Crossbeam and Workfront との統合と自動化

Crossbeam and Workfront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…

Workfront
  • New event Real-time
    New object event in Workfront
  • New record
    New object created in Workfront
  • New/updated record
    New object created or updated in Workfront

    • 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

Workfront
  • Custom action
    Custom action in Workfront (Custom)
  • Create record
    Create object in Workfront
  • Download document
    Download document in Workfront
  • Search records Batch
    Search records in Workfront
  • Update record
    Update object in Workfront
  • Upload document
    Upload document in Workfront

    • 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