Trustmary + WorkflowMAX Integration
Connect Trustmary to WorkflowMAX in 1 click
Free forever.Use premium features free for 14 days.1.
Survey is completed in Trustmary Instant
Job task is updated in WorkflowMAX- New supplier is created in WorkflowMAX
- New cost is created in WorkflowMAX
- Purchase order is created in WorkflowMAX
- New quote is issued in WorkflowMAX
- New PO stock receipt is created in WorkflowMAX
- Quote is accepted in WorkflowMAX
- PO Bill is created in WorkflowMAX
- Timesheet is created in WorkflowMAX
- Invoice is created in WorkflowMAX
- Job task is added in WorkflowMAX
- Job is updated in WorkflowMAX
- Lead is created in WorkflowMAX
- Client is created in WorkflowMAX
- Job is created in WorkflowMAX
- Task is created in WorkflowMAX
2.
- Create or Update contact in Trustmary
- Delete contact in Trustmary
- Search contact in Trustmary
- Create task admin in WorkflowMAX
- Create cost admin in WorkflowMAX
- Create timesheet in WorkflowMAX
- Create purchase order in WorkflowMAX
- Create lead in WorkflowMAX
- Create job cost in WorkflowMAX
- Create job in WorkflowMAX
- Create client in WorkflowMAX
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Connect Accounts
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