Do everything in one place

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

Triggers

When this happens…

Actions

Do this…

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

Workforce
  • Approves the time-off request
    Approves the time-off request in Workforce
  • Changes a time-off request status
    Changes a time-off request status in Workforce
  • Get leave balance by employee
    Get leave balance by employee in Workforce
  • Get periods by employee
    Get periods by employee in Workforce
  • Gets details for a time off request
    Gets details for a time off request in Workforce
  • Get version
    Get version in Workforce
  • Rejects the time-off request
    Rejects the time-off request in Workforce
  • Submits a time off request
    Submits a time off request in Workforce
  • Validate token
    Validate token in Workforce
  • Any other action you can think up

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