Do everything in one place
Customize your Crossbeam and CupixWorks integration with the following
triggers and actions.
Triggers
When this happens…
CupixWorks
- Create Annotation Real-timeNew annotation event in Cupix
- Create Comment Real-timeNew comment event in Cupix
- Delete Annotation Real-timeNew annotation event in Cupix
- Delete Comment Real-timeNew comment event in Cupix
- Processing finalized Area Real-timeNew area event in Cupix
- Update Annotation Real-timeNew annotation event in Cupix
- Update Comment Real-timeNew comment event in Cupix
- Uploaded Area Real-timeNew area event in Cupix
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
CupixWorks
- Create new commentCreate new comment in Cupix
- Delete select commentDelete a comment in Cupix
- Update select commentUpdate a comment in Cupix
Any other action you can think up
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