Creatio and Crossbeam との統合と自動化

Creatio and Crossbeamを他のツールとシームレスに接続。 ワークフローを自動化し、業務効率を向上させます。

評価

4.9

事前構築済み

150+

統合

合計

100+

アクティブユーザー

平均

2分

接続まで

カスタム接続

利用可能

HTTPコネクター経由で利用可能

主要企業が Workato を活用

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強力なワークフローを迅速に構築

Triggers

When this happens…

Creatio
  • New Event Real-time
    New event in Creatio

    • Any other trigger you can think up

Actions

Do this…

Creatio
  • Custom action
    Custom action in Creatio (Custom)
  • Create record
    Create record in Creatio
  • Delete record
    Delete record in Creatio
  • Download file
    Download a file in Creatio
  • Get record details
    Get details of specific record in Creatio
  • List attachments
    List attachments in Creatio
  • Search records
    Search for records in Creatio
  • Update record
    Update record in Creatio
  • Upload file
    Upload a file via file streaming in Creatio

    • Any other action you can think up

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

単一のプラットフォーム

  • 強力
  • 俊敏性
  • スピード
  • 革新