Salesforce + CloudBlue Commerce Integrations

How to connect Salesforce + CloudBlue Commerce

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Create Salesforce records for new CloudBlue Commerce customer user
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CloudBlue Commerce + Salesforce

Create Salesforce records for new CloudBlue Commerce customer user

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CloudBlue Commerce + Salesforce

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Supported triggers and actions

What does this mean?

New Outbound Message
Triggers when a new outbound message is received in Salesforce.
Trigger
Instant
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- Disclaimer
  This trigger works on Salesforce objects with less than 104,000 records. If the "Field Updated to" is specified, the limit applies to only the records with the value specified. Check how many records you have in your account by following the steps under Viewing Storage Usage. You can also setup a Zap with the New Outbound Message trigger to workaround this limit.
- Salesforce ObjectRequired
  Pick which type of object you want to watch for changes on.
Trigger
Scheduled
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- CampaignRequired
  Select which campaign to add contact. If using the Search for this field, click "Refresh Fields" below to make sure all fields are available to you.
- ContactRequired
  If using the Search for this field, click "Refresh Fields" below to make sure all fields are available to you.
Action
Write
- CampaignRequired
  Select which campaign to add lead. If using the Search for this field, click "Refresh Fields" below to make sure all fields are available to you.
- LeadRequired
  If using the Search for this field, click "Refresh Fields" below to make sure all fields are available to you.
Action
Write
Create Contact
Creates a new contact in Salesforce.
Action
Write

Create Lead
Creates a new lead in Salesforce.
Action
Write
- Salesforce ObjectRequired
  Pick which type of object you want to create (Note: we do our best to support all objects, but due to their complex nature, some may not work flawlessly)
Action
Write

