WorkflowMax - Apps Documentation

Requirements

To use WorkflowMax on WEXTL you need an active account and OAuth client credentials, granted by signing in with your account.[3]

Get your WorkflowMax credentials

You’ll be redirected to sign in and approve access — your password is never shared with WEXTL.

Organisation IDtextRequired
The Organisation ID (a UUID) sent as the account-id header on every request. If you cannot find it in your organisation settings, WorkflowMax's own developer docs tell you to decode your access token at jwt.io and read the organisation claim.
[1]
Client IDtext
Leave blank to use the platform's registered app. Issued at https://developer.workflowmax.com if you register your own.
[1]
Client Secretpassword
Leave blank to use the platform's registered app. Issued at https://developer.workflowmax.com if you register your own.
[1]

Integration requests 5 permissions:

openidemailprofileworkflowmaxoffline_access

Connect WorkflowMax in WEXTL

Log in to your WEXTL account, add the WorkflowMax node module to your workflow, and click Create new credential.
Optional: In the Credential name field, enter a name for the credential.
Enter the authentication credentials you copied from your WorkflowMax account, or follow the on-screen instructions to create the credential.
If prompted, authenticate your account and confirm access.
If you want to make changes to your credential in the future, follow the steps in Manage credentials →

Notes

Credentials are org-scoped; share them with teammates from the Credentials picker on any of its nodes.For detailed information on connecting an application, see Connect an application →

WorkflowMax node modules

The list below is a reference of every WorkflowMax node module the integration supports. You will be able to pick any of them on the workflow canvas while building automations.

Open any WorkflowMax node module below to inspect its input parameters, outputs, and connection requirements.

Watch ClientsTrigger

Output fields[3]

Field	Type
UUID	text
Name	text
Export Code	text
Client Manager UUID	text
Job Manager UUID	text
Referral Source	text
Prospect	boolean
Archived	boolean
Favorite	boolean
Addresses	array

10other output fields

Watch InvoicesTrigger

Output fields[3]

Field	Type
UUID	text
Invoice Number	text
Description	text
Client UUID	text
Contact UUID	text
Date	date
Due Date	date
Sent	boolean
Status	text
Type	text

12other output fields

Watch JobsTrigger

Output fields[3]

Field	Type
UUID	text
Job Number	text
Name	text
Client UUID	text
Client Contact UUID	text
Description	text
Client Order Number	text
Budget	number
Job Status UUID	text
Job Category UUID	text

18other output fields

Watch TimesheetsTrigger

Output fields[3]

Field	Type
UUID	text
Job	object
UUID	text
Job Number	text
Name	text
Job Task	object
UUID	text
Name	text
Label	text
Staff	object
UUID	text
First Name	text
Last Name	text
Time (Minutes)	number
Start Time	text
End Time	text
Date	date
Note	text
Billable	boolean

5other output fields

Get AccountsSearch

Input fields[3]

Field	Type
Updated Since	text
Page	number
Page Size	number
Sort By	choice
Order	choice
Limit	number

Output fields[3]

Field	Type
UUID	text
Code	text
Type	text
Name	text
Created At	text
Updated At	text
Deleted At	text

Get Business StructuresSearch

Input fields[3]

Field	Type
Name	text
Updated Since	text
Page	number
Page Size	number
Sort By	choice
Order	choice
Limit	number

Output fields[3]

Field	Type
UUID	text
Name	text
Business Type	text
Created At	text
Updated At	text

Get Capacity PlanSearch

Input fields[3]

Field	Type
Staff	choice
Job	choice
Job Task	choice
Updated Since	date
Deleted Since	date
Start Date	date
End Date	date
Includes	text
Page	number
Page Size	number

3other input fields

Output fields[3]

Field	Type
UUID	text
Staff	object
UUID	text
First Name	text
Last Name	text
Job	object
UUID	text
Job Number	text
Job Name	text
Job Task	object
UUID	text
Name	text
Label	text
Start Date	date
End Date	date
Minutes Planned	number
Minutes Planned Within Period	number
Details	array
Created At	date

2other output fields

Get ClientSearch

Input fields[3]

Field	Type
ClientRequired	choice
Includes	text

Output fields[3]

Field	Type
UUID	text
Name	text
Export Code	text
Client Manager	object
UUID	text
First Name	text
Last Name	text
Job Manager	object
UUID	text
First Name	text
Last Name	text
Referral Source	text
Prospect	boolean
Archived	boolean
Favorite	boolean
Addresses	array

10other output fields

Get Client ContactSearch

Input fields[3]

Field	Type
Contact UUIDRequired	text
Includes	text

Output fields[3]

Field	Type
UUID	text
Name	text
First Name	text
Last Name	text
Favourite	boolean
Salutation	text
Addressee	text
Mobile	text
Email	text
Phone	text

6other output fields

Get Client DocumentsSearch

Input fields[3]

Field	Type
Client UUIDRequired	choice
Updated Since	date
Page	number
Page Size	number
Sort By	choice
Sort Order	choice
Limit	number

Output fields[3]

Field	Type
UUID	text
Title	text
File Name	text
File Size	number
Note	text
Phase	text
Uploaded By	object
First Name	text
Last Name	text
Download URL	text
Created At	date
Updated At	date

Get Client GroupSearch

Input fields[3]

Field	Type
Client GroupRequired	choice

Output fields[3]

Field	Type
UUID	text
Name	text
Taxable	boolean
Favourite	boolean
Clients	array

Get Client GroupsSearch

Input fields[3]

Field	Type
Name	text
Includes	text
Updated Since	date
Page	number
Page Size	number
Sort By	choice
Sort Order	choice
Limit	number

Output fields[3]

Field	Type
UUID	text
Name	text
Taxable	boolean
Favourite	boolean
Clients	array
Created At	date
Updated At	date

Get Client TypesSearch

Input fields[3]

Field	Type
Name	text
Updated Since	text
Page	number
Page Size	number
Sort By	choice
Order	choice
Limit	number

Output fields[3]

Field	Type
UUID	text
Name	text
Markup	number
Payment Term	text
Payment Day	number
Created At	text
Updated At	text

Get ClientsSearch

Input fields[3]

Field	Type
Name	text
Status	text
Includes	text
Updated Since	date
Page	number
Page Size	number
Sort By	choice
Sort Order	choice
Limit	number

Output fields[3]

Field	Type
UUID	text
Name	text
Export Code	text
Client Manager UUID	text
Job Manager UUID	text
Referral Source	text
Prospect	boolean
Archived	boolean
Favorite	boolean
Addresses	array

10other output fields

Get CostSearch

Input fields[3]

Field	Type
CostRequired	choice

Output fields[3]

