Connect WorkflowMax to Sequenzy

Both apps 55WorkflowMax 42Sequenzy 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
  Add subscriber to list

  Adds one or more subscribers to a Sequenzy list by email address, creating any subscriber that does not exist yet.

• Action
  Add tag

  Adds a tag to a subscriber, creating the subscriber and the tag if they don't exist yet. Adding a tag can start any sequence set to begin when that tag is added.

• Action
  Add Tag to Subscriber

  Adds a tag to a subscriber, creating the subscriber and the tag if they don't exist yet. Adding a tag can start any sequence set to begin when that tag is added.

• Action
  Create or Update Subscriber

  Creates a subscriber in Sequenzy, or updates the existing subscriber with the same email, external ID or phone. Returns the subscriber and whether it was created, updated or skipped.

• Action
  Delete Subscriber

  Permanently deletes a subscriber by email address. Sequenzy later erases the subscriber's recorded activity and attributes.

• Action
  Find Subscriber

  Returns the subscribers that match a search term: a whole email address finds that one contact, anything shorter searches email, external ID, name and tags. Results can be narrowed by status, tags, list, segment, custom attribute or opt-out date.

• Action
  Get subscriber

  Returns a subscriber by email address, including tags, custom attributes, notes, list memberships, sequence enrollments, email engagement stats and recent activity.

• Action
  List lists

  Returns every subscriber list in your Sequenzy account, with each list's name, description, privacy setting and subscriber counts.

• Action
  List subscribers

  Returns subscribers in your Sequenzy account, optionally filtered by status, search text, tags, list, segment, custom attribute or opt-out date.

• Action
  List tags

  Returns every tag defined in your Sequenzy account, with each tag's id, name, color and whether it is a system tag.

• Action
  Remove subscriber from list

  Removes one or more subscribers from a subscriber list by email address or subscriber ID. The subscribers themselves are kept; only their list membership is removed.

• Action
  Remove tag from subscriber

  Removes a tag from a Sequenzy subscriber, identified by email or external ID. Returns the subscriber and whether the tag was removed.

• Action
  Trigger Event for Subscriber

  Records an event for a subscriber in Sequenzy, creating the subscriber if needed, which can start event-triggered sequences and apply sync rules.

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