- Lead to UpdateRequired
  Search for or select the lead you'd like to update. Use Custom Value to select a lead from a previous step. If using the Search, click "Refresh Fields" below to update the available input fields.
Action
Write
- Salesforce ObjectRequired
  Pick which type of object you want to update (Note: we do our best to support all objects, but due to their complex nature, some may not work flawlessly)
- Record to UpdateRequired
  Search for or select the record you'd like to update. Use Custom Value to select a record from a previous step. If using the Search, click "Refresh Fields" below to update the available input fields.
Action
Write
- Salesforce ObjectRequired
  Pick which type of object you want to search for.
- Search ValueRequired
Action
Search
- Salesforce ObjectRequired
  Pick which type of object you want to search for.
- WHERE ClauseRequired
  Enter a SOQL WHERE clause. See our help docs for Tips and Examples.
Action
Search
- Plan Id
  Using this filter only service plan having matching id will be available for the Zap.
Trigger
Scheduled
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New RDE Report
Triggers when a rated data report is generated in CloudBlue Commerce.
Trigger
Scheduled
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- Order Type
  Use this filter to fetch a certain type of order(s) for the Zap.
- Status For Order Type Note
  The below list of provisioning status(s) are applicable for 'Sales' order, 'Change' order and 'Renew' order only.Other types like 'Billing' order and 'Cancel' order may not have all the provisioning statuses.So joint selection of proper type of order and provisioning status is required properly inorder to get desired result.
- Provisioning Status
  Using this filter only orders matching the provisioning status will be available for the Zap.
Trigger
Scheduled
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New Customer User
Triggers when a customer user is created in CloudBlue Commerce.
Trigger
Scheduled
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Updated Customer
Triggers when a customer information is updated in CloudBlue Commerce.
Trigger
Scheduled
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- Order NumberRequired
  Specify the Order Number.
- Refund TypeRequired
  CREDIT MEMO: Create a credit memo to be used by the subscriber to pay for other services. REFUND: Refund directly using the specified payment method.
Action
Write
- Order NumberRequired
  Specify the Order Number.
- Change State ToRequired
  PUT ON HOLD: Switches a subscription to the Administrative Hold state. RELEASE FROM HOLD: Returns a subscription to the Active state.
- Comment
  Specify the Comment.
Action
Write
- Customer Account IDRequired
  Specify the Customer Account ID.
- Customer User login IDRequired
  Provide The Customer User Login ID
- Customer User PasswordRequired
  Provide password for the user
- Customer User EmailRequired
  Provide The Customer User Contact Email
- Customer User Given NameRequired
  Provide The Customer User Given Name
- Customer User Family NameRequired
  Provide The Customer User Family Name
- Customer User Street AddressRequired
  Provide The Customer User Street Address
- Customer User Address Line 2
  Provide The Customer User Address Line 2
- Customer User Country CodeRequired
  Provide the two-letter country code. Example: 'United States of America' country code should be US.
- Customer User Postal CodeRequired
  Provide The Customer User postal code
- Create Admin UserRequired
- Customer User contact number
  Provide The Customer User contact number
- Customer User phone numberRequired
  Provide The Customer User phone number. Example:91#1234#567890#. It would be like: CountryCode#STDCODE#PhoneNumber#
- Customer User Fax
  Provide the Fax for the user. Example:123#122#1121#
- City of Customer User
  Provide The City of Customer User
- Customer User locale
  Provide The Customer User Locale. Example: en_US
- Customer User Region
  Provide The Customer User Region
Action
Write
- Order NumberRequired
  Specify the Order Number.
- Subscription Period Duration
  Specify the Subscription Period Duration
- Subscription Period Unit
  Specify the Subscription Period Unit. Values must be DAYS, MONTHS or YEARS
- Sub Period Note
  If Subscription Period Duration and Subscription Period Unit are left blank Order will be renewed with Default Subscription PeriodHowever, If Subscription Period Duration is provided Subscription Period Unit also must be provided.
- Payment Method IDRequired
  Specify the Payment Method.
- Payment Method Note
  This order placement will try to release the payment document created for order.If the The selected payment method type is 'MANUAL' then only the payment document can be successfully released if the release payment document is selected.if any other type payment method is being selected this action will also expose the necessary scripts to make the payment.
- Release The Payment DocumentRequired
Action
Write
- IdRequired
  Provide the Id to update Customer Account.
- Customer Name
  Provide the Customer Name.
- Customer Address 1
  Provide the Customer Address 1
- Customer Address Line 2
  Provide The Customer Address Line 2
- City
  Provide the City
- Region
  Provide the Region
- Postal Code
  Provide the Customer Postal Code
- Customer Country Code
  Provide the two-letter country code. Example: 'United States of America' country code should be US.
- Customer locale
  Provide The Customer Locale. Example: en_US
- Customer Admin Email
  Provide the Customer Admin Contact Email
- Customer Admin First Name
  Provide the Customer Admin Contact First Name
- Customer Admin Last Name
  Provide the Customer Admin Contact Last Name
- Customer Admin Contact Number
  Provide the number of the Technical Admin
- Customer Billing Email
  Provide the Customer Billing Contact Email
- Customer Billing First Name
  Provide the Customer Billing Contact First Name
- Customer Billing Last Name
  Provide the Customer Billing Contact Last Name
- Customer Business Contact Number
  Provide the number of the Business Contact
- Customer Technical Email
  Provide the Customer Technical Contact Email
- Customer Technical First Name
  Provide the Customer Technical Contact First Name
- Customer Technical Last Name
  Provide the Customer Technical Contact Last Name
- Customer Technical Contact Number
  Provide the number of the Technical Contact
Action
Write
- Customer External ID
  Specify the Customer External ID.
- Customer Account ID
  Specify the Customer Account ID.
Action
Search
- External Identifier
  Specify the Order External ID.
- Order Number
  Specify the Order Number.
Action
Search
- Search by
- External Identifier/Order Number
  Provide the External Identifier or Order Number.
Action
Search

