Crossbeam and DocJuris integrations and automations

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

Rating

4.9

Pre-built

150+

integrations

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…

DocJuris
  • Turn Completed Real-time
    Completed turn event in DocJuris
  • Turn Created Real-time
    New turn event in DocJuris
  • Turn Mention Real-time
    New turn mention in DocJuris

    • 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

DocJuris
  • Custom action
    Custom action in DocJuris (Custom)
  • Create Contract
    Create contract in DocJuris
  • Create Turn
    Create a turn in DocJuris
  • Get Contract
    Get a contract in DocJuris
  • Get Contract Types
    Get contract types in DocJuris
  • Get Document Data
    Get document data in DocJuris
  • Get Playbooks
    Get playbooks in DocJuris
  • Get Turn
    Get a turn in DocJuris
  • Get Turn Document Data
    Get turn document data in DocJuris

    • Any other action you can think up

One platform

  • Power
  • Agility
  • Speed
  • Innovation