Do everything in one place
Customize your Salesforce CPQ and Zuora integration with the following
triggers and actions.
Triggers
When this happens…
Salesforce CPQ
- Object createdObject created in Salesforce CPQ
- Daily object reviewDaily Object review in Salesforce CPQ
- Object created/updatedObject created/updated in Salesforce CPQ
Any other trigger you can think up
Zuora
- New/updated orderNew or updated order in Zuora
- New/updated recordNew or updated records in Zuora
Any other trigger you can think up
Actions
Do this…
Salesforce CPQ
- Custom actionCustom action in Salesforce CPQ (Custom)
- Create objectCreate object in Salesforce CPQ
- Get related objects BatchGet related object list in Salesforce CPQ
- Search objects BatchSearch for objects in Salesforce CPQ
- Update objectUpdate object in Salesforce CPQ
Any other action you can think up
Zuora
- Custom actionCustom action in Zuora (Custom)
- Create custom record BatchCreate custom record in Zuora
- Create recordCreate record in Zuora
- Get custom recordGet custom record in Zuora
- Get recordGet record by ID in Zuora
- Get order by order number BatchGet order in Zuora by order number
- Get orders by subscription numberGet orders by subscription number in Zuora
- Query records BatchQuery records using ZOQL in Zuora
- Search records BatchSearch records in Zuora
- Update custom record BatchUpdate custom record in Zuora
- Update order trigger dateUpdate trigger date for pending order in Zuora
- Update recordUpdate record in Zuora
Any other action you can think up
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