Do everything in one place
Customize your Microsoft Dynamics Great Plains and Workflow Max integration with the following
triggers and actions.
Triggers
When this happens…
Actions
Do this…
Microsoft Dynamics Great Plains
- Apply document to invoiceApply document to invoice in Microsoft Dynamics GP
- Create recordCreate record in Microsoft Dynamics GP
- Create records in batchesCreate records in batches in Microsoft Dynamics GP
- Custom actionCustom action in Microsoft Dynamics GP
- Get next document numberGet next document number in Microsoft Dynamics GP
- Search records using querySearch records using query in Microsoft Dynamics GP
- Update recordUpdate record in Microsoft Dynamics GP
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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