Connect WorkflowMax to Support Board

Both apps 78WorkflowMax 42Support Board 36

• 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 Conversation

  Creates a new conversation.

• Action
  Add Note

  Adds a new note to a conversation.

• Action
  Add User

  Create a new user in Support Board.

• Action
  Delete Message

  Deletes an existing message.

• Action
  Delete Note

  Deletes a note from a conversation.

• Action
  Delete User

  Deletes a user and all linked conversations and messages.

• Action
  Delete Users

  Deletes multiple users and all linked conversations and messages.

• Action
  Direct Message

  Sends a direct chat message.

• Action
  Get Agents in Conversation

  Returns an array with all the agents with at least one message in the conversation.

• Action
  Get Conversation

  Returns a conversation and the messages of the conversation.

• Action
  Get Conversations

  Returns all the conversations. Each conversation includes the last message of the conversation.

• Action
  Get External Setting

  Returns an external setting. External settings are saved on a dedicated database row.

• Action
  Get Last Agent in Conversation

  Returns the last agent who answered a conversation.

• Action
  Get Last Message

  Returns the last message in a conversation.

• Action
  Get Multi Setting

  Returns a subsetting of another setting.

• Action
  Get New Conversations

  Returns the conversations created after the given date/ID or with a message created after the given date/ID. Each conversation includes the last message of the conversation.

• Action
  Get New Messages

  Returns the messages of a conversation created after the given date/ID.

• Action
  Get New User Conversations

  Returns the user conversations created after the given date/ID or with a message created after the given date/ID. Each conversation includes the last message of the conversation.

• Action
  Get Notes

  Returns the internal notes of a conversation.

• Action
  Get Setting

  Returns a setting saved in the Settings area.

• Action
  Get Settings

  Returns an array with all the settings.

• Action
  Get User

  Returns one user's details (name, email, type, extra details) by user ID via api.php function=get-user; returns false when the user does not exist.

• Action
  Get User Conversations

  Returns the conversations of a user. Each conversation includes the last message of the conversation.

• Action
  Google Translate

  Translates multiple strings via Google Translate.

• Action
  Login

  Logins a user or agent. A user can log in in two ways: via email and password, or via user ID and token. The last value of the response is the encrypted login data ready to be stored in the sb-login cookie. Use the function SBF.loginCookie(response[1]); to store it. Returns false if login is unsuccessful.

• Action
  Push Notification

  Sends a Push notification to an agent, a group of agents, or all agents. Push notifications must be enabled in the settings area.

• Action
  Search Conversations

  Returns the conversations matching the search.

• Action
  Search User Conversations

  Returns the conversations of the given user ID that matches the search terms.

• Action
  Send Message

  Adds a new message to an existing conversation.

• Action
  Telegram Send Message

  Sends a message to Telegram.

• Action
  Update Conversation Agent

  Assigns or update the agent assigned to a conversation.

• Action
  Update Conversation Department

  Updates the department of a conversation.

• Action
  Update Conversation Status

  Updates the status code of a conversation.

• Action
  Update Message

  Updates an existing message.

• Action
  Update User

  Updates the details of an existing user.

• Action
  WhatsApp Send Message

  Sends a message to a WhatsApp number.

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