Do everything in one place
Customize your Quickbase and Workflow Max integration with the following
triggers and actions.
Triggers
When this happens…
Quickbase
- New recordNew record in Quickbase
- New record Real-timeNew record in Quickbase
- Scheduled record search using query BatchScheduled record search using query in Quickbase
- New/updated recordNew/updated record in Quickbase
- New/updated record Real-timeNew/updated record in Quickbase
Any other trigger you can think up
Actions
Do this…
Quickbase
- Custom actionCustom action in Quickbase (Custom)
- Create recordCreate record in Quickbase
- Create and update records in bulk from CSV file BatchCreate and update records in bulk from CSV file into Quickbase
- Delete recordDelete record from Quickbase
- Download attachmentDownload attachment from Quickbase
- Update recordUpdate record in Quickbase
- Get records from report in Quickbase BatchGet records from report in Quickbase
- Delete records in a report BatchDelete records in a report in Quickbase
- Search records BatchSearch for records in Quickbase
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
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