Workflow Max and ZoomInfo integrations and automations

Seamlessly connect Workflow Max and ZoomInfo. Automate workflows, and boost efficiency with Workato.

Rating

4.9

Pre-built

150+

integrations

Total

100+

active users

avg

2 min

to connect

Custom Connections

Available

via HTTP connector

Market leaders run on Workato

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Build Powerful Workflows, fast

Triggers

When this happens…

ZoomInfo
  • Updated record Real-time
    Updated event in ZoomInfo

    • Any other trigger you can think up

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

ZoomInfo
  • Custom action
    Custom action in ZoomInfo (Custom)
  • Enrich companies Batch
    Enrich companies in ZoomInfo
  • Enrich contacts Batch
    Enrich contacts in ZoomInfo
  • Enrich company location Batch
    Retrieve all locations in ZoomInfo
  • Enrich compliance data Batch
    Retrieve compliance data in ZoomInfo
  • Enrich corporate hierarchy Batch
    Retrieve corporate hierarchy in ZoomInfo
  • Enrich hashtags Batch
    Retrieve hashtags in ZoomInfo
  • Enrich intent Batch
    Retrieve intent in ZoomInfo
  • Enrich news Batch
    Retrieve news in ZoomInfo
  • Enrich organizational chart Batch
    Retrieve organizational chart in ZoomInfo
  • Enrich scoops Batch
    Retrieve scoops in ZoomInfo
  • Enrich technology stack information Batch
    Retrieve techstack information in ZoomInfo
  • Search companies Batch
    Search companies in ZoomInfo
  • Search contacts Batch
    Search contacts in ZoomInfo
  • Search intent Batch
    Search intent in ZoomInfo
  • Search news Batch
    Search news in ZoomInfo
  • Search scoops Batch
    Search scoops in ZoomInfo

    • Any other action you can think up

One platform

  • Power
  • Agility
  • Speed
  • Innovation