Runn + WorkflowMax
Runn + WorkflowMax
Runn + WorkflowMax integrations
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.
- When this happens...
New Client CreatedTriggers when a new client is created.TriggerPolling - automatically do this!
Create ClientCreates a new client.ActionWrite
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More things you can do with WorkflowMax and Runn
Discover other triggers and actions you can use with WorkflowMax and Runn
Job Category CreatedTriggers 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 plan- New 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 plan - New 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 plan - New 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 plan - New 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 plan - New 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 plan - New 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 plan - Cost NameRequired
- Unit CostRequired
- Unit PriceRequired
- Cost TypeRequired
- BillableRequired
- Supplier Reference
- Cost Code
- Cost Note
- Sales Tax Reference 1
- Sales Tax Reference 2
- Purchase Tax Reference 1
- Purchase Tax Reference 2
- Income Account Reference
- Cost of Sale Account Reference
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Job ReferenceRequired
- DateRequired
- Cost Reference
- Cost Name
- Unit Cost
- Unit Price
- QuantityRequired
- ActualRequired
- Phase Reference
- Supplier Reference
- Cost Code
- Type
- Billable
- Note
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Client 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.- Task NameRequired
- Base RateRequired
- Billable RateRequired
- Description
- Tax Reference 1
- Tax Reference 2
- Export Code
- Income Account Reference
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Account CodeRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Job ReferenceRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Tax NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Job ReferenceRequired
- Job Data to Include
ActionThis is an event a Zap performs.SearchFind existing data in your app
New TimesheetTriggers when a new timesheet is entered.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- New 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 plan - New 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 plan - New 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 plan - New 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 plan - New 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 plan - New 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 plan - New 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 plan - Person
- 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 app- Role Name
- Role ID
ActionThis is an event a Zap performs.SearchFind existing data in your app- Email 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 found- Role 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
- 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 plan - New 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 plan - New 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 plan - New 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 plan - New 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 plan - New 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 plan - New 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 plan - New 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 plan - New 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 plan - NameRequired
- First Name
- Last Name
- Other Name
- Client Manager Reference
- Job Manager Reference
- Business Structure Reference
- Client Type Reference
- Favorite
- Email
- Phone
- Fax
- Website
- Referral Source
- Type
- Default
- Address
- City
- State
- Postal Code
- Country
- TFN
- ABN/WPN
- Branch/CAC/ICA #
- ACN
- Vat Number
- Company Number
- Ird Number
- NZBN
- Tax Number
- Year End Date
- Balance Date
- Zero Rated Tax Reference
- Billing Client Reference
- Task Reference
- Billable Rate
- Markup
- Custom Payment Day
- Custom Payment Term
- Client Group Reference
- Contact Reference
- Position
- Primary
- Included In Email
- Related Client Reference
- Type
- Start Date
- End Date
- Number of Shares
- Percentage
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Client ReferenceRequired
- Job NameRequired
- Job StatusRequired
- Start DateRequired
- Due DateRequired
- PriorityRequired
- Job Number
- Contact Reference
- Job Manager
- Client Manager
- Job Category
- Budget
- Description
- Exclude from Estimated Billings
- Staff Assigned
- Job Template
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Job ReferenceRequired
- Task ReferenceRequired
- Estimated Minutes
- Phase Reference
- Task Label
- Description
- Billable
- Start Date
- End Date
- Staff Reference
- Allocated Time
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Job ReferenceRequired
- Supplier ReferenceRequired
- StatusRequired
- Description
- Delivery Address
- Job Cost Identifier
- Cost Identifier
- Cost Name
- Type
- Note
- Quantity
- Unit Cost
- Cost Code
- Tax1 Identifier
- Tax2 Identifier
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Job 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.- NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Job ReferenceRequired
- Fields to IncludeRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Staff ReferenceRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Client ReferenceRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Job 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 plan - New 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 plan - New 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 plan - New 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 plan - New 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 plan - New 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 plan - New 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 plan - New 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 plan - DateRequired
- 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 app- Project Name
- Project ID
- External ID
ActionThis is an event a Zap performs.SearchFind existing data in your app- Client 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 found- Project 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
Related categories
Related categories