Custom Connector Required*

Crossbeam and Uberflip integrations and automations

Do everything in one place

Customize your Crossbeam and Uberflip integration with the following triggers and actions.

Triggers

When this happens…

Actions

Do this…

Crossbeam
  • Get partners
    Get your partners in Crossbeam
  • Get report data
    Get report data in Crossbeam from one of your reports
  • Get reports
    Get your reports in Crossbeam
  • Search partner records by record type and ID
    Searches 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 domain
    Search your record data in Crossbeam with a matching domain
  • Search record by email
    Search your record data in Crossbeam for a record with a matching email
  • Search record by ID
    Searches your record data in Crossbeam with a matching ID

    • Any other action you can think up

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*Currently this app does not have a designated connector. Workato can connect with any 3rd party application with publicly available APIs.

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