Connect Productive.io and WorkflowMax

Both apps 77Productive.io 35WorkflowMax 42

• Trigger
  New time entry

  Triggers when a new time entry is tracked in Productive.

• Action
  Add Comment to Deal

  Adds a comment to a deal in Productive.

• Action
  Add comment to task

  Adds a comment to a task in Productive.

• Action
  Add expense

  Creates a new expense in Productive, optionally allocated to a budget service.

• Action
  Add invoice

  Creates a new invoice for a client company in Productive.

• Action
  Add time entry

  Creates a time entry in Productive, logging minutes a person worked on a service (and optionally a task) on a given date.

• Action
  Create Booking

  Creates a booking that schedules a person's time on a service or an absence event over a date range in Productive.

• Action
  Create Company

  Creates a new company (client) in Productive with its billing, invoicing and contact details.

• Action
  Create Contact

  Creates a contact (person) in Productive, linked to a client company.

• Action
  Create Deal

  Creates a new deal in Productive with a name, owner, deal type and date, plus optional value, company, contact and other deal details.

• Action
  Create Project

  Creates a new project in Productive with a name, type, project manager and workflow, optionally linked to a client company.

• Action
  Create Service

  Creates a service (a billable line of work) on a Productive deal or budget.

• Action
  Create Task

  Creates a task in a Productive project task list, with optional assignee, dates, estimates, tags and recurrence.

• Action
  Create Task List

  Creates a task list inside a project folder in Productive.

• Action
  Delete task

  Permanently deletes a task in Productive.

• Action
  Find Company

  Finds companies in Productive by name or company code and returns the matches.

• Action
  Find Contact

  Finds contacts (client people) in Productive by search text, email or company, returning the matches and the first one.

• Action
  Find Deal

  Finds deals in Productive by name, number or company and returns the matches.

• Action
  Find invoices by criteria

  Returns invoices matching an invoice number and/or company, with the first match and a count.

• Action
  Find projects by criteria

  Finds projects matching a name, client company, project manager or status, returning the matches and the first one.

• Action
  Find Task

  Finds tasks matching a title, number, search text, project, task list, assignee or status, and returns the first match plus the full list.

• Action
  Find time entries by criteria

  Returns time entries matching the criteria you give, such as person, service, task or date range.

• Action
  Find User

  Finds users (team members) in your Productive organization by name or email and returns the matches.

• Action
  Get Booking

  Returns a single booking (resource-planning allocation of a person to a service or event) by its ID, including dates, hours and custom fields.

• Action
  Get Comment

  Returns a single comment by its ID, including its body, timestamps and the task, deal or other record it was posted on.

• Action
  Get Expense

  Returns a single expense by its ID, including amounts, dates, approval status, custom fields and related records.

• Action
  Get Service

  Returns a single service (a budget or deal line item) by its ID, including its attributes and custom field values.

• Action
  Get Task List

  Returns a single task list by its ID, including its name, position, archive status and its project, board and folder.

• Action
  Update booking

  Updates an existing booking in Productive, such as its dates, booked time, note or assigned service. Fields left blank are not changed.

• Action
  Update company

  Updates an existing company in Productive. Only the fields you fill in are changed.

• Action
  Update Contact

  Updates an existing contact (person) in Productive. Only the fields you fill in are changed.

• Action
  Update Deal

  Updates an existing deal or budget in Productive, changing only the fields you fill in.

• Action
  Update project

  Updates an existing project in Productive. Only the values you fill in are changed.

• Action
  Update Task

  Updates an existing task in Productive. Only the values you fill in are changed.

• Action
  Update time entry

  Updates an existing time entry in Productive, changing only the fields you fill in.

• 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.