Do everything in one place
Customize your Checkr and Crossbeam integration with the following
triggers and actions.
Triggers
When this happens…
Checkr
- New/updated record Real-timeNew/updated record in Checkr
Any other trigger you can think up
Actions
Do this…
Checkr
- Cancel invitationCancel Invitation in Checkr
- Create recordCreate record in Checkr
- Custom actionCustom action in Checkr
- Delete recordDelete record in Checkr
- Download documentDownload Document in Checkr
- Get recordGet record in Checkr
- Search recordsSearch records in Checkr
- Update recordUpdate record in Checkr
- Upload documentUpload Document in Checkr
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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