Crossbeam and Vlocity integrations and automations

Seamlessly connect Crossbeam and Vlocity. 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…

Vlocity
  • Object created
    Object created in Vlocity
  • Daily object review
    Daily Object review in Vlocity
  • Object created/updated
    Object created/updated in Vlocity

    • 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

Vlocity
  • Custom action
    Custom action in Vlocity (Custom)
  • Create object
    Create object in Vlocity
  • Get related objects Batch
    Get related object list in Vlocity
  • Search objects Batch
    Search for objects in Vlocity
  • Update object
    Update object in Vlocity

    • Any other action you can think up

One platform

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