Do everything in one place
Customize your BuildingConnected and Crossbeam integration with the following
triggers and actions.
Triggers
When this happens…
BuildingConnected
- New or updated contactNew or updated contact in BuildingConnected
- Updated opportunity status in BidBoard Pro Real-timeUpdated opportunity status in BidBoard Pro
Any other trigger you can think up
Actions
Do this…
BuildingConnected
- Custom actionCustom action in BuildingConnected
- Get bidder by IDGet bidder by ID
- Get bidders for a bid packageGet bidders for a bid package in BuildingConnected
- Get contact by IDGet contact by ID in BuildingConnected
- Get contactsGet contacts in BuildingConnected
- Get project by IDGet project by ID in BuildingConnected
- Get projectsGet projects in BuildingConnected
- Get qualification submissionGet qualification submission in BuildingConnected
- Get qualification formGet qualification form in BuildingConnected
- Get completed TradeTapp qualificationsGet completed TradeTapp qualifications in BuildingConnected
Any other action you can think up
Crossbeam
- Get partnersGet your partners in Crossbeam
- Get report dataGet report data in Crossbeam from one of your reports
- Get reportsGet your reports in Crossbeam
- Search partner records by record type and IDSearches 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 domainSearch your record data in Crossbeam with a matching domain
- Search record by emailSearch your record data in Crossbeam for a record with a matching email
- Search record by IDSearches your record data in Crossbeam with a matching ID
Any other action you can think up
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