Connect ManyContacts and WorkflowMax

Both apps 72ManyContacts 30WorkflowMax 42

• Trigger
  Contact Created

  Triggers when a new contact appears in ManyContacts.

• Action
  Add Contact Custom Field

  Creates or updates one custom field value on a ManyContacts contact.

• Action
  Add Contact Tag

  Adds a tag to a ManyContacts contact and returns the contact with its tags.

• Action
  Add Contact Tag by Name

  Adds a tag by name to the ManyContacts contact with a phone number, creating the tag and the contact if they do not exist.

• Action
  Add Contact to Team

  Adds a ManyContacts contact to a team and returns the contact.

• Action
  Add Internal Note Contact

  Adds an internal note to a contact's conversation in ManyContacts; the note is not sent to the customer.

• Action
  Assign Contact

  Assigns a ManyContacts contact to a user (agent) and returns the updated contact.

• Action
  Close Conversation

  Closes a ManyContacts contact's conversation and returns the updated contact.

• Action
  Contact Create or Update

  Creates a ManyContacts contact for a phone number, or updates the existing one's name, email, notes and conversation status.

• Action
  Create Contact

  Creates a ManyContacts contact from a phone number, or returns the existing contact with that number.

• Action
  Create Tag

  Creates a ManyContacts tag with a name and optional color.

• Action
  Delete Tag

  Deletes a ManyContacts tag.

• Action
  Find Contact by Phone

  Finds a ManyContacts contact by phone number. Returns empty fields when no contact has that number.

• Action
  Get Contact

  Returns a ManyContacts contact by its ID, including name, phone number, email, conversation status, custom fields and tags.

• Action
  List Contacts

  Returns ManyContacts contacts, optionally filtered by assignment, closed status, assigned users or tags.

• Action
  List Tags

  Returns ManyContacts tags, optionally filtered by part of the name.

• Action
  List Teams

  Returns the ManyContacts organization's teams with their members.

• Action
  List Templates

  Returns the approved, visible WhatsApp templates in ManyContacts.

• Action
  List Users

  Returns the ManyContacts organization's users (agents), including whether each is an AI agent.

• Action
  Move Contact to Stage

  Moves the ManyContacts contact with a phone number to a stage of the default pipeline, by the stage's position.

• Action
  Open Conversation

  Reopens a ManyContacts contact's conversation and returns the updated contact.

• Action
  Remove Contact from Team

  Removes a ManyContacts contact from a team and returns the contact.

• Action
  Remove Contact Tag

  Removes a tag from a ManyContacts contact and returns the contact with its remaining tags.

• Action
  Send Interactive Message

  Sends a WhatsApp message with 1-3 reply buttons, or an option list for 4-10 choices, to a contact who wrote within the last 24 hours.

• Action
  Send Template Message

  Sends a Meta-approved WhatsApp template to a phone number, filling its header, body and button variables.

• Action
  Send WhatsApp Message

  Sends a WhatsApp text message to a contact by phone number or contact ID. A contact is created if the number is new.

• Action
  Start Chatbot

  Sends the chatbot's first message to a ManyContacts contact.

• Action
  Unassign Contact

  Removes the user assignment from a ManyContacts contact and returns the updated contact.

• Action
  Update Contact

  Updates a ManyContacts contact's name, phone number, email, notes, conversation status or lock.

• Action
  Update Tag

  Renames or recolors a ManyContacts tag.

• 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.