Integrate CloudBlue Commerce with Perspective to automate your work

Start with Google for free

1. Choose a Trigger

An event that starts an automation

2. Choose an Action

The event an automation performs after it's triggered

Endless possibilities

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

Zapier makes it easy to integrate CloudBlue Commerce with Perspective - no code necessary. See how you can get setup in minutes.

Select a trigger from CloudBlue Commerce

A trigger is an event that starts your Zap and runs the workflow. For example, with CloudBlue Commerce, a trigger could be "New or Updated Service Plan."

A trigger is the event that kicks off your automated workflow.

Setup an action from Perspective

An action is what takes place after the automation is triggered. For example, with Perspective, the action could be "Create Contact."

An action is the event that your automated workflow performs when triggered.

That’s it! You just connected CloudBlue Commerce to Perspective

With Zapier, it’s never been easier to connect your apps together and automate your most tedious work. Save hours every month.

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

Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023

G2 Badge - Most Implementable - Winter 2024

G2 Badge - Leader Mid-Market - Winter 2024

93%

Customers who say using Zapier has made them better at their job

25m

Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

Make work flow with AI

Level up your CloudBlue Commerce to Perspective integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

Illustration of AI enhancing Zapier workflows with automation and app integrations.

Connect CloudBlue Commerce and Perspective 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.

An illustration of a flow chart representing how to resolve tickets and incidents with Zapier.

Connect CloudBlue Commerce and Perspective to unlock the power of automation

With Zapier's 7,000 integrations, you can unify your tools within a connected system to improve your team's efficiency and deepen their impact.

Choose a Trigger

Start here

Choose an Action

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.

- Plan_id
Trigger
Scheduled
Try It
New RDE Report
Triggers when a rated data report is generated in CloudBlue Commerce.
Trigger
Scheduled
Try It
- Order_type
- StatusForOrderTypeNote
- Provisioning_status
Trigger
Scheduled
Try It
New Customer User
Triggers when a customer user is created in CloudBlue Commerce.
Trigger
Scheduled
Try It
Updated Customer
Triggers when a customer information is updated in CloudBlue Commerce.
Trigger
Scheduled
Try It

- Order Number
  Required
- Refund Type
  Required
Action
Write
- Order Number
  Required
- Change State To
  Required
- Comment
Action
Write

- Provider Account ID
  Required
- Customer User login ID
  Required
- Customer User Password
  Required
- Customer User Email
  Required
- Customer User Given Name
  Required
- Customer User Family Name
  Required
- Customer User Street Address
  Required
- Customer Address Line 2
- Customer User Country Code
  Required
- Postal Code
  Required
- Create Admin User
  Required
- Customer User contact number
- Customer User phone number
  Required
- Customer User Fax
- City
- Customer locale
- Region
Action
Write
- Order Number
  Required
- Subscription Period Duration
- Subscription Period Unit
- SubPeriodNote
- Payment Method ID
  Required
- PaymentMethodNote
- Release The Payment Document
  Required
Action
Write
- Id
  Required
- Customer Name
  Required
- Customer Address 1
  Required
- Customer Address Line 2
- City
- Region
- Postal Code
  Required
- Customer Country Code
  Required
- Customer locale
- Customer Admin Email
  Required
- Customer Admin First Name
  Required
- Customer Admin Last Name
  Required
- Customer Admin Contact Number
  Required
- Customer Billing Contact Email
- Customer Billing Contact First Name
- Customer Billing Contact Last Name
- Customer Business Contact Number
- Customer Technical Contact Email
- Customer Technical Contact First Name
- Customer Technical Contact Last Name
- Customer Techinical Contact Number
Action
Write
- External Identifier
  Required
- Customer ID
  Required
Action
Search
- External Identifier
- Order Number
  Required
Action
Search
- Search by
- External Identifier/Order Number
Action
Search
- Funnel
  Required
Trigger
Instant
Try It

- Subscription_status
Trigger
Scheduled
Try It
New or Updated Plan Category
Triggers when a plan category is created or updated in CloudBlue Commerce.
Trigger
Scheduled
Try It
New Customer
Triggers when a customer is created in CloudBlue Commerce.
Trigger
Scheduled
Try It
Updated Customer User
Triggers when a customer user information is updated in CloudBlue Commerce.
Trigger
Scheduled
Try It
- Report Title
  Required
- Notify By Email
  Required
- Report Type
  Required
Action
Write
- Order Number
  Required
- Payment Method ID
  Required
- PaymentMethodNote
- Release The Payment Document
  Required
- Item ID
  Required
- Quantity
  Required
Action
Write
- Provider Account ID
  Required
- Customer Name
  Required
- External Identifier
  Required
- Customer Address 1
  Required
- Customer Address Line 2
- City
- Region
- Postal Code
  Required
- Customer Country Code
  Required
- Customer locale
- Customer Admin Email
  Required
- Customer Admin First Name
  Required
- Customer Admin Last Name
  Required
- Customer Admin Contact Number
  Required
- Customer Billing Contact Email
- Customer Billing Contact First Name
- Customer Billing Contact Last Name
- Customer Billing Contact Number
- Customer Technical Contact Email
- Customer Technical Contact First Name
- Customer Technical Contact Last Name
- Customer Techinical Contact Number
- AdminCreationNote
- Create Admin User
  Required
Action
Write
- User ID
  Required
Action
Write
- Customer ID
  Required
- Payment Method ID
  Required
- PaymentMethodNote
- Release The Payment Document
  Required
- External Identifier
  Required
- Parameters
- Service Plan ID
  Required
- Subscription Period Unit
- Subscription Period Duration
- Setup Price of Service Plan
- Recurring Price of Service Plan
- Renewal Price of Service Plan
- Transfer Price of Service Plan
- Item ID
  Required
- Quantity
  Required
- Setup Price
- Recurring Price
- Overuse Price
Action
Write
- Customer ID
  Required
- User ID
  Required
- Customer User login ID
  Required
- Customer User Password
  Required
- Customer User Email
  Required
- Customer User Given Name
  Required
- Customer User Family Name
  Required
- Customer User contact number
- Customer User phone number
  Required
- Customer User Fax
- Customer User Street Address
  Required
- Customer Address Line 2
- Customer User Country Code
  Required
- Postal Code
  Required
- City
- Region
- Customer locale
- Customer User IsDisabled
Action
Write
- Customer ID
  Required
- User ID
  Required
- User Type
Action
Search
- Search by
- External Identifier/Order Number
Action
Search
- Funnel
  Required
Trigger
Instant
Try It
- Funnel
  Required
Action
Write

Learn how to automate CloudBlue Commerce on the Zapier blog

Learn how to automate Perspective on the Zapier blog

About CloudBlue Commerce

CloudBlue is a modular, scalable, extensible and secure carrier-grade platform that enables the profitable, end-to-end delivery of services, including onboarding, automation, aggregation, distribution, go-to-market and support.

Related categories