WorkflowMax and Salesflare

How to connect WorkflowMax

When job Task Added in WorkflowMax, create task in Salesflare.
When job Task Completed in WorkflowMax, create task in Salesflare.
When new Client Created in WorkflowMax, find or create account, then find or create contact, then add contact to account in Salesflare.
When new Invoice Created in WorkflowMax, create opportunity, then find or create contact in Salesflare.
When new Lead in WorkflowMax, find or create contact in Salesflare.
When new Purchase Order Created in WorkflowMax, create opportunity, then find or create contact in Salesflare.

WorkflowMax is a powerful cloud-based project management software designed to help businesses streamline their operations and increase productivity.

Start a workflow when this happens

Job Category Created — Triggers when a job category is created in job settings.
Job Cost Added — Triggers when a cost is added to a job.
Job Document Added — Triggers when a document is added to a job.
Job Task Added — Triggers when a task is added to a job.
Job Task Completed — Triggers when a job task is completed.

Show 19 more triggers

Job Task Updated — Triggers when a job task is updated.
Job Updated — Triggers when a job is updated.
List Job Tasks — Triggers when job tasks are retrieved.
New Client Created — Triggers when a new client is created.
New Cost Created — Triggers when a new cost is created in organisation settings.
New Custom Field Created — Triggers when a new custom field is added.
New Invoice Created — Triggers when a new invoice is created.
New Job Created — Triggers when a new job is created.
New Job Status — Triggers when a new job status is created in organisation settings.
New Lead — Triggers when a new lead is created.
New PO Bill Created — Triggers when a new purchase order bill is created.
New PO Stock Receipt Created — Triggers when a new purchase order stock receipt is created.
New Purchase Order Created — Triggers when a new purchase order is created.
New Quote Accepted — Triggers when a quote is accepted.
New Quote Issued — Triggers when a quote is issued.
New Supplier Created — Triggers when a new supplier is created.
New Task Created — Triggers when a new task is created in organisation settings.
New Timesheet Created — Triggers when a new timesheet is created.
New or Updated Quote — Triggers when a new quote is created, or when an existing quote’s status changes to the selected value (draft, issued, declined, accepted, or revised).

Things Salesflare can make it do

Create Client — Creates a new client.
Create Cost Admin — Creates a cost in cost admin.
Create Job — Creates a new job.
Create Job Cost — Creates a cost on a job using either the job number or the job uuid.
Create Job Task — Creates a task on a job using either the job number or the job uuid.