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 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
Workforce
- Approves the time-off requestApproves the time-off request in Workforce
- Changes a time-off request statusChanges a time-off request status in Workforce
- Get leave balance by employeeGet leave balance by employee in Workforce
- Get periods by employeeGet periods by employee in Workforce
- Gets details for a time off requestGets details for a time off request in Workforce
- Get versionGet version in Workforce
- Rejects the time-off requestRejects the time-off request in Workforce
- Submits a time off requestSubmits a time off request in Workforce
- Validate tokenValidate token in Workforce
Any other action you can think up
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