Crossbeam

crossbeam is a partner ecosystem platform that enables businesses to securely share and analyze data with partners integrating crossbeam with make com allows users to automate partner data syncing, trigger workflows based on partner overlaps, and streamline account mapping processes this is ai generated content based on official crossbeam documentation the content may contain mistakes please verify important information if you have questions on vendor documentation, contact https //developers crossbeam com/#intro directly requirements to use the crossbeam app in make, you must have an active crossbeam account and an api key, https //www crossbeam com/ for subscription, refer to the https //www crossbeam com/ connect crossbeam and {{product name}} to get started, you must first create a connection between crossbeam and {{product name}} , allowing the two services to communicate obtain your oauth2 credentials in your crossbeam account create the connection in make obtain your oauth2 credentials in your crossbeam account before you create the connection in {{product name}} , you should first obtain your oauth2 credentials in your crossbeam account to obtain your oauth2 credentials navigate to data in the left navigation bar click integrations click create integration enter the callback uri https //www integromat com/oauth/cb/crossbeam copy the client id displayed in the modal copy the client secret displayed in the modal you will use this value while creating a connection in {{product name}} because the ui might have changed, the steps you see on your screen might be different, https //help crossbeam com/en/articles/4677142 rest api create the connection in {{product name}} https //www make com/en/register , add the crossbeam module to your {{scenario singular lowercase}} , and click create a connection if you add a module with an instant tag, click create a webhook , then create a connection optional in the connection name field, enter a name for the connection enter the authentication credentials you copied from your crossbeam account or follow the on screen instructions to create the connection for detailed information on connecting an application, see docid\ so88fm6pkt0g adkddfzz page crossbeam modules after connecting to the crossbeam app, you can choose from a list of available modules to build your {{scenario plural lowercase}} get a partner fetches comprehensive information about a specific partner using their unique id get a partner population fetches detailed information about a specific population from partner systems using the population's unique id get a population fetches detailed information about a specific population using its unique id get a record fetches and displays all information for a specific record using its unique id list overlaps retrieves a list of all overlapping events or time periods list partner populations fetches a complete list of all population records provided by partner organizations list partners fetches and displays a list of all partners associated with your account list populations retrieves and displays a complete list of all available populations in your account list records fetches and displays all records from your selected database or application make an api call executes a custom api request to the connected service using your authorized credentials search overlaps retrieves a list of overlapping events or items based on specified filter criteria search records retrieves a list of records that match specified filter criteria templates you can look for more templates in https //www make com/en/templates , where you'll find thousands of pre created {{scenario plural lowercase}} crossbeam resources you can have access to more resources related to this app on the following links https //community make com/search?q=crossbeam https //www crossbeam com/ https //developers crossbeam com/#intro https //www make com/en/integrations/crossbeam