Crossbeam and Percolate Sdk integrations and automations

Do everything in one place

Customize your Crossbeam and Percolate Sdk integration with the following triggers and actions.

Triggers

When this happens…

Percolate Sdk

Deleted object Real-time
Deleted object in Percolate
New object Real-time
New object in Percolate
New or Updated object Real-time
New or updated object in Percolate

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

Percolate Sdk

Check content workflow step
Check content workflow step in Percolate
Copy asset
Copy an asset in Percolate
Create object
Create a object in Percolate
Custom action
Custom action in Percolate
Get object details by ID
Get object details by ID in Percolate
Search objects
Search for objects in Percolate
Update object
Update a object in Percolate
Update objects' production workflow step
Update an object's production workflow step in Percolate
Upload asset
Upload an asset in Percolate

Any other action you can think up

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