Do everything in one place
Customize your TrackVia and Workflow Max integration with the following
triggers and actions.
Triggers
When this happens…
TrackVia
- Deleted record Real-timeDeleted record from view in TrackVia
- New record Real-timeNew record added to view in TrackVia
- Updated record Real-timeUpdated record in TrackVia view
Any other trigger you can think up
Actions
Do this…
TrackVia
- Custom actionCustom action in TrackVia (Custom)
- Create recordCreate record in TrackVia
- Create userCreate user in TrackVia
- Delete all records in viewDelete all records from a view in TrackVia
- Delete recordDelete record in TrackVia
- Get all view records BatchGet all records from a view in TrackVia
- Get file from recordGet file from a record in TrackVia
- Get recordGet record in TrackVia
- Update recordUpdate record in TrackVia
- Upload file to a recordUpload file to a record in TrackVia
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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