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Oceania, US West Coast & Asia Pacific
Australia 路 New Zealand 路 US West Coast 路 Western Canada 路 Singapore 路 India 路 Japan
Europe, US East Coast, Middle East & Africa
UK 路 Ireland 路 UAE 路 US East Coast 路 Eastern Canada 路 South Africa 路 Central & South America
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.
Automate within WorkflowMAX Kick off new jobs automatically from forms, emails, or activity - no manual entry. Keep jobs accurate with automatic status updates, time logging, and event tracking. Send reminders or team notifications so nothing slips through the cracks. Automate with Your Business Tools Connect WorkflowMAX with your favourite business apps:
Build reliable, integrated workflows that save time, reduce mistakes, and keep your business in sync.
Still have questions?
As firms grow, manual processes between systems break down. Zapier automates handoffs between WorkflowMAX and your CRM, communication tools, and reporting platforms. Operational processes scale with headcount rather than requiring proportionally more admin effort.
The WorkflowMAX side is included at no extra cost. Zapier has its own pricing based on the number and complexity of automations including a free tier for simple use cases.
Yes. Zapier uses encryption and secure authentication to protect data as it moves between platforms. Your WorkflowMAX data is accessed via authenticated API connections.
No. Zapier's interface uses a step-by-step builder where you select triggers and actions from dropdown menus. Pre-made templates are available for common WorkflowMAX workflows.
Common automations include: creating a job in WorkflowMAX when a lead is captured via a web form; sending a Slack or Teams message when a new job is created; syncing contacts between WorkflowMAX and your CRM; creating a calendar event in Google or Outlook when a new job with a deadline is created; and sending an SMS to a client via Twilio when their invoice is issued.
Zapier eliminates manual data transfer between WorkflowMAX and the other tools your business relies on. Automate job creation, contact syncing, notification routing, and reporting triggers saving time and reducing the risk of data falling between systems.
Zapier is an automation platform that connects WorkflowMAX to over 8,000 other apps without code. You create 'Zaps' automated workflows triggered by events in one app that perform actions in another. For example, a new deal won in your CRM can automatically create a job in WorkflowMAX.
No credit-card required