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How Zapier works

Zapier makes it easy to integrate Cacheflow with Formatter by Zapier - no code necessary. See how you can get setup in minutes.

Select a trigger from Cacheflow

A trigger is an event that starts your Zap and runs the workflow. For example, with Cacheflow, a trigger could be "Subscription Event."
A trigger is the event that kicks off your automated workflow.

Setup an action from Formatter by Zapier

An action is what takes place after the automation is triggered. For example, with Formatter by Zapier, the action could be "Date / Time."
An action is the event that your automated workflow performs when triggered.

That’s it! You just connected Cacheflow to Formatter by Zapier

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

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Customers have created over 25 million Zaps on the platform

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Make work flow with AI

Level up your Cacheflow to Formatter by Zapier integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.
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Connect Cacheflow and Formatter by Zapier 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.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.
An illustration representing how to measure campaign impact with Zapier.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.
An illustration representing how to automate customer support with Zapier.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.
An illustration representing how to move and manage data with Zapier.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.
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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.

  • Cacheflow triggers, actions, and search
    Subscription Event

    Triggers when a Subscription is created or updated.

    Trigger
    Instant
    Try It
  • Cacheflow triggers, actions, and search
    Transaction Event

    Triggers when a transaction is created or updated.

    Trigger
    Instant
    Try It
    • Usage Quantity
      Required
    • Billing Item ID
      Required
    • Product ID
    Action
    Write
    • Billing Schedule ID
      Required
    Action
    Search
  • Cacheflow triggers, actions, and search
    Proposal Event

    Triggers when a proposal is created or updated.

    Trigger
    Instant
    Try It
    • Customer ID
      Required
    • Customer Name
      Required
    • Order Number
    • Proposal Number
    • Seller Email
    • Start Date Same as Signing Date
    • Show TCV on Proposal?
    • Require Signing?
    • Hide Discounts on Proposal?
    • Currency Code
    • Term Type
    • Term Length Qty
    • Proposal Expiration Date
    • Product ID
    • Custom Terms
    • Payment Plan
    • Attachment ID
    Action
    Write
    • Subscription ID
      Required
    • Subscription Status
    Action
    Write
    • Invoice ID
      Required
    Action
    Search

Learn how to automate Cacheflow on the Zapier blog

Learn how to automate Formatter by Zapier on the Zapier blog

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About Cacheflow
Cacheflow is a CPQ and subscription management platform that streamlines sales processes and simplifies subscription management.
Related categories
  • Proposal & Invoice Management
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About Formatter by Zapier
Data isn't always in the format you need. Perhaps a date is in International format, but your app needs it in American format. Or maybe you need to Title Case a subject, truncate text for a Tweet, or turn Markdown text into HTML for your blog. Zapier's Formatter tool can help.
Learn moreHelp
Related categories
  • Documents
  • Zapier

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