Connect Wheelbase and WorkflowMax

Both apps 62Wheelbase 20WorkflowMax 42

• Trigger
  New Customer

  Triggered when a new customer is created or a marketplace guest books with the dealer.

• Trigger
  New Message

  Triggers when a new message appears in a renter message thread, from the renter, your team or the system. If several messages arrive between checks, it fires once for that thread with the latest message.

• Trigger
  New or Updated Reservation

  Triggers when a reservation is created or updated in Wheelbase.

• Trigger
  New Rental

  Triggers when a new rental vehicle is added to your Wheelbase fleet. Requires a dealer account.

• Action
  Approve booking

  Approves a booking from your side. Returns the updated booking; for a dealer-created booking this sends the customer their quote, and once both sides approve, payment is captured and the booking is confirmed.

• Action
  Cancel booking

  Cancels a confirmed booking and returns the booking after the cancellation. Cancelling may trigger a refund under the listing's cancel policy.

• Action
  Create Customer

  Creates a customer in your Wheelbase account. If a customer with the same email already exists, that customer is updated and returned instead of creating a duplicate.

• Action
  Create Reservation

  Creates a reservation on a listing for the given dates, in negotiating status, for an existing or new customer. Returns the reservation with its pricing, payment schedule and trip details.

• Action
  Decline booking

  Declines a booking that has not yet been confirmed and returns the booking after the action. A booking that is already confirmed cannot be declined and must be cancelled instead.

• Action
  Find a Customer

  Returns the customers that match a name, email, phone number or customer id, including dealer-managed customers and marketplace guests who have booked with the dealer.

• Action
  Find a Rental

  Returns the rental listings that match a location, travel dates, guest count, vehicle type or instant-book setting.

• Action
  Get booking

  Returns a single booking by its id, including the renter, listing, dates, line items, totals and payment status. An error occurs if the booking is not found.

• Action
  Get customer

  Returns a single customer by id, including contact details, address, archived status and booking stats. An error occurs if the customer is not found.

• Action
  Get listing

  Returns the full, up-to-date detail for a single Wheelbase listing, including pricing, location, delivery options, owner, vehicle details and images.

• Action
  List booking payments

  Returns a booking's itemized money movement: customer charges, refunds and scheduled future charges, plus payouts made to your account.

• Action
  List bookings

  Returns the bookings your Wheelbase account participates in as owner or renter, optionally narrowed by status, customer or start date.

• Action
  List locations

  Returns the dealer's pickup and drop-off locations, with each location's address, coordinates and weekly hours.

• Action
  Update customer

  Updates the details of a customer your account manages, such as their name, contact details and address, and returns the updated customer. Marketplace customers cannot be edited.

• Action
  Update listing

  Updates a listing's name, description, nightly price or instant-book setting, and returns the updated listing.

• Action
  Update Reservation

  Updates the dates, guest count, discount code, insurance, delivery or add-ons on a reservation that has not yet been confirmed, and returns the updated reservation with its recalculated pricing.

• 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.