Cloud BOT and Crossbeam integrations and automations

Do everything in one place

Customize your Cloud BOT and Crossbeam integration with the following triggers and actions.

Triggers

When this happens…

Cloud BOT
  • When BOT execution is completed Real-time
    BOT execution completed in Cloud BOT

    • Any other trigger you can think up

Actions

Do this…

Cloud BOT
  • Download File
    Download file contents from Cloud BOT
  • Execute BOT
    Execute BOT in Cloud BOT
  • Upload File
    Upload file to Cloud BOT

    • 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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