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Zuora channel

Go to the Channel Catalog to learn more about what plans have access to this channel. Sign into Quickbase, and then go to Pipelines > Channels.

Zuora is an enterprise software company that creates and provides software for businesses to launch and manage their subscription-based services. Zuora’s applications are designed to automate recurring billing, collections, quoting, revenue recognition, and subscription metrics. .

Please note that terms used in the Zuora channel categories are Zuora specific terminology.

How to connect

  1. On the My pipelines page, select Create Pipeline.
  2. Search for or select a step, and then select it to add it to the pipeline.
    When you add a step to a pipeline, it is added to the canvas of the pipeline designer.
  3.  Expand the Connection section of the step, and add the required information.

Connect to Zuora

  1. Expand Zuora in the list of channels on the right side of the page and click Connect to Zuora.
  2. In the pop-up window, select the Account Type and enter your Client ID and Client Secret. To find your Client ID and Client Secret:
    1. Once logged into Zuora, go to the upper right and click on the account name drop down and click on Administration.
    2. On the Adminstration page, click on Manage Users, then select the correct user account from the user list provided.
    3. On the user page, the Client ID is at the bottom. The Client Secret is displayed once at creation. If you do not know your Client Secret, you will need to create a new one in the new OAuth Client section.

How to reconnect

You may need to reconnect your account to a channel. Reasons may be (but not limited to):

  • If you need to connect a different account.
  • Authorization updates, such as a changed password.
  • Editing the access rights that Pipelines has to the channel.

To reconnect:

  1. Select a pipeline that already has this channel in it.
  2. Open a step that contains this channel.
  3. Under account, select Connect (or reconnect) and follow the process above, How to connect.

Steps

The steps you can use with Zuora are grouped into five categories:

  • Comments
  • Issues
  • Worklogs
  • Attachments

Note: You cannot use jinja expressions in trigger conditions unless explicitly specified as possible.

Type Name Description
Comments
Trigger Comment Created Triggers when a new comment is created in the selected project.
Trigger Comment Updated Triggers when a comment is updated in the selected project.
Action Comment on an Issue Creates a new comment to the selected issue.
Action Update Comment Updates a comment in a specific issue.
Query Search Comments Searches comments and returns a list.
Action Fetch a Linked Comment Fetches a linked comment.
Action Look Up Comment Searches comments and returns a single record.
Issues
Trigger Issue Created Triggers when a new issue is created in the selected project. If a project is not selected all issues in all projects are monitored for updates.
Trigger Issue Updated Triggers when an issue is updated in the selected project. If a project is not selected all issues in all projects are monitored for updates.
Action Create Issue Creates an issue in the selected project.
Action Update Issue Updates the selected issue.
Action Transition Issue Transitions the selected issue to another state.
Action Delete Issue Deletes the selected issue.
Action Add Watcher Adds a watcher to the issue.
Action Remove Watcher Removes a watcher from the issue.
Query Search Issues Searches a project and returns a list of issues.
Query Search Subtasks Lists subtasks of an issue.
Action Fetch a Linked Issue Fetches a linked issue.
Action Look Up an Issue Fetches an issue by uniquely identifying attribute.
Worklogs
Trigger Worklog Created Triggers when a new worklog entry is created in an issue.
Trigger Worklog Updated Triggers when a worklog is updated.
Attachments
Trigger Attachment Created Triggers when an attachment is created.
Trigger Attachment Deleted

Triggers when an attachment is deleted.
Action Create Attachment Creates an attachment.
Action Delete Attachment Deletes an attachment.
Query Search Attachments Searches attachments and returns a list.
Action Fetch a Linked Attachment Fetches a linked attachment.
Action Look Up Attachment Looks for an attachment and returns a single record.

 

Use Cases

Here are some use case examples to help you understand how to use the Zuora channel.

In this case we are a company which manages customer subscriptions using Zuora and we want to have integration, so that we update my Quickbase record every time the state of current customer subsection changes or there is a new one.

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