Connect WorkflowMax to Front

Both apps 70WorkflowMax 42Front 28

• 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 Comment

  Adds an internal comment to a Front conversation.

• Action
  Add Contact Handle

  Adds a new handle (email, phone, social id, etc.) to an existing Front contact.

• Action
  Add Conversation Links

  Adds one or more links to a Front conversation, either existing links by id or external URLs (links are created as needed).

• Action
  Add Conversation Tags

  Adds one or more tags to a Front conversation.

• Action
  Assign or Unassign Conversation

  Assign or unassign a conversation to a teammate.

• Action
  Create Account

  Create a new account (company) in Front.

• Action
  Create Contact

  Creates a new contact in Front at the company level.

• Action
  Create Draft

  Creates a draft message that starts a new conversation in a Front channel.

• Action
  Create Draft Reply

  Creates a new draft as a reply to the last message in a Front conversation.

• Action
  Create Link

  Creates a new Link

• Action
  Find Account

  Finds a Front account by one of its domains or by its external ID.

• Action
  Find Contact

  Finds a Front contact by one of its handles (email address, phone number, social handle, etc.) and returns the matching contact.

• Action
  Find Conversation

  Returns up to 100 conversations matching a Front search query, most recently active first.

• Action
  Get Conversation

  Fetches a conversation by ID, with its status, assignee, tags, links and custom fields. An error occurs if the conversation is not found.

• Action
  Get Conversation Last Message

  Returns the most recent message in a Front conversation.

• Action
  Get Link

  Fetches a link by ID, with its name, type and external URL. An error occurs if the link is not found.

• Action
  Import Message

  Imports a message into a Front inbox without sending it through a channel, e.g. historical conversations or web form submissions.

• Action
  List Conversation Comments

  Returns the internal comments teammates have posted on a conversation, with each comment's body, author and time posted.

• Action
  List Link Conversations

  List the conversations linked to a specific Front link.

• Action
  Remove Contact Handle

  Removes a handle (email, phone, etc) from a Contact

• Action
  Remove Conversation Links

  Remove Links from a conversation.

• Action
  Remove Conversation Tags

  Remove Tags from a Conversation

• Action
  Send Message

  Sends a new message from a Front channel, starting a new conversation.

• Action
  Send Reply

  Replies to a conversation. This action is best used with a Front trigger. For example, auto-reply behavior could be setup by combining a "New Inbound Message" Front trigger with this action.

• Action
  Update Account

  Updates an existing account in Front.

• Action
  Update Contact

  Updates an existing Front contact's name, description, links, contact lists and custom fields. Fields left blank are not changed.

• Action
  Update Conversation

  Update the conversation status, assignee, inbox or tags.

• Action
  Update Link

  Update the name of a Link.

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