Do everything in one place
Customize your Workato Embedded and Workflow Max integration with the following
triggers and actions.
Triggers
When this happens…
Actions
Do this…
Workato Embedded
- Custom actionCustom action in Workato Embedded (Custom)
- Add member to customer accountAdd Member to customer account in Workato Embedded
- Copy custom roleCopy Custom role in Workato Embedded customer account
- Create API access profileCreate API access profile in Workato Embedded customer account
- Create API clientCreate API client in Workato Embedded customer account
- Create API collectionCreate API collection in Workato Embedded customer account
- Create connectionCreate Connection in Workato Embedded customer account
- Create customer accountCreate Customer account in Workato Embedded
- Create folderCreate Folder in Workato Embedded customer account
- Create recipeCreate Recipe in Workato Embedded customer account
- Add rowAdd Row in a lookup table in Workato Embedded customer account
- Custom action (Deprecated)Custom action in Workato Embedded
- Delete customer accountDelete Customer account in Workato Embedded
- Delete recipeDelete Recipe in Workato Embedded customer account
- Delete rowDelete Row from a lookup table in Workato Embedded customer account
- Disable API access profileDisable API access profile in Workato Embedded customer account
- Disable API endpointDisable API endpoint in Workato Embedded customer account
- Downgrade customer account (Deprecated)Downgrade Customer account in Workato Embedded
- Download packageDownload Package in Workato Embedded
- Enable API access profileEnable API access profile in Workato Embedded customer account
- Enable API endpointEnable API endpoint in Workato Embedded customer account
- Export package by IDExport Package by ID from Workato Embedded
- List API access profilesList API access profiles in Workato Embedded customer account
- List API clientsList API clients in Workato Embedded customer account
- Get customer account by IDGet Customer account in Workato Embedded
- Get customer account member by IDGet Customer account member by ID in Workato Embedded
- Get package statusGet Package status in Workato Embedded customer account
- Get package details by IDGet Package details by ID in Workato Embedded
- Get picklist valuesGet Picklist values in Workato Embedded customer account
- Get recipe by IDGet Recipe by ID in Workato Embedded customer account
- Get row by IDGet Row by ID from a lookup table in Workato Embedded customer account
- List monthly usageList Monthly usage in Workato Embedded
- Import packageImport Package to Workato Embedded customer account
- List account propertiesList Account properties in Workato Embedded customer account
- List API collectionsList API collections in Workato Embedded customer account
- Search API endpointsSearch API endpoints in Workato Embedded customer account
- List connectionsList Connections in Workato Embedded customer account
- List connector metadataList Connector metadata in Workato Embedded
- List customer account membersList Customer account members in Workato Embedded
- List customer accountsList Customer accounts in Workato Embedded
- List foldersList Folders in Workato Embedded customer account
- List lookup tablesList Lookup tables in Workato Embedded customer account
- List recipesList Recipes in Workato Embedded customer account
- List custom rolesList Custom roles in Workato Embedded customer account
- Lookup rowLookup Row from a lookup table in Workato Embedded customer account
- Refresh API access profile token/secretRefresh API access profile token/secret in Workato Embedded customer account
- Remove member from customer accountRemove Member from customer account in Workato Embedded
- Search public recipesSearch Public recipes in Workato Embedded
- Search rowsSearch Rows from a lookup table in Workato Embedded customer account
- Start recipeStart Recipe in Workato Embedded customer account
- Stop recipeStop Recipe in Workato Embedded customer account
- Update API access profileUpdate API access profile in Workato Embedded customer account
- Update connectionUpdate Connection in Workato Embedded customer account
- Update customer accountUpdate Customer account in Workato Embedded
- Update customer account memberUpdate Member in a customer account in Workato Embedded
- Update recipeUpdate Recipe in Workato Embedded customer account
- Update rowUpdate Row in a lookup table in Workato Embedded customer account
- Upgrade customer account (Deprecated)Upgrade Customer account in Workato Embedded
- Upsert account propertyUpsert Account property in Workato Embedded customer account
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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