Do everything in one place
Customize your Crossbeam and Workfront integration with the following
triggers and actions.
Triggers
When this happens…
Workfront
- New event Real-timeNew object event in Workfront
- New recordNew object created in Workfront
- New/updated recordNew object created or updated in Workfront
Any other trigger you can think up
Actions
Do this…
Crossbeam
- Get partnersGet your partners in Crossbeam
- Get report dataGet report data in Crossbeam from one of your reports
- Get reportsGet your reports in Crossbeam
- Search partner records by record type and IDSearches 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 domainSearch your record data in Crossbeam with a matching domain
- Search record by emailSearch your record data in Crossbeam for a record with a matching email
- Search record by IDSearches your record data in Crossbeam with a matching ID
Any other action you can think up
Workfront
- Custom actionCustom action in Workfront (Custom)
- Create recordCreate object in Workfront
- Download documentDownload document in Workfront
- Search records BatchSearch records in Workfront
- Update recordUpdate object in Workfront
- Upload documentUpload document in Workfront
Any other action you can think up
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