Do everything in one place

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

Triggers

When this happens…

Knack
  • New record
    New record in Knack
  • 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

Knack
  • Create record
    Create record in Knack
  • Get record by ID
    Get record by ID in Knack
  • Search record Batch
    Search for record in Knack
  • Update record
    Update record in Knack
  • Any other action you can think up

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