Integrate CloudBlue Connect with Salesforce to automate your work
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How Zapier works
Zapier makes it easy to integrate CloudBlue Connect with Salesforce - no code necessary. See how you can get setup in minutes.
Select a trigger from CloudBlue Connect
Setup an action from Salesforce
That’s it! You just connected CloudBlue Connect to Salesforce
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The average user takes less than 6 minutes to set up a Zap
Connect CloudBlue Connect and Salesforce to integrate crucial parts of your business
With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.
Automate your lead management and improve conversions
Create more impactful campaigns with automation
Provide world-class support with a little help from automation
Automate your way to actionable, up-to-date data
Resolve incidents faster with automation
Connect CloudBlue Connect and Salesforce to unlock the power of automation
With Zapier's 7,000 integrations, you can unify your tools within a connected system to improve your team's efficiency and deepen their impact.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- Case StatusRequired
- Additional filters
- Amount of records per batch query
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan- Additional filters
- Amount of records per batch query
- Process requests in batch
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan- Additional filters
- Amount of records per batch query
- Process requests in batch
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan- Additional filters
- Amount of records per batch query
- Process requests in batch
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan- Request Status
- Additional filters
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan- Request Status
- Additional filters
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan- Product IDRequired
- Template IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Product IDRequired
- ActionRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Product IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Asset IDRequired
- Parameter ID
- Value
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Asset IDRequired
- Item IDRequired
- QuantityRequired
- Parameter ID
- Value
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Hub IDRequired
- Asset External IDRequired
- Asset External UID
- Tiers involved in the requestRequired
- Tier 1 External IDRequired
- Tier 1 External UID
- Tier 1 Account NameRequired
- Tier 1 Address Line 1Required
- Tier 1 Address Line 2
- Tier 1 Postal CodeRequired
- Tier 1 CityRequired
- Tier 1 State or ProvinceRequired
- Tier 1 CountryRequired
- Tier 1 Contact First NameRequired
- Tier 1 Contact Last NameRequired
- Tier 1 EmailRequired
- Tier 1 Phone NumberRequired
- Customer External IDRequired
- Customer External UID
- Customer Account NameRequired
- Customer Address Line 1Required
- Customer Address Line 2
- Customer Postal CodeRequired
- Customer CityRequired
- Customer State or ProvinceRequired
- Customer CountryRequired
- Customer Contact First NameRequired
- Customer Contact Last NameRequired
- Customer EmailRequired
- Customer Phone NumberRequired
- Item IDRequired
- QuantityRequired
- Parameters
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Asset IDRequired
- Parameter ID
- Value
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Asset Lookup FieldRequired
- Asset Lookup ValueRequired
- Period FromRequired
- Period ToRequired
- Period DeltaRequired
- Period UOMRequired
- ItemsRequired
- Attributes
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Product IDRequired
- SubjectRequired
- DescriptionRequired
- Priority of the caseRequired
- Type of the caseRequired
- Receiver account IDRequired
- Product IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Product IDRequired
- Text of the comment
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Tier Configuration IDRequired
- Parameters
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Request IDRequired
- ReasonRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Request IDRequired
- Product IDRequired
- Value
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Request IDRequired
- Product IDRequired
- Value
- Notes
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Case idRequired
- Inquire message
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Request IDRequired
- Note
- Template IDRequired
- Product IDRequired
- Error TextRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Request IDRequired
- Notes
- Product IDRequired
- Error TextRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Request IDRequired
- ReasonRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Product IDRequired
- ReasonRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Case idRequired
- Product IDRequired
- SubjectRequired
- DescriptionRequired
- Issuer Account
- Issuer Actor
- Product IDRequired
- Receiver Account
- Receiver Actor
- Recipient IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Additional filters
