Do everything in one place
Customize your BIM 360 and Workflow Max integration with the following
triggers and actions.
Triggers
When this happens…
BIM 360
- New or updated document in a project folderNew or updated document in a project folder in BIM 360
- New or updated document in a project folder and subfoldersNew or updated document in a project folder and subfolders in BIM 360
- New or updated issue (V2) in a projectNew or updated issue (V2) in a project in BIM 360
- New or updated object in a projectNew or updated object in a project in BIM 360
Any other trigger you can think up
Actions
Do this…
BIM 360
- Custom actionCustom action in BIM 360 (Custom)
- Create issue in a project (V2)Create issue in a project (V2) in BIM 360
- Create object in a projectCreate object in a project in BIM 360
- Download cost document in a projectDownload generated cost document in a project in BIM 360
- Download document in a projectDownload document in a project in BIM 360
- Download drawing export in a projectDownload drawing export in a project in BIM 360
- Export drawing in a projectExport drawing in a project in BIM 360
- Get document in a projectGet document in a project in BIM 360
- Get drawing export status in a projectGet drawing export status in a project in BIM 360
- Get folder contents BatchGet folder contents in BIM 360
- Get folder info in a projectGet folder info in a project in BIM 360
- Get issue in a project (V2)Get issue in a project (V2) in BIM 360
- Get object in a projectGet object in a project in BIM 360
- Get project detailsGet project details in BIM 360
- Search issues in a project (V2) BatchSearch issues in a project (V2) in BIM 360
- Search objects in a projectSearch objects in a project in BIM 360
- Update issue in a project (V2)Update issue in a project (V2) in BIM 360
- Update object in a projectUpdate object in a project in BIM 360
- Upload document to a projectUpload document to a project in BIM 360
Any other action you can think up
Workflow Max
- Create contactCreate Contact in WorkflowMax
- Get all suppliersGet all suppliers in WorkflowMax
- Get client details by UUIDGet client details by UUID in WorkflowMax
- Get contact details by UUIDGet Contact by UUID in WorkflowMax
- Get current invoicesGet current invoices in WorkflowMax
- Get current quotesGet current quotes in WorkflowMax
- Get invoice by numberGet invoice details by invoice number in WorkflowMax
- Get inovice paymentsGet payments of invoice in WorkflowMax
- Get job invoicesGet list of invoices for a specific job in WorkflowMax
- Get quote by numberGet quote details by quote number in WorkflowMax
- Get supplier contact by UUIDGet supplier contact by UUID in WorkflowMax
- Get supplier details by UUIDGet supplier by UUID in WorkflowMax
- Search clientsSearch clients in WorkflowMax
- Search invoicesSearch invoices for given date range in WorkflowMax
- Search quotesSearch issued quotes for given date range inWorkflowMax
- Update contactUpdate Contact by UUID in WorkflowMax
Any other action you can think up
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