Crossbeam and Workato FileStorage integrations and automations

Do everything in one place

Customize your Crossbeam and Workato FileStorage integration with the following triggers and actions.

Triggers

When this happens…

Workato FileStorage
  • New CSV file Batch Real-time
    New CSV file in Workato FileStorage
  • New file Real-time
    New file in Workato FileStorage
  • New lines in CSV file Batch Real-time
    New CSV lines in file in Workato FileStorage

    • 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

Workato FileStorage
  • Append to file
    Append to file in Workato FileStorage
  • Generate shareable file link
    Generate shareable file link in Workato FileStorage
  • Delete directory
    Delete directory in Workato FileStorage
  • Delete file
    Delete file in Workato FileStorage
  • Create directory
    Create directory in Workato FileStorage
  • Get file contents
    Get file contents in Workato FileStorage
  • Rename/move file
    Rename/move file in Workato FileStorage
  • Search files Batch
    Search files in Workato FileStorage
  • Create file
    Create file in Workato FileStorage

    • 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

Market leaders run on Workato

  • mgm
  • adobe
  • att
  • atlassian
  • slack

Let’s start automating

Schedule a Demo