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Customize your Crossbeam and Slack integration with the following
triggers and actions.
Triggers
When this happens…
Slack
- Button click Real-timeNew button click in Slack
- New event Real-timeNew event in Slack
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
Slack
- Custom actionCustom action in Slack (Custom)
- Archive conversationArchive conversation in Slack
- Create conversation (channels and groups)Create conversation in Slack
- Get user infoGet user info by email or user ID
- Invite users to conversationInvite users to conversation in Slack
- Respond to button clickRespond to button click in Slack
- Post messagePost message in Slack
- Set conversation purposeSet conversation purpose in Slack
- Set conversation topicSet conversation topic in Slack
- Unarchive conversationUnarchive conversation in Slack
Any other action you can think up
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