Field	Type
UUID	text
Name	text
Cost Code	text
Note	text
Type	text
Billable	boolean
Unit Cost	number
Unit Price	number
Unit Cost (Foreign Currency)	array
Supplier	object
UUID	text
Name	text

6other output fields

Get CostsSearch

Input fields[3]

Field	Type
Name	text
Updated Since	date
Page	number
Page Size	number
Sort By	choice
Sort Order	choice
Limit	number

Output fields[3]

Field	Type
UUID	text
Name	text
Cost Code	text
Note	text
Type	text
Billable	boolean
Unit Cost	number
Unit Price	number
Unit Cost (Foreign Currency)	array
Income Account	text

6other output fields

Get Custom FieldsSearch

Input fields[3]

Field	Type
Updated Since	text
Page	number
Page Size	number
Sort By	choice
Order	choice
Includes	text
Limit	number

Output fields[3]

Field	Type
UUID	text
Name	text
Type	text
Mandatory	boolean
Link	text
Options	array
Objects	object
Client	object
Contact	object
Supplier	object
Job	object
Lead	object
Job Task	object
Job Cost	object
Timesheet	object
Quote	object
Created At	text
Updated At	text

Get InvoiceSearch

Input fields[3]

Field	Type
InvoiceRequired	choice
Includes	text

Output fields[3]

Field	Type
UUID	text
Invoice Number	text
Description	text
Client	object
UUID	text
Name	text
Phone Number	text
Email	text
Contact	object
UUID	text
First Name	text
Last Name	text
Phone Number	text
Mobile Number	text
Email	text
Date	date
Due Date	date
Sent	boolean
Status	text
Type	text

12other output fields

Get Invoice CostsSearch

Input fields[3]

Field	Type
InvoiceRequired	choice
Limit	number

Output fields[3]

Field	Type
UUID	text
Job UUID	text
Job Cost UUID	text
Cost UUID	text
Phase	object
UUID	text
Name	text
Supplier	object
UUID	text
Name	text
Name	text
Description	text
Cost Code	text
Cost Note	text

12other output fields

Get Invoice NotesSearch

Input fields[3]

Field	Type
Updated Since	date
Client	choice
Page	number
Page Size	number
Order	choice
Sort	choice
Limit	number

Output fields[3]

Field	Type
UUID	text
Invoice	object
UUID	text
Invoice Number	text
Client	object
UUID	text
Name	text
Title	text
Phase	text
Description	text
Date	date
Created By	object
UUID	text
First Name	text
Last Name	text
Comments	array
Created At	date

1other output field

Get InvoicesSearch

Input fields[3]

Field	Type
Client	choice
Updated Since	date
Status	text
Includes	text
Created From	date
Created To	date
Page	number
Page Size	number
Sort	choice
Order	choice

1other input field

Output fields[3]

Field	Type
UUID	text
Invoice Number	text
Description	text
Client UUID	text
Contact UUID	text
Date	date
Due Date	date
Sent	boolean
Status	text
Type	text

12other output fields

Get JobSearch

Input fields[3]

Field	Type
JobRequired	choice
Includes	text

Output fields[3]

Field	Type
UUID	text
Job Number	text
Name	text
Client	object
UUID	text
Name	text
Phone Number	text
Email	text
Contact	object
UUID	text
First Name	text
Last Name	text
Phone Number	text
Mobile Number	text
Email	text
Description	text
Client Order Number	text
Budget	number
Job Status	object
UUID	text
Job Status	text
Job Category	object
UUID	text
Job Category	text

15other output fields

Get Job CategoriesSearch

Input fields[3]

Field	Type
Status	text
Updated Since	text
Page	number
Page Size	number
Order	choice
Sort By	choice
Limit	number

Output fields[3]

Field	Type
UUID	text
Name	text
Description	text
Income Account	text
Cost Of Sale Account	text
Created At	text
Updated At	text
Deleted At	text

Get Job CostsSearch

Input fields[3]

Field	Type
JobRequired	choice
Includes	text
Updated Since	date
Page	number
Page Size	number
Sort By	choice
Order	choice
Limit	number

Output fields[3]

Field	Type
UUID	text
Date	date
Description	text
Cost Code	text
Note	text
Quantity	number
Unit Cost	number
Unit Price	number
Type	text
Cost UUID	text

7other output fields

Get Job DocumentsSearch

Input fields[3]

Field	Type
Job UUIDRequired	choice
Updated Since	date
Page	number
Page Size	number
Sort By	choice
Sort Order	choice
Limit	number

Output fields[3]

Field	Type
UUID	text
Title	text
File Name	text
File Size	number
Note	text
Phase	object
UUID	text
Name	text
Download URL	text
Uploaded By	object
UUID	text
First Name	text
Last Name	text
Created At	date
Updated At	date

Get Job StatusesSearch

Input fields[3]

Field	Type
Updated Since	text
Page	number
Page Size	number
Sort By	choice
Order	choice
Limit	number

Output fields[3]

Field	Type
UUID	text
Name	text
Type	text
Show In My Jobs	boolean
Show In Schedule	boolean
Lock Costs	boolean
Lock Timesheets	boolean
Created At	text
Updated At	text

Get Job TemplatesSearch

Input fields[3]

Field	Type
Updated Since	text
Includes	text
Page	number
Page Size	number
Sort By	choice
Order	choice
Limit	number

Output fields[3]

Field	Type
UUID	text
Name	text
Description	text
Job Category	object
UUID	text
Name	text
Job Cost Actual	boolean
Created At	text
Updated At	text
Costs	array
UUID	text
Cost UUID	text
Phase UUID	text
Quantity	number
Billable	boolean
Order	number
Tasks	array
UUID	text
Task UUID	text
Phase UUID	text
Label	text
Description	text
Minutes	number
Billable	boolean
Order	number
To-dos	array
Milestones	array
UUID	text
Phase UUID	text
Name	text
Due After	number
Period	text

1other output field

Get JobsSearch

Input fields[3]

Field	Type
Client	choice
Staff	choice
Updated Since	date
Deleted Since	date
Created From	date
Created To	date
Status	text
Includes	text
Page	number
Page Size	number

3other input fields

Output fields[3]

Field	Type
UUID	text
Job Number	text
Name	text
Client UUID	text
Client Contact UUID	text
Description	text
Client Order Number	text
Budget	number
Job Status UUID	text
Job Category UUID	text

18other output fields

Get Jobs TasksSearch

Input fields[3]

Field	Type
Task Name	text
Label	text
Job	choice
Staff	choice
Task	choice
Updated Since	date
Start Date From	date
Start Date To	date
Due Date From	date
Due Date To	date

7other input fields

Output fields[3]

Field	Type
UUID	text
Task UUID	text
Job	object
UUID	text
Job Number	text
Job Name	text
Name	text
Label	text
Phase	object
UUID	text
Name	text
Description	text
Billable	boolean
Custom Billable Rate	number
Completed At	date

