Connect WorkflowMax to Cubo Crm

Both apps 62WorkflowMax 42Cubo Crm 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 activity

  Create an activity. POST activities; docs "Criar nova atividade".

• Action
  Add deal

  Create a deal (Negociação). POST on the deals resource; see docs.cubosuite.com.br "Criar novo negócio".

• Action
  Add note

  Create a note (Anotação). POST notes; docs "Criar nova anotação".

• Action
  Add organization

  Create an organization. POST organizations; docs "Criar nova organização".

• Action
  Add person

  Create a person (Pessoa). POST on persons; docs "Criar nova pessoa".

• Action
  Add product

  Create a product. POST products; docs "Criar novo produto".

• Action
  Delete deal

  Delete a deal by ID. DELETE on deals/{id}; docs "Excluir negócio".

• Action
  Delete person

  Delete a person by ID.

• Action
  Get deal

  Get a deal by ID. GET on deals/{id}; docs.cubosuite.com.br "Obter negócio por ID".

• Action
  Get organization

  Get an organization by ID.

• Action
  Get person

  Get a person by ID.

• Action
  List organizations

  List all organizations. GET organizations; docs "Listar todas as organizações".

• Action
  List people

  List all people. GET persons; docs "Listar todas as pessoas".

• Action
  List pipelines

  List all pipelines (Funis). GET pipelines; docs "Listar todos os funis".

• Action
  List products

  List all products. GET products; docs "Listar todos os produtos".

• Action
  List stages

  List all stages of a pipeline by pipeline ID; docs "Buscar todos os estágios do funil pelo ID".

• Action
  Update activity

  Update an activity by ID.

• Action
  Update deal

  Update a deal by ID. PUT on deals/{id}; docs "Atualizar negócio".

• Action
  Update organization

  Update an organization by ID.

• Action
  Update person

  Update a person by ID.

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