Do everything in one place
Customize your Crossbeam and Sendoso integration with the following
triggers and actions.
Triggers
When this happens…
Sendoso
- New UserNew User in Sendoso
- Updated Send AnalyticsUpdated Send Analytics in Sendoso
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
Sendoso
- Add User to GroupAdd User to Group in Sendoso
- Create GroupCreate Group in Sendoso
- Create Custom TemplateCreate new Custom Template in Sendoso
- Create TouchCreate Touch in Sendoso
- Create UserCreate User in Sendoso
- Custom actionCustom action in Sendoso
- Delete GroupDelete Group in Sendoso
- Delete TouchDelete Touch in Sendoso
- Delete UserDelete User from Sendoso
- Generate eGift LinksGenerate eGift Links in Sendoso
- Get Send AnalyticsGet Send Analytics in Sendoso
- Get Send StatusGet Send Status in Sendoso
- Get Custom TemplateGet Custom Template in Sendoso
- Get Touch DetailsGet Touch Details in Sendoso
- Get UserGet User in Sendoso
- List Active TouchesList Active Touches in Sendoso
- List Possible GiftsList all possible Gifts in Sendoso
- List Group MembersList Group Members in Sendoso
- List GroupsList Groups in Sendoso
- List Sent GiftsList all sent Gifts in Sendoso
- List TemplatesList Custom Templates in Sendoso
- List UsersList Users in Sendoso
- Send GiftSend a Gift in Sendoso
- Update an existing TouchUpdate an existing Touch in Sendoso
Any other action you can think up
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