CloudBlue Connect, Microsoft Excel, and Teamleader Focus.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.
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