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 contact
    New or updated contact in BuildingConnected
  • Updated opportunity status in BidBoard Pro Real-time
    Updated opportunity status in BidBoard Pro
  • Any other trigger you can think up

Actions

Do this…

BuildingConnected
  • Custom action
    Custom action in BuildingConnected
  • Get bidder by ID
    Get bidder by ID
  • Get bidders for a bid package
    Get bidders for a bid package in BuildingConnected
  • Get contact by ID
    Get contact by ID in BuildingConnected
  • Get contacts
    Get contacts in BuildingConnected
  • Get project by ID
    Get project by ID in BuildingConnected
  • Get projects
    Get projects in BuildingConnected
  • Get qualification submission
    Get qualification submission in BuildingConnected
  • Get qualification form
    Get qualification form in BuildingConnected
  • Get completed TradeTapp qualifications
    Get completed TradeTapp qualifications in BuildingConnected
  • 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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