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

Triggers

When this happens…

PostgreSQL
  • New row
    New row in a table in PostgreSQL
  • New rows Batch
    New batch of rows in a table in PostgreSQL
  • New/updated row
    New/updated row in a table in PostgreSQL
  • New/updated rows Batch
    New/updated batch of rows in a table in PostgreSQL
  • Any other trigger you can think up

Actions

Do this…

PostgreSQL
  • Delete rows Batch
    Delete rows in a table in PostgreSQL
  • Export query result
    Export query result as a CSV file in PostgreSQL
  • Insert row
    Insert row in a table in PostgreSQL
  • Run custom SQL Batch
    Run custom SQL in PostgreSQL
  • Run long query using custom SQL
    Run long query using custom SQL in PostgreSQL
  • Select rows Batch
    Select rows in a table in PostgreSQL
  • Select rows using custom SQL Batch
    Select rows using custom SQL in PostgreSQL
  • Get table schema
    Get table schema for PostgreSQL
  • Update rows
    Update rows in a table in PostgreSQL
  • Upsert rows Batch
    Upsert batch of rows in a table in PostgreSQL
  • 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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