Connect Salesforce to CloudBlue Commerce and automate your work

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1. Choose a Trigger

An event that starts an automation

2. Choose an Action

The event an automation performs after it's triggered

Endless possibilities

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Select a trigger from Salesforce

A trigger is an event that starts your Zap and runs the workflow. For example, with Salesforce, a trigger could be "New Contact."

A trigger is the event that kicks off your automated workflow.

Setup an action from CloudBlue Commerce

An action is what takes place after the automation is triggered. For example, with CloudBlue Commerce, the action could be "Create and Schedule RDE Job."

An action is the event that your automated workflow performs when triggered.

That’s it! You just connected Salesforce to CloudBlue Commerce

With Zapier, it’s never been easier to connect your apps together and automate your most tedious work. Save hours every month.

Triggers and actions are the main components of every automated workflow.

Create your first workflow

Quickly connect Salesforce to CloudBlue Commerce with a Zapier template.

Our most popular template

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

Connect Salesforce and CloudBlue Commerce 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

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

An illustration representing how to automate lead management with Zapier.

Connect Salesforce and CloudBlue Commerce 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.

Choose a Trigger

Start here

Start here

Choose an Action

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.

New Contact
Triggers when a new Contact is created.
Trigger
Scheduled
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New Lead
Triggers when a new Lead is created.
Trigger
Scheduled
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- Salesforce Object
  Required
Trigger
Scheduled
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- Salesforce Object
  Required
Trigger
Scheduled
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- Salesforce Object
  Required
- Record to Link
  Required
- File
  Required
- Visibility
  Required
Action
Write

- Lead
  Required
- Account
  Required
- Warning
- Opportunity
- Create New Opportunity
- Converted Status
  Required
Action
Write
- Parent Object
  Required
- Use Assignment Rules
Action
Write

- File
  Required
- Title
- Description
- Salesforce Object
  Required
Action
Write
- Title
- Note
- Salesforce Object
  Required
- IsPrivate
Action
Write
- Salesforce Object
  Required
- Use Assignment Rules
Action
Write
- Record to Update
  Required
- Use Assignment Rules
Action
Write
- Salesforce Object
  Required
- Record to Update
  Required
- Use Assignment Rules
Action
Write
- Salesforce Object
  Required
Action
Search
- Salesforce Object
  Required
- Search Results
Action
Search
- Salesforce Object
  Required
- WHERE Clause
  Required
- Order By
- Order Direction
- Limit
Action
Search
- Salesforce Object
  Required
- WHERE Clause
  Required
- Order By
- Order Direction
- Limit
- Use Assignment Rules
Action
Search or write
- Subscription_status
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 Title
  Required
- Notify By Email
  Required
- Report Type
  Required
Action
Write
- Order Number
  Required
- Payment Method ID
  Required
- PaymentMethodNote
- Release The Payment Document
  Required
- Item ID
  Required
- Quantity
  Required
Action
Write
- Provider Account ID
  Required
- Customer Name
  Required
- External Identifier
  Required
- Customer Address 1
  Required
- Customer Address Line 2
- City
- Region
- Postal Code
  Required
- Customer Country Code
  Required
- Customer locale
- Customer Admin Email
  Required
- Customer Admin First Name
  Required
- Customer Admin Last Name
  Required
- Customer Admin Contact Number
  Required
- Customer Billing Contact Email
- Customer Billing Contact First Name
- Customer Billing Contact Last Name
- Customer Billing Contact Number
- Customer Technical Contact Email
- Customer Technical Contact First Name
- Customer Technical Contact Last Name
- Customer Techinical Contact Number
- AdminCreationNote
- Create Admin User
  Required
Action
Write
- User ID
  Required
Action
Write
- Customer ID
  Required
- Payment Method ID
  Required
- PaymentMethodNote
- Release The Payment Document
  Required
- External Identifier
  Required
- Parameters
- Service Plan ID
  Required
- Subscription Period Unit
- Subscription Period Duration
- Setup Price of Service Plan
- Recurring Price of Service Plan
- Renewal Price of Service Plan
- Transfer Price of Service Plan
- Item ID
  Required
- Quantity
  Required
- Setup Price
- Recurring Price
- Overuse Price
Action
Write
- Customer ID
  Required
- User ID
  Required
- Customer User login ID
  Required
- Customer User Password
  Required
- Customer User Email
  Required
- Customer User Given Name
  Required
- Customer User Family Name
  Required
- Customer User contact number
- Customer User phone number
  Required
- Customer User Fax
- Customer User Street Address
  Required
- Customer Address Line 2
- Customer User Country Code
  Required
- Postal Code
  Required
- City
- Region
- Customer locale
- Customer User IsDisabled
Action
Write
- Customer ID
  Required
- User ID
  Required
- User Type
Action
Search
- Search by
- External Identifier/Order Number
Action
Search

