Automation builder

Power up your cloud sales with smart automation

Eliminate manual processes, boost efficiency, and accelerate revenue growth with Clazar’s no-code automation solution.
AUTOMATE CLOUD SALES
Clazar Automation Builder interface showing a no-code workflow for AWS Co-Sell referrals with triggers, conditional steps, and Slack actions.

Automate any cloud sales process

Workflow automation diagram. A trigger (orange arrow icon) starts the process, sending data to Gmail, then to Salesforce, Stripe, and Slack in sequence. Below, an “IF” condition splits the flow: a green check path loops back upward to Gmail, while a red X path continues to a processing step, then to Gmail again, and finally to an “End” node.

Eliminate bottlenecks in your cloud marketplace sales by automating complex workflows, ensuring deals progress smoothly without manual delays.

Automate private offer approvals, co-sell referrals, financial reporting, and much more.

Configure workflows based on a range of parameters, including deal size, contract terms, and cloud partner requirements.

Ensure consistency and accuracy across your cloud sales processes.

Workflow automation diagram. A trigger (orange arrow icon) starts the process, sending data to Gmail, then to Salesforce, Stripe, and Slack in sequence. Below, an “IF” condition splits the flow: a green check path loops back upward to Gmail, while a red X path continues to a processing step, then to Gmail again, and finally to an “End” node.

Advanced triggers and actions

Marketing slide titled “Advanced triggers and actions.” Text explains triggering automation at the right moment using event-based, time-based, or system-driven triggers. Bullet points highlight leveraging advanced marketplace event triggers captured by Clazar, integrating third-party app triggers and webhooks, and enabling offer execution, revenue recognition, and referral tracking. On the right, a screenshot of an “Events” dashboard shows filters for AWS, Azure, and GCP with event topics such as Contract Created, Private Offer Accepted, and New Contract Buyer, along with a dropdown list of additional filter options.

Trigger automation at the right moment with event-based, time-based, or system-driven triggers to ensure timely and accurate process execution.

Leverage advanced marketplace event triggers captured by Clazar.

Integrate third-party app triggers and webhooks for dynamic automation.

Enable offer execution, revenue recognition, and referral tracking.

Marketing slide titled “Advanced triggers and actions.” Text explains triggering automation at the right moment using event-based, time-based, or system-driven triggers. Bullet points highlight leveraging advanced marketplace event triggers captured by Clazar, integrating third-party app triggers and webhooks, and enabling offer execution, revenue recognition, and referral tracking. On the right, a screenshot of an “Events” dashboard shows filters for AWS, Azure, and GCP with event topics such as Contract Created, Private Offer Accepted, and New Contract Buyer, along with a dropdown list of additional filter options.

Ready-to-use workflow recipes

Marketing slide titled “Ready-to-use workflow recipes.” On the left, a screenshot of an “Automations – Community library” interface shows prebuilt recipes such as “Clazar: AWS Co-Sell Referral Handling Salesforce,” “Clazar: AWS Contract Renewal Notifications,” and “Clazar: AWS Co-Sell Referral Handling HubSpot,” with user counts and recommendation tags. A workflow preview displays a trigger for “AWS Co-Sell Referral in Clazar (Real-time)” followed by Salesforce actions and conditional steps. On the right, text explains that pre-configured workflows help deploy private offer approvals and co-sell referrals, streamline deal execution and reporting, and allow customization to fit business needs.

Get started quickly with a library of pre-configured workflows designed for cloud marketplace operations.

Deploy industry-standard workflows for private offer approvals and co-sell referrals.

Streamline deal execution, customer onboarding, and financial reporting.

Customize templates to fit your unique business needs.

Marketing slide titled “Ready-to-use workflow recipes.” On the left, a screenshot of an “Automations – Community library” interface shows prebuilt recipes such as “Clazar: AWS Co-Sell Referral Handling Salesforce,” “Clazar: AWS Contract Renewal Notifications,” and “Clazar: AWS Co-Sell Referral Handling HubSpot,” with user counts and recommendation tags. A workflow preview displays a trigger for “AWS Co-Sell Referral in Clazar (Real-time)” followed by Salesforce actions and conditional steps. On the right, text explains that pre-configured workflows help deploy private offer approvals and co-sell referrals, streamline deal execution and reporting, and allow customization to fit business needs.

