Bigtincan and Workflow Max integrations and automations

Do everything in one place

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

Triggers

When this happens…

Bigtincan
  • New form submission
    New form submission in Bigtincan
  • New story
    New story in Bigtincan

    • Any other trigger you can think up

Actions

Do this…

Bigtincan
  • Custom action
    Custom action in Bigtincan (Custom)
  • Create story
    Create story in Bigtincan
  • Delete story
    Delete story in Bigtincan
  • Get form by ID
    Get form by ID in Bigtincan
  • Get form data by ID Batch
    Get form data by ID in Bigtincan
  • Get story by ID
    Get story by ID in Bigtincan
  • List channels Batch
    List channels in Bigtincan
  • List form categories Batch
    List form categories in Bigtincan
  • List form fields
    List form fields in Bigtincan
  • List forms Batch
    List forms in Bigtincan
  • List stories Batch
    List stories in Bigtincan
  • Update story
    Update story in Bigtincan

    • 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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