Workflow Max integrations and automations

Seamlessly connect Workflow Max with other tools. Automate workflows, and boost efficiency with Workato.

Ratings

4.9

Peer Insights™

100%

Customer Recommendation

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

    Actions

    Do this…

    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
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    • Speed
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