Do everything in one place
Customize your Bill.com and Workflow Max integration with the following
triggers and actions.
Triggers
When this happens…
Bill.com
- New recordNew object in Bill.com
- New/updated recordNew/updated object in Bill.com
Any other trigger you can think up
Actions
Do this…
Bill.com
- Custom actionCustom action in Bill.com (Custom)
- Add line to invoiceAdd line item to invoice in Bill.com
- Create recordCreate object in Bill.com
- Delete recordDelete object in Bill.com
- Get disbursement dataGet disbursement data in Bill.com
- Get record details by IDGet object by ID in Bill.com
- Search record BatchSearch object in Bill.com
- Update recordUpdate object in Bill.com
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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