Concur and Workflow Max integrations and automations

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

Triggers

When this happens…

Concur
  • New expense report submission
    New expense report submission in Concur
  • New expense report
    New expense report in Concur
  • New or updated invoice
    New or updated invoice in Concur
  • New or updated user
    New or updated user in Concur
  • New or updated expense report
    New or updated expense report in Concur

    • Any other trigger you can think up

Actions

Do this…

Concur
  • Custom action
    Custom action in Concur (Custom)
  • Upload receipt image
    Upload receipt image in Concur
  • Create list item
    Create list item in Concur
  • Create user
    Create user in Concur
  • Create users Batch
    Create users in Concur
  • Create vendors Batch
    Create vendors in Concur
  • Delete list item
    Delete list item in Concur
  • Get all attendee types Batch
    Get all attendee types in Concur
  • Get all expense group configurations Batch
    Get all expense group configurations in Concur
  • Get all expense types Batch
    Get all expense types in Concur
  • Get all lists Batch
    Get all lists in Concur
  • Get all payment types Batch
    Get all payment types in Concur
  • Search users Batch
    Search users in Concur
  • Get entry image URL
    Get entry image URL in Concur
  • Get expense report details
    Get expense report details by report ID in Concur
  • Get all list item Batch
    Retrieve first level list item in Concur
  • Get invoice details
    Get invoice by ID in Concur
  • Get user
    Get user profile in Concur
  • Get user provisioning status details
    Get user provisioning status details in Concur
  • Submit expense report through a workflow
    Submit expense report through a workflow in Concur
  • Search expense reports Batch
    Search expense reports in Concur
  • Search vendors Batch
    Search vendors in Concur
  • Update user
    Update user in Concur
  • Update users Batch
    Update users in Concur
  • Update vendors Batch
    Update vendors in Concur

    • 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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