WorkflowMax Integrations

Name: Zapier
Availability: InStock

Put WorkflowMax to work with AI and enterprise-grade automation

Automate smarter with WorkflowMax and scale with confidence. Zapier is built for enterprise-grade security, compliance, and performance.

Start free with email

Continue with Google

Start free with email

Continue with Google

No-code AI automation
Full audit trails and controls
SOC 2 and GDPR compliant
Easy visual workflow builder
9,000+ apps, 450+ AI tools
Free tier available

Or pick an app to pair with

Gmail

Email, Google

Microsoft Outlook

Calendar, Email, Microsoft

Todoist

Task Management

Microsoft SharePoint

Microsoft, Team Collaboration

Google Sheets

Google, Spreadsheets

Pipedrive

CRM (Customer Relationship Management)

monday.com

Project Management

HubSpot

Marketing Automation

Gravity Forms

Forms & Surveys, WordPress

Gmail

Email, Google

Microsoft Outlook

Calendar, Email, Microsoft

Todoist

Task Management

Microsoft SharePoint

Microsoft, Team Collaboration

Google Sheets

Google, Spreadsheets

Pipedrive

CRM (Customer Relationship Management)

Gmail

Email, Google

Microsoft Outlook

Calendar, Email, Microsoft

Todoist

Task Management

Microsoft SharePoint

Microsoft, Team Collaboration

Google Sheets

Google, Spreadsheets

Pipedrive

CRM (Customer Relationship Management)

monday.com

Project Management

HubSpot

Marketing Automation

Gravity Forms

Forms & Surveys, WordPress

Top companies trust Zapier to automate work and free up time

Join millions worldwide who automate their work using Zapier

Launch your first automated workflow

List job tasks in WorkflowMax and create corresponding spreadsheet rows in Google Sheets
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WorkflowMax + Google Sheets
Create spreadsheet rows in Google Sheets for new jobs created in WorkflowMax
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WorkflowMax + Google Sheets
Create Google Drive folders for new WorkflowMAX jobs
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WorkflowMax + Google Drive
Create projects in Asana when new WorkflowMAX jobs are created
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WorkflowMax + Asana
Create OneDrive folders when new WorkflowMAX jobs are created
Details
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WorkflowMax + OneDrive
Create monday.com boards for new WorkflowMAX jobs
Details
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WorkflowMax + monday.com

List job tasks in WorkflowMax and create corresponding spreadsheet rows in Google Sheets

Details

Try it

WorkflowMax + Google Sheets

Create spreadsheet rows in Google Sheets for new jobs created in WorkflowMax

Details

Try it

WorkflowMax + Google Sheets

Create Google Drive folders for new WorkflowMAX jobs

Details

Try it

WorkflowMax + Google Drive

Create projects in Asana when new WorkflowMAX jobs are created

Details

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WorkflowMax + Asana

Create OneDrive folders when new WorkflowMAX jobs are created

Details

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WorkflowMax + OneDrive

Create monday.com boards for new WorkflowMAX jobs

Details

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WorkflowMax + monday.com

Create Trello cards from newly created jobs in WorkflowMax for organized tracking

Details

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WorkflowMax + Trello

Create new Runn clients from newly created WorkflowMax clients

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WorkflowMax + Runn

Send emails via Gmail when new jobs are created in WorkflowMax

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WorkflowMax + Gmail

Create new WorkflowMax leads from new Gravity Forms submissions

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Gravity Forms + WorkflowMax

Create new WorkflowMax clients from new Google Sheets rows

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Google Sheets + WorkflowMax

Add new WorkflowMax tasks to Microsoft Excel as rows

Details

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WorkflowMax + Microsoft Excel

Create Trello cards from newly created jobs in WorkflowMax for organized tracking
Details
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WorkflowMax + Trello
Create new Runn clients from newly created WorkflowMax clients
Details
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WorkflowMax + Runn
Send emails via Gmail when new jobs are created in WorkflowMax
Details
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WorkflowMax + Gmail
Create new WorkflowMax leads from new Gravity Forms submissions
Details
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Gravity Forms + WorkflowMax
Create new WorkflowMax clients from new Google Sheets rows
Details
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Google Sheets + WorkflowMax
Add new WorkflowMax tasks to Microsoft Excel as rows
Details
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WorkflowMax + Microsoft Excel

