The CoreBridge Classic Zapier App allows you to automate and manage Orders, Estimates, and Products directly from your Zapier workflows. Using these actions, you can create, update, or void records in CoreBridge as part of your automated processes.


CRUD stands for Create, Read, Update, and Delete - the four basic actions used to manage data in most systems.

In the CoreBridge Classic Zapier App, Order CRUD refers to your ability to:

  • Create new Orders or Estimates

  • Read (Find) existing Orders or Estimates

  • Update existing records

  • Delete (Void) Orders or Estimates when needed


These actions allow your Zapier automations to fully manage Order data within CoreBridge, keeping your workflows efficient and up to date across connected systems.



Table of Contents


Order Actions


Order Actions allow you to automate the creation and management of Orders and Estimates in CoreBridge.
Available actions include:

  • Create Order

  • Find Order

  • Update Order

  • Void Order

Note: For more information on available Zapier actions, please see CoreBridge Classic Zapier Integration.


Create Order


Creates a new Order or Estimate in your CoreBridge system.


Note: Orders are limited to 5 line items when created through Zapier. If you need to include more than 5 line items, please contact support@corebridge.net  for additional API options.


Required Fields:

  • External Id – Unique identifier from the system where the Order originated.

  • Account Id – The Account/Customer the Order or Estimate belongs to.

  • Description – Description of the Order or Estimate.

  • Contact Id – Contact associated with the Order or Estimate.

    • Must be linked to the same Account/Customer.

  • Order Due Date – The date the Order or Estimate is due.

  • Is Shipping Taxable – Use 1 for Yes or 0 for No.

  • Shipping Address:

    • Country

    • Shipping Type

  • Line Item – Can be empty if there are no products included.

Optional Fields:

  • Is Estimate – Leave blank if creating an Order.

  • Shipping

  • Tax Price

  • Order Notes

Optional Shipping Address Fields:
Name, Company Name, Phone, Address, Address2, City, Postal Code, Postal Code Extension, State

Optional Line Item Fields:
Description, Taxable Amount, Non-Taxable Amount, Part Notes, Part Text


Find Order


Retrieves detailed information for a specific Order or Estimate in CoreBridge.

Required Field:

  • Order/Estimate Id – Unique identifier of the Order or Estimate.

Optional Fields:

  • None

Note: This action can be used to locate and pull existing Order data into your workflow for review or updates.


Update Order


Modifies an existing Order or Estimate in CoreBridge.

Required Field:

  • Order/Estimate Id

Optional Fields:

  • Description

  • Contact Id

  • PO Number

  • Notes

  • Is Note Important

Note: If you include any Shipping Address fields, both Country and Shipping Type must also be provided.

Optional Shipping Address Fields:
Name, Company Name, Phone, Address1, Address2, City, Postal Code, Postal Code Extension, State


Void Order


Cancels an existing Order or Estimate in your CoreBridge system.

Required Field:

  • Order/Estimate Id

Optional Fields:

  • None

Note: This action allows you to automatically void an Order or Estimate through your Zapier workflow when certain conditions are met in another system.


Product Actions

Product Actions allow you to manage individual Products within Orders in CoreBridge.
Available actions include:

  • Find Product

  • Update Product

  • Void Product


Note: Creating new Products within an existing Order is not supported through Zapier.
To add new Products, use the Create Order action.


Find Product


Retrieves information about a specific Product from CoreBridge.

Required Field:

  • Product Id – Unique CoreBridge identifier of the Product.

Optional Fields:

  • None

Note: This action is useful for checking Product details such as status or quantity before updating or voiding the record.


Update Product


Updates an existing Product within an Order in CoreBridge.

Required Fields:

  • Product Id – Unique identifier of the Product.

  • Product Status – The new status to apply to the Product.

Optional Fields:

  • None

Note: Only the fields you provide will be updated; other existing data will remain unchanged.


Void Product


Cancels a Product within an Order in CoreBridge.

Required Field:

  • Product Id – Unique identifier of the Product.

Optional Fields:

  • None

Note: This action can be used in automations to void Products when an Order or external system change requires removal.