Automation Workflows in Clazar

Overview

Clazar leverages Workato, a leading iPaaS (Integration Platform as a Service), to automate key operational workflows across cloud marketplaces and internal systems. These automations ensure accurate data flow, reduce manual effort, and enable faster response to marketplace activities.

Below is a breakdown of how Clazar implemented these automations to support real-time GTM (Go-to-Market) use cases across AWS, Azure, and GCP marketplaces:

1. Email Notifications for Contract Cancellations in Hyperscalers

Objective: Notify relevant internal stakeholders when a contract is cancelled in AWS, Azure, or GCP.

Value: Ensures immediate visibility into contract changes and enables timely customer outreach or internal action.

2. Automating CRM Creation from Public Offer Registrations

Objective: Automatically create CRM records based on public offer registrations.

Value: Accelerates lead capture and follow-up for new marketplace interest.

3. Capture Private Offers in HubSpot and Sync with Excel

Objective: Track all private offers generated and maintain a structured export.

Value: Streamlines reporting for RevOps and finance teams. Reduces manual data entry.

4. Capture Registration Page Details and Create Salesforce Leads

Objective: Turn inbound form fills from Clazar’s registration page into actionable leads.

Value: Seamlessly aligns marketing site engagement with sales pipeline.

5. Create HubSpot Deal from AWS Inbound Referrals

Objective: Track partner-sourced pipeline by creating deals when AWS sends referrals.

Value: Improves visibility into co-sell motion and partner attribution.

6. Create Stripe Subscription on Offer Registration

Objective: Automatically create a Stripe subscription when a public or private offer is registered in Clazar, using the email captured during registration, without collecting payment.

Value: Enables seamless subscription provisioning aligned with cloud marketplace onboarding, while deferring billing operations until needed maintaining system integrity.

7. Create ChargeBee Subscription on Offer Acceptance

Objective: On public or private offer acceptance, create a customer and corresponding subscription in ChargeBee with auto collection set to “off”, allowing invoice generation without immediate payment.

Value: Facilitates invoicing for accepted offers without real-time payment, aligning financial workflows with cloud disbursement cycles.

8. Mark ChargeBee Invoice as Paid on Disbursement

Objective: When disbursement occurs for a Clazar contract, identify the corresponding ChargeBee customer and subscription via custom properties in Clazar, and mark the invoice as paid.

Value: Automates revenue reconciliation by syncing payout events in Clazar with invoice status in ChargeBee, reducing manual effort.

9. Notify Internal Sales Rep When AWS Sales Rep Info is Updated

Objective: Notify the internal opportunity owner in Salesforce when AWS Sales Rep information is added or updated on a co-sell opportunity via Clazar.

Value: Promotes timely internal-external alignment and joint selling by ensuring sales reps are alerted to updates from AWS counterparts.

10. Notify on Co-Sell Opportunity Sync Failure

Objective: Send a Slack or email notification when an AWS Co-Sell opportunity fails to sync in Clazar due to an error.

Value: Enables real-time issue visibility for sales ops or technical teams, allowing fast resolution and uninterrupted co-sell processing.

11. Create QuickBooks Invoice on Clazar Contract Creation

Objective: Generate an invoice in QuickBooks when a contract is created in Clazar, and sync the invoice or customer ID back to Clazar’s custom properties.

Value: Reduces manual entry and ensures financial records across Clazar and QuickBooks remain synchronized and audit-ready.

12. Notify Admin on Salesforce Opportunity Closure for ACE Action

Objective: Alert the admin when a Salesforce opportunity moves to Closed Won so they can manually create the opportunity in ACE and update its status to Launched.

Value: Ensures smooth operational handoff from sales to co-sell teams while avoiding missed ACE opportunity registrations.

13. Create Jira Ticket for Internal Marketplace Review and Sync Back to Salesforce

Objective: When a sales rep checks a “Ready for Internal Marketplace Review” field in Salesforce, automatically create a Jira ticket and sync the ticket ID back to the opportunity record.

Value: Streamlines internal handoff for private offer creation, ensuring traceability and eliminating follow-up gaps between sales and operations.

14. Notify stakeholders when High-Value Quote is Ready for PO Creation

Objective: When a quote is marked as ready for PO in Salesforce and exceeds a threshold amount, notify the stakeholder team via Slack to initiate manual PO creation using Clazar.

Value: Adds a control layer for high-value deals while ensuring rapid execution using Clazar’s two-click PO creation flow.

15. Create NetSuite Sales Order on Private Offer Acceptance

Objective: Automatically create a Sales Order in NetSuite when a private offer is accepted in Clazar.

Value: Bridges sales and finance systems by eliminating manual order creation and ensuring offer acceptance is quickly reflected in financial systems.

16. Notify Stakeholders if Private Offer is Unaccepted After Two Days

Objective: After a private offer is created in Clazar, wait two days and notify stakeholders if the offer has not been accepted.

Value: Reduces delays in deal progression by surfacing inactive offers and prompting timely stakeholder intervention.

17. Send Renewal Reminder One Month Before Private Offer Expiry

Objective: Trigger a renewal reminder one month before a private offer’s end date, prompting internal teams to begin renewal discussions.

Value: Improves renewal pipeline management by initiating early conversations, reducing risk of churn or lapse in service.

18. Syncing Co-sell Opportunity Details to HubSpot Deals

Objective: Automatically update HubSpot Deal records when a Co-sell Opportunity is approved by AWS with relevant information such as AWS Sales Rep Email and Name.

Value: This ensures sales and customer success teams have real-time access to the latest Co-sell status directly within HubSpot, improving visibility, alignment, and follow-up efficiency across teams.

19. Posting Original Offer ID to Salesforce Standard Objects

Objective: Push the AWS original offer ID into Salesforce when an ABO is created, mapping it to a standard object for better tracking.

Value: Empowers the sales team with full offer lifecycle visibility in Salesforce, reduces back-and-forth between tools, and improves reporting accuracy and traceability of AWS Marketplace transactions.

20. Slack Notifications for Private Offer Publish/Cancel Errors

Objective: Trigger real-time Slack alerts when a private offer fails to publish or cancel due to an error.

Value: Enables faster incident response, minimizes sales cycle delays, and ensures internal teams are immediately notified of issues that could impact customer-facing operations.