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.
Trigger
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- Job Reference
Trigger
Polling
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- Job Reference
Trigger
Polling
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- Job Reference
  Required
Trigger
Polling
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New Cost Created
Triggers when a new cost is created in organisation settings.
Trigger
Polling
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- Status
- Includes
Trigger
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New Job Status
Triggers when a new job status is created in organisation settings.
Trigger
Polling
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New PO Stock Receipt Created
Triggers when a new purchase order stock receipt is created.
Trigger
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New Quote Issued
Triggers when a quote is issued.
Trigger
Polling
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New Task Created
Triggers when a new task is created in organisation settings.
Trigger
Polling
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New PO Bill Created
Triggers when a new purchase order bill is created.
Trigger
Polling
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- Quote Status
  Required
Trigger
Polling
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- Name
  Required
- 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
Action
Write
- Client Reference
  Required
- Job Name
  Required
- Job Status
  Required
- Start Date
  Required
- Due Date
  Required
- Priority
  Required
- Job Number
- Contact Reference
- Job Manager
- Client Manager
- Job Category
- Budget
- Description
- Exclude from Estimated Billings
- Staff Assigned
- Job Template
Action
Write
- Job Reference
  Required
- Task Reference
  Required
- Estimated Minutes
- Phase Reference
- Task Label
- Description
- Billable
- Start Date
- End Date
- Staff Reference
- Allocated Time
Action
Write
- Job Reference
  Required
- Supplier Reference
  Required
- Status
  Required
- Description
- Delivery Address
- Job Cost Identifier
- Cost Identifier
- Cost Name
- Type
- Note
- Quantity
- Unit Cost
- Cost Code
- Tax1 Identifier
- Tax2 Identifier
Action
Write
- Job Reference
  Required
- Job Task Reference
  Required
- Staff Reference
  Required
- Date
  Required
- Minutes
- Start Time
- End Time
- Note
- Billable
Action
Write
- Name
  Required
Action
Search
- Job Reference
  Required
- Cost Reference
  Required
- Include Additional Data
Action
Search
- Staff Reference
  Required
Action
Search
- Client Reference
  Required
Action
Search
- Job Status Reference
  Required
Action
Search

- Job Reference
Trigger
Polling
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- Job Reference
- Include Additional Data
Trigger
Polling
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Job Updated
Triggers when a job is updated.
Trigger
Polling
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New Client Created
Triggers when a new client is created.
Trigger
Polling
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New Custom Field Created
Triggers when a new custom field is added.
Trigger
Polling
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- Include Additional Data
Trigger
Polling
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- Include Additional Data
Trigger
Polling
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New Purchase Order Created
Triggers when a new purchase order is created.
Trigger
Polling
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- Include Additional Data
Trigger
Polling
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New Timesheet Created
Triggers when a new timesheet is created.
Trigger
Polling
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New Quote Accepted
Triggers when a quote is accepted.
Trigger
Polling
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- Job Reference
- Include Additional Data
Trigger
Polling
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- Cost Name
  Required
- Unit Cost
  Required
- Unit Price
  Required
- Cost Type
  Required
- Billable
  Required
- 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
Action
Write
- 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
Write
- 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
Write
- Task Name
  Required
- Base Rate
  Required
- Billable Rate
  Required
- Description
- Tax Reference 1
- Tax Reference 2
- Export Code
- Income Account Reference
Action
Write
- Account Code
  Required
Action
Search
- Name
  Required
Action
Search
- Job Task Reference
  Required
- Job Reference
- Include Additional Data
Action
Search
- Tax Name
  Required
Action
Search
- Job Reference
  Required
- Job Data to Include
Action
Search

For builders

Let your AI safely access WorkflowMax

Go beyond Zap workflows. Install Zapier in your AI to call WorkflowMax actions directly from your agents—with governance built in. Authenticate once. Revoke access anytime.

