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 or0
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.