Connect Assembly.com and WorkflowMax

Both apps 124Assembly.com 82WorkflowMax 42

• Trigger
  Client Activated

  Triggers when a client authenticates in the Assembly for the first time

• Trigger
  Client Created

  Triggers when a new client is created.

• Trigger
  Client Updated

  High-frequency trigger for each client user update.

• Trigger
  Company Created

  Triggers when a company gets created in the Assembly for the first time

• Trigger
  Company Custom Fields Updated

  Triggers only when a company has updates to custom fields.

• Trigger
  Contract Requested

  Triggers when a contract is assigned to a client.

• Trigger
  Contract Signed

  Triggers when a contract is signed.

• Trigger
  File Created

  Triggers when a file gets created within a file channel

• Trigger
  File Updated

  Triggers when a file has been updated within a file channel

• Trigger
  Folder Created

  Triggers when a folder gets created within a file channel

• Trigger
  Folder Deleted

  Triggers when a folder gets deleted within a file channel

• Trigger
  Folder Updated

  Triggers when a folder gets updated within a file channel

• Trigger
  Form Response Completed

  Triggers when a form response has been completed by a recipient

• Trigger
  Internal User Created

  Triggers when a new internal user is created.

• Trigger
  Invoice Created

  Triggers when an invoice is created

• Trigger
  Invoice Deleted

  Triggers when an invoice is deleted

• Trigger
  Invoice Paid

  Triggers when an invoice is paid

• Trigger
  Invoice Sent

  Triggers when an invoice is sent

• Trigger
  Invoice Updated

  Triggers when an invoice is updated

• Trigger
  Invoice Voided

  Triggers when an invoice is voided

• Trigger
  Link Created

  Triggers when a link gets created within a file channel

• Trigger
  Link Updated

  Triggers when a link gets updated within a file channel

• Trigger
  List Clients

  Lists the clients.

• Trigger
  List Companies

  Lists the companies.

• Trigger
  List Form Responses

  List Form Responses for a specific form

• Trigger
  List Invoice Templates

  Lists the invoice templates.

• Trigger
  List Message Channels

  Lists the message channels.

• Trigger
  List Messages

  Lists messages in a channel

• Trigger
  List Notes

  Lists notes in a workspace.

• Trigger
  List Payments

  Lists the payments.

• Trigger
  List Prices

  Lists the prices.

• Trigger
  List Products

  Lists the products.

• Trigger
  List Subscriptions

  Lists the subscriptions.

• Trigger
  List Subscription Templates

  Lists the subscription templates.

• Trigger
  List Task Comments

  Lists task comments in a workspace.

• Trigger
  List Tasks

  Lists tasks in a workspace.

• Trigger
  List Task Templates

  Lists task templates in a workspace.

• Trigger
  Message Channel Created

  Triggers when a new message channel is created.

• Trigger
  Message Channel Deleted

  Triggers when a message channel is deleted.

• Trigger
  Message Sent

  Triggers when a message gets sent in any channels belonging to the portal

• Trigger
  Note Created

  Triggers when a new note is created.

• Trigger
  Note Updated

  Triggers when a note is updated.

• Trigger
  Notification Created

  Triggers when a new notification is created.

• Trigger
  Payment Failed

  Triggers when a payment is failed for an invoice

• Trigger
  Payment Succeeded

  Triggers when a payment is successful for an invoice

• Trigger
  Price Created

  Triggers when a price is created

• Trigger
  Product Created

  Triggers when a product is created

• Trigger
  Product Updated

  Triggers when a product is updated

• Trigger
  Subscription Canceled

  Triggers when an subscription is canceled

• Trigger
  Subscription Created

  Triggers when an subscription is created

• Trigger
  Task Archived

  Triggers when a task gets archived in your workspace.

• Trigger
  Task Completed

  Triggers when a task gets completed in your workspace.

• Trigger
  Task Created

  Triggers when a task gets created in your workspace.

• Trigger
  Task Deleted

  Triggers when a task gets deleted in your workspace.

• Trigger
  Task Updated

  Triggers when a task gets updated in your workspace.

• Action
  Create Client

  Creates a new client.

• Action
  Create Company

  Creates a new company.

• Action
  Create File

  Creates a file in a specified files channel.

• Action
  Create Folder

  Creates a folder in a specified file channel.

• Action
  Create Link

  Creates a link in a specified files channel.

• Action
  Create Message Channel

  Creates a new message channel.

• Action
  Create Note

  Creates a new note.

• Action
  Find a Client

  Search for a client by ID, email, or company.

• Action
  Find a Company

  Search for a company by ID or name.

• Action
  Find a File

  Search for a file by ID.

• Action
  Find a Form

  Search for a Form by ID.

• Action
  Find a Message Channel

  Search for a message channel by ID or by filters

• Action
  Find an Internal User

  Search for an internal user by ID.

• Action
  Find an Invoice

  Search for an invoice by ID.

• Action
  Find a Note

  Search for a note by ID or by filters

• Action
  Find a Price

  Search for a Price by ID.

• Action
  Find a Product

  Search for a Product by ID.

• Action
  Find a Subscription

  Search for a Subscription by ID.

• Action
  Find a Task

  Search for a task by ID or by filters

• Action
  Find a Task Comment

  Search for a task comment by ID

• Action
  Find a Task Template

  Search for a task template by ID or by filters

• Action
  Request Form Responses

  Ask clients to fill out a form.

• Action
  Send Message

  Create and send a message to a designated message channel.

• Action
  Update Client

  Update a client

• Action
  Update Company

  Update the name of a company

• Action
  Update Internal User

  Update an internal user

• Action
  Update Note

  Update the title and content of a note.

• 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.