12other output fields

Get LeadSearch

Input fields[3]

Field	Type
LeadRequired	choice
Includes	text

Output fields[3]

Field	Type
UUID	text
Name	text
Status	object
UUID	text
Name	text
Owner	object
UUID	text
First Name	text
Last Name	text
Description	text
Date	date
Client	object
UUID	text
Name	text
Phone Number	text
Email	text
Contact	object
UUID	text
First Name	text
Last Name	text
Phone Number	text
Mobile Number	text
Lead Category	object
UUID	text
Name	text
Estimated Value	number

10other output fields

Get Lead CategoriesSearch

Input fields[3]

Field	Type
Name	text
Updated Since	text
Status	text
Page	number
Page Size	number
Limit	number

Output fields[3]

Field	Type
UUID	text
Name	text
Created At	text
Updated At	text
Deleted At	text

Get Lead DocumentsSearch

Input fields[3]

Field	Type
Lead UUIDRequired	choice
Updated Since	date
Page	number
Page Size	number
Sort By	choice
Sort Order	choice
Limit	number

Output fields[3]

Field	Type
UUID	text
Title	text
File Name	text
File Size	number
Note	text
Phase	text
Download URL	text
Uploaded By	object
UUID	text
First Name	text
Last Name	text
Created At	date
Updated At	date

Get Lead StatusesSearch

Input fields[3]

Field	Type
Updated Since	text
Page	number
Page Size	number
Sort By	choice
Order	choice
Limit	number

Output fields[3]

Field	Type
UUID	text
Name	text
Type	text
Created At	text
Updated At	text
Likelihood	number
Order	number
Is System	boolean
Background Color	text
Border Color	text

1other output field

Get LeadsSearch

Input fields[3]

Field	Type
Client	choice
Lead Category	choice
Lead Status	choice
Updated Since	date
Deleted Since	date
Created From	date
Created To	date
Won/Lost Date From	date
Won/Lost Date To	date
Includes	text

5other input fields

Output fields[3]

Field	Type
UUID	text
Name	text
Lead Status UUID	text
Owner UUID	text
Description	text
Date	date
Client UUID	text
Contact UUID	text
Lead Category UUID	text
Estimated Value	number

11other output fields

Get MeSearch

Output fields[3]

Field	Type
User	object
UUID	text
Name	text
Email	text
Organization	object
Name	text

Get PaymentsSearch

Input fields[3]

Field	Type
Page	number
Page Size	number
Order	choice
Sort	choice
Updated Since	date
Limit	number

Output fields[3]

Field	Type
UUID	text
Invoice UUID	text
Date	date
Amount	number
Reference	text
Created At	date
Updated At	date

Get Purchase OrderSearch

Input fields[3]

Field	Type
Purchase OrderRequired	choice
Includes	text

Output fields[3]

Field	Type
UUID	text
Supplier	object
UUID	text
Name	text
Phone Number	text
Email	text
Jobs	array
Purchase Order Number	text
Currency	text
Currency Exchange Rate	number
Status	text
Billing Status	text
Stock Receipt Status	text
Description	text

12other output fields

Get Purchase Order BillsSearch

Input fields[3]

Field	Type
Purchase Order	choice
Job	choice
Updated Since	date
Created From	date
Created To	date
Includes	text
Status	text
Page	number
Page Size	number
Sort	choice

3other input fields

Output fields[3]

Field	Type
UUID	text
Purchase Order UUID	text
Date	date
Bill Number	text
Supplier Invoice Number	text
Due Date	date
Status	text
Stock Receipt ID	text
Receipt Date	date
Tax	array

5other output fields

Get Purchase Order DocumentsSearch

Input fields[3]

Field	Type
Purchase Order UUIDRequired	choice
Updated Since	date
Page	number
Page Size	number
Sort By	choice
Sort Order	choice
Limit	number

Output fields[3]

Field	Type
UUID	text
Title	text
File Name	text
File Size	number
Note	text
Phase	object
UUID	text
Name	text
Download URL	text
Uploaded By	object
UUID	text
First Name	text
Last Name	text
Created At	date
Updated At	date

Get Purchase Order Stock ReceiptsSearch

Input fields[3]

Field	Type
Purchase Order	choice
Updated Since	date
Created From	date
Created To	date
Includes	text
Page	number
Page Size	number
Sort	choice
Order	choice
Limit	number

Output fields[3]

Field	Type
UUID	text
Purchase Order UUID	text
Date	date
Stock Receipt Note	text
Stock Receipt ID	text
Bill Number	text
Supplier Invoice Number	text
Bill Date	date
Due Date	date
Tax	array

5other output fields

Get Purchase OrdersSearch

Input fields[3]

Field	Type
Job	choice
Supplier	choice
Updated Since	date
Created From	date
Created To	date
Status	text
Stock Receipt Status	text
Billing Status	text
Includes	text
Page	number

5other input fields

Output fields[3]

Field	Type
UUID	text
Supplier UUID	text
Jobs	array
Purchase Order Number	text
Currency	text
Currency Exchange Rate	number
Status	text
Billing Status	text
Stock Receipt Status	text
Description	text

12other output fields

Get QuoteSearch

Input fields[3]

Field	Type
QuoteRequired	choice
Includes	text

Output fields[3]

Field	Type
UUID	text
Quote Number	text
Quote Name	text
Client	object
UUID	text
Name	text
Phone Number	text
Email	text
Contact	object
UUID	text
First Name	text
Last Name	text
Phone Number	text
Mobile Number	text
Salesperson	object
UUID	text
First Name	text
Last Name	text
Lead	object
UUID	text
Name	text
Job	object
UUID	text
Number	text
Type	text
Is Job Master Quote	boolean

20other output fields

Get Quote DocumentsSearch

Input fields[3]

Field	Type
Quote UUIDRequired	choice
Updated Since	date
Page	number
Page Size	number
Sort By	choice
Sort Order	choice
Limit	number

Output fields[3]

Field	Type
UUID	text
Title	text
File Name	text
File Size	number
Note	text
Phase	text
Download URL	text
Uploaded By	object
UUID	text
First Name	text
Last Name	text
Created At	date
Updated At	date

Get Quote NotesSearch

Input fields[3]

Field	Type
Updated Since	date
Client	choice
Quote	choice
Page	number
Page Size	number
Sort Order	choice
Sort By	choice
Limit	number

Output fields[3]

Field	Type
UUID	text
Quote	object
UUID	text
Client	object
UUID	text
Title	text
Phase	text
Description	text
Date	date
Created By	object
UUID	text
Comments	array
Created At	date

1other output field

Get Quote VariationSearch

Input fields[3]

Field	Type
Quote VariationRequired	choice
Includes	text

Output fields[3]

