Barista and Workflow Max integrations and automations

Seamlessly connect Barista 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…

Actions

Do this…

Barista
  • Onboard Employee
    Create Employee in 'Barista
  • Post KB
    Create KB in 'Barista
  • Delete Employee
    Delete Employee in Barista
  • Generate Integration Token
    Generate Integration Token in ' 'Barista
  • Get All Employees
    GET All Employees from Barista
  • Get All KBs
    GET All KBs from Barista
  • Get Conversation from Channel
    GET Conversation from Channel
  • Get Employee by Email
    Search Employee in Barista
  • Get Employee by ID
    Search Employee in Barista
  • Get Report9 by ESP Filters
    GET Report9 Data in ' 'Barista
  • Get Task
    Get Task from ' 'Barista
  • Get Task by Channel ID
    Get Task from ' 'Barista
  • Parse CSV Data
    Parse CSV Data in Barista
  • Parse CSV Status Check
    Parse CSV Status Check in Barista
  • Patch KB
    Patch KB in 'Barista
  • Post Data To Channel
    Post Data to Barista channel
  • Post Sync IDs
    Post Sync IDs in Barista
  • Search Employees
    Search Employees in Barista
  • Terminate Employee
    Terminate Employee in Barista
  • Update Channel Live Agent Session Mode
    Performs a PATCH to a Channel Object to set sys_custom_fields.start_live_agent_suppor=True/False
  • Update Employee
    Update Employee in ' 'Barista
  • Update Reference Number on Task
    Update Reference Number in ' 'Barista Task
  • Update Report9 Data
    Update Report9 Data in ' 'Barista
  • Update Task
    Update Task in ' 'Barista
  • Update Task Owner
    Change Owner on Tasks
  • Update Task Status
    Change Status on Tasks
  • Update Task Live Agent Session Mode
    Performs a PATCH to a Task Object to set sys_custom_fields.start_live_agent_suppor=True/False
  • Upload CSV file to barista
    Upload CSV File to Barista

    • 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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