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Customize your Crossbeam and Tradeshift integration with the following
triggers and actions.
Triggers
When this happens…
Tradeshift
- Credit note readyCredit note ready to process in Tradeshift
- Invoice readyInvoice ready to process in Tradeshift
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
Tradeshift
- Custom actionCustom action in Tradeshift (Custom)
- Create chart of accountsCreate a code in Tradeshift
- Create Credit noteCreate Credit note in Tradeshift
- Create external connectionCreate external connection in Tradeshift
- Create InvoiceCreate Invoice in Tradeshift
- Delete chart of accountsDelete a chart of accounts in Tradeshift
- Get current account infoGet current account info in Tradeshift
- Search connections BatchSearch a connection in Tradeshift
- Tag documentTag a document in Tradeshift
- Untag documentUntag a document in Tradeshift
- Update connection propertiesUpdate connection properties in Tradeshift
Any other action you can think up
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