Veeva Vault and Workflow Max integrations and automations

Seamlessly connect Veeva Vault 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

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Build Powerful Workflows, fast

Triggers

When this happens…

Veeva Vault
  • New/updated document
    New/updated document in Veeva Vault
  • New/updated record (scheduled VQL)
    New/updated record in Veeva Vault

    • Any other trigger you can think up

Actions

Do this…

Veeva Vault
  • Custom action
    Custom action in Veeva Vault (Custom)
  • Bulk delete records Batch
    Bulk delete records in Veeva Vault
  • Bulk upsert records Batch
    Bulk upsert records in Veeva Vault
  • Create document relationship
    Create document relationship in Veeva Vault
  • Create document version
    Create document version in Veeva Vault
  • Create record
    Create record in Veeva Vault
  • Delete record
    Delete record in Veeva Vault
  • Download document rendition
    Download document rendition in Veeva Vault
  • Get document
    Get document in Veeva Vault
  • Get record
    Get record in Veeva Vault
  • Run VQL query
    Run VQL query in Veeva Vault
  • Search audit trail
    Search audit trail in Veeva Vault
  • Search records
    Search records in Veeva Vault
  • Update record
    Update record in Veeva Vault
  • Upload document
    Upload document in Veeva Vault
  • Upsert record
    Upsert record in Veeva Vault

    • 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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