Field	Type
UUID	text
Variation Number	text
Variation Name	text
Client UUID	text
Contact UUID	text
Salesperson UUID	text
Job UUID	text
Quote UUID	text
Type	text
Variation Reason	text

19other output fields

Get Quote VariationsSearch

Input fields[3]

Field	Type
Created From	date
Created To	date
Updated Since	date
Deleted Since	date
Quote	choice
Client	choice
Status	text
Includes	text
Page	number
Page Size	number

3other input fields

Output fields[3]

Field	Type
UUID	text
Variation Number	text
Variation Name	text
Client UUID	text
Contact UUID	text
Salesperson UUID	text
Job UUID	text
Quote UUID	text
Type	text
Variation Reason	text

19other output fields

Get QuotesSearch

Input fields[3]

Field	Type
Client	choice
Updated Since	date
Deleted Since	date
Created From	date
Created To	date
Status	text
Includes	text
Page	number
Page Size	number
Sort By	choice

2other input fields

Output fields[3]

Field	Type
UUID	text
Quote Number	text
Quote Name	text
Client UUID	text
Contact UUID	text
Salesperson UUID	text
Lead	object
UUID	text
Name	text
Job	object
UUID	text
Number	text
Is Job Master Quote	boolean
Type	text

20other output fields

Get RolesSearch

Input fields[3]

Field	Type
Name	text
Updated Since	text
Page	number
Page Size	number
Sort By	choice
Order	choice
Limit	number

Output fields[3]

Field	Type
UUID	text
Name	text
Created At	text
Updated At	text

Get StaffSearch

Input fields[3]

Field	Type
Updated Since	date
Status	text
Includes	text
Page	number
Page Size	number
Sort By	choice
Sort Order	choice
Limit	number

Output fields[3]

Field	Type
UUID	text
First Name	text
Last Name	text
Currently Working	boolean
Base Rate	number
Billable Rate	number
Director	boolean
Fee Earner	boolean
Full Time Equivalent	number
Payroll Code	text

9other output fields

Get Staff MemberSearch

Input fields[3]

Field	Type
Staff MemberRequired	choice
Includes	text

Output fields[3]

Field	Type
UUID	text
First Name	text
Last Name	text
Currently Working	boolean
Base Rate	number
Billable Rate	number
Director	boolean
Fee Earner	boolean
Full Time Equivalent	number
Payroll Code	text

9other output fields

Get SupplierSearch

Input fields[3]

Field	Type
SupplierRequired	choice
Includes	text

Output fields[3]

Field	Type
UUID	text
Name	text
Export Code	text
Status	text
Favourite	boolean
Currency	text
Zero Rated GST	array
Addresses	array
Contacts	array
Contact Details	object
Email	text
Phone	text
Fax	text
Website	text

7other output fields

Get Supplier ContactSearch

Input fields[3]

Field	Type
Supplier Contact UUIDRequired	text
Includes	text

Output fields[3]

Field	Type
UUID	text
Supplier	object
UUID	text
Name	text
First Name	text
Last Name	text
Phone	text
Mobile	text
Email	text
Position	text
Custom Fields	array
Created At	date

2other output fields

Get Supplier DocumentsSearch

Input fields[3]

Field	Type
Supplier UUIDRequired	choice
Updated Since	date
Page	number
Page Size	number
Sort By	choice
Sort Order	choice
Limit	number

Output fields[3]

Field	Type
UUID	text
Title	text
File Name	text
File Size	number
Note	text
Phase	text
Download URL	text
Uploaded By	object
UUID	text
First Name	text
Last Name	text
Created At	date
Updated At	date

Get SuppliersSearch

Input fields[3]

Field	Type
Name	text
Updated Since	date
Status	text
Includes	text
Page	number
Page Size	number
Sort	choice
Order	choice
Limit	number

Output fields[3]

Field	Type
UUID	text
Name	text
Export Code	text
Status	text
Favourite	boolean
Currency	text
Zero Rated GST	array
Addresses	array
Contacts	array
Contact Details	object
Email	text
Phone	text
Fax	text
Website	text

7other output fields

Get TaskSearch

Input fields[3]

Field	Type
TaskRequired	choice

Output fields[3]

Field	Type
UUID	text
Name	text
Description	text
Base Rate	number
Billable Rate	number
Export Code	text
Tracking Categories	array
Taxes	array
Custom Client Rates	array
Custom Staff Rates	array

5other output fields

Get TasksSearch

Input fields[3]

Field	Type
Name	text
Updated Since	date
Status	text
Includes	text
Page	number
Page Size	number
Sort By	choice
Sort Order	choice
Limit	number

Output fields[3]

Field	Type
UUID	text
Name	text
Description	text
Base Rate	number
Billable Rate	number
Export Code	text
Tracking Categories	array
Taxes	array
Custom Client Rates	array
Custom Staff Rates	array

5other output fields

Get TaxesSearch

Input fields[3]

Field	Type
Name	text
Updated Since	text
Page	number
Page Size	number
Sort By	choice
Order	choice
Limit	number

Output fields[3]

Field	Type
UUID	text
Name	text
Type	text
Rate	number
Created At	text
Updated At	text

Get TimesheetSearch

Input fields[3]

Field	Type
TimesheetRequired	choice
Includes	text

Output fields[3]

Field	Type
UUID	text
Job	object
UUID	text
Job Number	text
Name	text
Job Task	object
UUID	text
Name	text
Label	text
Staff	object
UUID	text
First Name	text
Last Name	text
Time (Minutes)	number
Start Time	text
End Time	text
Date	date
Note	text
Billable	boolean

4other output fields

Get TimesheetsSearch

Input fields[3]

Field	Type
Job	choice
Job Task	choice
Staff	choice
Invoice	choice
Updated Since	date
Includes	text
Created From	date
Created To	date
Date From	date
Date To	date

5other input fields

Output fields[3]

Field	Type
UUID	text
Job	object
UUID	text
Job Number	text
Name	text
Job Task	object
UUID	text
Name	text
Label	text
Staff	object
UUID	text
First Name	text
Last Name	text
Time (Minutes)	number
Start Time	text
End Time	text
Date	date
Note	text
Billable	boolean

5other output fields

Add Clients to Client GroupAction

Input fields[3]

Field	Type
Client GroupRequired	choice
ClientsRequired	array
Client	object

Output fields[3]

Field	Type
UUID	text
Name	text
Taxable	boolean
Favourite	boolean
Clients	array

Add Contact to ClientAction

Input fields[3]

Field	Type
ClientRequired	choice
Position	text
Primary Contact	boolean
Include In Emails	boolean

Output fields[3]

Field	Type
UUID	text
Name	text
Export Code	text
Client Manager	object
UUID	text
First Name	text
Last Name	text
Job Manager	object
UUID	text
First Name	text
Last Name	text
Referral Source	text
Prospect	boolean
Archived	boolean
Favorite	boolean
Contacts	array

