Integrate CloudBlue Connect with Retently

Trigger NPS/CSAT surveys after billing requests or helpdesk case resolutions, sync customer subscription and billing data with Retently, and use survey feedback to improve customer support and billing processes.

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About CloudBlue Connect

CloudBlue Connect allows users to manage assets, billing requests, helpdesk cases, and conversations related to commerce and subscriptions through event triggers and action requests. It uses polling and webhooks for real-time updates.

CloudBlue Connect logoRetently

CloudBlue Connect to Retently

1

Get Conversation Messages

Triggers when new messages appear on multiple Connect objects like asset or listing requests.
2

New Case

Triggers when a new helpdesk case appears on the case queue.
3

New Conversation

Triggers when a new conversation appears on the conversations queue.
4

New Recurring Asset

Triggers when a new recurring asset appears on the subscriptions queue.
5

New Tier Account Request

Triggers when a new tier account request appears on the fulfillment queue.
6

New or Updated Billing Request

Triggers when a billing request is created or updated on the billing queue.
7

New or Updated Asset Request

Triggers when a fulfillment request is created or updated on the fulfillment queue.
8

New or Updated Tier Configuration Request

Triggers when a Tier Configuration Request is created or updated on the fulfillment queue.
9

New Billing Request

Triggers when a new billing request appears on the billing queue.
10

New Case Comment

Triggers when a new comment of helpdesk case appears on the case queue.
11

New Per Product Fulfillment Request

Triggers when a request is created or updated for a particular product using a CloudBlue Connect Webhook.
12

New Asset Request

Triggers when a new fulfillment request appears on the fulfillment queue.
13

New Tier Configuration Request

Triggers when a new Tier Configuration Request appears on the fulfillment queue.
14

New or Updated Recurring Asset

Triggers when a recurring asset is created or updated on the subscriptions queue.
15

New or Updated Tier Account Request

Triggers when a tier account request is created or updated on the fulfillment queue.
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Retently to CloudBlue Connect

1

Approve Asset Request

Vendors can use this action to approve a concrete request that is pending.
2

Change Status of Listing Request

Vendors and Distributors can use this action to change the status of Listing Requests.
3

Confirm Asset Request

Vendors can use this action to confirm a request that is in status revoking.
4

Create Asset Cancel Request

Distributors can create cancel requests using this action.
5

Create Asset Change Request

Allows the creation of a single request of type 'change' on an existing asset.
6

Create Asset Purchase Request

Distributors can create purchase requests using this action with line items support.
7

Create Asset Resume Request

Allows the creation of a single request of type 'resume' on an existing asset.
8

Create Billing Request

Distributors and Vendors can create a new Billing Request.
9

Create a Helpdesk Case

Can create helpdesk cases using this action.
10

Add Conversation Message

Vendors and Distributors can use this action to add messages to conversations on multiple objects.
11

Create Update Tier Config Request

Distributors can create Update Tier Config Requests for existing Tier Configs.
12

Reject Tier Configuration Request

Vendors can use this action to reject Tier Configuration Requests.
13

Fill Asset Request Parameters

Vendors can use this action to populate values for Fulfillment parameters on Asset requests pending status.
14

Fill Tier Config Request Parameters

Vendors can use this action to populate values for Fulfillment parameters on Tier Config Requests.
15

Set Case to Inquire Status

Allows the settings on the 'Inquire' status on an existing helpdesk case.
16

Inquire Asset Request

Vendors can use this action to inquire a pending request knowing the intended parameters.
17

Inquire a Tier Configuration Request

Vendors can use this action to inquire a pending Tier Config Request for parameters.
18

Reject Asset Request

Distributors and Vendors can use this action to reject a concrete request.
19

Revoke Asset Request

Distributors can use this action to revoke a request that is in status scheduled.
20

Update a Helpdesk Case

Can update helpdesk cases using this action.
21

Search a Billing Request

Search for Billing Requests.
22

Search for Comments by Case

Search for Comments by Case.
23

Search a Listing Request

Search for Listing Requests.
24

Search an Asset Request

Search for Asset Requests.
25

Search a Tier Configuration

Search for Tier Configurations.
26

Accept Tier Account Request

Vendors can use this action to accept a concrete request that is pending.
27

Approve Tier Configuration Request

Vendors can use this action to approve pending Tier Configuration Requests.
28

Set Case to Closed Status

Allows the settings on the 'Closed' status on an existing helpdesk case.
29

Create Asset Adjustment Request

Distributors can create adjustment requests using this action.
30

Create Asset Request From External System Order

Enables distributors to create or modify assets with a single order payload from an external system.
31

Create Asset Suspend Request

Allows the creation of a single request of type 'suspend' on an existing asset.
32

Create Billing Request (With Line Items Support)

Distributors and Vendors can create a new Billing Request.
33

Create a Helpdesk Case Comment

Can create helpdesk case comments using this action.
34

Create Tier Account Request

Distributors can create a new Tier Account Request.
35

Create Update Tier Config Request (With Line Items Support)

Distributors can create Update Tier Config Requests for existing Tier Configs.
36

Fill Asset Request Parameters

Vendors can use this action to populate values for Fulfillment parameters on Asset requests.
37

Fill Tier Config Request Parameters

Vendors can use this action to populate values for Fulfillment parameters on Tier Config Requests.
38

Ignore Tier Account Request

Vendors can use this action to ignore a request that is pending.
39

Set Case to Pending Status

Allows the settings on the 'Pending' status on an existing helpdesk case.
40

Set Case to Resolved Status

Allows the settings on the 'Resolved' status on an existing helpdesk case.
41

Schedule Asset Request

Vendors can use this action to schedule a request that is pending.
42

Search an Asset

Search for Assets.
43

Search a Case

Search for Cases.
44

Search for Conversations

Search for Conversations.
45

Search a Recurring Asset

Search for Recurring Assets.
46

Search a Tier Account Request

Search for Tier Account Requests.
47

Search a Tier Configuration Request

Search for Tier Configuration Requests.

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