WorkflowMax Integrations

Name: Zapier
Availability: InStock

Beta

Project Management

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

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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
8,000+ apps, 450+ AI tools
Free tier available

Or pick an app to pair with

Microsoft SharePoint

Microsoft, Team Collaboration

Dropbox

File Management & Storage

Slack

Team Chat

Microsoft Outlook

Calendar, Email, Microsoft

Gravity Forms

Forms & Surveys, WordPress

HubSpot

Marketing Automation

Runn

Scheduling & Booking

Jotform

Forms & Surveys

Google Sheets

Google, Spreadsheets

Microsoft SharePoint

Microsoft, Team Collaboration

Dropbox

File Management & Storage

Slack

Team Chat

Microsoft Outlook

Calendar, Email, Microsoft

Gravity Forms

Forms & Surveys, WordPress

HubSpot

Marketing Automation

Microsoft SharePoint

Microsoft, Team Collaboration

Dropbox

File Management & Storage

Slack

Team Chat

Microsoft Outlook

Calendar, Email, Microsoft

Gravity Forms

Forms & Surveys, WordPress

HubSpot

Marketing Automation

Runn

Scheduling & Booking

Jotform

Forms & Surveys

Google Sheets

Google, Spreadsheets

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
Details
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WorkflowMax + Google Sheets
Create spreadsheet rows in Google Sheets for new jobs created in WorkflowMax
Details
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WorkflowMax + Google Sheets
Create Google Drive folders for new WorkflowMAX jobs
Details
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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

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

Try it

WorkflowMax + Asana

Create OneDrive folders when new WorkflowMAX jobs are created

Details

Try it

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

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 Trello cards from newly created jobs in WorkflowMax for organized tracking
Details
Try it
WorkflowMax + Trello
Create new Runn clients from newly created WorkflowMax clients
Details
Try it
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

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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New Invoice Created
Triggers when a new invoice is created.
Trigger
Polling
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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
Polling
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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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- Job Reference
  Required
- Job Task Reference
  Required
- Staff Reference
  Required
- Date
  Required
- Minutes
- Start Time
- End Time
- Note
- Billable
Action
Write
- Job 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
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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New Job Created
Triggers when a new job is created.
Trigger
Polling
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New Lead
Triggers when a new lead is created.
Trigger
Polling
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New Purchase Order Created
Triggers when a new purchase order is created.
Trigger
Polling
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New Supplier Created
Triggers when a new supplier is created.
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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- 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
- Job Reference
  Required
- Fields to Include
  Required
Action
Search
- Staff Reference
  Required
Action
Search
- Job Reference
  Required
- Job Data to Include
Action
Search

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

Launch your first automated workflow

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 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

Supported triggers and actions

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

Popular WorkflowMax Integrations

Popular WorkflowMax Integrations

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 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

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