Do everything in one place
Customize your Crossbeam and TrackVia integration with the following
triggers and actions.
Triggers
When this happens…
TrackVia
- Deleted record Real-timeDeleted record from view in TrackVia
- New record Real-timeNew record added to view in TrackVia
- Updated record Real-timeUpdated record in TrackVia view
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
TrackVia
- Custom actionCustom action in TrackVia (Custom)
- Create recordCreate record in TrackVia
- Create userCreate user in TrackVia
- Delete all records in viewDelete all records from a view in TrackVia
- Delete recordDelete record in TrackVia
- Get all view records BatchGet all records from a view in TrackVia
- Get file from recordGet file from a record in TrackVia
- Get recordGet record in TrackVia
- Update recordUpdate record in TrackVia
- Upload file to a recordUpload file to a record in TrackVia
Any other action you can think up
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