Integration
Connect Google Sheets and WorkflowMax
When Aggregate Metric Changed fires in Google Sheets, your agent runs Create Job Task in WorkflowMax, or Job Category Created in WorkflowMax to Add Row in Google Sheets. Describe the whole flow and it is built, tested on every scenario and kept running.
What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it.
Build solutions, not workarounds.
What do you want Google Sheets and WorkflowMax to do together?
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Claude Code
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Claude Code guide (opens in a new tab)Claude, web and desktop
Open Customize, then Connectors, then Add custom connector, and paste the address. On Team and Enterprise an owner adds it first.
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Paste the address where the client asks for a remote MCP server URL, and name the server apiant-ai where it lets you. APIANT's skills reach the client over the same connection.
Setup guide (opens in a new tab)Example flows
What Google Sheets and WorkflowMax can do together
From Google Sheets to WorkflowMax
When Aggregate Metric Changed in Google Sheets
then Create Job Task in WorkflowMax
When Cell Range Values Changed in Google Sheets
then Create Lead in WorkflowMax
From WorkflowMax to Google Sheets
When Job Category Created in WorkflowMax
then Add Row in Google Sheets
When Job Cost Added in WorkflowMax
then Create Multiple Spreadsheet Rows in Google Sheets
Starting points drawn from the triggers and actions in the catalog today. Describe the flow you need, at any depth, and your agent builds it and tests every scenario before it ships.
Everything your agent can do with Google Sheets and WorkflowMax
Triggers and actions 39 triggers · 65 actions
Trigger
Aggregate Metric ChangedFires when an aggregate metric (sum/avg/count/…) over a column changes.
Trigger
Cell Range Values ChangedFires when the values in a specific cell range change.
Trigger
Conditional Format Rule ChangedFires when a conditional-format rule changes.
Trigger
Data Validation Rule ChangedFires when a data-validation rule changes.
Trigger
Developer Metadata ChangedFires when developer metadata changes.
Trigger
Filtered Range Values ChangedFires when the values in a filtered range change.
Trigger
New RowsFires when new rows are appended to a Google Sheet.
Trigger
New Sheet AddedFires when a new sheet (tab) is added to a spreadsheet.
Trigger
New Spreadsheet CreatedFires when a new spreadsheet is created in the account.
Trigger
Spreadsheet Metadata ChangedFires when spreadsheet metadata changes.
Trigger
Spreadsheet Properties ChangedFires when spreadsheet properties change.
Trigger
Spreadsheet Row ChangedFires when a row matching a query changes.
Trigger
Spreadsheet Search MatchFires when a spreadsheet matching search criteria is found.
Trigger
Table Query Result ChangedFires when the result of a SQL-style table query changes.
Trigger
Table Schema ChangedFires when a table's column schema changes.
Trigger
Worksheet Names ChangedFires when worksheet (tab) names change.
Action
Add RowAppend a row to a Google Sheet
Action
Aggregate Column DataRead a range and compute an aggregate (sum|avg|min|max|count) over one column, skipping blank/non-numeric cells (so a header row is skipped automatically).
Action
Auto-Resize Rows or ColumnsAuto-fit row heights or column widths over an index range via autoResizeDimensions.
Action
Change Sheet PropertiesUpdate a worksheet's grid properties (row/column count) using an explicit field mask.
Action
Clear Basic FilterRemove the basic filter from a sheet via clearBasicFilter.
Action
Clear Spreadsheet Row(s)Clear the values in a range (formatting preserved).
Action
Copy RangeCopy a source cell range to a destination range within the spreadsheet.
Action
Copy WorksheetCopy a worksheet into a destination spreadsheet.
Action
Create ChartAdd a basic embedded chart (column/bar/line/etc.) built from a domain range and a series range on a sheet. Returns the new chartId.
Action
Create Conditional Formatting RuleAdd a boolean conditional formatting rule (e.g. NUMBER_GREATER) that colors matching cells.
Action
Create Multiple Spreadsheet RowsAppend many rows in one call.
Action
Create SpreadsheetCreate a new Google Sheets spreadsheet with the given title.
Action
Create Spreadsheet ColumnInsert a blank column at a given index.
Action
Create Spreadsheet RowAppend a single row of values to a sheet range.
