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Customize your Anvyl and Workflow Max integration with the following triggers and actions.

Triggers

When this happens…

Anvyl
  • New or updated records Real-time
    New or updated records in Anvyl
  • Any other trigger you can think up

Actions

Do this…

Anvyl
  • Bulk Import Records
    Bulk Import Records in Anvyl
  • Complete a Task
    Complete a Task in Anvyl
  • Confirm Milestone
    Confirm Milestone in Anvyl
  • Get (Split) Order Collections
    Get (Split) Order Collections in Anvyl
  • Get Order Milestones
    Get Order Milestones in Anvyl
  • Get Order Schedule
    Get Order Schedule in Anvyl
  • Get Record By ID
    Get Record By ID in Anvyl
  • Import Parts and Suppliers
    Import Parts and Suppliers in Anvyl
  • Import Record
    Import Record in Anvyl
  • Issue Purchase Order
    Issue Purchase Order in Anvyl
  • Query Records
    Query Records in Anvyl
  • Reopen a Task
    Reopen a Task in Anvyl
  • Update Order Milestone Timeline
    Update Order Milestone Timeline in Anvyl
  • Update record
    Update record in Anvyl
  • 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

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