Monday and Workflow Max integrations and automations

Do everything in one place

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

Triggers

When this happens…

Monday
  • New moved item to group
    New Moved item to a group in Monday.com
  • New item
    New Item in Monday.com
  • Updated any column value
    Updated Any column value in Monday.com
  • Updated specific column value
    Updated Column value in Monday.com

    • Any other trigger you can think up

Actions

Do this…

Monday
  • Archive record
    Archive record in Monday.com
  • Clear column value
    Clear column value in Monday.com
  • Create record
    Create record in Monday.com
  • Custom action
    Run GraphQL query in Monday.com
  • Delete record
    Delete record by ID in Monday.com
  • Get record
    Get record in Monday.com
  • Move record
    Move record in Monday.com
  • Search records
    Search records in Monday.com
  • Update record
    Update record by ID in Monday.com
  • Upload file
    Upload file in Monday.com

    • 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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