Crossbeam and Strongbox integrations and automations

Seamlessly connect Crossbeam and Strongbox. 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

Strongbox
  • Create a Connection Request
    Create a Connection Request in Strongbox financial suite
  • Delete a Connection
    Delete a Connection in Strongbox financial suite
  • Get an existing Connection
    Get an existing Connection in Strongbox financial suite
  • Get the status of a Connection Request
    Get the status of a Connection Request in Strongbox financial suite
  • List Connections
    List Connections in Strongbox financial suite
  • Calculate Financial Ratios
    Calculate Financial Ratios in Strongbox financial suite
  • Delete a Financial Record
    Delete a Financial Record in Strongbox financial suite
  • Download a Financial Workbook
    Download a Financial Workbook in Strongbox financial suite
  • Get the Accounting Entity
    Get the Accounting Entity in Strongbox financial suite
  • Get the Chart Of Accounts
    Get the Chart Of Accounts in Strongbox financial suite
  • Monitor a financial import
    Monitor a financial import in Strongbox financial suite
  • Get the Transaction List
    Get the Transaction List in Strongbox financial suite
  • Import financials on demand
    Import financials on demand in Strongbox financial suite
  • List Financial Records
    List Financial Records in Strongbox financial suite
  • List Financial Workbooks
    List Financial Workbooks in Strongbox financial suite
  • Request Account Totals
    Request Account Totals in Strongbox financial suite
  • Request Balance Sheets
    Request Balance Sheets in Strongbox financial suite
  • Request Income Statements
    Request Income Statements in Strongbox financial suite
  • Request a Financial Review
    Request a Financial Review in Strongbox financial suite
  • Request Outstanding Payables
    Request Outstanding Payables in Strongbox financial suite
  • Request Outstanding Receivables
    Request Outstanding Receivables in Strongbox financial suite
  • Run a Horizontal Analysis
    Run a Horizontal Analysis in Strongbox financial suite
  • Run a Vertical Analysis
    Run a Vertical Analysis in Strongbox financial suite
  • Register a Webhook
    Register a Webhook in Strongbox financial suite
  • Delete a Webhook
    Delete a Webhook in Strongbox financial suite
  • List your Webhooks
    List your Webhooks in Strongbox financial suite

    • Any other action you can think up

One platform

  • Power
  • Agility
  • Speed
  • Innovation