Business Operations & ERP
WorkflowMax is a project management and job tracking platform that helps businesses manage quotes, projects, time tracking, invoicing, and profitability from one centralized system. It provides visibility into project performance and streamlines operational workflows to improve efficiency and resource management.
Watch jobs
Watch Clients
Watch Job Task
Get a Client
Get a Job
Get a Quote
Create a Client
Create Client Contacts
Create a Job
Create a Job Task
Create job Quotes
Adds a new contact to an existing client record
Create Quote Cost
Create Quote Cost
Get a Task
Get a Job Task
Update a Client
Search Clients
Search Job
Search Quotes
Make an API Call
Watch jobs
Watch Clients
Watch Job Task
Get a Client
Get a Job
Get a Quote
Create a Client
Create Client Contacts
Create a Job
Create a Job Task
Create job Quotes
Adds a new contact to an existing client record
Create Quote Cost
Create Quote Cost
Get a Task
Get a Job Task
Update a Client
Search Clients
Search Job
Search Quotes
Make an API Call
Follow our step-by-step instructions to set up this integration within your Make.com environment.
If you do not already have a Make.com account, you can sign up for free and receive 10,000 complimentary operation credits.
Click the link below to create your account and start building automations right away
After completing your payment, you will receive an email from us containing your unique access code along with a link to install the app.
Please be sure to check your inbox as well as your spam or junk folder if you do not see the email within a few minutes.
To proceed, simply follow the installation link provided in the email to integrate the app into your Organization.
To install the application in your Make organization, please click the button below
To complete the configuration process, please follow these steps:
Watch the setup walkthrough
Click the button below to view the detailed guide on YouTube.
Enter all required credentials and configuration fields (if applicable)
Start using your newly installed app and automate your workflows with confidence
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