2other output fields

Add Job Templates to JobAction

Input fields[3]

Field	Type
JobRequired	choice
Job TemplatesRequired	array
Job Template	object
Task ModeRequired	text

Add Staff to JobAction

Input fields[3]

Field	Type
JobRequired	choice
StaffRequired	choice
Custom Billable Rate	number

Output fields[3]

Field	Type
UUID	text
Job Number	text
Name	text
Client	object
UUID	text
Name	text
Phone Number	text
Email	text
Contact	object
UUID	text
First Name	text
Last Name	text
Phone Number	text
Mobile Number	text
Email	text
Description	text
Client Order Number	text
Budget	number
Job Status	object
UUID	text
Job Status	text
Job Category	object
UUID	text
Job Category	text

14other output fields

Create ClientAction

Input fields[3]

Field	Type
Name	text
First Name	text
Last Name	text
Other Name	text
Email	text
Phone	text
Fax	text
Website	text
Referral Source	text
Client Manager	choice

27other input fields

Output fields[3]

Field	Type
UUID	text
Name	text
Export Code	text
Client Manager	object
UUID	text
First Name	text
Last Name	text
Job Manager	object
UUID	text
First Name	text
Last Name	text
Referral Source	text
Prospect	boolean
Archived	boolean
Favorite	boolean
Addresses	array

8other output fields

Create Client ContactAction

Input fields[3]

Field	Type
First NameRequired	text
Last Name	text
Salutation	text
Addressee	text
Phone	text
Mobile	text
Email	text
Favourite	boolean
Clients	array
Client Link	object
Custom Fields	array
Custom Field	object

Output fields[3]

Field	Type
UUID	text
Salutation	text
First Name	text
Last Name	text
Archived	boolean
Addressee	text
Phone	text
Mobile	text
Email	text
Favourite	boolean

5other output fields

Create Client GroupAction

Input fields[3]

Field	Type
NameRequired	text
Taxable	boolean
Favourite	boolean
Clients	array
Client	object

Output fields[3]

Field	Type
UUID	text
Name	text
Taxable	boolean
Favourite	boolean
Clients	array

Create CostAction

Input fields[3]

Field	Type
Cost NameRequired	text
Unit CostRequired	number
Unit PriceRequired	number
TypeRequired	text
BillableRequired	boolean
Cost Code	text
Note	text
Supplier	choice
Income Account	choice
Cost of Sale Account	choice

3other input fields

Output fields[3]

Field	Type
UUID	text
Name	text
Cost Code	text
Note	text
Type	text
Billable	boolean
Unit Cost	number
Unit Price	number
Unit Cost (Foreign Currency)	array
Supplier	object
UUID	text
Name	text

6other output fields

Create Custom FieldAction

Input fields[3]

Field	Type
NameRequired	text
TypeRequired	text
MandatoryRequired	boolean
ObjectsRequired	text
Link	text
Options	text

Output fields[3]

Field	Type
UUID	text
Name	text
Type	text
Mandatory	boolean
Options	text
Objects	object
Client	object
Contact	object
Supplier	object
Job	object
Lead	object
Job Task	object
Job Cost	object
Timesheet	object
Quote	object
Created At	text
Updated At	text

Create JobAction

Input fields[3]

Field	Type
ClientRequired	choice
Job Number	text
Job NameRequired	text
Client Order Number	text
Budget	number
Description	text
StatusRequired	choice
Job Category	choice
Exclude From Estimated Billings	boolean
Start DateRequired	date

6other input fields

Output fields[3]

Field	Type
UUID	text
Job Number	text
Name	text
Client	object
UUID	text
Name	text
Phone Number	text
Email	text
Contact	object
UUID	text
First Name	text
Last Name	text
Phone Number	text
Mobile Number	text
Email	text
Description	text
Client Order Number	text
Budget	number
Job Status	object
UUID	text
Job Status	text
Job Category	object
UUID	text
Job Category	text

14other output fields

Create Job CostAction

Input fields[3]

Field	Type
JobRequired	choice
Cost	choice
Cost Name	text
DateRequired	date
ActualRequired	boolean
Unit Cost	number
Unit Price	number
QuantityRequired	number
Supplier	choice
Cost Code	text

4other input fields

Output fields[3]

Field	Type
UUID	text
Date	date
Cost Name	text
Cost Code	text
Note	text
Quantity	number
Unit Cost	number
Unit Price	number
Type	text
Cost UUID	text

8other output fields

Create Job NoteAction

Input fields[3]

Field	Type
JobRequired	choice
Job Task	choice
TitleRequired	text
NoteRequired	text
Created By	choice

Output fields[3]

Field	Type
UUID	text
Title	text
Phase UUID	text
Description	text
Date	date
Created By	object
UUID	text
First Name	text
Last Name	text
Comments	text
Created At	date
Updated At	date

Create Job QuoteAction

Input fields[3]

Field	Type
JobRequired	choice
From Master QuoteRequired	boolean
Status	text
Valid From	date
Valid To	date
Salesperson	choice
Quote Name	text
Budget	number
Fixed Price	boolean
Description	text

1other input field

Output fields[3]

Field	Type
UUID	text
Quote Number	text
Quote Name	text
Client	object
UUID	text
Name	text
Phone Number	text
Email	text
Contact	object
UUID	text
First Name	text
Last Name	text
Phone Number	text
Mobile Number	text
Salesperson	object
UUID	text
First Name	text
Last Name	text
Lead	object
UUID	text
Name	text
Job	object
UUID	text
Number	text
Type	text
Is Job Master Quote	boolean

20other output fields

Create Job TaskAction

Input fields[3]

Field	Type
JobRequired	choice
TaskRequired	choice
Label	text
Description	text
Billable	boolean
Estimated Minutes	number
Start Date	date
End Date	date
Custom Billable Rate	number
Staff	array
Staff	object

1other input field

Output fields[3]

Field	Type
UUID	text
Task UUID	text
Job	object
UUID	text
Job Number	text
Job Name	text
Name	text
Label	text
Phase	object
UUID	text
Name	text
Description	text
Billable	boolean
Custom Billable Rate	number
Completed At	date

9other output fields

Create LeadAction

Input fields[3]

Field	Type
ClientRequired	choice
NameRequired	text
Lead DateRequired	date
Estimated ValueRequired	number
Lead Category	choice
Lead Template	choice
Details	text
Owner	choice
Estimated Start Date	date
Estimated Duration (Weeks)	number

1other input field

Output fields[3]

Field	Type
UUID	text
Name	text
Status	text
Description	text
Date	date
Client	object
UUID	text
Name	text
Phone Number	text
Email	text
Contact	object
UUID	text
First Name	text
Last Name	text
Phone Number	text
Mobile Number	text
Lead Category	object
UUID	text
Name	text
Quotes	array
Estimated Value	number

