Connect WorkflowMax to Synthflow AI

Both apps 67WorkflowMax 42Synthflow AI 25

• 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
  Attach Action

  Attaches one or more existing actions to a Synthflow agent, optionally setting when each action runs and how its input variables are filled.

• Action
  Create Assistant

  Creates a new Synthflow voice agent with its prompt, voice, language and call behavior, and returns the new agent's ID.

• Action
  Create Booking Calcom Action

  Creates a real-time booking action that lets a Synthflow agent offer and book Cal.com appointments during a call.

• Action
  Create Booking GHL Action

  Creates a real-time booking action that lets a Synthflow agent book appointments on a GoHighLevel calendar during a call.

• Action
  Create Call

  Places a real-time outbound phone call from a Synthflow AI agent to the recipient you specify, and returns the new call's ID.

• Action
  Create Information Extractor Open Question Action

  Creates an information extractor action that has a Synthflow agent capture a free-form answer from a call. Returns the new action's ID, ready to attach to an agent.

• Action
  Create Information Extractor Single Choice Action

  Creates an information extractor action that has the agent pick one answer from a list of choices during a call. Returns the new action's ID.

• Action
  Create Information Extractor Yes No Action

  Creates a yes/no information extractor action, which pulls a yes or no answer out of a call conversation.

• Action
  Create SMS Action

  Creates a Send SMS action that an agent can use to text a message during a call, and returns the new action's ID.

• Action
  Create Transfer Call Action

  Creates a live transfer action that a Synthflow agent can use to hand a call over to a phone number, SIP target or phone book.

• Action
  Delete Action

  Deletes an action from your Synthflow account by its ID.

• Action
  Delete Assistant

  Deletes a Synthflow agent (assistant) by its ID.

• Action
  Detach Action

  Detaches one or more actions from a Synthflow agent so the agent can no longer use them.

• Action
  Get Action

  Returns the details of a Synthflow action, including its type, name, description and configured settings. Can also list the agents the action is assigned to.

• Action
  Get Assistant

  Returns one Synthflow agent by its ID, including its voice, prompt and call settings and its attached phone numbers.

• Action
  Get Call

  Returns a phone call's transcript, status, duration, executed actions and other details. An error occurs if the call is not found.

• Action
  List Actions

  Returns all actions in the Synthflow AI account, including each action's type, name, description and configuration.

• Action
  Text - Generate Response

  Sends a text message to an agent in an existing chat session and returns the response the agent generates.

• Action
  Update Assistant

  Updates an existing agent's name, phone number, voice, prompt or other settings. Only the values provided are changed.

• Action
  Update Booking Calcom Action

  Updates a real-time booking action that schedules appointments through Cal.com, including its availability window, meeting type and SMS confirmation. Returns the ID of the updated action.

• Action
  Update Booking GHL Action

  Updates a real-time booking action that books appointments through a GoHighLevel calendar, including its scheduling settings, confirmation mode and title. Returns the ID of the updated action.

• Action
  Update Information Extractor Open Question Action

  Updates an open-question information extractor action in Synthflow, changing its title, description or example answers. Anything left blank keeps its current value.

• Action
  Update Information Extractor Single Choice Action

  Updates the title, description, answer choices or examples of a single-choice information extractor action. Anything left blank keeps its current value.

• Action
  Update Information Extractor Yes No Action

  Updates the title, description or example answers of a yes/no information extractor action in Synthflow. Anything left blank keeps its current value.

• Action
  Update SMS Action

  Updates the name, message text or sending instructions of an existing SMS action.

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