Enable self-service on a CPQ order
Overview
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:


How to do it
Pre-requisites
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
Adding the Subscription and the User Identity 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.
curl -i -X POST \
'https://your-environment.prod.limio.com/api/plugins/zuora/sync/subscription/{id}' \
-H 'Authorization: Bearer <YOUR_TOKEN_HERE>'
You'll then have the following response:
{
"success": true,
"id": "sub-140e05e7ea51dfe102f2dfc8afa457bc",
"owner": "id-3cbac03aa7f1217570922292c074e25e"
}
Then, you will need to add the User Identity to the Limio owner
by calling the External Identity API, for example submitting:
curl -i -X POST \
'https://your-environment.prod.limio.com/api/objects/externalidentity/{owner}' \
-H 'Authorization: Bearer <YOUR_TOKEN_HERE>' \
-H 'Content-Type: application/json' \
-d '{
"id_token": {
"iss": "limio.us.auth0.com"
"sub": "auth0|67bf2138817314f757da5abc"
}
}'
User accesses a Limio Self-Service Page
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.
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