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

Triggers

When this happens…

Freshservice
  • New ticket
    New ticket in Freshservice
  • New/updated ticket
    New or updated ticket in Freshservice
  • Any other trigger you can think up

Actions

Do this…

Freshservice
  • Custom action
    Custom action in Freshservice (Custom)
  • Create agent
    Create agent in Freshservice
  • Create incident
    Create incident in Freshservice
  • Create onboarding request
    Create onboarding request in Freshservice
  • Create requester
    Create requester in Freshservice
  • Create service request
    Create service request in Freshservice
  • Get agent details
    Get Agent details by ID in Freshservice
  • List agent fields
    List agent fields in Freshservice
  • List service items
    List service items in Freshservice
  • List onboarding form fields
    List onboarding form fields in Freshservice
  • Get requester details
    Get requester by ID in Freshservice
  • List requester fields
    List requester fields in Freshservice
  • List ticket form fields
    List ticket form fields in Freshservice
  • Search agents
    Search agents in Freshservice
  • Search requesters
    Search requesters in Freshservice
  • Search tickets
    Search tickets in Freshservice
  • Update requester
    Update requester in Freshservice
  • 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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