5other output fields

Create Purchase OrderAction

Input fields[3]

Field	Type
SupplierRequired	choice
Description	text
Delivery Address	text
StatusRequired	choice
Currency	text
Currency Exchange Rate	number
JobsRequired	array
Jobs	object

Output fields[3]

Field	Type
UUID	text
Supplier	object
UUID	text
Name	text
Phone Number	text
Email	text
Jobs	array
Purchase Order Number	text
Currency	text
Currency Exchange Rate	number
Status	text
Description	text
Delivery Address	text
Date	date

6other output fields

Create Purchase Order BillAction

Input fields[3]

Field	Type
Purchase OrderRequired	choice
DateRequired	date
Due DateRequired	date
Supplier Bill NumberRequired	text
Receipt Date	date
Stock Receipt	choice
Costs	array
Costs	object
Additional Items	array
Additional Items	object

Output fields[3]

Field	Type
UUID	text
Purchase Order UUID	text
Bill Date	date
Bill Number	text
Supplier Invoice Number	text
Due Date	date
Status	text
Stock Receipt ID	text
Receipt Date	date
Tax	array

5other output fields

Create Purchase Order Stock ReceiptAction

Input fields[3]

Field	Type
Purchase OrderRequired	choice
DateRequired	date
Stock Receipt IDRequired	text
Bill	choice
Bill Date	date
Due Date	date
Supplier Bill Number	text
Stock Receipt Note	text
Costs	array
Costs	object
Additional Items	array
Additional Items	object

Output fields[3]

Field	Type
UUID	text
Purchase Order UUID	text
Date	date
Stock Receipt Note	text
Stock Receipt ID	text
Supplier Bill Number	text
Bill Date	date
Due Date	date
Tax	array
Amount Ex Tax	number

4other output fields

Create QuoteAction

Input fields[3]

Field	Type
ClientRequired	choice
Quote NameRequired	text
Type	choice
Job Template	choice
Salesperson	choice
Description	text
Budget	number
Valid From	date
Valid To	date
Optional Items Explanation	text

3other input fields

Output fields[3]

Field	Type
UUID	text
Quote Number	text
Quote Name	text
Client	object
UUID	text
Name	text
Phone Number	text
Email	text
Contact	object
UUID	text
First Name	text
Last Name	text
Phone Number	text
Mobile Number	text
Salesperson	object
UUID	text
First Name	text
Last Name	text
Lead	object
UUID	text
Name	text
Job	object
UUID	text
Number	text
Type	text
Is Job Master Quote	boolean

20other output fields

Create Quote CostAction

Input fields[3]

Field	Type
QuoteRequired	choice
QuantityRequired	number
Cost	choice
Cost Name	text
Unit Cost	number
Unit Price	number
Type	choice
Cost Code	text
Billable	boolean
Optional	boolean

5other input fields

Output fields[3]

Field	Type
UUID	text
Quote Number	text
Quote Name	text
Client	object
UUID	text
Name	text
Phone Number	text
Email	text
Contact	object
UUID	text
First Name	text
Last Name	text
Phone Number	text
Mobile Number	text
Salesperson	object
UUID	text
First Name	text
Last Name	text
Lead	object
UUID	text
Name	text
Job	object
UUID	text
Number	text
Type	text
Is Job Master Quote	boolean

18other output fields

Create StaffAction

Input fields[3]

Field	Type
First NameRequired	text
Last NameRequired	text
EmailRequired	email
Base RateRequired	number
Billable RateRequired	number
Full Time EquivalentRequired	number
Currently Working	boolean
Notes	text
Payroll Code	text
Director	boolean

7other input fields

Output fields[3]

Field	Type
UUID	text
First Name	text
Last Name	text
Currently Working	boolean
Base Rate	number
Billable Rate	number
Director	boolean
Fee Earner	boolean
Full Time Equivalent	number
Payroll Code	text

8other output fields

Create SupplierAction

Input fields[3]

Field	Type
NameRequired	text
Favorite (favorite, no "u" — the vendor's request spelling)	boolean
Email	text
Phone	text
Fax	text
Website	text
Currency	text
Addresses	array
Addresses	object
Zero Rated Tax	choice
Export Code (exportcode, all-lowercase — QK-7)	text

2other input fields

Output fields[3]

Field	Type
UUID	text
Name	text
Export Code	text
Status	text
Favourite	boolean
Currency	text
Zero Rated GST	array
Addresses	array
Contacts	array
Contact Details	object
Email	text
Phone	text
Fax	text
Website	text

6other output fields

Create Supplier ContactAction

Input fields[3]

Field	Type
SupplierRequired	choice
First NameRequired	text
Last NameRequired	text
Email	text
Phone	text
Mobile	text
Position	text
CC In Email	boolean
Primary	boolean
Custom Fields	array
Custom Fields	object

Output fields[3]

Field	Type
UUID	text
Supplier	object
UUID	text
Name	text
First Name	text
Last Name	text
Phone	text
Mobile	text
Email	text
Position	text
Custom Fields	array
Created At	date

2other output fields

Create TaskAction

Input fields[3]

Field	Type
NameRequired	text
Base RateRequired	number
Billable RateRequired	number
Description	text
Export Code	text
Income Account	choice
Tax	array
Tax	object
Custom Client Rates	array
Custom Client Rate	object
Custom Staff Rates	array
Custom Staff Rate	object
Historic Rates	array
Historic Rate	object

Output fields[3]

Field	Type
UUID	text
Name	text
Description	text
Base Rate	number
Billable Rate	number
Taxes	array
Custom Client Rates	array
Custom Staff Rates	array
Historic Rates	array
Export Code	text

4other output fields

Create TimesheetAction

Input fields[3]

Field	Type
Job TaskRequired	choice
StaffRequired	choice
DateRequired	date
Minutes	number
Start Time	time
End Time	time
Note	text
Billable	boolean
Custom Fields	array
Custom Field	object

Output fields[3]

Field	Type
UUID	text
Job	object
UUID	text
Job Number	text
Name	text
Job Task	object
UUID	text
Name	text
Label	text
Staff	object
UUID	text
First Name	text
Last Name	text
Time (Minutes)	number
Start Time	text
End Time	text
Date	date
Note	text
Billable	boolean

1other output field

Delete ClientAction

Input fields[3]

Field	Type
ClientRequired	choice

Output fields[3]

Field	Type
Message	text

Delete Client ContactAction

Input fields[3]

Field	Type
Contact UUIDRequired	text

Output fields[3]

Field	Type
Message	text

Delete Client Contact LinkAction

Input fields[3]

Field	Type
ClientRequired	choice

Output fields[3]