- Salesforce ObjectsRequired
  Pick which type of object you want to watch for new items of (Note: we do our best to support all objects, but due to their complex nature, some may not work flawlessly).
Trigger
Scheduled
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- Salesforce ObjectRequired
  Pick which type of object you want to watch for updated records of (Note: we do our best to support all objects, but due to their complex nature, some may not work flawlessly).
Trigger
Scheduled
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- Salesforce ObjectRequired
  Pick which type of object you want to update (Note: we do our best to support all objects, but due to their complex nature, some may not work flawlessly)
- Record to LinkRequired
- FileRequired
  The Content Document ID of a file that has been uploaded to a library in Salesforce CRM Content or Salesforce Files
- VisibilityRequired
  Specifies whether this file is available to all users, internal users, or shared users.
Action
Write
- FileRequired
- Salesforce ObjectRequired
  Pick the type of object you want to attach the file to (Note: we do our best to support all objects, but due to their complex nature, some may not work flawlessly).
- Description
- Is Private
  Defaults to false if left blank.
Action
Write
- FileRequired
- Title
- Description
- Salesforce Object
  Pick the type of object if you want to attach the file to (Note: we do our best to support all objects, but due to their complex nature, some may not work flawlessly).
Action
Write
- Salesforce ObjectRequired
  Pick which type of object you want to create (Note: we do our best to support all objects, but due to their complex nature, some may not work flawlessly)
Action
Write
- Record to UpdateRequired
  Search for or select the record you'd like to update. Use Custom Value to select a record from a previous step. If using the Search, click "Refresh Fields" below to update the available input fields.
Action
Write
- Salesforce ObjectRequired
  Pick which type of object you want to update (Note: we do our best to support all objects, but due to their complex nature, some may not work flawlessly)
- Record to UpdateRequired
  Search for or select the record you'd like to update. Use Custom Value to select a record from a previous step. If using the Search, click "Refresh Fields" below to update the available input fields.
Action
Write
- Api Docs Info
  API docs for Salesforce are located here https://developer.salesforce.com/docs/atlas.en-us.api_rest.meta/api_rest/resources_list.htm
- HTTP MethodRequired
- URLRequired
  Requests can only be made to domains associated by this application.
- Query String Parameters
  These params will be URL-encoded and appended to the URL when making the request.
- Headers
  Authentication headers are included automatically
- Additional Request Headers
  Zapier will apply these optional headers and values to the request in addition to any headers created as part of the authentication mechanism.
- Body
  Zapier will pass this along raw. If you would like to provide complex JSON, try a "Code by Zapier" step to build the structure and pass it along here. For example, {"foo": "bar"} is perfectly valid.
Action
Write
- Salesforce ObjectRequired
  Pick which type of object you want to search for. You can only search for multiple records which are all the same object type.
- Search Results
  Select the format of search results to be returned. If multiple search values are provided, the choice will be applied to each search value.
Action
Search
- Salesforce ObjectRequired
  Pick which type of object you want to create (Note: we do our best to support all objects, but due to their complex nature, some may not work flawlessly)
- Search ValueRequired
Action
Search or write
- Subscription Status
  Using this filter only subscription having matching status will be available for the Zap.
Trigger
Scheduled
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New or Updated Plan Category
Triggers when a plan category is created or updated in CloudBlue Commerce.
Trigger
Scheduled
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New Customer
Triggers when a customer is created in CloudBlue Commerce.
Trigger
Scheduled
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Updated Customer User
Triggers when a customer user information is updated in CloudBlue Commerce.
Trigger
Scheduled
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- Report TitleRequired
  Provide the Common Name of the RDE Job.
- Notify By EmailRequired
  Is required to notify by Email about exported data
- Report TypeRequired
  Specify the scheduling period.
Action
Write
- Order NumberRequired
  Specify the Order Number.
- Payment Method IDRequired
  Specify the Payment Method.
- Payment Method Note
  This order placement will try to release the payment document created for order.If the The selected payment method type is 'MANUAL' then only the payment document can be successfully released if the release payment document is selected.If any other type payment method is being selected this action will also expose the necessary scripts to make the payment.
- Release The Payment DocumentRequired
- Item IDRequired
  Provide the Item ID. Please convert list of items to line items then feed
- QuantityRequired
  Provide the quantity.Please convert list of quantity to line items then feed
Action
Write
- Provider Account IDRequired
  Provide the ID of the parent entity (Service Provider or Reseller) to be sourced from your External System and mapped to Reseller External ID attribute in CloudBlue Commerce.
