Connect WorkflowMax to Belong

Both apps 62WorkflowMax 42Belong 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 hub

  Creates a new hub (community group or NFT collection hub) owned by the connected user.

• Action
  Add note

  Creates a note in a Belong hub with a title, description and content.

• Action
  Add ticket tier

  Creates a priced ticket tier on a Belong event.

• Action
  Create Event

  Creates a new event in Belong with its name, schedule, place and visibility settings, and returns the created event.

• Action
  Delete event

  Deletes an event (activity) in Belong.

• Action
  Delete hub

  Deletes a hub in Belong by its id or slug.

• Action
  Delete note

  Deletes a note in Belong by its ID or slug.

• Action
  Delete ticket tier

  Deletes a ticket tier from an event. Only tiers with no sold tickets and no attached NFT collection can be deleted.

• Action
  Find events nearby

  Finds Belong events within the default radius of a latitude/longitude, optionally filtered by hub, owner, category, dates or a search term.

• Action
  Get event

  Returns a single Belong event by its id or slug, including its schedule, place, and settings.

• Action
  Get hub

  Returns a Belong hub by its id or public slug.

• Action
  Get note

  Returns a single Belong note by its ID or slug, including its title, description, content and hub.

• Action
  Get user profile

  Returns the profile of the Belong user whose account is connected: name, email, phone, username and biography.

• Action
  List events

  Returns a list of Belong events, optionally filtered by hub, owner, category, dates or search text.

• Action
  List hubs

  Returns a list of Belong hubs, optionally filtered by type, status, owner, member or search text.

• Action
  List ticket tiers

  Returns an event's ticket tiers with inventory, pricing and the payment methods each tier can be bought with.

• Action
  Update event

  Updates an existing Belong event's details such as name, description, dates, place, visibility and status. Only the fields you fill in are changed.

• Action
  Update hub

  Updates an existing Belong hub's details, and can optionally connect existing events to it.

• Action
  Update note

  Updates the title, description or content of an existing Belong note.

• Action
  Update ticket tier

  Updates a ticket tier on an event: its name, description, card price, currency or capacity.

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