x
Thinking about implementing a new CPQ? Do this first!
Download the CPQ Migration Checklist to prepare for a clean transition.
Since launching Cacheflow in 2021, we’ve seen a clear need for a non-technical way to build workflows around deal-closing events and revenue data.
Something that doesn’t require coding and developer hours, but can have out-sized impacts for sales, RevOps and finance team efficiency.
That’s why we’re excited to announce the Zapier and Cacheflow integration!
Zapier is a household name among RevOps professionals and is well-known for its ease of use and widespread integration adoption among SaaS vendors.
Combined with Cacheflow's CPQ and subscription management capabilities, it becomes a powerful solution to automate tasks, increase revenue visibility, and run a more efficient closing cycle.
Users can access Cacheflow's library of pre-built functions through Zapier. These templates are tailored to common RevOps needs, allowing teams to automate routine tasks without starting from scratch.
Beyond the pre-built templates, users have the flexibility to create their own base functions specific to their unique business needs and tasks.
The combined ease of use of Zapier and Cacheflow makes this integration accessible even to those without technical expertise. These workflows can be configured by an internal Operations or Sales leader in less time that it takes to research consultants!
Tools - Clickup, Notion, Asana, Jira
When a deal closes in Cacheflow, the integration automatically creates a follow up task in its destination project management tool, with all necessary onboarding tasks.
This automation ensures a smooth post-sales handoff and makes sure the implementation team can start immediately, reducing setup time from a week to just a day or two.
Tools - AWS, Heroku, Microsoft Azure, Google Cloud Platform (GCP), Docker
As soon as a deal is marked closed, the integration triggers automated environment setup in the respective app space. Customer-specific parameters are configured automatically based on deal details. The DevOps team receives a Slack notification upon completion, allowing for a quick final check. This process reduces environment setup time from days to hours.
Tools - Slack, Microsoft Teams
Get notified with a Slack alert the second a prospect views, signs or completes payment in a Cacheflow quote. Enable your sales reps and managers to stay on top of their deals.
When a deal closes in Cacheflow, a custom webhook can trigger order creation in your proprietary ERP system. Use webhooks to send data to or from Cacheflow for any custom application or service without breaking a sweat. This automation keeps all systems in sync, tailored to your unique business needs.
Implementation: Enabling these workflows is a two-click process in the Cacheflow UI, under the WORKFLOWS section above INTEGRATIONS AND CONNECTORS in settings.
The balancing act of choosing the right tools, boosting efficiency, and driving that bottom line – all while keeping every team happy, will always sound like a tall order.
But Cacheflow and Zapier can make it a lot easier.
The best part? You don't need to be a tech wizard to make it work.
It's the kind of solution that gets your sales team, finance folks, and RevOps Manager all nodding in agreement (and we know how rare that is).
Give Cacheflow + Zapier a try.
Don't just take our word for it – check it out here and see for yourself.
.png)
