Connect WorkflowMax to Fergus

Both apps 73WorkflowMax 42Fergus 31

• 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 Calendar Event

  Creates a new calendar event/booking.

• Action
  Add Contact

  Creates a new contact.

• Action
  Add Note

  Creates a new note against a record.

• Action
  Add Quote

  Creates a new draft quote on a Fergus job. Supported for jobs whose job type is Quote or Estimate.

• Action
  Add Task

  Creates a new task in Fergus, optionally linked to a job and assigned to employees.

• Action
  Archive Site

  Archives a site in Fergus. The site can later be restored.

• Action
  Create Customer

  Creates a new customer.

• Action
  Create Job

  Creates a job in Fergus — an active job, a draft job, or a variation of an existing job.

• Action
  Create Site

  Creates a new site.

• Action
  Delete Customer

  Deletes a Fergus customer by ID.

• Action
  Edit Draft Job

  Updates a draft job in Fergus. Only draft jobs can be edited; leave a field blank to keep its current value.

• Action
  Finalize Draft Job

  Finalises a draft job in Fergus, turning it into an active job.

• Action
  Find All Quotes

  Returns up to 100 quotes from across all jobs that match the specified status and date criteria.

• Action
  Find Customer

  Returns the customers whose name, or main or billing contact's name, email or phone, contains the search text.

• Action
  Find Site

  Finds sites by name, city, postal code, or free-text search. Returns the first page of matches (up to 10).

• Action
  Get Calendar Event

  Returns a single Fergus calendar event by its ID, including title, start/end times, event type, assigned user, linked job/job phase and recurrence details.

• Action
  Get Contact

  Returns a single Fergus contact (customer or site contact) by its ID, including name, position, company and contact items.

• Action
  Get Customer by ID

  Returns a Fergus customer by its ID.

• Action
  Get Customer Invoice

  Retrieves a customer invoice by ID.

• Action
  Get Job by ID

  Retrieves a specific job using its unique ID.

• Action
  Get Quotes for Job

  Returns all quotes for a Fergus job, optionally filtered by status.

• Action
  Get Site by ID

  Retrieves a specific site using its unique ID.

• Action
  List Contacts

  Lists contacts, with optional filtering.

• Action
  List Customer Invoices

  Lists customer invoices, with optional filtering.

• Action
  List Notes

  Returns the notes (with their replies) attached to a Fergus record.

• Action
  List Tasks

  Lists the company's tasks, optionally filtered by status, assigned employee, job, due date range or overdue state.

• Action
  Update Contact

  Updates an existing customer contact or site contact in Fergus.

• Action
  Update Customer

  Updates an existing customer's details.

• Action
  Update Quote

  Updates a draft quote on a Quote or Estimate job in Fergus: title, description and its sections with line items.

• Action
  Update Site

  Updates an existing site's details.

• Action
  Update Task

  Updates a task's description, due date, or assigned employees in Fergus. The job a task is linked to cannot be changed.

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