CloudBlue Connect + Slack + Formatter by Zapier

Create new messages in a conversation of Connect from new messages in a Slack channel

Often times people manage the business communications in Slack and want to post messages in Cloudblue Connect. This integration template helps you to receive your Slack messages related to fulfillment workflow in Connect.

When this happens...
TriggerScheduled
automatically do this...
Text
Work with text data to find & replace, capitalize, remove HTML, and more (with line-item support).
ActionWrite
then do this!
Add Conversation Message
Vendors and Distributors can use this actions to add messages to conversations on multiple objects like asset requests, this messages can be seen by vendors and distributors and can provide valuable information like reason why a request has not been approved.
ActionWrite

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Supported triggers and actions

- TransformRequired
Action
Write
- TransformRequired
Action
Write
- Id of the request or listing to retrieve messages forRequired
Trigger
Scheduled
Try It
- Case StatusRequired
- Additional filters
- Amount of records per batch query
Trigger
Scheduled
Try It
- Additional filters
- Amount of records per batch query
- Process requests in batch
Trigger
Scheduled
Try It

- Additional filters
- Amount of records per batch query
- Process requests in batch
Trigger
Scheduled
Try It
- Additional filters
- Amount of records per batch query
- Process requests in batch
Trigger
Scheduled
Try It

- Additional filters
Trigger
Scheduled
Try It
- Request Status
- Additional filters
Trigger
Scheduled
Try It
- Request Status
- Additional filters
Trigger
Scheduled
Try It
- Request IDRequired
- Template IDRequired
Action
Write
- Request IDRequired
- ActionRequired
Action
Write
- Request IDRequired
Action
Write
- Asset IDRequired
- Parameter ID
- Value
Action
Write
- Asset IDRequired
- Item IDRequired
- QuantityRequired
- Parameter ID
- Value
Action
Write
- Hub IDRequired
- Asset External IDRequired
- Asset External UID
- Tiers involved in the requestRequired
- Tier 1 External IDRequired
- Tier 1 External UID
- Tier 1 Account NameRequired
- Tier 1 Address Line 1Required
- Tier 1 Address Line 2
- Tier 1 Postal CodeRequired
- Tier 1 CityRequired
- Tier 1 State or ProvinceRequired
- Tier 1 CountryRequired
- Tier 1 Contact First NameRequired
- Tier 1 Contact Last NameRequired
- Tier 1 EmailRequired
- Tier 1 Phone NumberRequired
- Customer External IDRequired
- Customer External UID
- Customer Account NameRequired
- Customer Address Line 1Required
- Customer Address Line 2
- Customer Postal CodeRequired
- Customer CityRequired
- Customer State or ProvinceRequired
- Customer CountryRequired
- Customer Contact First NameRequired
- Customer Contact Last NameRequired
- Customer EmailRequired
- Customer Phone NumberRequired
- Item IDRequired
- QuantityRequired
- Parameters
Action
Write
- Asset IDRequired
- Parameter ID
- Value
Action
Write
- Asset Lookup FieldRequired
- Asset Lookup ValueRequired
- Period FromRequired
- Period ToRequired
- Period DeltaRequired
- Period UOMRequired
- ItemsRequired
- Attributes
Action
Write
- Product IDRequired
- SubjectRequired
- Description of the case
- Priority of the caseRequired
- Type of the caseRequired
- Receiver account IDRequired
- Recipient IDRequired
Action
Write
- Object IDRequired
- MessageRequired
Action
Write
- Tier Configuration IDRequired
- ParametersRequired
Action
Write
- Request IDRequired
- ReasonRequired
Action
Write
- Request IDRequired
- Parameter IDRequired
- ValueRequired
Action
Write
- Request IDRequired
- Parameter IDRequired
- ValueRequired
- Notes
Action
Write
- Case IDRequired
- Inquire message
Action
Write
- Request IDRequired
- Note
- Template ID
- Parameter IDRequired
- Error TextRequired
Action
Write
- Request IDRequired
- Notes
- Parameter IDRequired
- Error TextRequired
Action
Write
- Request IDRequired
- ReasonRequired
Action
Write
- Request IDRequired
- ReasonRequired
Action
Write
- Caset IDRequired
- Product IDRequired
- Subject
- Description of the case
- Issuer Account
- Issuer Actor
- Recipient ID
- Receiver Account
- Receiver Actor
- Recipient IDRequired
Action
Write
- Additional filters
Action
Search
- Case idRequired
- Additional filters
Action
Search
- Additional filters
Action
Search
- Request Status
- Additional filters
Action
Search
- Additional filters
Action
Search

