Cacheflow + Zendesk + Filter by Zapier

Create tickets in Zendesk for newly-signed Cacheflow proposals

Activate this integration to automatically create a support ticket in Zendesk when a new customer signs a proposal in Cacheflow. The ticket will include relevant details from Cacheflow such as the customer's contact information, proposal items, and any associated deal or contract information, ensuring timely and informed support follow-up.

Activate this integration to automatically create a support ticket in Zendesk when a new customer signs a proposal in Cacheflow. The ticket will include relevant details from Cacheflow such as the customer's contact information, proposal items, and any associated deal or contract information, ensuring timely and informed support follow-up.

  1. When this happens...
    CacheflowCacheflow
    Proposal Event

    Triggers when a proposal is created or updated.

    TriggerInstant
  2. automatically do this...
    Filter by ZapierFilter by Zapier
    Only continue if...

    Set up rules to specify when this Zap can continue running.

    ActionFilter
  3. then do this!
    ZendeskZendesk
    Create Ticket

    Triggers when a new ticket is added (Zendesk may take an hour to make tickets available via their API with this trigger).

    ActionWrite
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Supported triggers and actions

  • 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 QuantityRequired

    • Billing Item IDRequired

    • Product IDRequired

    Action
    Write
    • Billing Schedule IDRequired

    Action
    Search
  • Cacheflow triggers, actions, and search

    Proposal Event

    Triggers when a proposal is created or updated.

    Trigger
    Instant
    Try It
    • Customer

    • Proposal NameRequired

    • 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 IDRequired

    • Subscription Status

    Action
    Write
    • Invoice IDRequired

    Action
    Search
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cacheflow logo

About Cacheflow

Cacheflow is a CPQ and subscription management platform that streamlines sales processes and simplifies subscription management.

Related categories

  • Proposal & Invoice Management
zendesk logo
zendesk logo

About Zendesk

Zendesk is a web-based help desk support tool that makes it simple to provide great customer support.
Learn more

Related categories

  • Customer Support

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About Filter by Zapier

Only allow a Zap to proceed when a certain condition is met. For example, if you're sending a text message when you receive a new email, you could use a Filter that only sends a text message when the email received is from a certain address.
Learn more

Related categories

  • Developer Tools
  • Zapier