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

Triggers

When this happens…

Workato FileStorage
  • New CSV file Batch Real-time
    New CSV file in Workato FileStorage
  • New file Real-time
    New file in Workato FileStorage
  • New lines in CSV file Batch Real-time
    New CSV lines in file in Workato FileStorage
  • Any other trigger you can think up

Actions

Do this…

Workato FileStorage
  • Append to file
    Append to file in Workato FileStorage
  • Generate shareable file link
    Generate shareable file link in Workato FileStorage
  • Delete directory
    Delete directory in Workato FileStorage
  • Delete file
    Delete file in Workato FileStorage
  • Create directory
    Create directory in Workato FileStorage
  • Get file contents
    Get file contents in Workato FileStorage
  • Rename/move file
    Rename/move file in Workato FileStorage
  • Search files Batch
    Search files in Workato FileStorage
  • Create file
    Create file in Workato FileStorage
  • 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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