Crossbeam and ServiceNow integrations and automations

Seamlessly connect Crossbeam and ServiceNow. 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…

ServiceNow
  • New record
    New record in a table in ServiceNow
  • New record Real-time
    New record in a table in ServiceNow
  • New record Batch
    New record in a table in ServiceNow
  • New/updated record Batch
    New/updated record in a table in ServiceNow
  • Export new records
    Export new records in a table in ServiceNow
  • Export new/updated records
    Export new/updated records in a table in ServiceNow
  • Scheduled record search Batch
    Scheduled record search using query in ServiceNow
  • New/updated record
    New/updated record in a table in ServiceNow
  • New/updated record Real-time
    New/updated record in a table in ServiceNow

    • 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

ServiceNow
  • Custom action
    Custom action in ServiceNow (Custom)
  • Create record
    Create record in a table in ServiceNow
  • Create record using a template
    Create record in a table using a template in ServiceNow
  • Get attachment contents
    Get attachment contents in ServiceNow
  • Get object schema
    Get object schema from ServiceNow
  • Search records Batch
    Search for records in a table in ServiceNow
  • Search records using query Batch
    Search for records using query in a table in ServiceNow
  • Update record
    Update record in a table in ServiceNow
  • Update record using a template
    Update record in a table using a template in ServiceNow
  • Upload attachment
    Upload attachment in ServiceNow

    • Any other action you can think up

One platform

  • Power
  • Agility
  • Speed
  • Innovation