Crossbeam and Workbot for Workplace integrations and automations

Do everything in one place

Customize your Crossbeam and Workbot for Workplace integration with the following triggers and actions.

Triggers

When this happens…

Workbot for Workplace

New command Real-time
New command to Workbot for Workplace

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

Workbot for Workplace

Custom action
Custom action in Workbot for Workplace (Custom)
Post attachment
Post attachment as Workbot
Post message
Post message as Workplace Workbot
Post reply
Post reply as Workplace Workbot
Post simple message
Post simple message as Workplace Workbot
Post simple reply
Post simple reply as Workplace Workbot

Any other action you can think up

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