Do everything in one place
Customize your Anvyl and Workflow Max integration with the following
triggers and actions.
Triggers
When this happens…
Anvyl
- New or updated records Real-timeNew or updated records in Anvyl
Any other trigger you can think up
Actions
Do this…
Anvyl
- Bulk Import RecordsBulk Import Records in Anvyl
- Complete a TaskComplete a Task in Anvyl
- Confirm MilestoneConfirm Milestone in Anvyl
- Get (Split) Order CollectionsGet (Split) Order Collections in Anvyl
- Get Order MilestonesGet Order Milestones in Anvyl
- Get Order ScheduleGet Order Schedule in Anvyl
- Get Record By IDGet Record By ID in Anvyl
- Import Parts and SuppliersImport Parts and Suppliers in Anvyl
- Import RecordImport Record in Anvyl
- Issue Purchase OrderIssue Purchase Order in Anvyl
- Query RecordsQuery Records in Anvyl
- Reopen a TaskReopen a Task in Anvyl
- Update Order Milestone TimelineUpdate Order Milestone Timeline in Anvyl
- Update recordUpdate record in Anvyl
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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