Cobee and Crossbeam integrations and automations

Seamlessly connect Cobee and Crossbeam. Automate workflows, and boost efficiency with Workato.

Ratings

4.9

Peer Insights™

100%

Customer Recommendation

Total

100+

active users

Avg

2 min

to connect

Custom connections

Available

via HTTP connector

Market leaders run on Workato

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Build powerful workflows, fast

Triggers

When this happens…

Actions

Do this…

Cobee
  • Custom action
    Custom action in Cobee (Custom)
  • Confirm employee draft (Invite employee)
    Confirms an employee draft in Cobee
  • Create record
    Create record in Cobee
  • Delete record
    Delete record in Cobee
  • Get record details by ID
    Get record in Cobee
  • List records
    List records in Cobee
  • Search records
    Search records in Cobee
  • Update record
    Update record in Cobee

    • Any other action you can think up

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

One platform

  • Power
  • Agility
  • Speed
  • Innovation

Let’s start automating

Schedule a Demo