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Customize your Tradeshift and Workflow Max integration with the following
triggers and actions.
Triggers
When this happens…
Tradeshift
- Credit note readyCredit note ready to process in Tradeshift
- Invoice readyInvoice ready to process in Tradeshift
Any other trigger you can think up
Actions
Do this…
Tradeshift
- Custom actionCustom action in Tradeshift (Custom)
- Create chart of accountsCreate a code in Tradeshift
- Create Credit noteCreate Credit note in Tradeshift
- Create external connectionCreate external connection in Tradeshift
- Create InvoiceCreate Invoice in Tradeshift
- Delete chart of accountsDelete a chart of accounts in Tradeshift
- Get current account infoGet current account info in Tradeshift
- Search connections BatchSearch a connection in Tradeshift
- Tag documentTag a document in Tradeshift
- Untag documentUntag a document in Tradeshift
- Update connection propertiesUpdate connection properties in Tradeshift
Any other action you can think up
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
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