Revel Systems and Workflow Max integrations and automations

Seamlessly connect Revel Systems and Workflow Max. Automate workflows, and boost efficiency with Workato.

Rating

4.9

Pre-built

150+

integrations

Total

100+

active users

avg

2 min

to connect

Custom Connections

Available

via HTTP connector

Market leaders run on Workato

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Build Powerful Workflows, fast

Triggers

When this happens…

Revel Systems
  • New customer
    New customer in Revel Systems
  • New purchase order
    New purchase order in Revel Systems
  • New sales
    New sales in Revel Systems
  • New time sheet entry
    New time sheet entry in Revel Systems
  • New/updated customer
    New/updated customer in Revel Systems
  • New/updated sales
    New/updated sales in Revel Systems

    • Any other trigger you can think up

Actions

Do this…

Revel Systems
  • Custom action
    Custom action in Revel Systems (Custom)
  • Create customer
    Create customer in Revel Systems
  • Create employee
    Create employee in Revel Systems
  • Get customer by ID
    Get customer by ID in Revel Systems
  • Update customer
    Update customer in Revel Systems
  • Update employee
    Update employee in Revel Systems
  • Update product
    Update product in Revel Systems

    • 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

One platform

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  • Speed
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