Crossbeam and Google Vault integrations and automations

Seamlessly connect Crossbeam and Google Vault. 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

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Build Powerful Workflows, fast

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

Google Vault
  • Custom action
    Custom action in Google Vault (Custom)
  • Add accounts to hold
    Add accounts to an existing hold in Google Vault.
  • Close matter
    Close matter in Google Vault.
  • Create record
    Create object in Google vault.
  • Delete record
    Delete object in Google vault.
  • Get record by ID
    Get object in Google vault.
  • Remove accounts from hold
    Remove accounts from an existing hold in Google Vault.
  • Reopen matter
    Reopen matter in Google Vault.
  • Search records
    Search object in Google vault.
  • Update record
    Update object in Google vault.

    • Any other action you can think up

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