CloudBlue Subscription Management and Rocketlane integrations and automations

Seamlessly connect CloudBlue Subscription Management and Rocketlane. 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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Build Powerful Workflows, fast

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

Rocketlane
  • New Account Real-time
    New Account in Rocketlane
  • Updated Account Real-time
    Updated Account in Rocketlane
  • Csat Submitted Real-time
    Csat Submitted in Rocketlane
  • Updated Expense Real-time
    Updated Expense in Rocketlane
  • Form Submitted Real-time
    Form Submitted in Rocketlane
  • New Invoice Real-time
    New Invoice in Rocketlane
  • New payment/write-off record Real-time
    New payment/write-off record in Rocketlane
  • Payment/write-off record updated Real-time
    Payment/write-off record updated in Rocketlane
  • Updated Invoice Real-time
    Updated Invoice in Rocketlane
  • Meeting transcription completed Real-time
    Meeting transcription completed in Rocketlane
  • New Project Message Real-time
    New Project Message in Rocketlane
  • New Project Real-time
    New Project in Rocketlane
  • New Project Update Message Real-time
    New Project Update Message in Rocketlane
  • Updated Project Real-time
    Updated Project in Rocketlane
  • New Signal generated Real-time
    New Signal generated in Rocketlane
  • New Task Message Real-time
    New Task Message in Rocketlane
  • New Task Real-time
    New Task in Rocketlane
  • Updated Task Real-time
    Updated Task in Rocketlane

    • 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

Rocketlane
  • Add attachment to invoice
    Add attachment to invoice in Rocketlane
  • Archive Project
    Archive Project in Rocketlane
  • Create Account
    Create Account in Rocketlane
  • Create Financials Budget
    Create Financials Budget in Rocketlane
  • Create Line item
    Create Line item in Rocketlane
  • Add payment/write-off record to an invoice
    Add payment/write-off record to an invoice in Rocketlane
  • Create Project
    Create Project in Rocketlane
  • Post Project Message
    Post Project Message in Rocketlane
  • Create External Resource Mapping
    Create External Resource Mapping in Rocketlane
  • Create Task
    Create Task in Rocketlane
  • Post Task message
    Post Task message in Rocketlane
  • Create Time Off
    Create Time Off in Rocketlane
  • Delete Project
    Delete Project in Rocketlane
  • Import Templates to Project
    Import Templates to Project in Rocketlane
  • Notify User
    Notify User in Rocketlane
  • Search Account
    Search Account in Rocketlane
  • Search Invoice
    Search Invoice in Rocketlane
  • Search Project
    Search Project in Rocketlane
  • Search Project Financials Budget
    Search Project Financials Budget in Rocketlane
  • Search Task
    Search Task in Rocketlane
  • Update Account
    Update Account in Rocketlane
  • Update Invoice
    Update Invoice in Rocketlane
  • Update Line item
    Update Line item in Rocketlane
  • Update Project
    Update Project in Rocketlane
  • Update Task
    Update Task in Rocketlane

    • Any other action you can think up

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