Runn + WorkflowMax
Create new Runn clients from newly created WorkflowMax clients
Whenever a new client is added in WorkflowMax, this automation ensures their details are directly replicated in Runn. It minimizes manual data entry and keeps your client details synced between both platforms seamlessly. This workflow simplifies client management for businesses using both WorkflowMax and Runn.
Whenever a new client is added in WorkflowMax, this automation ensures their details are directly replicated in Runn. It minimizes manual data entry and keeps your client details synced between both platforms seamlessly. This workflow simplifies client management for businesses using both WorkflowMax and Runn.
- When this happens...
New Client CreatedTriggers when a new client is created.
TriggerPollingZapier checks for new data every 15 min on the Free plan - automatically do this!
Create ClientCreates a new client.
ActionWriteCreate a new record or update an existing record in your app.
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Job Category Created
Triggers when a job category is created in job settings.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Cost Created
Triggers when a new cost is created in organisation settings.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Invoice Created
Triggers when a new invoice is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Job Status
Triggers when a new job status is created in organisation settings.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew PO Stock Receipt Created
Triggers when a new purchase order stock receipt is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Quote Issued
Triggers when a quote is issued.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Task Created
Triggers when a new task is created in organisation settings.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew PO Bill Created
Triggers when a new purchase order bill is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planJob ReferenceRequired
Job Task ReferenceRequired
Staff ReferenceRequired
DateRequired
Minutes
Start Time
End Time
Note
Billable
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Job ReferenceRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appClient ReferenceRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appJob Status ReferenceRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app
New Assignment
Triggers when a new assignment is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Contract
Triggers when a new contract is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew People Tag
Triggers when a new people tag is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Project
Triggers when a new project is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Rate Card
Triggers when a new rate card is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Skill
Triggers when a new skill is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Time Off
Triggers when a new time off (leave) is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Workstream
Triggers when a new workstream is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planDateRequired
PersonRequired
ProjectRequired
RoleRequired
Billable Minutes
Non Billable Minutes
Billable Note
Nonbillable Note
Workstream
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
Website
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.First NameRequired
Last NameRequired
Email
RoleRequired
Job Title
Employment Type
Start Date
End Date
Cost Per Hour
Minutes Per Day
Manager
Holiday Group
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
Default Hour Cost
Standard Rate
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Client Name
Client ID
ActionThis is an event a Zap performs.SearchFind existing data in your appProject Name
Project ID
External ID
ActionThis is an event a Zap performs.SearchFind existing data in your appClient Name
Client ID
NameRequired
Website
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundProject Name
Project ID
External ID
Project NameRequired
ClientRequired
Status
Pricing Model
Reference Rate Card
Rate Type
Primary Team
Reference Name
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
Job Updated
Triggers when a job is updated.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Client Created
Triggers when a new client is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Custom Field Created
Triggers when a new custom field is added.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Job Created
Triggers when a new job is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Lead
Triggers when a new lead is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Purchase Order Created
Triggers when a new purchase order is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Supplier Created
Triggers when a new supplier is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Timesheet Created
Triggers when a new timesheet is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Quote Accepted
Triggers when a quote is accepted.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planClient ReferenceRequired
Contact Reference
NameRequired
Estimated ValueRequired
Lead Template Reference
Lead DateRequired
Details
Lead Category Reference
Lead Owner Reference
Estimated Job Start Date
Estimated Duration (weeks)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Job ReferenceRequired
Fields to IncludeRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appStaff ReferenceRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appJob ReferenceRequired
Job Data to Include
ActionThis is an event a Zap performs.SearchFind existing data in your appNew Timesheet
Triggers when a new timesheet is entered.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Client
Triggers when a new client is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Holiday Group
Triggers when a new holiday group is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Person
Triggers when a new person is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Project Tag
Triggers when a new project tag is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Role
Triggers when a new role is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Team
Triggers when a new team is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew User
Triggers when a new user is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planPerson
Manager
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ProjectRequired
PersonRequired
RoleRequired
Start DateRequired
End DateRequired
Minutes Per DayRequired
Note
Billable
Workstream
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.PersonRequired
RoleRequired
Start Date
End Date
Employment Type
Cost Per Hour
Monday
Tuesday
Wednesday
Thursday
Friday
Job Title
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Project NameRequired
ClientRequired
Status
Pricing Model
Reference Rate Card
Rate Type
Primary Team
Reference Name
External ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Email Address
First Name
Last Name
Person ID
External ID
ActionThis is an event a Zap performs.SearchFind existing data in your appRole Name
Role ID
ActionThis is an event a Zap performs.SearchFind existing data in your appEmail Address
First NameRequired
Last NameRequired
Person ID
External ID
Email
RoleRequired
Job Title
Employment Type
Start Date
End Date
Cost Per Hour
Minutes Per Day
Manager
Holiday Group
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundRole Name
Role ID
NameRequired
Default Hour Cost
Standard Rate
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
About Runn
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