Do everything in one place

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

Triggers

When this happens…

Seismic
  • New record
    New record in Seismic
  • New/updated record
    New/updated record in Seismic
  • 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

Seismic
  • Custom action
    Custom action in Seismic (Custom)
  • Create record
    Create record in Seismic
  • Delete record
    Delete record in Seismic
  • Download file from library
    Download file in library in Seismic
  • Download file from workspace
    Download file in workspace in Seismic
  • Download a file version from Library
    Download file version in library in Seismic
  • Download generated LiveDoc output
    Download generated LiveDoc output in Seismic
  • Generate LiveDoc
    Generate Livedoc in Seismic
  • Get record details by ID
    Get details of specific record in Seismic
  • Search records
    Search for records in Seismic
  • Update record
    Update record in Seismic
  • Any other action you can think up

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