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Customize your Lookup tables by Workato and Workflow Max integration with the following triggers and actions.

Triggers

When this happens…

Actions

Do this…

Lookup tables by Workato
  • Add entries Batch
    Add entries to lookup table
  • Add entry
    Add entry to lookup table
  • Delete multiple entries Batch
    Delete multiple entries from lookup table
  • Delete entry
    Delete entry in lookup table
  • Get all entries Batch
    Get all entries from lookup table
  • Lookup entry
    Lookup entry from lookup table
  • Search entries Batch
    Search entries in lookup table
  • Truncate table Batch
    Truncate all entries from lookup table
  • Update entry
    Update entry in lookup table
  • 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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