Crossbeam and Omie integrations and automations

Seamlessly connect Crossbeam and Omie. 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

Omie
  • Alterar Cliente
    Modifica os dados de um cliente cadastrado no Omie
  • Cadastrar Cliente
    Adiciona um novo cliente no Omie
  • Excluir Item do Contrato
    Remove itens específicos de um contrato cadastrado no Omie
  • Faturar Ordem de Serviço
    Faturar uma ordem de serviço em Omie
  • Incluir Conta a Pagar
    Adiciona um novo lançamento de contas a pagar no Omie.
  • Incluir Contrato de Serviço
    Cria um contrato de prestação de serviço no Omie
  • Incluir Ordem de Serviço
    Adiciona uma nova ordem de serviço no Omie
  • Listar Clientes
    Busca clientes do Omie com filtros opcionais
  • Listar Movimentos Financeiros
    Busca lançamentos financeiros do Omie aplicando filtros opcionais

    • Any other action you can think up

One platform

  • Power
  • Agility
  • Speed
  • Innovation