Do everything in one place
Customize your Crossbeam and Quickbase integration with the following
triggers and actions.
Triggers
When this happens…
Quickbase
- New recordNew record in Quickbase
- New record Real-timeNew record in Quickbase
- Scheduled record search using query BatchScheduled record search using query in Quickbase
- New/updated recordNew/updated record in Quickbase
- New/updated record Real-timeNew/updated record in Quickbase
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
Quickbase
- Custom actionCustom action in Quickbase (Custom)
- Create recordCreate record in Quickbase
- Create and update records in bulk from CSV file BatchCreate and update records in bulk from CSV file into Quickbase
- Delete recordDelete record from Quickbase
- Download attachmentDownload attachment from Quickbase
- Update recordUpdate record in Quickbase
- Get records from report in Quickbase BatchGet records from report in Quickbase
- Delete records in a report BatchDelete records in a report in Quickbase
- Search records BatchSearch for records in Quickbase
Any other action you can think up
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