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Customize your Chili Piper and Crossbeam integration with the following triggers and actions.

Triggers

When this happens…

Chili Piper
  • New user
    New user in Chili Piper
  • Any other trigger you can think up

Actions

Do this…

Chili Piper
  • Assign user to Queue
    Assign user to a Queue in Chili Piper
  • Delete user
    Delete user from Chili Piper
  • Get user
    Get user via ID in Chili Piper
  • List queues
    List queues in Chili Piper
  • List users
    List users in Chili Piper
  • List users in Queue
    List users in Queue in Chili Piper
  • Search users
    Search users in Chili Piper
  • Unassign user from Queue
    Unassign user from Queue in Chili Piper
  • 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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