CloudBlue Subscription Management and Raiser's Edge NXT integrations and automations

Seamlessly connect CloudBlue Subscription Management and Raiser's Edge NXT. Automate workflows, and boost efficiency with Workato.

Rating

4.9

Pre-built

150+

integrations

Total

100+

active users

avg

2 min

to connect

Custom Connections

Available

via HTTP connector

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Triggers

When this happens…

CloudBlue Subscription Management
  • New Conversation is Started
    This trigger is activated once a new conversation is started on the Connect platform
  • Get Conversation Messages
    This action allows locating specific conversation messages on the Connect platform
  • New Case is Created
    This trigger is activated once a new case is created on the Connect platform.
  • New Case Comment
    This action allows creating a new helpdesk case comment on the CloudBlue Connect platform.
  • New/Updated Asset Request is Available
    This trigger activates once a new or updated subscription request is available for your specified Connect account.
  • New Recurring Asset is Created
    This trigger is activated once a recurring subscription is created on the Connect platform.
  • New Usage File is Available
    This trigger activates once a new usage file is available for your specified Connect account.

    • Any other trigger you can think up

Raiser's Edge NXT
  • New address
    New address in Raiser's Edge NXT
  • New appeal
    New appeal in Raiser's Edge NXT
  • New campaign
    New campaign in Raiser's Edge NXT
  • New constituent
    New constituent in Raiser's Edge NXT
  • New email
    New email in Raiser's Edge NXT
  • New fund
    New fund in Raiser's Edge NXT
  • New gift
    New gift in Raiser's Edge NXT
  • New online presence
    New online presence in Raiser's Edge NXT
  • New or updated address
    New or updated address in Raiser's Edge NXT
  • New or updated appeal
    New or updated appeal in Raiser's Edge NXT
  • New or updated campaign
    New or updated campaign in Raiser's Edge NXT
  • New or updated constituent
    New or Updated constituent in Raiser's Edge NXT
  • New or updated fund
    New or updated fund in Raiser's Edge NXT
  • New or updated gift
    New or updated gift in Raiser's Edge NXT
  • New phone
    New phone in Raiser's Edge NXT

    • Any other trigger you can think up

Actions

Do this…

CloudBlue Subscription Management
  • Accept a Tier Account Request
    Vendors can use this action to accept a tier account request in the pending state.
  • Add a Conversation Message
    This actions allows adding messages to existing conversations. Such messages can provide your business partners with valuable information (e.g., reasons why a request is not approved).
  • Approve a Tier Configuration Request
    Vendors can use this action to approve a tier configuration requests in the pending state.
  • Approve an Asset Request
    Vendors can use this action to approve a particular fulfillment request in the pending state.
  • Create a Cancel Asset Request
    Distributors can use this action to create a cancel fulfillment request and consequently to cancel a subscription on Connect.
  • Create Asset Change Request
    Distributors can use this action to create a new change subscription request. The asset identifier can be passed from previous datapills.
  • Create a Purchase Request
    Distributors can use this action to create a purchase subscription request. This action has line items support to add multiple items or set multiple parameters (order type).
  • Create a Suspend/Resume Asset Request
    Distributors can use this action to create a suspend or resume fulfillment request and subsequently suspend or resume required subscription. Note that the asset identifier can be passed from previous datapills.
  • Change a Helpdesk Case State
    Allows assignging pending, resolved, or inquiring status to a helpdesk case on the CloudBlue Connect. Note that the case identifier can be passed from previous datapills.
  • Change a Listing Request State
    Use this action to change the status of your listing requests and consequently to complete this request.
  • Create a Billing Request
    This action allows creating a new billing request object on the Connect platform.
  • Helpdesk Case Creation
    Use this action to create a new helpdesk case on the Connect platform. Your case may (or may not) be related to a particular Product.
  • Create a Helpdesk Comment
    Allows creating a comment within your selected Helpdesk Case.
  • Custom action
    Custom action in CloudBlue Connect
  • Populate Asset Request Parameters
    Vendors can use this action to provide values for fulfillment parameters for subscription requests in the pending state. Furthermore, by using line items support, it is possible to populate such parameters dynamically.
  • Get Usage Records
    Use this action to locate required usage record objects on the Connect platform.
  • Ignore a Tier Account Request
    Vendors can use this action to ignore a tier account request in the pending state.
  • Set the Inquire status to an Asset Request
    Vendors can use this action to moves the request to the inquire state, allowing technical contact to populate parameters marked as error.
  • Reject an Asset Request
    This action allows rejecting a particular subscription request.
  • Reject a Tier Configuration Request
    Vendors can use this action to reject a tier configuration request.
  • Locate Helpdesk Cases
    This action allows locating specific Helpdek cases on the Connect platform
  • Locate Assets
    Use this action to locate specific subscription objects on CloudBlue Connect
  • Locate Billing Requests
    Use this action to locate specific Billing Requests on the Connect platform.
  • Get Messages by Conversation ID
    Get a list of all available messages for a given conversation on the Connect platform.
  • Locate Conversations
    This action allows locating specific conversation objects on the Connect platform
  • Locate Listing Request
    Allows locating specific listing requests on the Connect platform.
  • Locate Product Items
    Allows locating specific product items on the Connect platform.
  • Locate Product Parameters
    Use this action to locate specific Parameters for a particular Product on the Connect platform.
  • Locate Products
    Use this action to locate specific products on the Connect platform
  • Locate Asset Requests
    Use this action to locate specific Fulfillment Requests on the Connect platform.
  • Locate Tier Account Requests
    Use this action to locate particular Tier Account Requests on CloudBlue Connect.
  • Locate Tier Accounts
    Use this action to find specific Tier Accounts on the Connect platform.
  • Locate Tier Configuration Requests
    Use this action to locate particular Tier Configuration Requests on CloudBlue Connect.
  • Create a Tier Account Request
    Distributors can create a new Tier Account Request and consequently provide Vendors with required data changes.
  • Update a Helpdesk Case
    Allows updating cases within the Helpdesk module on the Connect platform.
  • Create an Update Tier Config Request
    Distributors can create an Update Tier Config Requests for existing Tier Configs, it is required to specify a Tier Config ID and parameters that should be updated (order type).

