Crossbeam and Invoiced integrations and automations

Seamlessly connect Crossbeam and Invoiced. 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…

Invoiced
  • Read Batch
    Read in Invoiced
  • Webhook Real-time
    New webhook in Invoiced

    • 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

Invoiced
  • Custom action
    Custom action in Invoiced (Custom)
  • Create Contact
    Create a Contact in Invoiced
  • Create Tax Rate
    Create a Tax Rate in Invoiced
  • Get accounting system for object
    Get accounting system for object
  • Get Customer
    Get Customer by external ID
  • List Contacts
    List Contacts
  • List Credit Notes
    List Credit Notes
  • List Customers
    List Customers
  • List Invoices
    List Invoices
  • List Payments
    List Payments
  • List payments for invoice
    Retrieves all payments associated with an invoice in Invoiced
  • List Tax Rates
    List Tax Rates
  • Get Object by ID
    Get a object from Invoiced
  • Update Contact
    Update a Contact in Invoiced
  • Void Invoice
    Mark an Invoice as void in Invoiced
  • Write
    Create object in Invoiced

    • Any other action you can think up

One platform

  • Power
  • Agility
  • Speed
  • Innovation