Workflow Max and Zuora integrations and automations

Do everything in one place

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

Triggers

When this happens…

Zuora
  • New/updated order
    New or updated order in Zuora
  • New/updated record
    New or updated records in Zuora

    • 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

Zuora
  • Custom action
    Custom action in Zuora (Custom)
  • Create custom record Batch
    Create custom record in Zuora
  • Create record
    Create record in Zuora
  • Get custom record
    Get custom record in Zuora
  • Get record
    Get record by ID in Zuora
  • Get order by order number Batch
    Get order in Zuora by order number
  • Get orders by subscription number
    Get orders by subscription number in Zuora
  • Query records Batch
    Query records using ZOQL in Zuora
  • Search records Batch
    Search records in Zuora
  • Update custom record Batch
    Update custom record in Zuora
  • Update order trigger date
    Update trigger date for pending order in Zuora
  • Update record
    Update record in Zuora

    • Any other action you can think up

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