    • Any other action you can think up

Raiser's Edge NXT
  • Custom action
    Custom action in Raiser's Edge NXT (Custom)
  • Add custom field to constituent
    Add new custom field to constituent in Raiser's Edge NXT
  • Create address
    Create address in Raiser's Edge NXT
  • Create communication preferences
    Create communication preferences in Raiser's Edge NXT
  • Create constituent
    Create constituent in Raiser's Edge NXT
  • Create constituent code
    Create constituent code in Raiser's Edge NXT
  • Create email
    Create email in Raiser's Edge NXT
  • Create online presence
    Create online presence in Raiser's Edge NXT
  • Create phone
    Create phone in Raiser's Edge NXT
  • Delete address
    Delete address in Raiser's Edge NXT
  • Delete email
    Delete email in Raiser's Edge NXT
  • Delete online presence
    Delete online presence in Raiser's Edge NXT
  • Delete phone
    Delete phone in Raiser's Edge NXT
  • Get addresses Batch
    Get address(es) by constituent ID in Raiser's Edge NXT
  • Get appeal details
    Get appeal details in Raiser's Edge NXT
  • Get campaign details
    Get campaign details in Raiser's Edge NXT
  • Get constituent details
    Get constituent details in Raiser's Edge NXT
  • Get custom fields by appeal ID Batch
    Get custom fields by appeal ID in Raiser's Edge NXT
  • Get custom fields by campaign ID Batch
    Get custom fields by campaign ID in Raiser's Edge NXT
  • Get custom fields by constituent ID Batch
    Get custom field by constituent ID in Raiser's Edge NXT
  • Get custom fields by fund ID Batch
    Get custom fields by fund ID in Raiser's Edge NXT
  • Get custom fields by gift ID Batch
    Get custom fields by gift ID in Raiser's Edge NXT
  • Get email addresses Batch
    Get email address(es) by constituent ID in Raiser's Edge NXT
  • Get fund details
    Get fund details in Raiser's Edge NXT
  • Get gift details
    Get gift details in Raiser's Edge NXT
  • Get phones Batch
    Get phone(s) by constituent ID in Raiser's Edge NXT
  • Search constituent Batch
    Search constituent in Raiser's Edge NXT
  • Search constituent code Batch
    Search constituent code in Raiser's Edge NXT
  • Search online presence Batch
    Search online presence in Raiser's Edge NXT
  • Update address
    Update address in Raiser's Edge NXT
  • Update communication preferences
    Update communication preferences in Raiser's Edge NXT
  • Update constituent
    Update constituent in Raiser's Edge NXT
  • Update constituent code
    Update constituent code in Raiser's Edge NXT
  • Update custom field in constituent
    Update custom field in Raiser's Edge NXT
  • Update email
    Update email in Raiser's Edge NXT
  • Update online presence
    Update online presence in Raiser's Edge NXT
  • Update phone
    Update phone in Raiser's Edge NXT

    • Any other action you can think up

One platform

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