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WorkflowMAX
Overview
Operations
WorkflowMAX Operations
Latest version:
2.0
Changelog
Assign job
Assigns jobs to members of staff.
Create client
Creates a new client.
Create contact
Creates a new contact.
Create custom field
Creates a new custom field.
Create job
Creates a new job.
Delete client
Deletes a client.
Delete contact
Deletes a contact.
Delete job
Deletes a job.
Get client
Retrieves a client by their UUID.
Get contact
Retrieves a contact by their UUID.
Get custom fields
Retrieves a list of custom fields for a given resource.
Get quote
Retrieves information about a specific quote.
List categories
Retrieves a list of all available categories.
List categories DDL
List clients
Retrieves a list of clients.
List clients DDL
List contacts DDL
List current and archived quotes
Retrieves a list of current and archived quotes.
List current jobs
Retrieves a list of your current jobs.
List current jobs assign to a staff
Retrieves a list of all current jobs assigned to a staff member.
List current quotes
Retrieves a list of current quotes.
List draft quotes
Retrieves a list of draft quotes.
List jobs
Retrieves a list of jobs.
List staff
Retrieves a list of staff members.
List staff DDL
List tenancies
Retrieves a list of tenancy IDs associated with your account.
List tenancies DDL
Raw HTTP request (advanced)
Perform a raw HTTP request with some pre-configuration and processing by the connector, such as authentication.
Search clients
Searches for clients.
Set job state
Changes the state of a job.
Unassign job
Removes jobs from members of staff.
Update client
Updates a client.
Update contact
Updates a contact. Please note: Any fields left blank will overwrite existing data.
Update custom fields
Updates the custom fields for a given resource. Please note: If you select a field and then leave its value blank, the field's value will be set to blank.
Update job
Updates a job. Please note: Any fields left blank will overwrite existing data.
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