Crossbeam and DOMO integrations and automations

Do everything in one place

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

Triggers

When this happens…

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

DOMO
  • Add user to group
    Add User to group in Domo
  • Create record
    Create record in Domo
  • Custom action
    Custom action in Domo
  • Delete record
    Delete record in Domo
  • Export data
    Export Data from Dataset in Domo
  • Get record details
    Get record details by ID in Domo
  • Import data
    Import Data into Dataset in Domo
  • Remove user from group
    Remove User from group in Domo
  • Search records
    Search records in Domo
  • Update record
    Update record in Domo

    • Any other action you can think up

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