Do everything in one place
Customize your Crossbeam and Freshservice integration with the following
triggers and actions.
Triggers
When this happens…
Freshservice
- New ticketNew ticket in Freshservice
- New/updated ticketNew or updated ticket in Freshservice
Any other trigger you can think up
Actions
Do this…
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
Freshservice
- Custom actionCustom action in Freshservice (Custom)
- Create agentCreate agent in Freshservice
- Create incidentCreate incident in Freshservice
- Create onboarding requestCreate onboarding request in Freshservice
- Create requesterCreate requester in Freshservice
- Create service requestCreate service request in Freshservice
- Get agent detailsGet Agent details by ID in Freshservice
- List agent fieldsList agent fields in Freshservice
- List service itemsList service items in Freshservice
- List onboarding form fieldsList onboarding form fields in Freshservice
- Get requester detailsGet requester by ID in Freshservice
- List requester fieldsList requester fields in Freshservice
- List ticket form fieldsList ticket form fields in Freshservice
- Search agentsSearch agents in Freshservice
- Search requestersSearch requesters in Freshservice
- Search ticketsSearch tickets in Freshservice
- Update requesterUpdate requester in Freshservice
Any other action you can think up
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