Do everything in one place
Customize your Crossbeam and Workbot for Workplace integration with the following
triggers and actions.
Triggers
When this happens…
Workbot for Workplace
- New command Real-timeNew command to Workbot for Workplace
Any other trigger you can think up
Actions
Do this…
Crossbeam
- Get partnersGet your partners in Crossbeam
- Get report dataGet report data in Crossbeam from one of your reports
- Get reportsGet your reports in Crossbeam
- Search partner records by record type and IDSearches 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 domainSearch your record data in Crossbeam with a matching domain
- Search record by emailSearch your record data in Crossbeam for a record with a matching email
- Search record by IDSearches your record data in Crossbeam with a matching ID
Any other action you can think up
Workbot for Workplace
- Custom actionCustom action in Workbot for Workplace (Custom)
- Post attachmentPost attachment as Workbot
- Post messagePost message as Workplace Workbot
- Post replyPost reply as Workplace Workbot
- Post simple messagePost simple message as Workplace Workbot
- Post simple replyPost simple reply as Workplace Workbot
Any other action you can think up
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