Connect WorkflowMax to AFrame

Both apps 62WorkflowMax 42AFrame 20

• 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.

• Action
  Add contact note

  Adds a note to an existing contact in AFrame and returns the created note.

• Action
  Add event

  Creates a new event (date or appointment) on an AFrame transaction, with a fixed date or a date calculated from another transaction date.

• Action
  Add task

  Creates a new Task in AFrame, assigned to a team member and optionally linked to a transaction or contact.

• Action
  Add transaction attachment

  Creates a new attachment entry (a file placeholder or a web link) on an AFrame transaction.

• Action
  Add transaction note

  Adds a note (or showing / price-change activity) to an existing AFrame transaction.

• Action
  Add transaction participant

  Adds a participant to an AFrame transaction in a given role, either linking an existing contact, creating a new contact inline, or holding the role as a placeholder.

• Action
  Create Contact

  Creates a new Contact in your AFrame team, with name, company, emails, phones, addresses and categories.

• Action
  Create Transaction

  Creates a new Transaction in AFrame for a property address, with optional prices, key dates, assigned team members and custom field values.

• Action
  Find contacts

  Searches AFrame contacts by name, company, team, email, categories, or created/edited date range and returns the matching contacts (up to 100).

• Action
  Find tasks

  Returns tasks matching the given status, due/completion dates, transaction, contact or assignee filters (up to 100).

• Action
  Find team members

  Finds team members in your AFrame team by name, email, role, type or active status.

• Action
  Find transactions

  Searches transactions by ID, stage, property address, or created/edited date range and returns the matching transactions (up to 100).

• Action
  Get contact

  Returns a contact's details, including name, emails, phones, addresses, owners and categories.

• Action
  Get contact note

  Returns a single contact note by its ID, including its content, type, date and any attached file details.

• Action
  Get Event

  Returns one event (a date or appointment such as a closing date) on a transaction.

• Action
  Get transaction

  Returns a single AFrame transaction by its ID, including its status, property details, participants and custom field values.

• Action
  Get Transaction Note

  Returns a transaction note by its ID, including its content, activity date, contact details and visibility settings.

• Action
  Update contact

  Updates an existing AFrame contact, changing only the fields you fill in.

• Action
  Update task

  Updates an existing AFrame task, changing only the fields you fill in, and returns the updated task.

• Action
  Update transaction

  Updates an existing AFrame transaction's property address, status, assigned team members, prices, dates and commission. Only the fields you fill in are changed.

No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.