- TransformRequired
Action
Write
- TransformRequired
Action
Write
- Additional filters
- Amount of records per batch query
- Process requests in batch
Trigger
Scheduled
Try It
- Case idRequired
- Additional filters
- Amount of records per batch query
Trigger
Scheduled
Try It
- Product IDRequired
- Object classRequired
- Name for newly created Connect WebhookRequired
- DescriptionRequired
Trigger
Instant
Try It
- Request Status
- Additional filters
- Amount of records per batch query
- Process requests in batch
Trigger
Scheduled
Try It
- Request Status
- Additional filters
- Amount of records per batch query
- Process requests in batch
Trigger
Scheduled
Try It
- Additional filters
Trigger
Scheduled
Try It
- Additional filters
Trigger
Scheduled
Try It
- Request IDRequired
Action
Write
- Request IDRequired
- Template IDRequired
Action
Write
- Case IDRequired
- Feedback of the resolution
- Rating of the resolution of the case
Action
Write
- Hub IDRequired
- Asset External IDRequired
- Asset External UID
- Tiers involved in the requestRequired
- Tier 1 External IDRequired
- Tier 1 External UID
- Tier 1 Account NameRequired
- Tier 1 Address Line 1Required
- Tier 1 Address Line 2
- Tier 1 Postal CodeRequired
- Tier 1 CityRequired
- Tier 1 State or ProvinceRequired
- Tier 1 CountryRequired
- Tier 1 Contact First NameRequired
- Tier 1 Contact Last NameRequired
- Tier 1 EmailRequired
- Tier 1 Phone NumberRequired
- Customer External IDRequired
- Customer External UID
- Customer Account NameRequired
- Customer Address Line 1Required
- Customer Address Line 2
- Customer Postal CodeRequired
- Customer CityRequired
- Customer State or ProvinceRequired
- Customer CountryRequired
- Customer Contact First NameRequired
- Customer Contact Last NameRequired
- Customer EmailRequired
- Customer Phone NumberRequired
- ItemsRequired
- Parameters
Action
Write
- Asset IDRequired
- ItemsRequired
- External Attributes
Action
Write
- Hub IDRequired
- Asset External IDRequired
- Asset External UID
- Tiers involved in the requestRequired
- Tier 1 External IDRequired
- Tier 1 External UID
- Tier 1 Account NameRequired
- Tier 1 Address Line 1Required
- Tier 1 Address Line 2
- Tier 1 Postal CodeRequired
- Tier 1 CityRequired
- Tier 1 State or ProvinceRequired
- Tier 1 CountryRequired
- Tier 1 Contact First NameRequired
- Tier 1 Contact Last NameRequired
- Tier 1 EmailRequired
- Tier 1 Phone NumberRequired
- Customer External IDRequired
- Customer External UID
- Customer Account NameRequired
- Customer Address Line 1Required
- Customer Address Line 2
- Customer Postal CodeRequired
- Customer CityRequired
- Customer State or ProvinceRequired
- Customer CountryRequired
- Customer Contact First NameRequired
- Customer Contact Last NameRequired
- Customer EmailRequired
- Customer Phone NumberRequired
- ItemsRequired
- Parameters
Action
Write
- Hub IDRequired
- Asset External IDRequired
- Asset External UID
- Tiers involved in the requestRequired
- Tier 1 External IDRequired
- Tier 1 External UID
- Tier 1 Account NameRequired
- Tier 1 Address Line 1Required
- Tier 1 Address Line 2
- Tier 1 Postal CodeRequired
- Tier 1 CityRequired
- Tier 1 State or ProvinceRequired
- Tier 1 CountryRequired
- Tier 1 Contact First NameRequired
- Tier 1 Contact Last NameRequired
- Tier 1 EmailRequired
- Tier 1 Phone NumberRequired
- Customer External IDRequired
- Customer External UID
- Customer Account NameRequired
- Customer Address Line 1Required
- Customer Address Line 2
- Customer Postal CodeRequired
- Customer CityRequired
- Customer State or ProvinceRequired
- Customer CountryRequired
- Customer Contact First NameRequired
- Customer Contact Last NameRequired
- Customer EmailRequired
- Customer Phone NumberRequired
- Item IDRequired
- QuantityRequired
Action
Write
- Asset IDRequired
- Parameter ID
- Value
Action
Write
- Asset Lookup FieldRequired
- Asset Lookup ValueRequired
- Period FromRequired
- Period ToRequired
- Period DeltaRequired
- Period UOMRequired
- Item IDRequired
- Attributes
Action
Write
- Case IDRequired
- Text of the comment
Action
Write
- Account IDRequired
- Account External IDRequired
- Account External UID
- Account Account NameRequired
- Account Address Line 1Required
- Account Address Line 2
- Account Postal CodeRequired
- Account CityRequired
- Account State or ProvinceRequired
- Account CountryRequired
- Account Contact First NameRequired
- Account Contact Last NameRequired
- Account EmailRequired
- Account Phone NumberRequired
Action
Write
- Tier Configuration IDRequired
- Parameter IDRequired
- ValueRequired
Action
Write
- Request IDRequired
- ParametersRequired
Action
Write
- Request IDRequired
- ParametersRequired
- Notes
Action
Write
- Request IDRequired
- ReasonRequired
Action
Write
- Request IDRequired
- Note
- Template ID
- ParametersRequired
Action
Write
- Request IDRequired
- Note
- Template ID
- ParametersRequired
Action
Write
- Case IDRequired
- Pending message
Action
Write
- Case IDRequired
- Resolve message
Action
Write
- Request IDRequired
- Planned Date
Action
Write
- Additional filters
Action
Search
- Case StatusRequired
- Additional filters
Action
Search
- Additional filters
Action
Search
- Additional filters
Action
Search
- Additional filters
Action
Search
- Request Status
- Additional filters
Action
Search

