Crossbeam and Microsoft Dynamics Great Plains integrations and automations

Seamlessly connect Crossbeam and Microsoft Dynamics Great Plains. 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…

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

Microsoft Dynamics Great Plains
  • Apply document to invoice
    Apply document to invoice in Microsoft Dynamics GP
  • Create record
    Create record in Microsoft Dynamics GP
  • Create records in batches
    Create records in batches in Microsoft Dynamics GP
  • Custom action
    Custom action in Microsoft Dynamics GP
  • Get next document number
    Get next document number in Microsoft Dynamics GP
  • Search records using query
    Search records using query in Microsoft Dynamics GP
  • Update record
    Update record in Microsoft Dynamics GP

    • Any other action you can think up

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