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

Triggers

When this happens…

Rev Ops
  • Account Change Event Real-time
    Triggers when account created or updated in RevOps
  • Deal Change Event Real-time
    Triggers when deal created or updated in RevOps
  • Any other trigger you can think up

Actions

Do this…

Rev Ops
  • Calculate Usage and Cost
    Calculate usage and cost in RevOps
  • Create Account
    Creates and verifies payable accounts in RevOps
  • Create Invoice
    Create an invoice in RevOps
  • Create or Update UsageEvent
    Create or update usage event in RevOps
  • Create Plan
    Create plan in RevOps
  • Delete Account
    Delete account in RevOps
  • Void Invoice
    Void an invoice in RevOps
  • Get Account Instance
    Get a account in RevOps
  • Get Deal Instance
    Get a deal in RevOps
  • Get Invoice Instance
    Get a invoice in RevOps
  • Get List of Accounts
    Get a list of accounts in RevOps
  • Get List of Deals
    Get a list of deals in RevOps
  • Get List of Invoices
    Get a list of invoices in RevOps
  • Get List of Plans
    Get a list of plans in RevOps
  • Get List of Usage Events
    Get a list of usage events in RevOps
  • Get Plan Instance
    Get a plan in RevOps
  • Get Usage Event Instance
    Get a usage event in RevOps
  • Send Invoice Notification
    Send an invoice notification in RevOps
  • Invoice Payment
    Charge an invoice in RevOps
  • Update Account
    Update account in RevOps
  • Update Invoice
    Create an invoice in RevOps
  • Update Plan
    Update plan in RevOps
  • 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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