WorkflowMax connector for Okou
Connect WorkflowMax to read and manage clients, jobs, time, sales, billing, and suppliers.
Sales & operations · WorkflowMax Bearer Access Token
Use WorkflowMax in Okou
WorkflowMax API for clients, jobs, time tracking, sales, billing, procurement, and suppliers.
Once connected, supported WorkflowMax actions can become steps in a reusable workflow alongside the other services your team uses. Run the workflow once, on a schedule, or when an event starts it.
What you can do with WorkflowMax
- Read the connected WorkflowMax user, organization account codes, and roles.
- Read WorkflowMax configuration such as custom fields, rates, costs, job settings, taxes, and task definitions.
- Read WorkflowMax staff, timesheets, approvals, and capacity-plan data.
- Read WorkflowMax clients, client groups, contacts, and client documents.
- Read WorkflowMax jobs, recurring jobs, job settings, and job documents.
- Read WorkflowMax job tasks, job costs, and cross-job task data.
- Read WorkflowMax leads, quotes, quote variations, quote notes, and sales documents.
- Read WorkflowMax suppliers, supplier contacts, and supplier documents.
How the WorkflowMax connector works
A connected service becomes one permissioned step in the work you hand off.
- 1
Connect WorkflowMax
Choose WorkflowMax Bearer Access Token.
- 2
Choose the work
Use only the supported actions your workflow needs.
- 3
Run it your way
Start it once, schedule it, or attach an event trigger.
Connect WorkflowMax securely
Use the connection method that fits your account and grant only the access the workflow needs.
- WorkflowMax Bearer Access Token
Connector access is controlled per service and per action, so a workflow does not need broader access than the work you ask it to do.
What WorkflowMax covers
The topics this connector's published operations touch.
- workflowmax
- project management
- job management
- time tracking
- client management
- quotes
WorkflowMax connector questions
- What can Okou do with WorkflowMax?
- Connect WorkflowMax to read and manage clients, jobs, time, sales, billing, and suppliers. Documented actions include: Read the connected WorkflowMax user, organization account codes, and roles. Read WorkflowMax configuration such as custom fields, rates, costs, job settings, taxes, and task definitions.
- How do I connect WorkflowMax to Okou?
- Connect WorkflowMax using WorkflowMax Bearer Access Token. The connection controls which supported actions a workflow can use.
- Can WorkflowMax run in an automated workflow?
- Yes. After it is connected, supported WorkflowMax actions can run in reusable Okou workflows on demand, on a schedule, or from an event trigger.
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