Do everything in one place
Customize your Freshservice and Workflow Max integration with the following
triggers and actions.
Triggers
When this happens…
Freshservice
- New ticketNew ticket in Freshservice
- New/updated ticketNew or updated ticket in Freshservice
Any other trigger you can think up
Actions
Do this…
Freshservice
- Custom actionCustom action in Freshservice (Custom)
- Create agentCreate agent in Freshservice
- Create incidentCreate incident in Freshservice
- Create onboarding requestCreate onboarding request in Freshservice
- Create requesterCreate requester in Freshservice
- Create service requestCreate service request in Freshservice
- Get agent detailsGet Agent details by ID in Freshservice
- List agent fieldsList agent fields in Freshservice
- List service itemsList service items in Freshservice
- List onboarding form fieldsList onboarding form fields in Freshservice
- Get requester detailsGet requester by ID in Freshservice
- List requester fieldsList requester fields in Freshservice
- List ticket form fieldsList ticket form fields in Freshservice
- Search agentsSearch agents in Freshservice
- Search requestersSearch requesters in Freshservice
- Search ticketsSearch tickets in Freshservice
- Update requesterUpdate requester in Freshservice
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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