Do everything in one place
Customize your Crossbeam and Seismic integration with the following
triggers and actions.
Triggers
When this happens…
Seismic
- New recordNew record in Seismic
- New/updated recordNew/updated record in Seismic
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
Seismic
- Custom actionCustom action in Seismic (Custom)
- Create recordCreate record in Seismic
- Delete recordDelete record in Seismic
- Download file from libraryDownload file in library in Seismic
- Download file from workspaceDownload file in workspace in Seismic
- Download a file version from LibraryDownload file version in library in Seismic
- Download generated LiveDoc outputDownload generated LiveDoc output in Seismic
- Generate LiveDocGenerate Livedoc in Seismic
- Get record details by IDGet details of specific record in Seismic
- Search recordsSearch for records in Seismic
- Update recordUpdate record in Seismic
Any other action you can think up
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