Do everything in one place
Customize your Crossbeam and Metabase integration with the following
triggers and actions.
Triggers
When this happens…
Metabase
- New or updated rowNew or updated row in Metabase
- New rowNew row in Metabase
Any other trigger you can think up
Actions
Do this…
Crossbeam
- Get partnersGet your partners in Crossbeam
- Get report dataGet report data in Crossbeam from one of your reports
- Get reportsGet your reports in Crossbeam
- Search partner records by record type and IDSearches 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 domainSearch your record data in Crossbeam with a matching domain
- Search record by emailSearch your record data in Crossbeam for a record with a matching email
- Search record by IDSearches your record data in Crossbeam with a matching ID
Any other action you can think up
Metabase
- Export queryExport query for a question in Metabase
- Get question detailsGet question details in Metabase
- Run queryRun query for a question in Metabase
- Search questionsSearch questions in Metabase
Any other action you can think up
The wonders of Workato
Easily set up as many intelligent automations you need.
- 1000s of ready-to-use templates
- Accelerate work with intelligent automation
- Do it yourself, faster
- Build bots. Put them to work