Agiloft and Crossbeam integrations and automations

Do everything in one place

Customize your Agiloft and Crossbeam integration with the following triggers and actions.

Triggers

When this happens…

Agiloft

New/updated table event (Webhook) Real-time
New/updated record in Agiloft
Delete table event (Webhook) Real-time
Deleted record in Agiloft
New/updated records
New/updated record in Agiloft

Any other trigger you can think up

Actions

Do this…

Agiloft

Create record
Create record in Agiloft
Custom action
Custom action in Agiloft
Delete record
Delete record in Agiloft
Get attachment
Get attachment from record in Agiloft
Get metadata
Get metadata in Agiloft connector
Remove attachment
Remove attachment from record in Agiloft
Search records
Search records in Agiloft
Update record
Update record in Agiloft
Upload attachment
Upload attachment into record in Agiloft

Any other action you can think up

Crossbeam

Get partners
Get your partners in Crossbeam
Get report data
Get report data in Crossbeam from one of your reports
Get reports
Get your reports in Crossbeam
Search partner records by record type and ID
Searches all your partner record data in Crossbeam for overlaps with a given record type and ID (found from the Search Record actions)
Search record by domain
Search your record data in Crossbeam with a matching domain
Search record by email
Search your record data in Crossbeam for a record with a matching email
Search record by ID
Searches your record data in Crossbeam with a matching ID

Any other action you can think up

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