About CloudBlue Connect

CloudBlue Connect is a supply automation platform that manages your products and services, contracts, ordering and fulfillment, usage and subscriptions.

Related categories

eCommerce

About Slack

Slack is a platform for team communication: everything in one place, instantly searchable, available wherever you go. Offering instant messaging, document sharing and knowledge search for modern teams.

Learn more

Related categories

Team Chat

Similar apps

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 more

CloudBlue Connect + Slack + Formatter by Zapier

Create new messages in a conversation of Connect from new messages in a Slack channel

Date / Time

Text

Get Conversation Messages

New Case

New Conversation

New Recurring Asset

New Tier Account Request

New or Updated Billing Request

New or Updated Asset Request

New or Updated Tier Configuration Request

Approve Asset Request

Change Status of Listing Request

Confirm Asset Request

Create Asset Cancel Request

Create Asset Change Request (With Line Items Support)

Create Asset Purchase Request (With Line Items Support)

Create Asset Resume Request

Create Billing Request

Create a Helpdesk Case

Add Conversation Message

Create Update Tier Config Request

Reject Tier Configuration Request

Fill Asset Request Parameters (With Line Items Support)

Fill Tier Config Request Parameters (With Line Items Support)

Set Case to Inquire Status

Inquire Asset Request (With Line Items Support)

Inquire a Tier Configuration Request (With Line Items Support)

Reject Asset Request

Revoke Asset Request

Update a Helpdesk Case

Search a Billing Request

Search for Comments by Case.

Search a Listing Request

Search an Asset Request

Search a Tier Configuration

Numbers

Utilities

New Billing Request

New Case Comment

New Per Product Fulfillment Request

New Asset Request

New Tier Configuration Request

New or Updated Recurring Asset

New or Updated Tier Account Request

Accept Tier Account Request

Approve Tier Configuration Request

Set Case to Closed Status

Create Asset Adjustment Request

Create Asset Change Request

Create Asset Purchase Request

Create Asset Request From External System Order

Create Asset Suspend Request

Create Billing Request (With Line Items Support)

Create a Helpdesk Case Comment

Create Tier Account Request

Create Update Tier Config Request (With Line Items Support)

Fill Asset Request Parameters

Fill Tier Config Request Parameters

Ignore Tier Account Request

Inquire Asset Request

Inquire a Tier Configuration Request

Set Case to Pending Status

Set Case to Resolved Status

Schedule Asset Request

Search an Asset

Search a Case

Search for Conversations.

Search a Recurring Asset

Search a Tier Account Request

Search a Tier Configuration Request

About CloudBlue Connect

Related categories

About Slack

Related categories

Similar apps

Chatwork

Microsoft Teams

Twist