Do everything in one place
Customize your Workflow Max and Zoom integration with the following
triggers and actions.
Triggers
When this happens…
Zoom
- New event Real-timeWebinar/Meeting/Cloud recording event in Zoom
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
Zoom
- Custom actionCustom action in Zoom (Custom)
- Add group members BatchAdd group member in Zoom
- Add registrantAdd registrants to meeting/webinar/cloud recording in Zoom
- Create groupCreate group in Zoom
- Create userCreate user in Zoom
- Delete objectDelete webinar/meeting/cloud recording/group in Zoom
- Delete usersDelete user in Zoom
- Download cloud recordingDownload cloud recording in Zoom
- Get object by IDGet webinar/meeting/cloud recording/group in Zoom
- Get registrants BatchGet registrants for meeting/webinar/cloud recording in Zoom
- Get userGet user in Zoom
- Get webinar attendees BatchGet attendees from webinar in Zoom
- Retrieve webinar results BatchGet results of Q&A/poll from webinar in Zoom
- List object BatchList objects in Zoom
- Schedule meeting or webinarSchedule meeting/webinar in Zoom
- Search object BatchSearch webinars/meetings/cloud recordings in Zoom
- Search users BatchSearch users in Zoom
- Update objectUpdate webinars/meetings/cloud recordings/groups in Zoom
- Update registrant statusApprove/Cancel/Deny registrants for webinars/meetings/cloud recordings in Zoom
- Update userUpdate user in Zoom
Any other action you can think up
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