Connect EquipDash and WorkflowMax

Both apps 95EquipDash 53WorkflowMax 42

• Trigger
  Booking Cancelled

  Triggers when a booking is cancelled.

• Trigger
  Booking Checked In

  Triggers when a booking is checked in.

• Trigger
  Booking Picked Up

  Triggers when a booking is picked up.

• Trigger
  Booking Returned

  Triggers when a booking is returned.

• Trigger
  Booking Status Changed

  Triggers when a booking status changes.

• Trigger
  Booking Updated

  Triggers when a booking is updated.

• Trigger
  Customer Updated

  Triggers when a customer is updated.

• Trigger
  Experience Created

  Triggers when a new experience is created.

• Trigger
  Experience Schedule Created

  Triggers when an experience schedule is created.

• Trigger
  Experience Updated

  Triggers when an experience is updated.

• Trigger
  Inventory Added

  Triggers when inventory is added to a product.

• Trigger
  Inventory Updated

  Triggers when inventory is updated.

• Trigger
  New Customer

  Triggers when a new customer is created.

• Trigger
  Payment Received

  Triggers when a payment is received.

• Trigger
  Product Created

  Triggers when a new product is created.

• Trigger
  Product Updated

  Triggers when a product is updated.

• Trigger
  Promo Code Created

  Triggers when a new promo code is created.

• Trigger
  Shift Created

  Triggers when a new shift is created.

• Action
  Add Inventory to Product

  Adds inventory to a product.

• Action
  Add Note to Booking

  Adds a note to a booking.

• Action
  Add Note to Customer

  Adds a note to a customer.

• Action
  Add Note to Workshop

  Adds a note to a workshop item.

• Action
  Add Payment to Booking

  Adds a payment to a booking.

• Action
  Add Pricing to Product

  Adds a pricing tier to a product.

• Action
  Add Schedule to Experience

  Adds a schedule slot to an experience.

• Action
  Add to Workshop

  Adds an item to the workshop.

• Action
  Archive Experience

  Archives an experience.

• Action
  Archive Product

  Archives a product.

• Action
  Cancel Booking

  Cancels a booking.

• Action
  Check Product Availability

  Checks availability of a product for given dates.

• Action
  Create Booking

  Creates a new booking.

• Action
  Create Customer

  Creates a new customer.

• Action
  Create Experience

  Creates a new experience.

• Action
  Create Experience Category

  Creates a new experience category.

• Action
  Create Product

  Creates a new product.

• Action
  Create Product Category

  Creates a new product category.

• Action
  Create Promo Code

  Creates a new promo code.

• Action
  Create Shift

  Creates a new staff shift.

• Action
  Create Tag

  Creates a new tag.

• Action
  Create Voucher

  Creates a new voucher.

• Action
  Delete Customer

  Deletes a customer.

• Action
  Find Customer

  Finds a customer.

• Action
  Find Experience

  Finds a experience.

• Action
  Find Product

  Finds a product.

• Action
  Find Promo Code

  Finds a promo code.

• Action
  Find Staff

  Finds a staff.

• Action
  Find Voucher

  Finds a voucher.

• Action
  Remove From Workshop

  Removes an item from the workshop.

• Action
  Update Booking Status

  Updates the status of a booking.

• Action
  Update Customer

  Updates a customer.

• Action
  Update Experience

  Updates an experience.

• Action
  Update Product

  Updates a product.

• Action
  Update Tags on Booking

  Updates the tags on a booking. Provide tag names — existing tags are matched, new tags are created automatically.

• 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.