Connect WorkflowMax to ManyRequests

Both apps 69WorkflowMax 42ManyRequests 27

• 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 invoice

  Adds a new invoice for a client from catalog services, pricing variations or custom line items, and returns the new invoice's id. The invoice is emailed to the client unless it is created as a draft.

• Action
  Add organization

  Creates a new organization in your ManyRequests portal along with its owner client user. Returns the organization that was added.

• Action
  Add organization member

  Adds a member to an organization, creating a new client user if no user with that email exists yet.

• Action
  Add subscription to organization

  Adds a recurring service subscription to a client organization and returns the new subscription.

• Action
  Add time entry

  Logs time worked on a request for a team member, from a start time to an end time.

• Action
  Cancel Client Subscription

  Cancels an active recurring service subscription belonging to a client organization.

• Action
  Create Client

  Creates a client user in a ManyRequests organization. If a user with the email already exists, they are added to the organization.

• Action
  Create Comment

  Adds a comment to a request, posted as the chosen user, optionally internal-only or scheduled for later delivery.

• Action
  Create organization brand

  Creates a new brand within an organization.

• Action
  Create Request

  Creates a new service request for a client under one of your services, with an optional description, priority, status, due date, brand, assignees and tags.

• Action
  Delete client

  Deletes a client and removes them from their organization. A client who is the sole owner of an organization with active subscriptions cannot be deleted.

• Action
  Delete organization

  Deletes an organization and all of its members from your ManyRequests portal.

• Action
  Delete request

  Deletes a request in ManyRequests.

• Action
  Find Comments for Request

  Returns the comments on a ManyRequests request, optionally limited to internal or non-internal comments.

• Action
  Find Organization

  Finds organizations whose name, owner name or owner email matches the search text, optionally narrowed by tags or subscription status.

• Action
  Find Request

  Returns the service requests that match your search text or filters, such as status, priority, client, organization, assignee or request number.

• Action
  Get client

  Returns a single client by ID, including their name, email and organization.

• Action
  Get invoice

  Returns a single invoice with its status, number, notes, payment details and dates, optionally with its line items, taxes, client, coupon and payment gateway.

• Action
  Get organization

  Returns a single organization by its ID, with its name, logo and dates, plus any related records you ask to include. An error occurs if the organization is not found.

• Action
  Get request

  Returns a single service request by its ID or slug, with optional related records such as status, client, service, tags and form fields.

• Action
  List clients

  Returns the clients in your ManyRequests portal, with optional search, organization filter and sorting.

• Action
  List services

  Returns the services offered in your ManyRequests portal, optionally filtered by search text, type, allocation or sale status.

• Action
  List team members

  Returns the portal admins, admins and team members in your ManyRequests portal, optionally filtered by email or role.

• Action
  Update client

  Updates a client's name and/or email address.

• Action
  Update organization

  Updates the name of an existing organization and returns the updated organization.

• Action
  Update Request

  Updates an existing request's title, description, priority, status, due date, brand, assignees, tags or form fields.

• Action
  Update Request Status

  Moves a ManyRequests request to a different status.

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