Crossbeam and Monday integrations and automations

Do everything in one place

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

Triggers

When this happens…

Monday

New moved item to group
New Moved item to a group in Monday.com
New item
New Item in Monday.com
Updated any column value
Updated Any column value in Monday.com
Updated specific column value
Updated Column value in Monday.com

Any other trigger you can think up

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

Monday

Archive record
Archive record in Monday.com
Clear column value
Clear column value in Monday.com
Create record
Create record in Monday.com
Custom action
Run GraphQL query in Monday.com
Delete record
Delete record by ID in Monday.com
Get record
Get record in Monday.com
Move record
Move record in Monday.com
Search records
Search records in Monday.com
Update record
Update record by ID in Monday.com
Upload file
Upload file in Monday.com

Any other action you can think up

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