Do everything in one place

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

Triggers

When this happens…

Actions

Do this…

Barista
  • Onboard Employee
    Create Employee in 'Barista
  • Post KB
    Create KB in 'Barista
  • Delete Employee
    Delete Employee in Barista
  • Generate Integration Token
    Generate Integration Token in ' 'Barista
  • Get All Employees
    GET All Employees from Barista
  • Get All KBs
    GET All KBs from Barista
  • Get Conversation from Channel
    GET Conversation from Channel
  • Get Employee by Email
    Search Employee in Barista
  • Get Employee by ID
    Search Employee in Barista
  • Get Report9 by ESP Filters
    GET Report9 Data in ' 'Barista
  • Get Task
    Get Task from ' 'Barista
  • Get Task by Channel ID
    Get Task from ' 'Barista
  • Parse CSV Data
    Parse CSV Data in Barista
  • Parse CSV Status Check
    Parse CSV Status Check in Barista
  • Patch KB
    Patch KB in 'Barista
  • Post Data To Channel
    Post Data to Barista channel
  • Post Sync IDs
    Post Sync IDs in Barista
  • Search Employees
    Search Employees in Barista
  • Terminate Employee
    Terminate Employee in Barista
  • Update Channel Live Agent Session Mode
    Performs a PATCH to a Channel Object to set sys_custom_fields.start_live_agent_suppor=True/False
  • Update Employee
    Update Employee in ' 'Barista
  • Update Reference Number on Task
    Update Reference Number in ' 'Barista Task
  • Update Report9 Data
    Update Report9 Data in ' 'Barista
  • Update Task
    Update Task in ' 'Barista
  • Update Task Owner
    Change Owner on Tasks
  • Update Task Status
    Change Status on Tasks
  • Update Task Live Agent Session Mode
    Performs a PATCH to a Task Object to set sys_custom_fields.start_live_agent_suppor=True/False
  • Upload CSV file to barista
    Upload CSV File to Barista
  • 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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