Field	Type
UUID	text
Name	text
Export Code	text
Client Manager	object
UUID	text
First Name	text
Last Name	text
Job Manager	object
UUID	text
First Name	text
Last Name	text
Referral Source	text
Prospect	boolean
Archived	boolean
Favorite	boolean
Contacts	array

2other output fields

Delete Client GroupAction

Input fields[3]

Field	Type
Client GroupRequired	choice

Output fields[3]

Field	Type
Message	text

Delete CostAction

Input fields[3]

Field	Type
CostRequired	choice

Output fields[3]

Field	Type
Message	text

Delete Custom RatesAction

Input fields[3]

Field	Type
Custom Rate TypeRequired	choice
Staff	choice
Client	choice
Task	choice
Applied Up To Date	text

Output fields[3]

Field	Type
Message	text

Delete JobAction

Input fields[3]

Field	Type
JobRequired	choice

Output fields[3]

Field	Type
Message	text

Delete Job StaffAction

Input fields[3]

Field	Type
JobRequired	choice
StaffRequired	choice

Output fields[3]

Field	Type
UUID	text
Job Number	text
Name	text
Client	object
UUID	text
Name	text
Phone Number	text
Email	text
Contact	object
UUID	text
First Name	text
Last Name	text
Phone Number	text
Mobile Number	text
Email	text
Description	text
Client Order Number	text
Budget	number
Job Status	object
UUID	text
Job Status	text
Job Category	object
UUID	text
Job Category	text

14other output fields

Delete Job TaskAction

Input fields[3]

Field	Type
Job TaskRequired	choice

Output fields[3]

Field	Type
Message	text

Delete Purchase OrderAction

Input fields[3]

Field	Type
Purchase OrderRequired	choice

Output fields[3]

Field	Type
Message	text

Delete SupplierAction

Input fields[3]

Field	Type
SupplierRequired	choice

Output fields[3]

Field	Type
Message	text

Delete Supplier ContactAction

Input fields[3]

Field	Type
Supplier Contact UUIDRequired	text

Output fields[3]

Field	Type
Message	text

Delete TaskAction

Input fields[3]

Field	Type
TaskRequired	choice

Output fields[3]

Field	Type
Message	text

Delete TimesheetAction

Input fields[3]

Field	Type
TimesheetRequired	choice

Output fields[3]

Field	Type
Message	text

Make an API Calluniversal

Input fields[3]

Field	Type
URLRequired	text
MethodRequired	choice
Headers	array
Header	object
Query String	array
Parameter	object
Body	text

Output fields[3]

Field	Type
Body	text
Headers	object
Status code	number

Remove Clients from Client GroupAction

Input fields[3]

Field	Type
Client GroupRequired	choice
ClientsRequired	array
Client	object

Output fields[3]

Field	Type
Message	text

Update ClientAction

Input fields[3]

Field	Type
ClientRequired	choice
Name	text
First Name	text
Last Name	text
Other Name	text
Email	text
Phone	text
Fax	text
Website	text
Referral Source	text

23other input fields

Output fields[3]

Field	Type
UUID	text
Name	text
Export Code	text
Client Manager	object
UUID	text
First Name	text
Last Name	text
Job Manager	object
UUID	text
First Name	text
Last Name	text
Referral Source	text
Prospect	boolean
Archived	boolean
Favorite	boolean
Addresses	array

8other output fields

Update Client ContactAction

Input fields[3]

Field	Type
Contact UUIDRequired	text
First Name	text
Last Name	text
Salutation	text
Archived	boolean
Addressee	text
Phone	text
Mobile	text
Email	text
Favourite	boolean

1other input field

Output fields[3]

Field	Type
UUID	text
Salutation	text
First Name	text
Last Name	text
Archived	boolean
Addressee	text
Phone	text
Mobile	text
Email	text
Favourite	boolean

5other output fields

Update Client Contact LinkAction

Input fields[3]

Field	Type
ClientRequired	choice
Position	text
Primary Contact	boolean
Include In Emails	boolean

Output fields[3]

Field	Type
UUID	text
Name	text
Export Code	text
Client Manager	object
UUID	text
First Name	text
Last Name	text
Job Manager	object
UUID	text
First Name	text
Last Name	text
Referral Source	text
Prospect	boolean
Archived	boolean
Favorite	boolean
Contacts	array

2other output fields

Update Client GroupAction

Input fields[3]

Field	Type
Client GroupRequired	choice
Name	text
Taxable	boolean
Favourite	boolean

Output fields[3]

Field	Type
UUID	text
Name	text
Taxable	boolean
Favourite	boolean
Clients	array

Update CostAction

Input fields[3]

Field	Type
CostRequired	choice
Cost Name	text
Unit Cost	number
Unit Price	number
Type	text
Billable	boolean
Cost Code	text
Note	text
Supplier	choice
Income Account	choice

4other input fields

Output fields[3]

Field	Type
UUID	text
Name	text
Cost Code	text
Note	text
Type	text
Billable	boolean
Unit Cost	number
Unit Price	number
Unit Cost (Foreign Currency)	array
Supplier	object
UUID	text
Name	text

6other output fields

Update Custom FieldAction

Input fields[3]

Field	Type
Custom FieldRequired	choice
Name	text
Mandatory	boolean
Objects	text
Link	text
Options	text

Output fields[3]

Field	Type
UUID	text
Name	text
Type	text
Mandatory	boolean
Options	text
Objects	object
Client	object
Contact	object
Supplier	object
Job	object
Lead	object
Job Task	object
Job Cost	object
Timesheet	object
Quote	object
Created At	text
Updated At	text

Update Custom RatesAction

Input fields[3]

Field	Type
Custom Rate TypeRequired	choice
Staff	choice
Client	choice
Task	choice
Applied Up To Date	text
Base Rate	text
Billable RateRequired	text

Update JobAction

Input fields[3]

Field	Type
JobRequired	choice
Client	choice
Job Number	text
Job Name	text
Client Order Number	text
Budget	number
Description	text
Status	choice
Job Category	choice
Exclude From Estimated Billings	boolean

6other input fields

Output fields[3]

Field	Type
UUID	text
Job Number	text
Name	text
Client	object
UUID	text
Name	text
Phone Number	text
Email	text
Contact	object
UUID	text
First Name	text
Last Name	text
Phone Number	text
Mobile Number	text
Email	text
Description	text
Client Order Number	text
Budget	number
Job Status	object
UUID	text
Job Status	text
Job Category	object
UUID	text
Job Category	text

14other output fields

Update Job CostAction

Input fields[3]

Field	Type
Job	choice
Cost	choice
Cost Name	text
Date	date
Actual	boolean
Unit Cost	number
Unit Price	number
Quantity	number
Phase UUID	text
Supplier	choice

