Workflow Max and Zendesk Demo integrations and automations

Do everything in one place

Customize your Workflow Max and Zendesk Demo 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

Zendesk Demo
  • Create ticket
    Create ticket in Zendesk Demo
  • Create user
    Create user in Zendesk Demo
  • Search tickets
    Search for tickets in Zendesk Demo
  • Search users
    Search for users in Zendesk Demo
  • Update ticket
    Update ticket in Zendesk Demo
  • Update user
    Update user in Zendesk Demo

    • Any other action you can think up

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