Do everything in one place

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


When this happens…
  • Object created
    Object created in
  • Daily object review
    Daily Object review in
  • Object created/updated
    Object created/updated in
  • Any other trigger you can think up


Do this…
  • Custom action
    Custom action in (Custom)
  • Create object
    Create object in
  • Get related objects
    Get related object list in
  • Search objects
    Search for objects in
  • Update object
    Update object in
  • 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

  • Show all 16

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