1000+ pre-built connectors

Marketing slide titled “1000+ pre-built connectors.” Text explains connecting an entire tech stack to sync sales and financial data in real time, orchestrate workflows across CRM, Slack, procurement, project management, and finance platforms, and integrate with tools like Salesforce, HubSpot, NetSuite, and QuickBooks. On the right, the Clazar logo appears surrounded by circular app icons including Gmail, Salesforce, HubSpot, Stripe, QuickBooks, NetSuite, and Microsoft Dynamics, representing broad integration support.

Effortlessly connect your entire tech stack and sync critical sales and financial data in real time, minimizing data silos.

Orchestrate integrated workflows across CRM, Slack, procurement, project management, and finance platforms.

Enable integration with Salesforce, HubSpot, NetSuite, QuickBooks, and more.

Facilitate real-time, frictionless data exchange for unified workflows.

Marketing slide titled “1000+ pre-built connectors.” Text explains connecting an entire tech stack to sync sales and financial data in real time, orchestrate workflows across CRM, Slack, procurement, project management, and finance platforms, and integrate with tools like Salesforce, HubSpot, NetSuite, and QuickBooks. On the right, the Clazar logo appears surrounded by circular app icons including Gmail, Salesforce, HubSpot, Stripe, QuickBooks, NetSuite, and Microsoft Dynamics, representing broad integration support.

Intuitive drag-and-drop interface

Workflow builder interface showing a visual, drag-and-drop automation editor. Steps include “Get All Private Offers in Clazar,” “Post message in Slack,” an “IF” condition with Yes/No branches, a “REPEAT the following steps” loop, and “Select app and action” blocks. A contextual menu is open with options such as Add comment, Skip, Copy, Delete, and Mask data. The layout illustrates an intuitive visual editor for designing automated workflows with conditional logic and integrations.

Build and refine automated workflows with a user-friendly, visual editor that allows your team to optimize processes quickly and efficiently.

Design workflows visually with an easy-to-use drag-and-drop builder.

Integrate multiple data sources for seamless operations.

Set up role-based approval steps with ease.

Workflow builder interface showing a visual, drag-and-drop automation editor. Steps include “Get All Private Offers in Clazar,” “Post message in Slack,” an “IF” condition with Yes/No branches, a “REPEAT the following steps” loop, and “Select app and action” blocks. A contextual menu is open with options such as Add comment, Skip, Copy, Delete, and Mask data. The layout illustrates an intuitive visual editor for designing automated workflows with conditional logic and integrations.

Hands-free maintenance

Illustration showing AWS, Azure, and Google Cloud logos on the left feeding into an automation engine icon in the center. Arrows connect the cloud platforms to the engine, which then sends data to a large Clazar logo on the right surrounded by a glowing ring. The graphic represents hands-free maintenance, with Clazar automatically adapting to cloud and API updates without requiring ongoing IT intervention.

Keep your workflows running smoothly with an automation platform that self-updates, eliminating the need for ongoing engineering involvement.

Automated updates handle cloud portal and application changes.

Clazar adjusts to API updates and platform enhancements seamlessly.

No ongoing IT intervention needed for maintaining automation.

Illustration showing AWS, Azure, and Google Cloud logos on the left feeding into an automation engine icon in the center. Arrows connect the cloud platforms to the engine, which then sends data to a large Clazar logo on the right surrounded by a glowing ring. The graphic represents hands-free maintenance, with Clazar automatically adapting to cloud and API updates without requiring ongoing IT intervention.

Orchestrate any process with a few clicks

Inbound co-sell referrals

Automatically accept or reject incoming AOs and create Salesforce records (Opportunity, Lead, etc.)

Cloud event alerts

Stay ahead with automated email and Slack alerts for critical events, including new opportunities, auto-sync failures, etc.

Communication with Hyperscaler sales teams

Send an automated first-touch email to kickstart co-sell activities. Follow up with second and third emails if there’s no response.

Private offer notifications

Set up instant alerts for any errors in the PO creation and acceptance process. Notify teams on PO status changes—published, accepted, rejected, or revised.

Contract expiry and renewals

Notify sales reps and customer success owners when contracts are 30 days from expiration with no renewal action taken.

Flag revenue discrepencies

Automatically flag and notify finance if discrepancies exist between contract terms and actual revenue data.

Ready to elevate your cloud marketplace game?

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