Do everything in one place
Customize your Crossbeam and Gravity Forms integration with the following
triggers and actions.
Triggers
When this happens…
Gravity Forms
- New entryNew entry in Gravity Forms
- New entry in Gravity formNew entry in Gravity Forms
- New/updated entry in Gravity formNew/updated entry in Gravity Forms
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
Gravity Forms
- Create entryCreate entry in Gravity Forms
- Custom actionCustom action in Gravity Forms
- Get entryGet entry by ID in Gravity Forms
- Get form by IDGet a form by ID in Gravity Forms
- List formsList all forms in Gravity Forms
- Search entriesSearch entries in Gravity Forms
- Update entryUpdate entry in Gravity Forms
Any other action you can think up
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