Crossbeam and Process Street integrations and automations

Seamlessly connect Crossbeam and Process Street. 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

Process Street
  • Assign to a task
    Assign to a task in Process street public API
  • Create a data set record
    Create a data set record in Process street public API
  • Delete a Webhook
    Delete a Webhook in Process street public API
  • Create a Webhook
    Create a Webhook in Process street public API
  • Create a workflow run
    Create a workflow run in Process street public API
  • Delete a data set record
    Delete a data set record in Process street public API
  • Delete a workflow run
    Delete a workflow run in Process street public API
  • Get a data set record
    Get a data set record in Process street public API
  • Get a task
    Get a task in Process street public API
  • Get a workflow run
    Get a workflow run in Process street public API
  • List all approvals
    List all approvals in Process street public API
  • List data set records
    List data set records in Process street public API
  • List data sets
    List data sets in Process street public API
  • List all form field values
    List all form field values in Process street public API
  • List all form field values in a task
    List all form field values in a task in Process street public API
  • List all task assignees
    List all task assignees in Process street public API
  • List all tasks
    List all tasks in Process street public API
  • Find workflow runs
    Find workflow runs in Process street public API
  • Unassign from a task
    Unassign from a task in Process street public API
  • Undelete a workflow run
    Undelete a workflow run in Process street public API
  • Update a data set record
    Update a data set record in Process street public API
  • Update multiple form field values
    Update multiple form field values in Process street public API
  • Update a task
    Update a task in Process street public API
  • Update a workflow run
    Update a workflow run in Process street public API

    • Any other action you can think up

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