Crossbeam and Force.com 통합과 자동화

다양한 솔루션을 매끄럽게 연결하세요. Workato로 워크플로를 자동화하고 효율성을 향상시켜 보세요.

Rating

4.9

Pre-built

150+

integrations

Total

100+

active users

avg

2 min

to connect

Custom Connections

Available

via HTTP connector

시장을 선도하는 기업들이 Workato를 사용합니다

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Build Powerful Workflows, fast

Triggers

When this happens…

Force.com
  • Object created
    Object created in Force.com
  • Daily object review
    Daily Object review in Force.com
  • Object created/updated
    Object created/updated in Force.com

    • 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

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

    • Any other action you can think up

Workato의 놀라운 기능

  • 사용 가능한 수천 개의 템플릿 제공
  • 지능형 자동화로 업무를 가속화하세요.
  • 더 빠르게 해보세요
  • 봇을 만들어 바로 활용하세요

Let’s start automating

Schedule a Demo