Do everything in one place
Customize your On-prem files and Workflow Max integration with the following
triggers and actions.
Triggers
When this happens…
On-prem files
- New CSV file in folder BatchNew CSV file in on-prem folder
- New lines in CSV file BatchNew batch of lines in on-prem CSV file
- New line in CSV fileNew line in on-prem CSV file
- New file in folderNew file in on-prem folder
Any other trigger you can think up
Actions
Do this…
On-prem files
- Append line to CSV fileAppend a line to an on-prem CSV file
- Create folderCreate a new folder in a specified on-prem folder
- Delete fileDelete a file in an on-prem folder
- Delete folderDeletes an on-prem folder
- Download fileDownload an on-prem file
- Generate on-prem file URLGenerate an on-prem file URL to be used in other connectors.
- List files in folder BatchList all files in an on-prem folder
- Move fileMove an on-prem file to a different folder
- Rename fileRename an on-prem file
- Upload file (Legacy)Upload a new file to an on-prem folder
- Upload fileUpload a new file to an on-prem folder
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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