Rating

4.9

Pre-built

150+

integrations

Total

100+

active users

avg

2 min

to connect

Custom Connections

Available

via HTTP connector

Market leaders run on Workato

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Build Powerful Workflows, fast

Triggers

When this happens…

SmartCOMM
  • Job
    Creates a single triggers when a job is created in SmartCOMM.
  • Any other trigger you can think up

Actions

Do this…

SmartCOMM
  • Create Bundle
    Creates a bundle by closing the specified spool.
  • Generate Document
    Generates a document using specified data and template.
  • Get Bundle Details
    Retrieves a bundle's details and optionally any associated bins.
  • Get Job Detail
    Returns the details of a job.
  • Get Spool Details
    Retrieves details for a specific spool.
  • List Bundles
    Retrieves a list of bundles from a specified spool.
  • List Jobs
    Returns the jobs in the system matching specified criteria.
  • List Spools
    Retrieves a list of spools with sorting and pagination.
  • Submit Job
    Submits a job for processing.
  • Any other action you can think up

Workflow Max
  • Create contact
    Create Contact in WorkflowMax
  • Get all suppliers
    Get all suppliers in WorkflowMax
  • Get client details by UUID
    Get client details by UUID in WorkflowMax
  • Get contact details by UUID
    Get Contact by UUID in WorkflowMax
  • Get current invoices
    Get current invoices in WorkflowMax
  • Get current quotes
    Get current quotes in WorkflowMax
  • Get invoice by number
    Get invoice details by invoice number in WorkflowMax
  • Get inovice payments
    Get payments of invoice in WorkflowMax
  • Get job invoices
    Get list of invoices for a specific job in WorkflowMax
  • Get quote by number
    Get quote details by quote number in WorkflowMax
  • Get supplier contact by UUID
    Get supplier contact by UUID in WorkflowMax
  • Get supplier details by UUID
    Get supplier by UUID in WorkflowMax
  • Search clients
    Search clients in WorkflowMax
  • Search invoices
    Search invoices for given date range in WorkflowMax
  • Search quotes
    Search issued quotes for given date range inWorkflowMax
  • Update contact
    Update Contact by UUID in WorkflowMax
  • Any other action you can think up

One platform

  • Power
  • Agility
  • Speed
  • Innovation