ActionThis is an event a Zap performs.SearchFind existing data in your app- Case idRequired
- Additional filters
ActionThis is an event a Zap performs.SearchFind existing data in your app- Additional filters
ActionThis is an event a Zap performs.SearchFind existing data in your app- Request Status
- Additional filters
ActionThis is an event a Zap performs.SearchFind existing data in your app- Additional filters
ActionThis is an event a Zap performs.SearchFind existing data in your app- New Case Attachment
Triggers when a new Attachment is added to a case.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - New Outbound Message
Triggers when a new outbound message is received in Salesforce.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Disclaimer
- Salesforce ObjectRequired
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan- CampaignRequired
- ContactRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- CampaignRequired
- LeadRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- FileRequired
- Salesforce ObjectRequired
- DescriptionRequired
- IsPrivate
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Create Contact
Creates a new contact in Salesforce.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Use Assignment Rules
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Salesforce ObjectRequired
- Use Assignment Rules
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Record to UpdateRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Salesforce ObjectRequired
- Record to UpdateRequired
- Use Assignment Rules
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Note
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Salesforce ObjectRequired
- Search ValueRequired
- Second Field to Search By
- Second Search Value
- Search Operator
ActionThis is an event a Zap performs.SearchFind existing data in your app- Salesforce ObjectRequired
- WHERE ClauseRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Salesforce ObjectRequired
- Search ValueRequired
- Second Field to Search By
- Second Search Value
- Search Operator
- Use Assignment Rules
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
- Additional filters
- Amount of records per batch query
- Process requests in batch
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan- Case idRequired
- Additional filters
- Amount of records per batch query
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan- Product IDRequired
- Object classRequired
- Name for newly created Connect WebhookRequired
- DescriptionRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Request Status
- Additional filters
- Amount of records per batch query
- Process requests in batch
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan- Request Status
- Additional filters
- Amount of records per batch query
- Process requests in batch
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan- Product IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Product IDRequired
- Template IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Case idRequired
- Feedback of the resolution
- Rating of the resolution of the case
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Hub IDRequired
- Asset External IDRequired
- Asset External UID
- Tiers involved in the requestRequired
- Tier 1 External IDRequired
- Tier 1 External UID
- Tier 1 Account NameRequired
- Tier 1 Address Line 1Required
- Tier 1 Address Line 2
- Tier 1 Postal CodeRequired
- Tier 1 CityRequired
- Tier 1 State or ProvinceRequired
- Tier 1 CountryRequired
- Tier 1 Contact First NameRequired
- Tier 1 Contact Last NameRequired
- Tier 1 EmailRequired
- Tier 1 Phone NumberRequired
- Customer External IDRequired
- Customer External UID
- Customer Account NameRequired
- Customer Address Line 1Required
- Customer Address Line 2
- Customer Postal CodeRequired
- Customer CityRequired
- Customer State or ProvinceRequired
- Customer CountryRequired
- Customer Contact First NameRequired
- Customer Contact Last NameRequired
- Customer EmailRequired
- Customer Phone NumberRequired
- ItemsRequired
- Parameters
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Asset IDRequired
- ItemsRequired
- External Attributes
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Hub IDRequired
- Asset External IDRequired
- Asset External UID
- Tiers involved in the requestRequired
- Tier 1 External IDRequired
- Tier 1 External UID
- Tier 1 Account NameRequired
- Tier 1 Address Line 1Required
- Tier 1 Address Line 2
- Tier 1 Postal CodeRequired
- Tier 1 CityRequired
- Tier 1 State or ProvinceRequired
- Tier 1 CountryRequired
- Tier 1 Contact First NameRequired
- Tier 1 Contact Last NameRequired
- Tier 1 EmailRequired
- Tier 1 Phone NumberRequired
- Customer External IDRequired
- Customer External UID
- Customer Account NameRequired
- Customer Address Line 1Required
- Customer Address Line 2
- Customer Postal CodeRequired
- Customer CityRequired
- Customer State or ProvinceRequired
- Customer CountryRequired
- Customer Contact First NameRequired
