Crossbeam and Deputy integrations and automations

Do everything in one place

Customize your Crossbeam and Deputy integration with the following triggers and actions.

Triggers

When this happens…

Deputy

New employee
New employee in Deputy
New leave
New leave in Deputy
New timesheet
New timesheet in Deputy

Any other trigger you can think up

Actions

Do this…

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

Deputy

Custom action
Custom action in Deputy (Custom)
Associate employee
Associate an employee in Deputy
Create employee
Create employee in Deputy
Create resource
Create resource in Deputy
Create sales data
Create sales data in Deputy
Create task
Create task in Deputy
Unassociate employee
Unassociate an employee in Deputy
Get resource
Get resource in Deputy
Search employees Batch
Search employees in Deputy
Search resources Batch
Search resources in Deputy
Search operational unit Batch
Search operational unit in Deputy
Update employee
Update employee in Deputy
Update resource
Update an existing resource in Deputy

Any other action you can think up

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