Skip to content
CROSStrax logo
CROSStrax logo

CROSStrax Integrations

Project Management

Put CROSStrax to work with AI and enterprise-grade automation

Automate smarter with CROSStrax and scale with confidence. Zapier is built for enterprise-grade security, compliance, and performance.

Start free with email
Start free with email
Google Logo Continue with Google
  • No-code AI automation
  • Full audit trails and controls
  • SOC 2 and GDPR compliant
  • Easy visual workflow builder
  • 9,000+ apps, 450+ AI tools
  • Free tier available
CROSStrax logoCROSStrax logo
Or pick an app to pair with
arrow pointing down
Integrate QuickBooks Online with CROSStraxIntegrate QuickBooks Online with CROSStrax
QuickBooks Online
Accounting
Integrate Wix with CROSStraxIntegrate Wix with CROSStrax
Wix
Website Builders
Integrate Microsoft SharePoint with CROSStraxIntegrate Microsoft SharePoint with CROSStrax
Microsoft SharePoint
Microsoft, Team Collaboration
Integrate ServeManager with CROSStraxIntegrate ServeManager with CROSStrax
ServeManager
CRM (Customer Relationship Management)
Integrate Gmail with CROSStraxIntegrate Gmail with CROSStrax
Gmail
Email, Google
Integrate ClickFunnels with CROSStraxIntegrate ClickFunnels with CROSStrax
ClickFunnels
Website & App Building
Integrate Airtable with CROSStraxIntegrate Airtable with CROSStrax
Airtable
Databases
Integrate Bark with CROSStraxIntegrate Bark with CROSStrax
Bark
CRM (Customer Relationship Management)
Integrate Elfsight with CROSStraxIntegrate Elfsight with CROSStrax
Elfsight
Forms & Surveys
Integrate QuickBooks Online with CROSStraxIntegrate QuickBooks Online with CROSStrax
QuickBooks Online
Accounting
Integrate Wix with CROSStraxIntegrate Wix with CROSStrax
Wix
Website Builders
Integrate Microsoft SharePoint with CROSStraxIntegrate Microsoft SharePoint with CROSStrax
Microsoft SharePoint
Microsoft, Team Collaboration
Integrate ServeManager with CROSStraxIntegrate ServeManager with CROSStrax
ServeManager
CRM (Customer Relationship Management)
Integrate Gmail with CROSStraxIntegrate Gmail with CROSStrax
Gmail
Email, Google
Integrate ClickFunnels with CROSStraxIntegrate ClickFunnels with CROSStrax
ClickFunnels
Website & App Building
Integrate QuickBooks Online with CROSStraxIntegrate QuickBooks Online with CROSStrax
QuickBooks Online
Accounting
Integrate Wix with CROSStraxIntegrate Wix with CROSStrax
Wix
Website Builders
Integrate Microsoft SharePoint with CROSStraxIntegrate Microsoft SharePoint with CROSStrax
Microsoft SharePoint
Microsoft, Team Collaboration
Integrate ServeManager with CROSStraxIntegrate ServeManager with CROSStrax
ServeManager
CRM (Customer Relationship Management)
Integrate Gmail with CROSStraxIntegrate Gmail with CROSStrax
Gmail
Email, Google
Integrate ClickFunnels with CROSStraxIntegrate ClickFunnels with CROSStrax
ClickFunnels
Website & App Building
Integrate Airtable with CROSStraxIntegrate Airtable with CROSStrax
Airtable
Databases
Integrate Bark with CROSStraxIntegrate Bark with CROSStrax
Bark
CRM (Customer Relationship Management)
Integrate Elfsight with CROSStraxIntegrate Elfsight with CROSStrax
Elfsight
Forms & Surveys

Top companies trust Zapier to automate work and free up time

Join millions worldwide who automate their work using Zapier

Google Logo Sign up with Google

Launch your first automated workflow

  • Send outbound emails for new CROSStrax invoices

    • CROSStrax logo
    • Email by Zapier logo
    CROSStrax + Email by Zapier
  • Send outbound emails for new cases in CROSStrax

