CROSStrax Triggers and Actions
Below is a list of triggers and actions available on CROSStrax via Zapier at the time of publication. Keep in mind that additional options may now be available on Zapier, Power Automate, or Workato to further streamline your workflows.
Triggers
New Invoice
Triggers when a new invoice generated.
New Client
Triggers when new client added.
New Case Note
Triggers when new note added on case.
New Contact
Triggers when a contact is created.
New Case
Triggers when a new case generated.
and more triggers
CROSStrax doesn't offer (yet) any Trigger on Zapier.
Actions
Create Case
creates a new case
Create Client
Creates a Client
and more actions
CROSStrax doesn't offer (yet) any Action on Zapier.