Connect WorkflowMax to OpenRegister

Both apps 56WorkflowMax 42OpenRegister 14

• 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
  Find Company by Name

  Returns German companies whose current or historical registered name matches the specified name.

• Action
  Find Company by URL

  Finds the German company behind a website URL and returns its company ID plus the email, phone and VAT ID found on the site.

• Action
  Find Insolvency Proceedings

  Returns German insolvency proceedings (companies and natural persons) that match a free-text search and/or structured filters.

• Action
  Find People by Name

  Returns people from the German commercial register whose name matches the search text, optionally narrowed by city, date of birth or active status.

• Action
  Get Company Contact Information

  Retrieve contact information for a German company: email, phone, VAT ID and the source web page.

• Action
  Get Company Details

  Returns the full register record of a German company by its OpenRegister ID.

• Action
  Get Company Financials

  Retrieves a company's published financial reports (balance sheets and income statements) and key financial indicators from the Bundesanzeiger.

• Action
  Get Company Historical Owners

  Retrieves the full ownership history of a German company (GmbH only) across every shareholder list it has filed.

• Action
  Get Company Holdings

  Retrieves the list of companies that a German company owns or has stakes in, including relation type and share amounts. Costs 10 OpenRegister credits per call.

• Action
  Get Company Owners

  Retrieves the shareholders and owners of a German company, with their ownership percentages, nominal shares and register roles.

• Action
  Get Company Ubos

  Retrieves the Ultimate Beneficial Owners (natural persons who ultimately own or control the company) of a German company, calculated across the full ownership chain. Costs 25 OpenRegister credits per call.

• Action
  Get Insolvency Proceeding

  Retrieve the full record of a single German insolvency proceeding, including its status, debtor, administrator, deadlines, distribution figures and complete event history.

• Action
  Get Person Details

  Retrieve detailed information about a person listed in the German commercial register: name, date of birth, age, city, and their current and past management positions across companies.

• Action
  Get Person Holdings

  Retrieve the company holdings (ownership stakes) associated with a specific person by person id.

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