Connect WorkflowMax to BrasilAPI

Both apps 62WorkflowMax 42BrasilAPI 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
  Get address by CEP

  Look up a Brazilian postal code (CEP) and return the matching street, neighborhood, city, and state.

• Action
  Get area code info

  Look up a Brazilian telephone area code (DDD) and return its state and covered cities.

• Action
  Get bank by code

  Look up a single Brazilian bank's details by its Central Bank code.

• Action
  Get book info by ISBN

  Look up a book's title, author, and publisher information by its ISBN.

• Action
  Get company info by CNPJ

  Look up complete Brazilian company registration data (status, address, partners, activities) from the Receita Federal by CNPJ number.

• Action
  Get domain registration info

  Look up a .br domain's registration status and expiration date from Registro.br.

• Action
  Get exchange rate

  Get the Central Bank's official exchange rate (buy/sell) for a given currency on a given date.

• Action
  Get interest rate by index

  Get the current value of a Brazilian reference interest/inflation rate (e.g. SELIC, CDI) by its acronym.

• Action
  Get investment fund info by CNPJ

  Look up an investment fund registered with the CVM (securities regulator) by its CNPJ.

• Action
  Get national holidays by year

  List Brazil's national public holidays for a given year.

• Action
  Get NCM info by code

  Look up a Mercosur Common Nomenclature (NCM) tax classification code and return its description.

• Action
  Get TUSS procedure code info

  Look up a TUSS (Unified Terminology for Health Supplies) procedure or item code and return its description.

• Action
  Get weather forecast by city code

  Get the multi-day weather forecast for a Brazilian city from CPTEC by its city code.

• Action
  List B3 stocks

  List publicly traded stock tickers on Brazil's B3 stock exchange.

• Action
  List banks

  List all Brazilian banks registered with the Central Bank, with their codes and names.

• Action
  List Brazilian states

  List Brazil's states (UFs) with their codes and regions, per IBGE.

• Action
  List currencies

  List the foreign currencies available for exchange rate lookups.

• Action
  List hospitals

  List public hospitals registered in Brazil's national health facility registry (CNES).

• Action
  List municipalities by state

  List all municipalities (cities) within a Brazilian state, per IBGE.

• Action
  List PIX participants

  List the financial institutions participating in Brazil's PIX instant payment system.

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