- Customer NameRequired
  Specify the Customer Name.
- External IdentifierRequired
  Provide the External Identifier
- Customer Address 1Required
  Provide the Customer Address 1
- Customer Address Line 2
  Provide The Customer Address Line 2
- City
  Provide the City
- Region
  Provide the Region
- Postal CodeRequired
  Provide the Customer Postal Code
- Customer Country CodeRequired
  Provide the two-letter country code. Example: 'United States of America' country code should be US.
- Customer locale
  Provide The Customer Locale. Example en_US
- Customer Admin EmailRequired
  Provide the Customer Admin Contact Email
- Customer Admin First NameRequired
  Provide the Customer Admin Contact First Name
- Customer Admin Last NameRequired
  Provide the Customer Admin Contact Last Name
- Customer Admin Contact NumberRequired
  Provide the Customer Admin Contact number
- Customer Billing Contact Email
  Provide the Customer Billing Contact Email
- Customer Billing Contact First Name
  Provide the Customer Billing Contact First Name
- Customer Billing Contact Last Name
  Provide the Customer Billing Contact Last Name
- Customer Billing Contact Number
  Provide the Customer Billing Contact number
- Customer Technical Contact Email
  Provide the Customer Technical Contact Email
- Customer Technical Contact First Name
  Provide the Customer Technical Contact First Name
- Customer Technical Contact Last Name
  Provide the Customer Technical Contact Last Name
- Customer Techinical Contact Number
  Provide the Customer Technical Contact number
- Admin Creation Note
  In order to place an order for a customer,the customer must have at least one user.So this option will create the admin user after the customer creation.The customer admin user will be created from customer data.Only password is needed to be provided separately.
- Create Admin UserRequired
Action
Write
- User IDRequired
  Specify the User ID.
Action
Write
- Customer IDRequired
  Specify the Customer ID.
- Payment Method IDRequired
  Specify the Payment Method.
- Payment Method Note
  This order placement will try to release the payment document created for order.If the The selected payment method type is 'MANUAL' then only the payment document can be successfully released if the release payment document is selected.if any other type payment method is being selected this action will also expose the necessary scripts to make the payment.
- Release The Payment DocumentRequired
- External IdentifierRequired
  Provide The External Identifier
- Parameters
  Provide the parameters in the form of JSON.These params will be required to provision the order.Example for Office365: { "aps": { "type": "www.parallels.com/Office365/Tenant/2.6" }, "initial_subdomain": sample.com, "cloud_agreement_contact": { "email":sampleemal@test.com, "first_name":sample, "last_name": data, "phone": "2323", "date_agreed": "2020-03-25" } }
- Service Plan IDRequired
  Provide the Service Plan ID
- Subscription Period UnitRequired
  Provide the Subscription Period Unit. Values must be DAYS, MONTHS or YEARS
- Subscription Period DurationRequired
  Provide the Subscription Period Duration
- Setup Price of Service Plan
  Provide the setup price of the Service Plan.
- Recurring Price of Service Plan
  Provide the recurring price of the Service Plan.
- Renewal Price of Service Plan
  Provide the renewal price of the Service Plan.
- Transfer Price of Service Plan
  Provide the transfer price of the Service Plan.
- Item IDRequired
  Provide the Item ID. Please convert list of items to line items then feed
- QuantityRequired
  Provide the quantity.Please convert list of quantity to line items then feed
- Setup Price
  Provide the setup price (per unit). Please convert list of setup price to line items then feed.
- Recurring Price
  Provide the recurring price (per unit). Please convert list of recurring price to line items then feed.
- Overuse Price
  Provide the overuse price (per unit). Please convert list of overuse price to line items then feed.
Action
Write
- Customer ID
  Specify the Customer ID.
- User IDRequired
  Specify the User ID to update the User.
- Customer User login ID
  Provide The Customer User Login ID
- Customer User Password
  Provide password for the user
- Customer User Email
  Provide The Customer User Contact Email
- Customer User Given Name
  Provide The Customer User Given Name
- Customer User Family Name
  Provide The Customer User Family Name
- Customer User contact number
  Provide The Customer User contact number
- Customer User phone number
  Provide The Customer User phone number. Example:91#1234#567890#. It would be like: CountryCode#STDCODE#PhoneNumber#
- Customer User Fax
  Provide the Fax for the user. Example:123#122#1121#
- Customer User Street Address
  Provide The Customer User Street Address
- Customer User Address Line 2
  Provide The Customer User Address Line 2
- Customer User Country Code
  Provide the two-letter country code. Example: 'United States of America' country code should be US.
- Customer User Postal Code
  Provide The Customer User postal code
- City of Customer User
  Provide The City of Customer User
- Customer User Region
  Provide The Customer User Region
- Customer User locale
  Provide The Customer User Locale
- Customer User IsDisabled
  Is the Customer User disabled
Action
Write
- Customer ID
  Specify the Customer ID.
- User ID
  Specify the User ID.
- User Type
  Specify the User Type.
Action
Search
- Search by
- External Identifier/Order Number
  Provide the External Identifier or Order Number.
Action
Search

