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

Triggers

When this happens…

Tradeshift
  • Credit note ready
    Credit note ready to process in Tradeshift
  • Invoice ready
    Invoice ready to process in Tradeshift
  • Any other trigger you can think up

Actions

Do this…

Tradeshift
  • Custom action
    Custom action in Tradeshift (Custom)
  • Create chart of accounts
    Create a code in Tradeshift
  • Create Credit note
    Create Credit note in Tradeshift
  • Create external connection
    Create external connection in Tradeshift
  • Create Invoice
    Create Invoice in Tradeshift
  • Delete chart of accounts
    Delete a chart of accounts in Tradeshift
  • Get current account info
    Get current account info in Tradeshift
  • Search connections Batch
    Search a connection in Tradeshift
  • Tag document
    Tag a document in Tradeshift
  • Untag document
    Untag a document in Tradeshift
  • Update connection properties
    Update connection properties in Tradeshift
  • 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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