Do everything in one place
Customize your Workflow Max and ZoomInfo integration with the following
triggers and actions.
Triggers
When this happens…
ZoomInfo
- Updated record Real-timeUpdated event in ZoomInfo
Any other trigger you can think up
Actions
Do this…
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
ZoomInfo
- Custom actionCustom action in ZoomInfo (Custom)
- Enrich companies BatchEnrich companies in ZoomInfo
- Enrich contacts BatchEnrich contacts in ZoomInfo
- Enrich company location BatchRetrieve all locations in ZoomInfo
- Enrich compliance data BatchRetrieve compliance data in ZoomInfo
- Enrich corporate hierarchy BatchRetrieve corporate hierarchy in ZoomInfo
- Enrich hashtags BatchRetrieve hashtags in ZoomInfo
- Enrich intent BatchRetrieve intent in ZoomInfo
- Enrich news BatchRetrieve news in ZoomInfo
- Enrich organizational chart BatchRetrieve organizational chart in ZoomInfo
- Enrich scoops BatchRetrieve scoops in ZoomInfo
- Enrich technology stack information BatchRetrieve techstack information in ZoomInfo
- Search companies BatchSearch companies in ZoomInfo
- Search contacts BatchSearch contacts in ZoomInfo
- Search intent BatchSearch intent in ZoomInfo
- Search news BatchSearch news in ZoomInfo
- Search scoops BatchSearch scoops in ZoomInfo
Any other action you can think up
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