FTP/FTPS and Workflow Max integrations and automations

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

Triggers

When this happens…

FTP/FTPS
  • New CSV file Batch
    New CSV file added in directory on FTP/FTPS server
  • New/updated file in directory
    New/updated file in directory on FTP/FTPS server

    • Any other trigger you can think up

Actions

Do this…

FTP/FTPS
  • Download file
    Download file contents from FTP/FTPS server
  • List files and directories Batch
    List files and directories from FTP/FTPS server
  • Remove file
    Remove file from FTP/FTPS server
  • Rename file
    Rename a file on FTP/FTPS server
  • Get file information
    Get information about file via its exact file path on FTP-S server
  • Download large file
    Download large file contents from FTP/FTPS server
  • Upload file
    Upload a file to FTP/FTPS server

    • 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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