Crossbeam and Workforce integrations and automations

Do everything in one place

Customize your Crossbeam and Workforce integration with the following triggers and actions.

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

Workforce
  • Approves the time-off request
    Approves the time-off request in Workforce
  • Changes a time-off request status
    Changes a time-off request status in Workforce
  • Get leave balance by employee
    Get leave balance by employee in Workforce
  • Get periods by employee
    Get periods by employee in Workforce
  • Gets details for a time off request
    Gets details for a time off request in Workforce
  • Get version
    Get version in Workforce
  • Rejects the time-off request
    Rejects the time-off request in Workforce
  • Submits a time off request
    Submits a time off request in Workforce
  • Validate token
    Validate token in Workforce

    • Any other action you can think up

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