Do everything in one place

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

Triggers

When this happens…

Actions

Do this…

Reltio
  • Custom action
    Custom action in Reltio (Custom)
  • Add record to entity
    Add record to entiy in Reltio
  • Apply data change request
    Apply data change request in Reltio
  • Create data change request
    Create data change request in Reltio
  • Create record
    Create record in Reltio
  • Create records in bulk
    Create records in bulk in Reltio
  • Decrypt Export Url
    Perform decryption of encrypted Export Url in Reltio
  • Delete entities as Not a Match
    Delete entities as Not a Match in Reltio
  • Delete potential match
    This API removes potential match between two entities which was created earlier
  • Delete record
    Delete record in Reltio
  • Delete records in bulk
    Delete records in bulk in Reltio
  • Export records
    Export records in Reltio
  • Get entities by crosswalks
    Get entities by crosswalks in Reltio
  • Get entities as Not a Match
    Get entities as Not a Match for an entity in Reltio
  • Get entity by crosswalk
    Get entity by crosswalk in Reltio
  • Get Internal task status by ID
    Get Internal task status by ID in Reltio
  • Get matches for entity
    Get matches for entity in Reltio
  • Get potential matches for entity
    Get potential matches for entity in Reltio
  • Get record details by ID
    Get record details by ID in Reltio
  • Get task status by ID
    Get task status by ID in Reltio
  • Match entities
    Match entities in Reltio
  • Merge entities
    Merge entities in Reltio
  • Reject data change request
    Reject data change request in Reltio
  • Search data change request
    Search data change request in Reltio
  • Search records
    Search records in Reltio
  • Mark entities as Not a Match
    Mark entities as Not a Match in Reltio
  • Set entities are potential matches
    Set entities are potential matches in Reltio
  • Unmerge entities
    Unmerge entities in Reltio
  • Unmerge entities tree
    Unmerge entities tree in Reltio
  • Update record
    Update record in Reltio
  • 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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