Connect AMcards.com and WorkflowMax

Both apps 62AMcards.com 20WorkflowMax 42

• Trigger
  New Card

  Triggers when a new card is created in your AMcards account.

• Trigger
  New Contact

  Triggers when a contact is added to your AMcards address book.

• Trigger
  New Mailing

  Triggers when a new mailing is scheduled in your AMcards account.

• Action
  Cancel Editable Cards by Contact

  Cancels every still-editable card sent to the contact with your contact ID, crediting the cost back.

• Action
  Cancel Mailing

  Cancels a mailing and its unsent cards; unprocessed cards and gifts are refunded.

• Action
  Create Contact

  Creates a contact in your AMcards address book.

• Action
  Create Group

  Creates a contact group.

• Action
  Delete Contact

  Permanently deletes a contact.

• Action
  Delete Group

  Deletes a contact group.

• Action
  Find Contacts

  Searches your contacts by name or other text and returns the matches.

• Action
  Get Contact

  Returns one contact's name, address and email.

• Action
  Get Mailing

  Returns one mailing and whether it is complete (0) or processing (1).

• Action
  List Campaigns

  Lists your drip campaigns with their IDs.

• Action
  List Gifts

  Lists the gifts AMcards offers with their IDs and prices in cents.

• Action
  List Groups

  Lists your contact groups with their IDs.

• Action
  List Templates

  Lists your quick-send card templates with their IDs.

• Action
  Schedule a Drip Campaign

  Starts one of your AMcards drip campaigns for a recipient, scheduling its cards.

• Action
  Send a Card

  Mails a physical greeting card from one of your AMcards templates to a recipient, optionally with a message, photo or gift.

• Action
  Update Contact

  Updates a contact's details; only the fields you fill in change.

• Action
  Update Group

  Renames a contact group.

• Trigger
  Job Category Created

  Triggers when a new job category is created in WorkflowMax.

• Trigger
  Job Cost Added

  Triggers when a new cost is added to any job.

• Trigger
  Job Document Added

  Triggers when a new document is added to the selected WorkflowMax job.

• Trigger
  Job Task Added

  Triggers when a new task is added to a job in WorkflowMax.

• Trigger
  Job Task Completed

  Triggers when a task on the selected job is marked completed.

• Trigger
  Job Task Updated

  Triggers when a task on the chosen job is added or changed.

• Trigger
  Job Updated

  Triggers when a job is created or any of its details change in WorkflowMax.

• Trigger
  List Job Tasks

  Triggers for each task on a WorkflowMax job, firing when a new task appears on the selected job.

• Trigger
  New Client Created

  Triggers when a new client is created in WorkflowMax.

• Trigger
  New Cost Created

  Triggers when a new cost item is added to the WorkflowMax cost list.

• Trigger
  New Custom Field Created

  Triggers when a new custom field definition is created in WorkflowMax.

• Trigger
  New Invoice Created

  Triggers when a new invoice is created in WorkflowMax.

• Trigger
  New Job Created

  Triggers when a new job is created in WorkflowMax.

• Trigger
  New Job Status

  Triggers when a new job status is added to the WorkflowMax account.

• Trigger
  New Lead

  Triggers when a new lead is added in WorkflowMax.

• Trigger
  New or Updated Quote

  Triggers when a quote is created or an existing quote changes in WorkflowMax.

• Trigger
  New PO Bill Created

  Triggers when a new bill is created against a purchase order in WorkflowMax.

• Trigger
  New Purchase Order Created

  Triggers when a new purchase order is created in WorkflowMax.

• Trigger
  New Quote Accepted

  Triggers when a quote in WorkflowMax is accepted.

• Trigger
  New Quote Issued

  Triggers when a quote in WorkflowMax is in the Issued state.

• Trigger
  New Supplier Created

  Triggers when a new supplier is created in WorkflowMax.

• Trigger
  New Task Created

  Triggers when a new task type is created in WorkflowMax settings.

• Trigger
  New Timesheet Created

  Triggers when a new timesheet entry is created in WorkflowMax.

• Action
  Create Client

  Creates a new client in WorkflowMax.

• Action
  Create Cost Admin

  Creates a cost item in the WorkflowMax cost settings list.

• Action
  Create Job

  Creates a new job in WorkflowMax for a client.

• Action
  Create Job Cost

  Adds a cost line to an existing WorkflowMax job.

• Action
  Create Job Task

  Adds a task from your WorkflowMax task list to a job.

• Action
  Create Lead

  Creates a new lead in WorkflowMax.

• Action
  Create Purchase Order

  Creates a draft purchase order with one line for a job and supplier.

• Action
  Create Task Admin

  Creates a task in your WorkflowMax task list, which can then be added to jobs.

• Action
  Create Timesheet

  Logs time against a job task for a staff member.

• Action
  Find Account

  Finds WorkflowMax accounts (organisations) your connection can access whose name contains the text you enter.

• Action
  Find Business Structure

  Finds client business structures (such as Company or Sole Trader) whose name contains the text you give.

• Action
  Find Client

  Finds clients whose name contains the text you give.

• Action
  Find Client Type

  Finds client types in WorkflowMax whose name contains the text you supply.

• Action
  Find Job

  Finds jobs whose name or job number contains the text you supply.

• Action
  Find Job Cost

  Finds costs on a WorkflowMax job whose description or code contains the text you supply.

• Action
  Find Job Status

  Finds job statuses in your WorkflowMax account whose name contains the text you give.

• Action
  Find Job Task

  Finds the tasks on a job whose name or description contains the text you supply.

• Action
  Find Staff

  Finds staff members in WorkflowMax whose name or email contains the text you supply.

• Action
  Find Tax

  Finds tax rates in WorkflowMax whose name contains the text you supply. Returns the matching taxes and whether any were found.

No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.