Connect WorkflowMax to Lusha Connect

Both apps 55WorkflowMax 42Lusha Connect 13

• 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
  Company Lookalikes

  Returns companies similar to a set of seed companies you supply by domain or LinkedIn URL, using Lusha's AI-powered recommendations.

• Action
  Contact Lookalikes

  Returns contacts similar to a set of 5–100 seed contacts, using Lusha's AI-powered lookalike recommendations. Results are lightweight previews; enrich them to reveal emails and phone numbers.

• Action
  Enrich Companies

  Returns full company profiles (firmographics, industry codes, locations, and optional employee breakdowns, competitors, intent and parent companies) for up to 100 Lusha company IDs found with Find companies.

• Action
  Enrich Contacts

  Reveals emails and phone numbers for up to 100 Lusha contacts previously found with Search Contacts, returning their full profiles.

• Action
  Enrich Contacts by Lusha ID

  Reveals emails and phone numbers for up to 100 contacts using the Lusha contact IDs returned by Search Contacts.

• Action
  Find companies

  Looks up companies in Lusha by name, domain or Lusha company ID and returns a preview of each match, including what can be revealed with Enrich Companies.

• Action
  Find prospecting companies

  Searches Lusha's company database by firmographic filters (size, revenue, industry, location, technologies, intent, signals) and returns matching company previews with their Lusha IDs.

• Action
  Find prospecting contacts

  Searches Lusha's contact database for people matching your contact and company filters, returning lightweight previews with Lusha contact IDs you can pass to Enrich Contacts.

• Action
  Get account usage

  Returns your Lusha account's credit balance, rate-limit standing, plan details and per-action credit pricing.

• Action
  Get Company Signals

  Returns hiring, headcount, web traffic, IT spend, intent and news signal events for up to 100 Lusha companies.

• Action
  Search and Enrich Companies

  Finds up to 100 companies by name, domain or Lusha ID and returns their full firmographic profiles in one call.

• Action
  Search and Enrich Contacts

  Finds up to 100 contacts by email, LinkedIn URL, Lusha ID or name and company, and reveals their emails and phone numbers in one call.

• Action
  Search Contacts

  Looks up up to 100 contacts by Lusha ID, LinkedIn URL, email, or name and company, and returns a preview of each match plus what can be revealed with Enrich Contacts.

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