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Elevate your business efficiency by integrating with Xero. Enjoy seamless data synchronisation, eliminate double-handling and save valuable time.
Connect Airwallex with WorkflowMAX to collect customer payments easily by credit card, speeding up cash flow and simplifying reconciliation.
Integrate SuiteFiles with WorkflowMAX to seamlessly manage and share documents via SharePoint, keeping client files secure and accessible.
Integrate QuickBooks with WorkflowMAX to simplify your financial processes. Key data flows between platforms, reducing manual work and helping you stay on top of your business performance.
Integrate Google Drive is a safe and secure file storage platform that allows you to store all your files in one place.
Upload documents to WorkflowMAX and they automatically push into Box. Great for collaboration and storage.
Streamline operations & boost growth with WorkflowMAX & HubSpot integration. Sync data, automate workflows, get insights for informed decisions.
Integrate WorkflowMAX with Dropbox, you can quickly and simply share files with clients. Store and share your files from any device, wherever you are in the world.
EzzyBills allows you to automatically import data from invoices and receipts and connect it directly to your jobs in WorkflowMAX.
Still have questions?
Yes. Disconnect your current DMS in settings, then connect the new one. Files already stored in Google Drive remain there and can be accessed directly.
Yes. Google Drive integration is available across all WorkflowMAX plans.
They're separate integrations. Google Drive handles document storage for jobs, while the Integrated Calendar feature syncs Google Calendar events for time entry conversion. Both are available independently.
Yes. Documents stored in Google Drive are accessible from the mobile app's Documents tab. You can also upload files and photos from your device, and they'll sync to Google Drive automatically.
For firms already using Google Workspace, the integration keeps job documents within the same ecosystem as Gmail, Sheets, and Docs. Files benefit from Google Drive's search, versioning, and sharing while remaining linked to the relevant job in WorkflowMAX.
Connect Google Drive as your document management system, and files uploaded against jobs are stored in Google Drive in an organised folder structure. Access, preview, and manage documents from within WorkflowMAX's Documents tab.
No credit-card required