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Zapier makes it easy to integrate WorkflowMax with Just Invoice - no code necessary. See how you can get setup in minutes.
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WorkflowMax
WorkflowMax
1. Choose trigger event
Just Invoice
Just Invoice
2. Choose action
1. Select the event
Setup
Test
WorkflowMax
Choose a trigger event
Choose a trigger
A trigger is the event that starts your Zap—like a "Job Category Created" from WorkflowMax.
Add your action
An action happens after the trigger—such as "Mark Invoice Cancelled" in Just Invoice.
You’re connected!
Zapier seamlessly connects WorkflowMax and Just Invoice, automating your workflow.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
Job Category Created
Triggers when a job category is created in job settings.
Create a new record or update an existing record in your app.
Job Reference
Required
Date
Required
Cost Reference
Cost Name
Unit Cost
Unit Price
Quantity
Required
Actual
Required
Phase Reference
Supplier Reference
Cost Code
Type
Billable
Note
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Client Reference
Required
Contact Reference
Name
Required
Estimated Value
Required
Lead Template Reference
Lead Date
Required
Details
Lead Category Reference
Lead Owner Reference
Estimated Job Start Date
Estimated Duration (weeks)
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Task Name
Required
Base Rate
Required
Billable Rate
Required
Description
Tax Reference 1
Tax Reference 2
Export Code
Income Account Reference
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Account Code
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
Name
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
Job Task Reference
Required
Job Reference
Include Additional Data
Action
This is an event a Zap performs.
Search
Find existing data in your app
Tax Name
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
Job Reference
Required
Job Data to Include
Action
This is an event a Zap performs.
Search
Find existing data in your app
Invoice Number
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Invoice Number
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Invoice Number
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
For AI agents & developers
Use WorkflowMax and Just Invoice with AI agents and code
Beyond Zap workflows. Call WorkflowMax and Just Invoice actions directly from your AI client or your codebase, using the same 9,000+ app integrations Zapier already runs.
No code
Connect via Zapier MCP
Expose WorkflowMax and Just Invoice actions as tools in any MCP client. Authenticate once, then call them in natural language.
Example actions on this page
Create Client
Mark Invoice Cancelled
Works with
Claude · ChatGPT · Cursor · any MCP-compatible client
There is no Python package yet. SDK is TypeScript-only (@zapier/zapier-sdk). The MCP server URL is personal to your account; get it at zapier.com/mcp.
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Customers who say using Zapier has made them better at their job
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Customers have created over 25 million Zaps on the platform
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The average user takes less than 6 minutes to set up a Zap
Connect WorkflowMax and Just Invoice to integrate crucial parts of your business
With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.
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Automate your way to actionable, up-to-date data
The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.
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Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.
Make work flow with AI
Level up your WorkflowMax to Just Invoice integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.
