Slate + WorkflowMAX Integration

Connect Slate to WorkflowMAX in 1 click

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1.
  • Slate
    Record is created in Slate Instant
  • Slate
    Record is updated in Slate Instant
  • WorkflowMAX
    Quote is accepted 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
    New PO stock receipt is created in WorkflowMAX
  • WorkflowMAX
    Job task is updated 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.
  • Slate
    Update record in Slate
  • Slate
    Search record in Slate
  • Slate
    Create record in Slate
  • 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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Ready Workflows Ready Workflows   for Slate + WorkflowMAX Integration

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WorkflowMAX + Slate Integration

Create Slate record for new WorkflowMAX job task

Task management and project management often go hand-in-hand, as many tasks are part of a larger project. However, there are times when a task is created outside of the context of a specific project. In these cases, it can be helpful to automatically create a row in a spreadsheet so that the task can be tracked and assigned to the appropriate team member.

This process can be accomplished using WorkflowMAX and Slate. By linking these two applications, you can ensure that every job task is automatically recorded in the Slate, making it easier to track and manage.
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Google Sheets logo
Create Google Sheets row for new Apper record
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HubSpot logo
Create HubSpot contact for new Apper record
Slate logo
HubSpot logo
Create HubSpot company for new Apper record
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CompanyHub logo
Create CompanyHub contact for new Apper record
Slate logo
CompanyHub logo
Create CompanyHub record for new Apper record
Slate logo
Google Sheets logo
Create Google Sheets row for new Apper record
Slate logo
HubSpot logo
Create HubSpot contact for new Apper record
Slate logo
HubSpot logo
Create HubSpot company for new Apper record
Slate logo
CompanyHub logo
Create CompanyHub contact for new Apper record
Slate logo
CompanyHub logo
Create CompanyHub record for new Apper record
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Upnify logo
Create Upnify client for new Apper record
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Emailidea logo
Create Emailidea contact for new Apper record
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GoHighLevel logo
Create GoHighLevel contact for new Apper record
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Chatdaddy logo
Create Chatdaddy contact for new Slate record
Chatdaddy logo
Slate logo
Update Slate record for new Chatdaddy contact
Slate logo
Upnify logo
Create Upnify client for new Apper record
Slate logo
Emailidea logo
Create Emailidea contact for new Apper record
Slate logo
GoHighLevel logo
Create GoHighLevel contact for new Apper record
Slate logo
Chatdaddy logo
Create Chatdaddy contact for new Slate record
Chatdaddy logo
Slate logo
Update Slate record for new Chatdaddy contact
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How Integrately Works?

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2
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3
Automation is ready
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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.