Do everything in one place
Customize your Workflow Max and Workbot for Workplace integration with the following
triggers and actions.
Triggers
When this happens…
Workbot for Workplace
- New command Real-timeNew command to Workbot for Workplace
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
Workbot for Workplace
- Custom actionCustom action in Workbot for Workplace (Custom)
- Post attachmentPost attachment as Workbot
- Post messagePost message as Workplace Workbot
- Post replyPost reply as Workplace Workbot
- Post simple messagePost simple message as Workplace Workbot
- Post simple replyPost simple reply as Workplace Workbot
Any other action you can think up
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