Do everything in one place
Customize your Namely and Workflow Max integration with the following
triggers and actions.
Triggers
When this happens…
Namely
- New eventNew event in Namely
- New employee profileNew employee profile in Namely
- New/updated employee profileNew or updated employee profile in Namely
Any other trigger you can think up
Actions
Do this…
Namely
- Custom actionCustom action in Namely (Custom)
- Create status postPost new status on Namely
- Get employee profile details by IDGet employee profile details in Namely
- Post commentPost comment in Namely
- Search people profiles BatchSearch people profiles in Namely
- Update people profileUpdate people profile in Namely
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
The wonders of Workato
Easily set up as many intelligent automations you need.
- 1000s of ready-to-use templates
- Accelerate work with intelligent automation
- Do it yourself, faster
- Build bots. Put them to work