- Customer Contact Last NameRequired
- Customer EmailRequired
- Customer Phone NumberRequired
- ItemsRequired
- Parameters
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Hub IDRequired
- Asset External IDRequired
- Asset External UID
- Tiers involved in the requestRequired
- Tier 1 External IDRequired
- Tier 1 External UID
- Tier 1 Account NameRequired
- Tier 1 Address Line 1Required
- Tier 1 Address Line 2
- Tier 1 Postal CodeRequired
- Tier 1 CityRequired
- Tier 1 State or ProvinceRequired
- Tier 1 CountryRequired
- Tier 1 Contact First NameRequired
- Tier 1 Contact Last NameRequired
- Tier 1 EmailRequired
- Tier 1 Phone NumberRequired
- Customer External IDRequired
- Customer External UID
- Customer Account NameRequired
- Customer Address Line 1Required
- Customer Address Line 2
- Customer Postal CodeRequired
- Customer CityRequired
- Customer State or ProvinceRequired
- Customer CountryRequired
- Customer Contact First NameRequired
- Customer Contact Last NameRequired
- Customer EmailRequired
- Customer Phone NumberRequired
- Item IDRequired
- QuantityRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Asset IDRequired
- Parameter ID
- Value
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Asset Lookup FieldRequired
- Asset Lookup ValueRequired
- Period FromRequired
- Period ToRequired
- Period DeltaRequired
- Period UOMRequired
- Item IDRequired
- Attributes
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Case idRequired
- Text of the comment
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Product IDRequired
- Account External IDRequired
- Account External UID
- Account Account NameRequired
- Account Address Line 1Required
- Account Address Line 2
- Account Postal CodeRequired
- Account CityRequired
- Case StatusRequired
- Account CountryRequired
- Account Contact First NameRequired
- Account Contact Last NameRequired
- Account EmailRequired
- Account Phone NumberRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Tier Configuration IDRequired
- Product IDRequired
- Value
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Request IDRequired
- Parameters
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Request IDRequired
- Parameters
- Notes
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Product IDRequired
- ReasonRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Request IDRequired
- Note
- Template IDRequired
- Parameters
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Request IDRequired
- Note
- Template IDRequired
- Parameters
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Case idRequired
- Inquire message
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Case idRequired
- Inquire message
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Product IDRequired
- Planned Date
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Additional filters
ActionThis is an event a Zap performs.SearchFind existing data in your app- Case StatusRequired
- Additional filters
ActionThis is an event a Zap performs.SearchFind existing data in your app- Additional filters
ActionThis is an event a Zap performs.SearchFind existing data in your app- Additional filters
ActionThis is an event a Zap performs.SearchFind existing data in your app- Additional filters
ActionThis is an event a Zap performs.SearchFind existing data in your app- Request Status
- Additional filters
ActionThis is an event a Zap performs.SearchFind existing data in your app- New Contact
Triggers when a new Contact is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - New Lead
Triggers when a new Lead is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - Salesforce ObjectRequired
- Record to LinkRequired
- FileRequired
- VisibilityRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- LeadRequired
- AccountRequired
- Warning
- Opportunity
- Create New Opportunity
- Converted StatusRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Parent ObjectRequired
- Use Assignment Rules
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- FileRequired
- Title
- DescriptionRequired
- Salesforce ObjectRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Title
- Note
- Salesforce ObjectRequired
- IsPrivate
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Salesforce ObjectRequired
- Use Assignment Rules
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Record to UpdateRequired
- Use Assignment Rules
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Salesforce ObjectRequired
- Record to UpdateRequired
- Use Assignment Rules
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Salesforce ObjectRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Salesforce ObjectRequired
- Search Results
ActionThis is an event a Zap performs.SearchFind existing data in your app- Salesforce ObjectRequired
- WHERE ClauseRequired
- Order By
- Order Direction
- Limit
ActionThis is an event a Zap performs.SearchFind existing data in your app- Salesforce ObjectRequired
- WHERE ClauseRequired
- Order By
- Order Direction
- Limit
- Use Assignment Rules
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found