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Customize your Slack and Workflow Max integration with the following
triggers and actions.
Triggers
When this happens…
Slack
- Button click Real-timeNew button click in Slack
- New event Real-timeNew event in Slack
Any other trigger you can think up
Actions
Do this…
Slack
- Custom actionCustom action in Slack (Custom)
- Archive conversationArchive conversation in Slack
- Create conversation (channels and groups)Create conversation in Slack
- Get user infoGet user info by email or user ID
- Invite users to conversationInvite users to conversation in Slack
- Respond to button clickRespond to button click in Slack
- Post messagePost message in Slack
- Set conversation purposeSet conversation purpose in Slack
- Set conversation topicSet conversation topic in Slack
- Unarchive conversationUnarchive conversation in Slack
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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