Do everything in one place
Customize your BuildingConnected and Workflow Max integration with the following
triggers and actions.
Triggers
When this happens…
BuildingConnected
- New or updated contactNew or updated contact in BuildingConnected
- Updated opportunity status in BidBoard Pro Real-timeUpdated opportunity status in BidBoard Pro
Any other trigger you can think up
Actions
Do this…
BuildingConnected
- Custom actionCustom action in BuildingConnected
- Get bidder by IDGet bidder by ID
- Get bidders for a bid packageGet bidders for a bid package in BuildingConnected
- Get contact by IDGet contact by ID in BuildingConnected
- Get contactsGet contacts in BuildingConnected
- Get project by IDGet project by ID in BuildingConnected
- Get projectsGet projects in BuildingConnected
- Get qualification submissionGet qualification submission in BuildingConnected
- Get qualification formGet qualification form in BuildingConnected
- Get completed TradeTapp qualificationsGet completed TradeTapp qualifications in BuildingConnected
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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