CROSStrax and RowShare

Easily integrate CROSStrax and RowShare without any code.
CROSStrax
CROSStrax is case management system for investigator to organize all investigation related stuff and more within single platform.
RowShare
Automate data collection with customizable tables and forms. Ensure each team member sees only what they need.

How the Integration Works

RowShare integrates with CROSStrax through Zapier, and possibly also Power Automate and Workato. These platforms operate on the concept of Triggers (when this happens) and Actions (do that).
When this happens in RowShare
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Automatically do that in CROSStrax
Or the other way round:
When this happens in CROSStrax
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Automatically do that in RowShare

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.

RowShare Triggers and Actions

Below is a list of triggers and actions available on RowShare via Zapier, Power Automate and Workato.

Triggers

New or Updated Row
Triggers when a row is created or updated in a specific table.
Column Changed
Triggers when a value has changed in a specific column.
New Row
Triggers when a new row is created in a specific table.
Row Status Changed
Triggers when the status of a row changes in a specific table. Row statuses : Active, Deleted, Archived, Locked

Actions

Assign Row
Assigns a row to a new owner.
Edit Row
Modifies an existing row.
Find Row
Finds a row based on an exact match for a given column.
Create Row
Creates a new row in the table.
Find Row by ID
Loads a row based on its ID.
Link Rows [Advanced]
Links a row to a parent row in another table. This is an advanced action: to be used with caution.