Do everything in one place
Customize your Coupa and Crossbeam integration with the following
triggers and actions.
Triggers
When this happens…
Coupa
- New or updated objectNew or updated object in Coupa
Any other trigger you can think up
Actions
Do this…
Coupa
- Custom actionCustom action in Coupa (Custom)
- Cancel purchase orderCancel purchase order in Coupa
- Close purchase orderClose purchase order in Coupa
- Add file attachment to objectAdd a file attachment in Coupa
- Create objectCreate object in Coupa
- Get object by IDGet objects by ID in Coupa
- Get remit to addresses by object IDGet remit to addresses by object ID in Coupa
- Get supplier sites by supplierGet supplier sites by supplier ID in Coupa
- Grant approvalGrant approval in Coupa
- Reject approvalReject approval in Coupa
- Search objects BatchSearch objects in Coupa
- Set integration run statusSet integration run status in Coupa
- Update objectUpdate object in Coupa
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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