Crossbeam and SCOPE Better integration | Workato

Build Powerful Workflows, fast

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

SCOPE Better

Custom action
Custom action in SCOPE Better (Custom)
Create Scope
Create Scope in SCOP e better
Create SOW (Folder)
Create SOW (Folder) in SCOP e better
Get all Rate Cards
Get all Rate Cards in SCOP e better
Get Rate Card by id
Get Rate Card by id in SCOP e better
Get all Scopes
Get all Scopes in SCOP e better
Get SOW (Folder)
Get SOW (Folder) in SCOP e better
Send Notification About Scope Trafficking
Send Notification About Scope Trafficking in SCOP e better
Update Scope External Data
Update Scope External Data in SCOP e better
Update Scope
Update Scope in SCOP e better
Update SOW (Folder)
Update SOW (Folder) in SCOP e better
Update or Create Client
Update or Create Client in SCOP e better

Any other action you can think up