Do everything in one place

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

Triggers

When this happens…

Actions

Do this…

VendorPanel
  • Authenticate User's email.
    Authenticate user's email in VendorPanel.
  • Get Opportunity Document by Opportunity ID and Document ID.
    Get opportunity document by opportunity ID and document ID in VendorPanel.
  • Get Opportunity SubCategories by Opportunity ID and Supplier List Category ID.
    Get opportunity sub-categories by opportunity ID and supplier list category ID in VendorPanel.
  • Get Opportunity Supplier by Opportunity ID and Supplier ID.
    Get opportunity supplier by opportunity ID and supplier ID in VendorPanel.
  • Get Opportunity by ID.
    Get opportunity by ID in VendorPanel.
  • Get Response Document by Opportunity ID, Response ID and Document ID.
    Get response document by opportunity ID, response ID and document ID in VendorPanel.
  • Get Response by ID.
    Get response by ID in VendorPanel.
  • List Opportunity Categories for Opportunity ID.
    List opportunity categories for opportunity ID in VendorPanel.
  • List Opportunity Documents for Opportunity ID.
    List opportunity documents for opportunity ID in VendorPanel.
  • List Opportunity Suppliers for Opportunity ID.
    List opportunity suppliers for opportunity ID from VendorPanel.
  • List Response Documents for Opportunity ID and Response Id.
    List response documents for opportunity ID and response ID in VendorPanel.
  • 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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