Integration
Connect PostgreSQL and WorkflowMax
When New or Updated Row fires in PostgreSQL, your agent runs Create Job Task in WorkflowMax, or Job Category Created in WorkflowMax to Add Row in PostgreSQL. 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 PostgreSQL and WorkflowMax to do together?
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Claude Code
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Setup guide (opens in a new tab)Example flows
What PostgreSQL and WorkflowMax can do together
From PostgreSQL to WorkflowMax
When New or Updated Row in PostgreSQL
then Create Job Task in WorkflowMax
From WorkflowMax to PostgreSQL
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 PostgreSQL and WorkflowMax
Triggers and actions 27 triggers · 25 actions
- New or Updated Row
Triggers when a new row is added or modified.
- New or Updated Row (Custom Query)
Fires for each new or changed row returned by a SELECT statement you write against the connected PostgreSQL database.
- New Row
Triggers when you add a new row.
- New Table
Fires when a new table appears in the connected PostgreSQL database.
- Add Row
Adds a new row.
- Delete Row
Delete the rows in a table whose chosen column equals a value.
- Find Row
Finds a row in a table via a lookup column.
- Find Rows via Custom Query
Runs a SELECT statement you write against the connected PostgreSQL database and returns every row it matches.
- Find Row via Custom Query
Runs a SELECT statement you write against the connected PostgreSQL database and returns the first row it matches.
- Update Row
Updates an existing row.
- Job Category Created
Triggers when a new job category is created in WorkflowMax.
- Job Cost Added
Triggers when a new cost is added to any job.
- Job Document Added
Triggers when a new document is added to the selected WorkflowMax job.
- Job Task Added
Triggers when a new task is added to a job in WorkflowMax.
- Job Task Completed
Triggers when a task on the selected job is marked completed.
- Job Task Updated
Triggers when a task on the chosen job is added or changed.
- Job Updated
Triggers when a job is created or any of its details change in WorkflowMax.
- List Job Tasks
Triggers for each task on a WorkflowMax job, firing when a new task appears on the selected job.
- New Client Created
Triggers when a new client is created in WorkflowMax.
- New Cost Created
Triggers when a new cost item is added to the WorkflowMax cost list.
- New Custom Field Created
Triggers when a new custom field definition is created in WorkflowMax.
- New Invoice Created
Triggers when a new invoice is created in WorkflowMax.
- New Job Created
Triggers when a new job is created in WorkflowMax.
- New Job Status
Triggers when a new job status is added to the WorkflowMax account.
- New Lead
Triggers when a new lead is added in WorkflowMax.
- New or Updated Quote
Triggers when a quote is created or an existing quote changes in WorkflowMax.
- New PO Bill Created
Triggers when a new bill is created against a purchase order in WorkflowMax.
- New Purchase Order Created
Triggers when a new purchase order is created in WorkflowMax.
- New Quote Accepted
Triggers when a quote in WorkflowMax is accepted.
- New Quote Issued
Triggers when a quote in WorkflowMax is in the Issued state.
- New Supplier Created
Triggers when a new supplier is created in WorkflowMax.
- New Task Created
Triggers when a new task type is created in WorkflowMax settings.
- New Timesheet Created
Triggers when a new timesheet entry is created in WorkflowMax.
- Create Client
Creates a new client in WorkflowMax.
- Create Cost Admin
Creates a cost item in the WorkflowMax cost settings list.
- Create Job
Creates a new job in WorkflowMax for a client.
- Create Job Cost
Adds a cost line to an existing WorkflowMax job.
- Create Job Task
Adds a task from your WorkflowMax task list to a job.
- Create Lead
Creates a new lead in WorkflowMax.
- Create Purchase Order
Creates a draft purchase order with one line for a job and supplier.
- Create Task Admin
Creates a task in your WorkflowMax task list, which can then be added to jobs.
- Create Timesheet
Logs time against a job task for a staff member.
- Find Account
Finds WorkflowMax accounts (organisations) your connection can access whose name contains the text you enter.
- Find Business Structure
Finds client business structures (such as Company or Sole Trader) whose name contains the text you give.
- Find Client
Finds clients whose name contains the text you give.
- Find Client Type
Finds client types in WorkflowMax whose name contains the text you supply.
- Find Job
Finds jobs whose name or job number contains the text you supply.
- Find Job Cost
Finds costs on a WorkflowMax job whose description or code contains the text you supply.
- Find Job Status
Finds job statuses in your WorkflowMax account whose name contains the text you give.
- Find Job Task
Finds the tasks on a job whose name or description contains the text you supply.
- Find Staff
Finds staff members in WorkflowMax whose name or email contains the text you supply.
- 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.
Each app on its own
Reviews
What our customers say
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Questions
PostgreSQL and WorkflowMax, answered
What can start an automation from PostgreSQL?
Any of PostgreSQL's 4 triggers in the catalog, including New or Updated Row, New or Updated Row (Custom Query), New Row and New Table. Describe the moment in plain language and your agent picks the right one.
What can your agent do in WorkflowMax when something happens in PostgreSQL?
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 PostgreSQL?
Yes. When something happens in WorkflowMax, your agent can act in PostgreSQL too. This page covers both directions: WorkflowMax's triggers and PostgreSQL's actions are listed here as well.
Do I have to build a connector for PostgreSQL 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.