Crossbeam and Net Suite Open Air integrations and automations

Do everything in one place

Customize your Crossbeam and Net Suite Open Air integration with the following triggers and actions.

Triggers

When this happens…

Net Suite Open Air
  • New record
    New object in OpenAir
  • New/updated record
    New/updated object in OpenAir
  • Schedule trigger in batch
    Scheduled object search in OpenAir

    • 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

Net Suite Open Air
  • Approve record
    Approve record in OpenAir
  • Create record
    Create record in OpenAir
  • Delete record
    Delete record in OpenAir
  • Reject record
    Reject record in OpenAir
  • Search records
    Search records in OpenAir
  • Submit record
    Submit record in OpenAir
  • Unapprove record
    Unapprove record in OpenAir
  • Update record
    Update record in OpenAir
  • Upsert record
    Upsert record in OpenAir

    • Any other action you can think up

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