Crossbeam and SCOPE Better との統合と自動化

Crossbeam and SCOPE Better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

  • monday.svg
  • box.svg
  • hp-2.svg
  • atlassian.svg
  • cisco.png

強力なワークフローを迅速に構築

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

SCOPE Better
  • Custom action
    Custom action in SCOPE Better (Custom)
  • Create Scope
    Create Scope in SCOP e better
  • Create SOW (Folder)
    Create SOW (Folder) in SCOP e better
  • Get all Rate Cards
    Get all Rate Cards in SCOP e better
  • Get Rate Card by id
    Get Rate Card by id in SCOP e better
  • Get all Scopes
    Get all Scopes in SCOP e better
  • Get SOW (Folder)
    Get SOW (Folder) in SCOP e better
  • Send Notification About Scope Trafficking
    Send Notification About Scope Trafficking in SCOP e better
  • Update Scope External Data
    Update Scope External Data in SCOP e better
  • Update Scope
    Update Scope in SCOP e better
  • Update SOW (Folder)
    Update SOW (Folder) in SCOP e better
  • Update or Create Client
    Update or Create Client in SCOP e better

    • 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