Percolate and Workflow Max integrations and automations

Do everything in one place

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

Triggers

When this happens…

Percolate
  • Deleted object Real-time
    Deleted object in Percolate
  • New object Real-time
    New object in Percolate
  • New or Updated object Real-time
    New or updated object in Percolate

    • Any other trigger you can think up

Actions

Do this…

Percolate
  • Custom action
    Custom action in Percolate (Custom)
  • Check content workflow step
    Check content workflow step in Percolate
  • Copy asset
    Copy an asset in Percolate
  • Create object
    Create a object in Percolate
  • Custom action
    Custom action in Percolate
  • Download asset
    Download an asset in Percolate
  • Get object details by ID
    Get object details by ID in Percolate
  • Search objects Batch
    Search for objects in Percolate
  • Update object
    Update a object in Percolate
  • Update object's production workflow step
    Update object's production workflow step in Percolate
  • Upload asset
    Upload an asset in Percolate

    • 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

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

Market leaders run on Workato

  • monday
  • box
  • att
  • atlassian
  • slack

Let’s start automating

Schedule a Demo