Connect WorkflowMax and Zoho Sheet

Both apps 62WorkflowMax 42Zoho Sheet 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.

• Trigger
  New or Updated Row (WorkDrive)

  Triggers when a new row is added or an existing row is modified in a specified worksheet.

• Trigger
  New Row (WorkDrive)

  Triggers when a new row is created in a specified worksheet.

• Trigger
  New Workbook

  Triggered when a new workbook is created in Zoho Sheet.

• Trigger
  Updated Column

  Fires when a cell inside the chosen column(s) of a Zoho Sheet worksheet is changed.

• Trigger
  Updated Column (WorkDrive)

  Triggers when the value of a particular column is set on both new and updated rows. The corresponding row data is returned along with this trigger.

• Action
  Create Row

  Adds one or more rows to a worksheet in a Zoho Sheet workbook, matching values to columns by the header row.

• Action
  Create Row (WorkDrive)

  Adds one or more rows to a worksheet in a Zoho Sheet workbook (including workbooks stored in Zoho WorkDrive), matching values to the table's header columns.

• Action
  Create Worksheet

  Adds a new worksheet (tab) to a Zoho Sheet workbook.

• Action
  Create Worksheet (WorkDrive)

  Creates a new worksheet in the specified workbook.

• Action
  Delete Row

  Deletes a particular row based on its index.

• Action
  Delete Row (WorkDrive)

  Deletes a particular row based on its index.

• Action
  List Worksheets

  Lists the worksheets (tabs) in a workbook via worksheet.list.

• Action
  Search and Delete Row

  Deletes the row(s) in a Zoho Sheet worksheet that match a search criteria, removing them so the rows below move up.

• Action
  Search and Delete Row (WorkDrive)

  Finds the rows in a worksheet of a WorkDrive-stored Zoho Sheet workbook that match a search criteria and deletes them.

• Action
  Search and Update Row

  Searches and then updates a row based on some criteria.

• Action
  Search and Update Row (WorkDrive)

  Finds the rows in a Zoho Sheet worksheet (stored in WorkDrive) that match a criteria and updates them with new column values.

• Action
  Search Row

  Returns the rows of a Zoho Sheet worksheet that match the specified criteria.

• Action
  Search Row - Workdrive Users

  Returns the rows of a Zoho Sheet worksheet (stored in WorkDrive) that match the specified criteria.

• Action
  Update Row

  Updates one row of a Zoho Sheet worksheet, identified by its row number, with new values keyed by column header.

• Action
  Update Row (WorkDrive)

  Updates one row of a worksheet in a Zoho Sheet workbook stored in WorkDrive, identified by its row number, with new values keyed by column header.

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