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Customize your Cobblestone Contract Management Software and Crossbeam integration with the following triggers and actions.

Triggers

When this happens…

Cobblestone Contract Management Software
  • New & Updated records
    New/updated records in Contract Insight.
  • New records
    New records created in Contract Insight.
  • Updated records
    Records updated in Contract Insight.
  • Any other trigger you can think up

Actions

Do this…

Cobblestone Contract Management Software
  • Download binary file by criteria
    Download a binary file for a given entity.
  • Get list of records by criteria
    Pull list of records for a given entity.
  • Insert single record
    Create a new a record for a specified entity/area.
  • Update records by criteria
    Update record(s) for a specified entity/area.
  • Upload mime content
    Create a new binary record for a specified entity/area.
  • 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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