Crossbeam and Monday integrations and automations

Seamlessly connect Crossbeam and Monday. 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

  • monday.svg
  • box.svg
  • hp-2.svg
  • atlassian.svg
  • cisco.png

Build Powerful Workflows, fast

Triggers

When this happens…

Monday
  • New moved item to group
    New Moved item to a group in Monday.com
  • New activity log
    New Activity Log in Monday.com
  • New item
    New Item in Monday.com
  • Updated any column value
    Updated Any column value in Monday.com
  • Updated specific column value
    Updated Column value in Monday.com
  • Updated any column value Real-time
    Column value updated in Monday.com
  • New item Real-time
    New item created in Monday.com
  • New moved item to group Real-time
    Item moved to group in Monday.com
  • Updated specific column value Real-time
    Specific column value updated in Monday.com

    • 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

Monday
  • Archive record
    Archive record in Monday.com
  • Clear column value
    Clear column value in Monday.com
  • Create record
    Create record in Monday.com
  • Custom action
    Run GraphQL query in Monday.com
  • Delete record
    Delete record by ID in Monday.com
  • Get record
    Get record in Monday.com
  • Move record
    Move record in Monday.com
  • Search records
    Search records in Monday.com
  • Update record
    Update record by ID in Monday.com
  • Upload file
    Upload file in Monday.com

    • Any other action you can think up

One platform

  • Power
  • Agility
  • Speed
  • Innovation