Do everything in one place
Customize your Crossbeam and Deputy integration with the following
triggers and actions.
Triggers
When this happens…
Deputy
- New employeeNew employee in Deputy
- New leaveNew leave in Deputy
- New timesheetNew timesheet in Deputy
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
Deputy
- Custom actionCustom action in Deputy (Custom)
- Associate employeeAssociate an employee in Deputy
- Create employeeCreate employee in Deputy
- Create resourceCreate resource in Deputy
- Create sales dataCreate sales data in Deputy
- Create taskCreate task in Deputy
- Unassociate employeeUnassociate an employee in Deputy
- Get resourceGet resource in Deputy
- Search employees BatchSearch employees in Deputy
- Search resources BatchSearch resources in Deputy
- Search operational unit BatchSearch operational unit in Deputy
- Update employeeUpdate employee in Deputy
- Update resourceUpdate an existing resource in Deputy
Any other action you can think up
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