Action
Create Spreadsheet Row at TopInsert a blank row just below the header (row 2), then write the given values into it in one operation.
Action
Create WorksheetAdd a new worksheet (tab) to an existing spreadsheet.
Action
Delete ChartDelete an embedded chart via deleteEmbeddedObject.
Action
Delete SheetDelete a worksheet from a spreadsheet by sheetId (gid).
Action
Delete Spreadsheet Row(s)Delete a contiguous block of rows by index.
Action
Find and ReplaceFind and replace text across the spreadsheet. Supply EXACTLY ONE scope: all_sheets=true OR sheet_id. Leave the other unset (do not pass all_sheets=false together with sheet_id).
Action
Find SpreadsheetFind spreadsheets by exact name via the Drive API (cross-host through the googlesheets connection).
Action
Find WorksheetReturn the worksheet whose title matches the given title (sheet_id/index/found), reading the spreadsheet's sheet properties.
Action
Format Cell RangeApply background color and bold formatting to a cell range via repeatCell.
Action
Format Spreadsheet RowApply a background color across an entire row via repeatCell over a row range.
Action
Get Conditional Format RulesList all conditional-format rules on each sheet (paired with the sheetId so a follow-up update can target a rule by index).
Action
Get Data RangeRead all values in a range.
Action
Get Data Validation RulesRead the data-validation rule set on every cell of a range (per-cell dataValidation, via includeGridData with a field mask).
Action
Get Many Spreadsheet Rows (Advanced)Read multiple ranges at once via batchGet.
Action
Get Row by IDRead a single row range. NOTE: Google Sheets has no row ID; the row number IS the identity.
Action
Get Sheet NamesReturn the titles of all sheets (tabs) in the spreadsheet.
Action
Get Spreadsheet by IDFetch spreadsheet metadata (title, sheets, gids, grid properties).
Action
List ChartsList all embedded charts (chartId + title) across every sheet in the spreadsheet.
Action
Lookup Spreadsheet RowRead a range and return the FIRST row whose cell at column_index equals match_value (Sheets has no server-side filter; this op filters the returned rows).
Action
Lookup Spreadsheet Rows (Advanced)Read multiple ranges via batchGet and return ALL rows whose cell at column_index equals match_value (Sheets has no server-side filter; this op filters the returned rows).
Action
Move ChartReposition an embedded chart to a new overlay anchor cell via updateEmbeddedObjectPosition.
Action
Rename SheetRename a worksheet's title.
Action
Search SpreadsheetsSearch spreadsheets by name substring (or full-text) via the Drive API, cross-host through the googlesheets connection.
Action
Set Basic FilterApply a basic filter to a range on a sheet via setBasicFilter.
Action
Set Data ValidationApply a ONE_OF_LIST dropdown data-validation rule to a cell range.
Action
Sort RangeSort a cell range by one column in ascending or descending order.
Action
Update ChartReplace an existing chart's spec (title, chart type, domain/series ranges) via updateChartSpec.
Action
Update Conditional Format RulesReplace an existing conditional-format rule (identified by its index on the sheet) with a new boolean rule.
Action
Update Data Validation RuleOverwrite the data-validation rule on a cell range with a ONE_OF_LIST dropdown (same endpoint as create; setDataValidation replaces whatever rule the range held).
Action
Update Spreadsheet RowOverwrite the values at a specific range.
Action
Update Spreadsheet Row(s)Update one or more disjoint ranges in a single batch.
Action
Upsert RowRead a range, find the row whose column_index cell equals match_value; UPDATE that row when found, otherwise APPEND a new row. One adaptive write request (method+path chosen by the match script).
Trigger
Job Category CreatedTriggers when a new job category is created in WorkflowMax.
Trigger
Job Cost AddedTriggers when a new cost is added to any job.
Trigger
Job Document AddedTriggers when a new document is added to the selected WorkflowMax job.
Trigger
Job Task AddedTriggers when a new task is added to a job in WorkflowMax.
Trigger
Job Task CompletedTriggers when a task on the selected job is marked completed.
Trigger
Job Task UpdatedTriggers when a task on the chosen job is added or changed.
Trigger
Job UpdatedTriggers when a job is created or any of its details change in WorkflowMax.
