Crossbeam and Workflowy integrations and automations

Seamlessly connect Crossbeam and Workflowy. 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

Workflowy
  • Complete Node
    Complete a node in Workflowy
  • Create Node
    Create a node in Workflowy
  • Delete Node
    Delete a node in Workflowy
  • Export All Nodes
    Export all nodes in Workflowy
  • List Nodes
    Retrieve a list of nodes in Workflowy
  • List Targets
    Lists all targets in Workflowy
  • Move Node
    Move a node to a new parent in Workflowy
  • Retrieve Node
    Retrieve a node in Workflowy
  • Uncomplete Node
    Mark a node as not complete in Workflowy
  • Update Node
    Update a node in Workflowy

    • Any other action you can think up

One platform

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