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CloudBlue Connect
CloudBlue Connect
Zapier Forms
Zapier Forms
1. Select the event
App
CloudBlue Connect
Choose a trigger A trigger is the event that starts your Zap—like a "Get Conversation Messages" from CloudBlue Connect.
Add your action An action happens after the trigger—such as "Create User" in Zapier Forms.
You’re connected! Zapier seamlessly connects CloudBlue Connect and Zapier Forms, automating your workflow.
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.
Triggers Actions Triggers & Actions
Get Conversation Messages Triggers when new messages appears on multiple Connect objects like asset or listing requests. This trigger uses polling to CloudBlue Connect.
Id of the request or listing to retrieve messages forRequired
Try It New Case Triggers when a new helpdesk case appears on the case queue using polling to CloudBlue Connect.
Try It New Conversation Triggers when a new conversation appears on the conversations queue using polling to CloudBlue Connect.
Try It New Recurring Asset Triggers when a new recurring asset appears on the subscriptions queue using polling to CloudBlue Connect.
Try It New Tier Account Request Triggers when a new tier account request appears on the fulfillment queue using polling to CloudBlue Connect.
Try It New or Updated Billing Request Triggers when a billing request is created or gets updated on the billing queue using polling to CloudBlue Connect.
Try It New or Updated Asset Request Triggers when a fulfillment request is created or gets updated on the fulfillment queue using polling to CloudBlue Connect.
Request Status
Additional filters
Try It 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.
Request Status
Additional filters
Try It Approve Asset Request Vendors can use this action to approve a concrete request that is in status pending.
Change Status of Listing Request Vendors and Distributors can use this action to change status Listing Requests.
Confirm Asset Request Vendors can use this action to confirm a concrete request that is in status revoking.
Create Asset Cancel Request Distributors can create cancel requests using this action, in order to cancel an asset.
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 (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.
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 State or ProvinceRequired
Tier 1 Contact First NameRequired
Tier 1 Contact Last NameRequired
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 State or ProvinceRequired
Customer Contact First NameRequired
Customer Contact Last NameRequired
Customer Phone NumberRequired
Parameters
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 Billing Request Distributors and Vendors can create a new Billing Request.
Asset Lookup FieldRequired
Asset Lookup ValueRequired
Attributes
Create a Helpdesk Case Can create a helpdesk cases using this action,
Description of the case
Priority of the caseRequired
Receiver account IDRequired
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.
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.
Tier Configuration IDRequired
Reject Tier Configuration Request Vendors can use this action to Reject Tier Configuration Requests.
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 (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.
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.
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 (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.
Revoke Asset Request Distributors can use this action to revoke a concrete request that is in status scheduled.
Update a Helpdesk Case Can update helpdesk cases using this action,
Subject
Description of the case
Issuer Account
Issuer Actor
Recipient ID
Receiver Account
Receiver Actor
Search a Billing Request Search for Billing Requests.
Search for Comments by Case. Search for Comments by Case.
Search a Listing Request Search for Listing Requests.
Search an Asset Request Search for Asset Requests.
Request Status
Additional filters
Search a Tier Configuration Search for Tier Configurations.
Button Clicked Triggers when a button component is clicked.
Try It User Created Triggers when a new managed user is created.
Try It Page Created Triggers when a new page is created.
Try It Stripe Payment Processed Triggers when a Stripe payment has been processed.
Try It Remove User Removes a user from Form Project. This action will not fail if the user does not exist.
Find or Create User. Finds or creates a specific find consumer.
New Billing Request Triggers when a new billing request appears on the billing queue using polling to CloudBlue Connect.
Try It New Case Comment Triggers when a new comment of helpdesk case appears on the case queue using polling to CloudBlue Connect.
Try It New Per Product Fulfillment Request Triggers when a request is created or updated for a particular product using a CloudBlue Connect Webhook.
Name for newly created Connect WebhookRequired
Try It New Asset Request Triggers when a new fulfillment request appears on the fulfillment queue using polling to CloudBlue Connect.
Try It New Tier Configuration Request Triggers when a new Tier Configuration Request appears on the fulfillment queue using polling to CloudBlue Connect.
Try It New or Updated Recurring Asset Triggers when a recurring asset is created or gets updated on the subscriptions queue using polling to CloudBlue Connect.
Try It 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.
Try It Accept Tier Account Request Vendors can use this action to accept a concrete request that is in status pending.
Approve Tier Configuration Request Vendors can use this action to approve pending Tier Configuration Requests.
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.
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.
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 State or ProvinceRequired
Tier 1 Contact First NameRequired
Tier 1 Contact Last NameRequired
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 State or ProvinceRequired
Customer Contact First NameRequired
Customer Contact Last NameRequired
Customer Phone NumberRequired
Parameters
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 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.
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 State or ProvinceRequired
Tier 1 Contact First NameRequired
Tier 1 Contact Last NameRequired
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 State or ProvinceRequired
Customer Contact First NameRequired
Customer Contact Last NameRequired
Customer Phone NumberRequired
Parameters
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.
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 State or ProvinceRequired
Tier 1 Contact First NameRequired
Tier 1 Contact Last NameRequired
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 State or ProvinceRequired
Customer Contact First NameRequired
Customer Contact Last NameRequired
Customer Phone NumberRequired
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 (With Line Items Support) Distributors and Vendors can create a new Billing Request.
Asset Lookup FieldRequired
Asset Lookup ValueRequired
Attributes
Create a Helpdesk Case Comment Can create helpdesk case comments using this action,
Create Tier Account Request Distributors can create a new Tier Account Request to communicate data changes to vendors.
Account External IDRequired
Account External UID
Account Account NameRequired
Account Address Line 1Required
Account Address Line 2
Account Postal CodeRequired
Account State or ProvinceRequired
Account Contact First NameRequired
Account Contact Last NameRequired
Account Phone NumberRequired
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.
Tier Configuration IDRequired
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 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.
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 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.
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.
Schedule Asset Request Vendors can use this action to schedule a concrete request that is in status pending.
Search an Asset Search for Assets.
Search a Case Search for Cases.
Search for Conversations. Search for Conversations.
Search a Recurring Asset Search for Recurring Assets.
Search a Tier Account Request Search for Tier Account Requests.
Search a Tier Configuration Request Search for Tier Configuration Requests.
Request Status
Additional filters
Block Created Triggers when a new block is created.
Try It Form Submission Created Triggers when a new form submission is created.
Try It Form Project Created Triggers when a new Form Project is created.
Try It Create User Creates a new user.
Find User Finds the user by email.
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Example actions on this page
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Connect Zapier MCP Typescript Call from code with the Zapier SDK Trigger CloudBlue Connect and Zapier Forms actions from backend services, scripts, or agent code.
Install
# TypeScript / Node
npm install @zapier/zapier-sdk Run an action
import { createZapierSdk } from '@zapier/zapier-sdk';
const zapier = createZapierSdk();
await zapier.runAction({ /* cloudblue-connect / zapier-forms action */ }); Run the SDK docs There is no Python package yet. SDK is TypeScript-only (@zapier/zapier-sdk). The MCP server URL is personal to your account; get it at zapier.com/mcp.
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