Do everything in one place
Customize your Lever and Workflow Max integration with the following
triggers and actions.
Triggers
When this happens…
Lever
- New event Real-timeNew event of object in Lever
- New/updated recordNew/updated record in Lever
- New recordNew record in Lever
Any other trigger you can think up
Actions
Do this…
Lever
- Custom actionCustom action in (Custom)
- Add field to opportunityAdd field to opportunity in Lever
- Apply to a postingApply to a posting in Lever
- Create recordCreate record in Lever
- Deactivate userDeactivate a user in Lever
- Delete recordDelete record in Lever
- Download fileDownload record in Lever
- Get recordGet record in Lever
- Reactivate userReactivate a user in Lever
- Remove field from opportunityRemove field from opportunity in Lever
- Search recordsSearch records in Lever
- Update recordUpdate record in Lever
- Upload fileUpload record in Lever
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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