Connect Autotask and CloudBlue Connect to unlock the power of automation

Triggers when a project is updated.

Triggers when an existing ticket is updated.

Creates a contact.

Creates a new knowledge base article.

Creates a quote.

Creates a task.

Update a company.

Updates an opportunity.

Update a task.

This is an advanced action which makes a raw HTTP request that includes this integration's authentication.

Finds a contract by ID and/or company ID.

Finds a contact.

Finds a quote.

Finds a country.

Finds a resource.

Triggers when new messages appears on multiple Connect objects like asset or listing requests. This trigger uses polling to CloudBlue Connect.

Triggers when a new helpdesk case appears on the case queue using polling to CloudBlue Connect.

Triggers when a new conversation appears on the conversations queue using polling to CloudBlue Connect.

Triggers when a new recurring asset appears on the subscriptions queue using polling to CloudBlue Connect.

Triggers when a new tier account request appears on the fulfillment queue using polling to CloudBlue Connect.

Triggers when a billing request is created or gets updated on the billing queue using polling to CloudBlue Connect.

Triggers when a fulfillment request is created or gets updated on the fulfillment queue using polling to CloudBlue Connect.

Triggers when a Tier Configuration Request is created or gets updated on the fulfillment queue using polling to CloudBlue Connect.

Vendors can use this action to approve a concrete request that is in status pending.

Vendors and Distributors can use this action to change status Listing Requests.

Vendors can use this action to confirm a concrete request that is in status revoking.

Distributors can create cancel requests using this action, in order to cancel an asset.

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.

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.

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.

Distributors and Vendors can create a new Billing Request.

Can create a helpdesk cases using this action,

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.

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.

Vendors can use this action to Reject Tier Configuration Requests.

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.

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.

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.

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.

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.

Distributors and Vendors can use this action to reject a concrete request.

Distributors can use this action to revoke a concrete request that is in status scheduled.

Can update helpdesk cases using this action,

Search for Billing Requests.

Search for Comments by Case.

Search for Listing Requests.

Search for Asset Requests.

Search for Tier Configurations.

Triggers when a ticket note is updated or created.

Triggers when a company is updated.

Triggers when an opportunity is updated.

Triggers when a task is updated.

Triggers when a Time Entry is updated.

Creates a ticket.

Creates a new expense report.

Creates an opportunity.

Adds multiple items to an existing quote.

Update a contact.

Updates a quote.

Updates a ticket.

Finds an account.

Finds a Company.

Finds an opportunity.

Finds a ticket.

Finds a currency.

Find a company by company name or ID. Optionally, create one if none are found.

Triggers when a new billing request appears on the billing queue using polling to CloudBlue Connect.

Triggers when a new comment of helpdesk case appears on the case queue using polling to CloudBlue Connect.

Triggers when a request is created or updated for a particular product using a CloudBlue Connect Webhook.

Triggers when a new fulfillment request appears on the fulfillment queue using polling to CloudBlue Connect.

Triggers when a new Tier Configuration Request appears on the fulfillment queue using polling to CloudBlue Connect.

Triggers when a recurring asset is created or gets updated on the subscriptions queue using polling to CloudBlue Connect.

Triggers when a tier account request is created or gets updated on the fulfillment queue using polling to CloudBlue Connect.

Vendors can use this action to accept a concrete request that is in status pending.

Vendors can use this action to approve pending Tier Configuration Requests.

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.

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.

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.

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.

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.

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.

Distributors and Vendors can create a new Billing Request.

Can create helpdesk case comments using this action,

Distributors can create a new Tier Account Request to communicate data changes to vendors.

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.

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.

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.

Vendors can use this action to ignore a concrete request that is in status pending.

Vendors can use this action to inquire a pending request knowing the concrete request parameters they want to inquire for.

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.

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.

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.

Vendors can use this action to schedule a concrete request that is in status pending.

Search for Assets.

Search for Cases.

Search for Conversations.

Search for Recurring Assets.

Search for Tier Account Requests.

Search for Tier Configuration Requests.