CloudBlue Subscription Management and SurveyMonkey integrations and automations

Seamlessly connect CloudBlue Subscription Management and SurveyMonkey. 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

SurveyMonkey
  • Completed survey response
    Completed response for survey on SurveyMonkey

    • 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

SurveyMonkey
  • Custom action
    Custom action in SurveyMonkey (Custom)
  • Add contacts
    Add contacts to a SurveyMonkey contact list
  • Add page
    Add a page to a SurveyMonkey survey
  • Add question
    Add a question to a SurveyMonkey survey page
  • Create collector
    Create a collector in SurveyMonkey
  • Create contact list
    Create a contact list in SurveyMonkey
  • Create survey
    Create a survey in SurveyMonkey
  • Create webhook
    Create a webhook in SurveyMonkey
  • Delete webhook
    Delete a webhook in SurveyMonkey
  • Get response
    Get a response in SurveyMonkey
  • Get survey details
    Get survey details in SurveyMonkey
  • Get webhook
    Get a webhook in SurveyMonkey
  • List collectors Batch
    List collectors for a SurveyMonkey survey
  • List contact lists Batch
    List contact lists in SurveyMonkey
  • List contacts Batch
    List contacts in a SurveyMonkey contact list
  • List question bank questions Batch
    List question bank questions in SurveyMonkey
  • List responses Batch
    List responses in SurveyMonkey
  • List survey categories Batch
    List survey categories in SurveyMonkey
  • List survey templates Batch
    List survey templates in SurveyMonkey
  • List surveys Batch
    List surveys in SurveyMonkey
  • List webhooks Batch
    List webhooks in SurveyMonkey
  • Search surveys
    Search for a survey in SurveyMonkey
  • Send survey invite via email
    Send SurveyMonkey survey invite via email to recipient
  • Send collector invitation
    Send a collector invitation via SurveyMonkey
  • Update page
    Update a page in a SurveyMonkey survey
  • Update question
    Update a question in SurveyMonkey
  • Update survey
    Update survey settings in SurveyMonkey

    • Any other action you can think up

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