Connect WorkflowMax to Neon Postgres

Both apps 71WorkflowMax 42Neon Postgres 29

• 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 branch

  Create a new branch in a Neon project.

• Action
  Add compute endpoint

  Creates a compute endpoint (a Neon compute instance) on a branch of a Neon project. A branch can have one read-write endpoint and multiple read-only endpoints.

• Action
  Add database

  Creates a new Postgres database in a Neon project branch, owned by an existing role.

• Action
  Add project

  Creates a new Neon Postgres project with its default branch, database, role and compute, and returns the project along with its connection details.

• Action
  Add role

  Creates a Postgres role in the specified Neon project branch. Connections to the branch's active compute are dropped while the change applies.

• Action
  Delete branch

  Delete a branch by project_id and branch_id.

• Action
  Delete compute endpoint

  Deletes a compute endpoint from a Neon project. Existing connections to the compute are dropped. If the compute does not exist or was already deleted, the step still succeeds with an empty result.

• Action
  Delete database

  Deletes the specified database from a branch of a Neon project.

• Action
  Delete project

  Deletes a Neon project and all its branches, compute endpoints, databases and roles. The project can be recovered within 7 days.

• Action
  Delete role

  Deletes the specified Postgres role from a Neon branch.

• Action
  Get branch

  Retrieves details of a branch in a Neon project.

• Action
  Get compute endpoint

  Retrieve details about a compute endpoint.

• Action
  Get connection URI

  Retrieve a Postgres connection URI for a database/role/branch/endpoint combination.

• Action
  Get database

  Retrieves details of a database on a Neon project branch.

• Action
  Get project

  Retrieves the details of a Neon project, including its settings, compute configuration, history retention, owner and current usage metrics.

• Action
  Get role

  Retrieves details about a Postgres role (user) on a Neon branch.

• Action
  Get role password

  Retrieves the password for a Postgres role on a Neon branch.

• Action
  List branches

  Retrieve a list of branches for a Neon project.

• Action
  List compute endpoints

  Lists the compute endpoints (Neon compute instances) in a project.

• Action
  List databases

  Lists the databases on a branch of a Neon project.

• Action
  List operations

  Lists the operations (asynchronous actions such as starting a compute or creating a branch) Neon performed on a project. Operations older than 6 months may no longer be available.

• Action
  List projects

  Lists the Neon projects accessible to the connected account, optionally filtered by name/ID or organization.

• Action
  List roles

  Lists the Postgres roles on a Neon project branch.

• Action
  Start compute endpoint

  Start (resume) a suspended compute endpoint.

• Action
  Suspend compute endpoint

  Suspends the specified Neon compute endpoint (scales it to zero).

• Action
  Update branch

  Update a branch's properties (e.g. name, protected) by project_id and branch_id.

• Action
  Update compute endpoint

  Updates an existing compute endpoint in a Neon project by ID.

• Action
  Update database

  Updates the name or owner of a database on a Neon project branch.

• Action
  Update project

  Update settings for a Neon project by project_id.

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