Enable self-service on a CPQ order
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If you have a sales-assisted motion, you may want to enable some level of self-service to users that originated from a sales-assisted channel. For example, you might want them to be able to retrieve their invoices, update their payments, and purchase add-ons.
Say you have an order initiated by a CPQ, such as Salesforce CPQ or Zuora CPQ, or that has been directly taken in Zuora. The order will typically create a Subscription in Zuora. You now want to enable Limio Self-Service on that Subscription.
Separately, your provisioning system or middleware will have created a User in your Identity System, for example Auth0 or Okta, so that the User can now access your application and service.
For that User to access Limio Self-Service, you will need to:
Sync the Subscription in Limio and retrieve the Limio Owner of that Subscription
Attach the User Identity to the Limio Owner
The following diagram summarises the logic:
You have created a Subscription in Zuora
You have a bearer token to access Limio's API
You have set up your Identity System in Limio
You have created authenticated pages in Limio
To enable Limio Self-Service on a Subscription created directly in Zuora, you will need to call the Subscription Sync API to sync in Limio the subscription created in Zuora.
You'll then have the following response:
Then, you will need to add the User Identity to the Limio owner by calling the External Identity API, for example submitting:
From now, when the User accesses an authenticated Limio Self-Service page (e.g. /billing or /edit-plan), your Identity System will confirm to Limio the User Identity and automatically serve the correct Subscription(s) to them.
