ZoneBilling customers have access to template Recipes created by Zone in the Workato Community Library. 

Our Recipes are intended to provide the core recommended data flows between source applications and ZoneBilling, but they are completely flexible to be tailored to meet a business's unique needs with a user-friendly, point-and-click interface.

To learn more about Workato Recipes, visit https://docs.workato.com/workato-concepts.html

Overview

Use this Recipe when integrating a Closed Won Opportunity to a ZAB Subscription, the Subscription Items are created from Opportunity Product & Quote Line data, and where more than one Opportunity needs to be mapped to a single ZAB Subscription.  

This recipe only uses out-of-the-box fields, records, and values for the following records:

• Salesforce
  • Opportunity
  • Account
  • Opportunity Product
  • Quote
  • Quote Line
  • Product
• NetSuite
  • Customer
  • ZAB Subscription
  • ZAB Subscription Item

If your use case has any custom objects or values, be sure to modify the recipe accordingly with those customizations. 

How it Works 

1. Trigger Step 1: A new or updated Opportunity in Salesforce meets the condition of Stage = 'Closed Won'.
   
2. Action Step 2: Workato searches for a matching Customer in NetSuite. 
   • The Account ID in Salesforce is used to lookup the External ID in NetSuite.
   • This will be used when creating/updating the Subscription in Step 5.
3. Action Step 3: Workato gets the list of Opportunity Products and related Quote Line data in Salesforce based on the Opportunity ID from Step 1.
   • These will be used when creating/updating the Subscription Items in Step 8.
4. Action Step 4: Workato gets the details of the primary Quote by Opportunity ID.
   • This data may be used when creating/updating the Subscription Items in Step 8.
5. Action Step 5: Because this action is an upsert, Workato searches for an existing Subscription in NetSuite. 
   • The concatenation of "Account ID.Name" in Salesforce is used to lookup the External ID in NetSuite.

The mapping of the External ID is the critical peice in this use case. Users should define the appropriate attributes in their Salesforce environment that determine what Opportunities should be on a single Subscription.

1. • • If no matching Subscription is found, Workato creates a new Subscription.
     • If a matching Subscription is found, Workato updates the existing Subscription.
2. Action Step 6: For each Opportunity Product listed in Step 3, Steps 7 & 8 are performed.
3. Action Step 7: Workato gets the Product record details in Salesforce to be evaluated for certain conditional filed values that may be needed in Step 8.
4. Action Step 8: Because this action is an upsert, Workato searches for an existing Subscription Item in NetSuite.
   • The concatenation of "Line Item ID.Record ID" (from Step 6) is used to lookup the External ID in NetSuite.
     • If no matching Subscription Item is found, Workato creates a new Subscription Item.
     • If a matching Subscription Item is found, Workato updates the existing Subscription Item.

The recipe assumes best practices are followed by using ZAB Item Default Settings for some fields (ie Rate Type, Rate Plan, Proration Type, etc). 

Click on any Action to view the detailed field mappings. 

Select in the top right corner to begin your Recipe with this template. Once in your Workato environment, you can Edit the Recipe and make any necessary changes to suit your use case. 

To learn more about Recipes, please visit Workato / Docs.