What This Tool Does
Real examples of how the connector helps your AI agent take action; like sending messages, updating records, or syncing data across tools.
Real-Time Lookup
Look up client, job, or invoice details from WorkflowMax in real time.
Example
When a new job is assigned, fetch the client’s project history from WorkflowMax.
Memory Recall
Retrieve billing entries, time logs, and invoice history in Workflow Max.
Example
"List time entries and invoice generation events from Workflow Max."
Instant Reaction
Alert accountant if Workflow Max invoice sync fails.
Example
"Send alert if invoice fails to push from CRM to Workflow Max."
Autonomous Routine
Monitor sync health across project, time, and billing modules.
Example
"Generate report of unbilled tasks weekly."
Agent-Initiated Action
Re-initiate failed invoice sync.
Example
"Retry invoice sync for failed entries every hour."
Connect with Apps
See which platforms this connector is commonly used with to power cross-tool automation.
Xero
Sync invoicing with job records
Slack
Notify when job is invoiced
Google Sheets
Track invoice history
Try It with Your Agent
Example Prompt:
"Log to Google Sheets when Workflow Max marks a job as invoiced and alert via Slack."
How to Set It Up
Quick guide to connect, authorize, and start using the tool in your Fastn UCL workspace.
1
Navigate to Connectors and select Workflow Max.
2
Authenticate using Workflow Max credentials.
3
Enable actions like "create job", "update invoice", etc.
4
Use AI to manage job records and send billing info.
Why Use This Tool
Understand what this connector unlocks: speed, automation, data access, or real-time actions.
