Crossbeam and CupixWorks integrations and automations

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Customize your Crossbeam and CupixWorks integration with the following triggers and actions.

Triggers

When this happens…

CupixWorks

Create Annotation Real-time
New annotation event in Cupix
Create Comment Real-time
New comment event in Cupix
Delete Annotation Real-time
New annotation event in Cupix
Delete Comment Real-time
New comment event in Cupix
Processing finalized Area Real-time
New area event in Cupix
Update Annotation Real-time
New annotation event in Cupix
Update Comment Real-time
New comment event in Cupix
Uploaded Area Real-time
New area event in Cupix

Any other trigger you can think up

Actions

Do this…

Crossbeam

Get partners
Get your partners in Crossbeam
Get report data
Get report data in Crossbeam from one of your reports
Get reports
Get your reports in Crossbeam
Search partner records by record type and ID
Searches 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 domain
Search your record data in Crossbeam with a matching domain
Search record by email
Search your record data in Crossbeam for a record with a matching email
Search record by ID
Searches your record data in Crossbeam with a matching ID

Any other action you can think up

CupixWorks

Create new comment
Create new comment in Cupix
Delete select comment
Delete a comment in Cupix
Update select comment
Update a comment in Cupix

Any other action you can think up

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