Crossbeam and TaskRay との統合と自動化

Crossbeam and TaskRay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…

TaskRay
  • Object created
    Object created in TaskRay
  • Daily object review
    Daily Object review in TaskRay
  • Object created/updated
    Object created/updated in TaskRay

    • Any other trigger you can think up

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

TaskRay
  • Custom action
    Custom action in TaskRay (Custom)
  • Create object
    Create object in TaskRay
  • Get related objects Batch
    Get related object list in TaskRay
  • Search objects Batch
    Search for objects in TaskRay
  • Update object
    Update object in TaskRay

    • 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