Coupa and Workflow Max integrations and automations

Do everything in one place

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

Triggers

When this happens…

Coupa
  • New or updated object
    New or updated object in Coupa

    • Any other trigger you can think up

Actions

Do this…

Coupa
  • Custom action
    Custom action in Coupa (Custom)
  • Cancel purchase order
    Cancel purchase order in Coupa
  • Close purchase order
    Close purchase order in Coupa
  • Add file attachment to object
    Add a file attachment in Coupa
  • Create object
    Create object in Coupa
  • Get object by ID
    Get objects by ID in Coupa
  • Get remit to addresses by object ID
    Get remit to addresses by object ID in Coupa
  • Get supplier sites by supplier
    Get supplier sites by supplier ID in Coupa
  • Grant approval
    Grant approval in Coupa
  • Reject approval
    Reject approval in Coupa
  • Search objects Batch
    Search objects in Coupa
  • Set integration run status
    Set integration run status in Coupa
  • Update object
    Update object in Coupa

    • 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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