Agiloft and Workflow Max integrations and automations

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

Rating

4.9

Pre-built

150+

integrations

Total

100+

active users

avg

2 min

to connect

Custom Connections

Available

via HTTP connector

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Build Powerful Workflows, fast

Triggers

When this happens…

Agiloft
  • New/updated table event (Webhook) Real-time
    New/updated record in Agiloft
  • Delete table event (Webhook) Real-time
    Deleted record in Agiloft
  • New/updated records
    New/updated record in Agiloft

    • Any other trigger you can think up

Actions

Do this…

Agiloft
  • Create record
    Create record in Agiloft
  • Custom action
    Custom action in Agiloft
  • Delete record
    Delete record in Agiloft
  • Get attachment
    Get attachment from record in Agiloft
  • Get metadata
    Get metadata in Agiloft connector
  • Remove attachment
    Remove attachment from record in Agiloft
  • Search records
    Search records in Agiloft
  • Update record
    Update record in Agiloft
  • Upload attachment
    Upload attachment into record in Agiloft
  • Upsert record
    Upsert record in Agiloft

    • 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

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