Connect WorkflowMax to Planfact

Both apps 62WorkflowMax 42Planfact 20

• 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 account

  Creates a new account (cash, card or electronic money account) in Planfact for a company, with its currency and opening balance.

• Action
  Add contragent

  Creates a new contragent (counterparty) in Planfact.

• Action
  Add invoice document

  Creates a new invoice (bill for payment) in PlanFact for a bank account and counterparty, optionally with product lines.

• Action
  Add operation category

  Creates a new income, outcome or balance-sheet category (article) in PlanFact.

• Action
  Add operation income

  Creates an income (incoming payment) operation on a Planfact account, optionally split across projects, counterparties and categories.

• Action
  Add operation outcome

  Creates an outcome (payment / expense) operation in Planfact on the chosen account.

• Action
  Add product

  Creates a new product or service in Planfact with its name, price, currency and VAT.

• Action
  Add project

  Creates a new project in Planfact, optionally in a project group and linked to a budget.

• Action
  Delete contragent

  Deletes a contragent (counterparty) from Planfact.

• Action
  Delete operation

  Deletes an operation (income, outcome, move or accrual transaction) from PlanFact by its ID.

• Action
  Get account

  Returns a single money account (cash, card or bank account) by its id, including its currency, current balance and bank details.

• Action
  Get contragent

  Returns a single contragent (counterparty) by its ID, including its names, tax identifiers, type, group and default income/outcome categories.

• Action
  Get operation

  Returns a single Planfact operation (income, outcome, move, accrual, shipment or supply) by its id, including its account, counterparty, category and project parts.

• Action
  Get project

  Returns a Planfact project by its ID, including its group, currency and status.

• Action
  List contragents

  Returns a list of counterparties (contragents), optionally filtered by name, type, status, group or change date.

• Action
  List operation categories

  Returns the account's income and expense categories (operation categories), optionally filtered by type, name or parent.

• Action
  List products

  Returns the products and services in your Planfact account, optionally filtered by search text, type, external ID or change date.

• Action
  List projects

  Returns the projects in your Planfact account, optionally filtered by name, group, status or dates.

• Action
  Update contragent

  Updates an existing counterparty (contragent) in Planfact, such as its name, tax details, type, default categories or group.

• Action
  Update project

  Updates an existing Planfact project's name, comment, status, group, budget or closed flag.

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