How Salesforce + CloudBlue Commerce Integrations Work

Step 1: Authenticate Salesforce and CloudBlue Commerce.
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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Connect Salesforce + CloudBlue Commerce

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About Salesforce

Salesforce is a leading enterprise customer relationship manager (CRM) application.

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Related categories

CRM (Customer Relationship Management)

About CloudBlue Commerce

CloudBlue is a modular, scalable, extensible and secure carrier-grade platform that enables the profitable, end-to-end delivery of services, including onboarding, automation, aggregation, distribution, go-to-market and support.

Related categories

App Builder

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Salesforce + CloudBlue Commerce Integrations

How to connect Salesforce + CloudBlue Commerce

Create Salesforce records for new CloudBlue Commerce customer user

Create Salesforce records for new CloudBlue Commerce customer user

Connect your apps and automate workflows

New Outbound Message

Updated Field on Record

Disclaimer

Salesforce ObjectRequired

Add Contact to Campaign

CampaignRequired

ContactRequired

Add Lead to Campaign

CampaignRequired

LeadRequired

Create Contact

Create Lead

Create Record (UTC)

Salesforce ObjectRequired

Update Lead

Lead to UpdateRequired

Update Record (UTC)

Salesforce ObjectRequired

Record to UpdateRequired

Find Record

Salesforce ObjectRequired

Search ValueRequired

Find Record by Query

Salesforce ObjectRequired

WHERE ClauseRequired

New or Updated Service Plan

Plan Id

New RDE Report

New or Updated Order

Order Type

Status For Order Type Note

Provisioning Status

New Customer User

Updated Customer

Cancel Order

Order NumberRequired

Refund TypeRequired

Change Subscription State

Order NumberRequired

Change State ToRequired

Comment

Create New Customer User

Customer Account IDRequired

Customer User login IDRequired

Customer User PasswordRequired

Customer User EmailRequired

Customer User Given NameRequired

Customer User Family NameRequired

Customer User Street AddressRequired

Customer User Address Line 2

Customer User Country CodeRequired

Customer User Postal CodeRequired

Create Admin UserRequired

Customer User contact number

Customer User phone numberRequired

Customer User Fax

City of Customer User

Customer User locale

Customer User Region

Renew Order

Order NumberRequired

Subscription Period Duration

Subscription Period Unit

Sub Period Note

Payment Method IDRequired

Payment Method Note

Release The Payment DocumentRequired

Update Customer

IdRequired

Customer Name

Customer Address 1

Customer Address Line 2

City

Region

Postal Code