Calley + WorkflowMAX Integration

Connect Calley to WorkflowMAX in 1 click

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1.
  • Calley
    Call data is received in Calley Instant
  • WorkflowMAX
    New PO stock receipt is created in WorkflowMAX
  • WorkflowMAX
    New supplier is created in WorkflowMAX
  • WorkflowMAX
    New cost is created in WorkflowMAX
  • WorkflowMAX
    Purchase order is created in WorkflowMAX
  • WorkflowMAX
    New quote is issued in WorkflowMAX
  • WorkflowMAX
    Job task is updated in WorkflowMAX
  • WorkflowMAX
    Quote is accepted in WorkflowMAX
  • WorkflowMAX
    PO Bill is created in WorkflowMAX
  • WorkflowMAX
    Timesheet is created in WorkflowMAX
  • WorkflowMAX
    Invoice is created in WorkflowMAX
  • WorkflowMAX
    Job task is added in WorkflowMAX
  • WorkflowMAX
    Job is updated in WorkflowMAX
  • WorkflowMAX
    Lead is created in WorkflowMAX
  • WorkflowMAX
    Client is created in WorkflowMAX
  • WorkflowMAX
    Job is created in WorkflowMAX
  • WorkflowMAX
    Task is created in WorkflowMAX
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2.
  • Calley
    Create or update user in Calley
  • WorkflowMAX
    Create task admin in WorkflowMAX
  • WorkflowMAX
    Create cost admin in WorkflowMAX
  • WorkflowMAX
    Create timesheet in WorkflowMAX
  • WorkflowMAX
    Create purchase order in WorkflowMAX
  • WorkflowMAX
    Create lead in WorkflowMAX
  • WorkflowMAX
    Create job cost in WorkflowMAX
  • WorkflowMAX
    Create job in WorkflowMAX
  • WorkflowMAX
    Create client in WorkflowMAX

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WorkflowMAX helps businesses manage clients, quotes, projects, schedules, time tracking, job costs, invoicing, and reporting. Connect with your favorite apps to automate workflows and boost productivity.
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