    • CROSStrax logo
    • Email by Zapier logo
    CROSStrax + Email by Zapier
  • Create new Docupilot documents instantly when new CROSStrax cases are reported

    • CROSStrax logo
    • Docupilot logo
    CROSStrax + Docupilot
  • Create CROSStrax clients from new or updated rows in Google Sheets

    • Google Sheets logo
    • CROSStrax logo
    Google Sheets + CROSStrax
  • Send email in Gmail for new cases in CROSStrax

    • CROSStrax logo
    • Gmail logo
    CROSStrax + Gmail
  • Send email notifications via Gmail for new case notes in CROSStrax

    • CROSStrax logo
    • Gmail logo
    CROSStrax + Gmail
  • Send outbound emails for new CROSStrax invoices

    • CROSStrax logo
    • Email by Zapier logo
    CROSStrax + Email by Zapier
  • Send outbound emails for new cases in CROSStrax

    • CROSStrax logo
    • Email by Zapier logo
    CROSStrax + Email by Zapier
  • Create new Docupilot documents instantly when new CROSStrax cases are reported

    • CROSStrax logo
    • Docupilot logo
    CROSStrax + Docupilot
  • Create CROSStrax clients from new or updated rows in Google Sheets

    • Google Sheets logo
    • CROSStrax logo
    Google Sheets + CROSStrax
  • Send email in Gmail for new cases in CROSStrax

    • CROSStrax logo
    • Gmail logo
    CROSStrax + Gmail
  • Send email notifications via Gmail for new case notes in CROSStrax

    • CROSStrax logo
    • Gmail logo
    CROSStrax + Gmail
    • Supported triggers and actions

      Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

      • CROSStrax triggers, actions, and search
        New Case

        Triggers when a new case generated.

        Trigger
        Polling
        Try It
        • Client/Company Name
          Required
        • Address 1
        • Address 2
        • City
        • State
        • Zip
        • Country
        • Phone
        • Fax
        • Website
        Action
        Write

      For builders

      Let your AI safely access CROSStrax

      Go beyond Zap workflows. Install Zapier in your AI to call CROSStrax actions directly from your agents—with governance built in. Authenticate once. Revoke access anytime.

      No code

      Call actions in natural language with Zapier MCP

      Act in CROSStrax from your AI—no exposed credentials, and you control which actions your AI can touch. One install covers 9,000+ other apps.

      Example actions on this page

      • Create Case
      • Create Client

      Works with

      Claude · ChatGPT · Cursor · Any MCP-compatible AI

      Install Zapier MCP
      Code

      Work in code with the Zapier SDK

      Expose CROSStrax actions from backend services, scripts, or agent code. Zapier handles the OAuth and scoped permissions. Access 9,000+ apps, plus thousands more with .fetch().

      Install

      npm install @zapier/zapier-sdk
      npm install -D @zapier/zapier-sdk-cli
      zapier-sdk login
      # create a CROSStrax connection @ https://zapier.com/ja/app/assets/connections

      Run an action

      // Typescript
      import { createZapierSdk } from "@zapier/zapier-sdk";
      
      const zapier = createZapierSdk();
      
      const { data: connection } = await zapier.findFirstConnection({ app: "crosstrax", owner: "me" });
      
      await zapier.runAction({
        app: 'crosstrax',
        action: 'create_case',
        connection: connection.id,
        input: {
          {inputKeyValuePairs}
        },
      });
      Open the SDK docs

      Direct API calls to raw endpoints through fetch are not yet subject to org-level app and action restrictions.

      CROSStrax Help & Support

      Common questions

      crosstrax logo
      About CROSStrax
      CROSStrax is case management system for investigator to organize all investigation related stuff and more within single platform.
      Related categories

      Popular CROSStrax Integrations

      • QuickBooks Online
      • Wix
      • Microsoft SharePoint
      • ServeManager
      • Gmail