Crossbeam and Perk integrations and automations

Seamlessly connect Crossbeam and Perk. 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…

Perk
  • New/updated booking
    New/updated booking in Perk
  • New/updated trip
    New/updated trip in Perk

    • 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

Perk
  • Custom action
    Custom action in Perk (Custom)
  • Create user
    Create user in Perk
  • Delete user
    Delete user in Perk
  • Download invoice PDF
    Download PDF-Invoice from Perk
  • Get invoice by ID
    Get invoice from Perk
  • Search invoice lines
    Search invoice lines in Perk
  • Search invoices
    Search invoices in Perk
  • Search users Batch
    Search users in Perk
  • Update user
    Update user in Perk

    • Any other action you can think up

One platform

  • Power
  • Agility
  • Speed
  • Innovation