WorkflowMax Integrations

Triggers when a new quote is created, or when an existing quote’s status changes to the selected value (draft, issued, declined, accepted, or revised).

Creates a timesheet entry for a staff member and task.

Finds job tasks for a job using a job number or job uuid.

Finds a client by client name or uuid.

Finds a job status by status name or uuid.

Creates a new lead.

Finds job costs for a job using a job number or job uuid.

Finds a staff member by name, email, or uuid.

Finds a job using a job number or job uuid.