- History Object
  Required
Trigger
Scheduled
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New Outbound Message
Triggers when a new outbound message is received in Salesforce.
Trigger
Instant
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- Disclaimer
- Salesforce Object
  Required
Trigger
Scheduled
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- Campaign
  Required
- Contact
  Required
Action
Write
- Campaign
  Required
- Lead
  Required
Action
Write
- File
  Required
- Salesforce Object
  Required
- Description
- IsPrivate
Action
Write
Create Contact
Creates a new contact in Salesforce.
Action
Write
- Use Assignment Rules
Action
Write
- Salesforce Object
  Required
- Use Assignment Rules
Action
Write
- Record to Update
  Required
Action
Write
- Salesforce Object
  Required
- Record to Update
  Required
- Use Assignment Rules
Action
Write
- HTTP Method
  Required
- URL
  Required
- Query String Parameters
- Headers
- Additional Request Headers
- Note
Action
Write
- Salesforce Object
  Required
- Search Value
  Required
- Second Field to Search By
- Second Search Value
- Search Operator
Action
Search
- Salesforce Object
  Required
- WHERE Clause
  Required
Action
Search
- Salesforce Object
  Required
- Search Value
  Required
- Second Field to Search By
- Second Search Value
- Search Operator
- Use Assignment Rules
Action
Search or write
- Plan_id
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
- StatusForOrderTypeNote
- Provisioning_status
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 Number
  Required
- Refund Type
  Required
Action
Write
- Order Number
  Required
- Change State To
  Required
- Comment
Action
Write
- Provider Account ID
  Required
- Customer User login ID
  Required
- Customer User Password
  Required
- Customer User Email
  Required
- Customer User Given Name
  Required
- Customer User Family Name
  Required
- Customer User Street Address
  Required
- Customer Address Line 2
- Customer User Country Code
  Required
- Postal Code
  Required
- Create Admin User
  Required
- Customer User contact number
- Customer User phone number
  Required
- Customer User Fax
- City
- Customer locale
- Region
Action
Write
- Order Number
  Required
- Subscription Period Duration
- Subscription Period Unit
- SubPeriodNote
- Payment Method ID
  Required
- PaymentMethodNote
- Release The Payment Document
  Required
Action
Write
- Id
  Required
- Customer Name
  Required
- Customer Address 1
  Required
- Customer Address Line 2
- City
- Region
- Postal Code
  Required
- Customer Country Code
  Required
- Customer locale
- Customer Admin Email
  Required
- Customer Admin First Name
  Required
- Customer Admin Last Name
  Required
- Customer Admin Contact Number
  Required
- Customer Billing Contact Email
- Customer Billing Contact First Name
- Customer Billing Contact Last Name
- Customer Business Contact Number
- Customer Technical Contact Email
- Customer Technical Contact First Name
- Customer Technical Contact Last Name
- Customer Techinical Contact Number
Action
Write
- External Identifier
  Required
- Customer ID
  Required
Action
Search
- External Identifier
- Order Number
  Required
Action
Search
- Search by
- External Identifier/Order Number
Action
Search

Learn how to automate Salesforce on the Zapier blog

About Salesforce

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

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

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

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

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