No code

Call actions in natural language with Zapier MCP

Act in WorkflowMax from your AI—no exposed credentials, and you control which actions your AI can touch. One install covers 9,000+ other apps.

Example actions on this page

Create Client
Create Cost Admin

Works with

Claude · ChatGPT · Cursor · Any MCP-compatible AI

Install Zapier MCP

Code

Work in code with the Zapier SDK

Expose WorkflowMax actions from backend services, scripts, or agent code. Zapier handles the OAuth and scoped permissions. Access 9,000+ apps, plus thousands more with .fetch().

Install

npm install @zapier/zapier-sdk
npm install -D @zapier/zapier-sdk-cli
zapier-sdk login
# create a WorkflowMax connection @ https://zapier.com/app/assets/connections

Run an action

// Typescript
import { createZapierSdk } from "@zapier/zapier-sdk";

const zapier = createZapierSdk();

const { data: connection } = await zapier.findFirstConnection({ app: "workflowmax", owner: "me" });

await zapier.runAction({
  app: 'workflowmax',
  action: 'create_client',
  connection: connection.id,
  input: {
    {inputKeyValuePairs}
  },
});

Open the SDK docs

Direct API calls to raw endpoints through fetch are not yet subject to org-level app and action restrictions.

WorkflowMax Help & Support

Common questions

Connect Your App Accounts to Zapier

Manage Your App Connections

Use the Power of AI to Generate Zaps (Beta)

What Should I Do in Zapier If I Change an App Account Password

About WorkflowMax

WorkflowMax is a powerful cloud-based project management software designed to help businesses streamline their operations and increase productivity.

HelpHelp

Related categories

Project Management

WorkflowMax Integrations

Put WorkflowMax to work with AI and enterprise-grade automation

Top companies trust Zapier to automate work and free up time

Join millions worldwide who automate their work using Zapier

List job tasks in WorkflowMax and create corresponding spreadsheet rows in Google Sheets

Create spreadsheet rows in Google Sheets for new jobs created in WorkflowMax

Create Google Drive folders for new WorkflowMAX jobs

Create projects in Asana when new WorkflowMAX jobs are created

Create OneDrive folders when new WorkflowMAX jobs are created

Create monday.com boards for new WorkflowMAX jobs

List job tasks in WorkflowMax and create corresponding spreadsheet rows in Google Sheets

Create spreadsheet rows in Google Sheets for new jobs created in WorkflowMax

Create Google Drive folders for new WorkflowMAX jobs

Create projects in Asana when new WorkflowMAX jobs are created

Create OneDrive folders when new WorkflowMAX jobs are created

Create monday.com boards for new WorkflowMAX jobs

Create Trello cards from newly created jobs in WorkflowMax for organized tracking

Create new Runn clients from newly created WorkflowMax clients

Send emails via Gmail when new jobs are created in WorkflowMax

Create new WorkflowMax leads from new Gravity Forms submissions

Create new WorkflowMax clients from new Google Sheets rows

Add new WorkflowMax tasks to Microsoft Excel as rows

Create Trello cards from newly created jobs in WorkflowMax for organized tracking

Create new Runn clients from newly created WorkflowMax clients

Send emails via Gmail when new jobs are created in WorkflowMax

Create new WorkflowMax leads from new Gravity Forms submissions

Create new WorkflowMax clients from new Google Sheets rows

Add new WorkflowMax tasks to Microsoft Excel as rows

Let your AI safely access WorkflowMax

Call actions in natural language with Zapier MCP

Work in code with the Zapier SDK

WorkflowMax Help & Support

Common questions

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Manage Your App Connections

Use the Power of AI to Generate Zaps (Beta)

What Should I Do in Zapier If I Change an App Account Password

Popular WorkflowMax Integrations

Popular WorkflowMax Integrations

Connect Your App Accounts to Zapier