Connect WorkflowMax to Luma

Both apps 59WorkflowMax 42Luma 17

• 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 guests

  Adds one or more guests to a Luma event, optionally assigning ticket types, an approval status, and whether Luma emails them. Returns any guests Luma skipped.

• Action
  Add host

  Adds a host to a Luma event, as a manager or as check-in staff, by email address.

• Action
  Add ticket type

  Creates a new ticket type (free or paid) for a Luma event. Paid ticket types require the calendar to have a connected Stripe account.

• Action
  Apply contact tag

  Applies a contact tag to existing contacts on your Luma calendar, identified by user ID or email. Does not create new contacts.

• Action
  Block contact

  Blocks a contact on your Luma calendar so they can't follow it or join its events, and stop receiving your invites and newsletters.

• Action
  Cancel event

  Cancels a Luma event. The event is permanently deleted, all guests are notified, and paid guests can optionally be refunded.

• Action
  Create Calendar Person

  Adds a person to your Luma calendar as a contact by email, optionally with a name and contact tags, so you can invite them to events and send newsletters.

• Action
  Get calendar

  Returns the details of the Luma calendar your connected API key belongs to, including its name, URL, location, social handles and default event settings.

• Action
  Get event

  Returns the details of a Luma event, including its schedule, location, visibility, hosts and, for events you manage, guest counts by status.

• Action
  Get guest

  Returns one guest of a Luma event, looked up by guest ID, ticket key, guest key or email, including their approval status, registration answers and tickets.

• Action
  Import contacts

  Imports contacts into your Luma calendar so you can invite them to events and send them newsletters, optionally tagging them.

• Action
  List contacts

  Returns the contacts (people) on your Luma calendar, optionally filtered by a name/email search, tags or membership status.

• Action
  List events

  Returns the events on your Luma calendar, optionally filtered by date range, submission status, platform and access level.

• Action
  List guests

  Returns the guests who have registered for or been invited to a Luma event, with their approval status, contact details, registration answers and tickets.

• Action
  List ticket types

  Returns every ticket type set up for a Luma event, including its name, price and capacity.

• Action
  Send invites

  Sends people an email invite (and an SMS if their phone is linked to Luma) to a Luma event. Returns any invitees who were skipped because they unsubscribed, were removed, or are blocked.

• Action
  Update guest status

  Changes a guest's registration status for a Luma event — approve (Going), decline, move back to pending approval, or waitlist — optionally refunding a paid guest and adding a personal note to the notification email.

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