Trigger
List Job TasksTriggers for each task on a WorkflowMax job, firing when a new task appears on the selected job.
Trigger
New Client CreatedTriggers when a new client is created in WorkflowMax.
Trigger
New Cost CreatedTriggers when a new cost item is added to the WorkflowMax cost list.
Trigger
New Custom Field CreatedTriggers when a new custom field definition is created in WorkflowMax.
Trigger
New Invoice CreatedTriggers when a new invoice is created in WorkflowMax.
Trigger
New Job CreatedTriggers when a new job is created in WorkflowMax.
Trigger
New Job StatusTriggers when a new job status is added to the WorkflowMax account.
Trigger
New LeadTriggers when a new lead is added in WorkflowMax.
Trigger
New or Updated QuoteTriggers when a quote is created or an existing quote changes in WorkflowMax.
Trigger
New PO Bill CreatedTriggers when a new bill is created against a purchase order in WorkflowMax.
Trigger
New Purchase Order CreatedTriggers when a new purchase order is created in WorkflowMax.
Trigger
New Quote AcceptedTriggers when a quote in WorkflowMax is accepted.
Trigger
New Quote IssuedTriggers when a quote in WorkflowMax is in the Issued state.
Trigger
New Supplier CreatedTriggers when a new supplier is created in WorkflowMax.
Trigger
New Task CreatedTriggers when a new task type is created in WorkflowMax settings.
Trigger
New Timesheet CreatedTriggers when a new timesheet entry is created in WorkflowMax.
Action
Create ClientCreates a new client in WorkflowMax.
Action
Create Cost AdminCreates a cost item in the WorkflowMax cost settings list.
Action
Create JobCreates a new job in WorkflowMax for a client.
Action
Create Job CostAdds a cost line to an existing WorkflowMax job.
Action
Create Job TaskAdds a task from your WorkflowMax task list to a job.
Action
Create LeadCreates a new lead in WorkflowMax.
Action
Create Purchase OrderCreates a draft purchase order with one line for a job and supplier.
Action
Create Task AdminCreates a task in your WorkflowMax task list, which can then be added to jobs.
Action
Create TimesheetLogs time against a job task for a staff member.
Action
Find AccountFinds WorkflowMax accounts (organisations) your connection can access whose name contains the text you enter.
Action
Find Business StructureFinds client business structures (such as Company or Sole Trader) whose name contains the text you give.
Action
Find ClientFinds clients whose name contains the text you give.
Action
Find Client TypeFinds client types in WorkflowMax whose name contains the text you supply.
Action
Find JobFinds jobs whose name or job number contains the text you supply.
Action
Find Job CostFinds costs on a WorkflowMax job whose description or code contains the text you supply.
Action
Find Job StatusFinds job statuses in your WorkflowMax account whose name contains the text you give.
Action
Find Job TaskFinds the tasks on a job whose name or description contains the text you supply.
Action
Find StaffFinds staff members in WorkflowMax whose name or email contains the text you supply.
Action
Find TaxFinds 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.
Each app on its own
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Questions
Google Sheets and WorkflowMax, answered
What can start an automation from Google Sheets?
Any of Google Sheets's 16 triggers in the catalog, including Aggregate Metric Changed, Cell Range Values Changed, Conditional Format Rule Changed and Data Validation Rule Changed. Describe the moment in plain language and your agent picks the right one.
What can your agent do in WorkflowMax when something happens in Google Sheets?
Any of WorkflowMax's 19 actions, including Create Client, Create Cost Admin, Create Job and Create Job Cost. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from WorkflowMax to Google Sheets?
Yes. When something happens in WorkflowMax, your agent can act in Google Sheets too. This page covers both directions: WorkflowMax's triggers and Google Sheets's actions are listed here as well.
Do I have to build a connector for Google Sheets or WorkflowMax?
No. Both are in the catalog with their triggers and actions. You describe the automation; your agent builds it, tests every scenario and keeps it running.
What happens when something fails?
Your agent works that out for you. It plans the failure paths along with the happy path, then tests every scenario before it ships.
Is there a free plan?
Yes. Every plan includes the agent, including free, and building from your own AI client spends no assistant credits.