5other input fields

Output fields[3]

Field	Type
UUID	text
Date	date
Cost Name	text
Cost Code	text
Note	text
Quantity	number
Unit Cost	number
Unit Price	number
Type	text
Cost UUID	text

8other output fields

Update Job StaffAction

Input fields[3]

Field	Type
JobRequired	choice
StaffRequired	choice
Custom Billable RateRequired	number

Output fields[3]

Field	Type
UUID	text
Job Number	text
Name	text
Client	object
UUID	text
Name	text
Phone Number	text
Email	text
Contact	object
UUID	text
First Name	text
Last Name	text
Phone Number	text
Mobile Number	text
Email	text
Description	text
Client Order Number	text
Budget	number
Job Status	object
UUID	text
Job Status	text
Job Category	object
UUID	text
Job Category	text

14other output fields

Update Job TaskAction

Input fields[3]

Field	Type
Job TaskRequired	choice
Task	choice
Estimated Minutes	number
Phase UUID	text
Label	text
Description	text
Billable	boolean
Custom Billable Rate	number
Start Date	date
End Date	date

3other input fields

Output fields[3]

Field	Type
UUID	text
Task UUID	text
Job	object
UUID	text
Job Number	text
Job Name	text
Name	text
Label	text
Phase	object
UUID	text
Name	text
Description	text
Billable	boolean
Custom Billable Rate	number
Completed At	date

9other output fields

Update LeadAction

Input fields[3]

Field	Type
LeadRequired	choice
Client	choice
Estimated Value	number
Estimated Start Date	date
Estimated Duration (Days)	number
Name	text
Details	text
Lead Category	choice
Owner	choice
Lead Date	date

1other input field

Output fields[3]

Field	Type
UUID	text
Name	text
Status	text
Description	text
Date	date
Client	object
UUID	text
Name	text
Phone Number	text
Email	text
Contact	object
UUID	text
First Name	text
Last Name	text
Phone Number	text
Mobile Number	text
Lead Category	object
UUID	text
Name	text
Quotes	array
Estimated Value	number

5other output fields

Update QuoteAction

Input fields[3]

Field	Type
QuoteRequired	choice
Client	choice
Type	choice
Job Template	choice
Task Mode	text
Quote Name	text
Salesperson	choice
Description	text
Budget	number
Valid From	date

4other input fields

Output fields[3]

Field	Type
UUID	text
Quote Number	text
Quote Name	text
Client	object
UUID	text
Name	text
Phone Number	text
Email	text
Contact	object
UUID	text
First Name	text
Last Name	text
Phone Number	text
Mobile Number	text
Salesperson	object
UUID	text
First Name	text
Last Name	text
Lead	object
UUID	text
Name	text
Job	object
UUID	text
Number	text
Type	text
Is Job Master Quote	boolean

20other output fields

Update Quote CostAction

Input fields[3]

Field	Type
Quote Cost UUIDRequired	text
Cost	choice
Cost Name	text
Unit Cost	number
Unit Price	number
Quantity	number
Type	choice
Cost Code	text
Billable	boolean
Optional	boolean

5other input fields

Output fields[3]

Field	Type
UUID	text
Quote Number	text
Quote Name	text
Client	object
UUID	text
Name	text
Phone Number	text
Email	text
Contact	object
UUID	text
First Name	text
Last Name	text
Phone Number	text
Mobile Number	text
Salesperson	object
UUID	text
First Name	text
Last Name	text
Lead	object
UUID	text
Name	text
Job	object
UUID	text
Number	text
Type	text
Is Job Master Quote	boolean

18other output fields

Update StaffAction

Input fields[3]

Field	Type
Staff MemberRequired	choice
First Name	text
Last Name	text
Base Rate	number
Billable Rate	number
Full Time Equivalent	number
Currently Working	boolean
Notes	text
Payroll Code	text
Director	boolean

5other input fields

Output fields[3]

Field	Type
UUID	text
First Name	text
Last Name	text
Currently Working	boolean
Base Rate	number
Billable Rate	number
Director	boolean
Fee Earner	boolean
Full Time Equivalent	number
Payroll Code	text

8other output fields

Update SupplierAction

Input fields[3]

Field	Type
SupplierRequired	choice
Name	text
Favorite (favorite, no "u" — the vendor's request spelling)	boolean
Email	text
Phone	text
Fax	text
Website	text
Currency	text
Addresses	array
Addresses	object
Zero Rated Tax	choice

3other input fields

Output fields[3]

Field	Type
UUID	text
Name	text
Export Code	text
Status	text
Favourite	boolean
Currency	text
Zero Rated GST	array
Addresses	array
Contacts	array
Contact Details	object
Email	text
Phone	text
Fax	text
Website	text

6other output fields

Update Supplier ContactAction

Input fields[3]

Field	Type
Supplier Contact UUIDRequired	text
First Name	text
Last Name	text
Email	text
Phone	text
Mobile	text
Position	text
CC In Email	boolean
Primary	boolean
Custom Fields	array
Custom Fields	object

Output fields[3]

Field	Type
UUID	text
Supplier	object
UUID	text
Name	text
First Name	text
Last Name	text
Phone	text
Mobile	text
Email	text
Position	text
Custom Fields	array
Created At	date

2other output fields

Update TaskAction

Input fields[3]

Field	Type
TaskRequired	choice
Name	text
Base Rate	number
Billable Rate	number
Description	text
Export Code	text
Income Account	choice
Tax	array
Tax	object

Output fields[3]

Field	Type
UUID	text
Name	text
Description	text
Base Rate	number
Billable Rate	number
Taxes	array
Custom Client Rates	array
Custom Staff Rates	array
Historic Rates	array
Export Code	text

4other output fields

Update TimesheetAction

Input fields[3]

Field	Type
TimesheetRequired	choice
Job Task	choice
Staff	choice
Date	date
Minutes	number
Start Time	time
End Time	time
Note	text
Billable	boolean
Custom Fields	array
Custom Field	object

Output fields[3]

Field	Type
UUID	text
Job	object
UUID	text
Job Number	text
Name	text
Job Task	object
UUID	text
Name	text
Label	text
Staff	object
UUID	text
First Name	text
Last Name	text
Time (Minutes)	number
Start Time	text
End Time	text
Date	date
Note	text
Billable	boolean

1other output field

Upload Client DocumentAction

Input fields[3]

Field	Type
Client UUIDRequired	choice
TitleRequired	text
FilenameRequired	text
FileRequired	text
Note	text
Phase	text

Output fields[3]

Field	Type
UUID	text
Title	text
File Name	text
File Size	number
Note	text
Phase	text
Download URL	text
Uploaded By	object
UUID	text
First Name	text
Last Name	text
Created At	date
Updated At	date

Upload Job DocumentAction

Input fields[3]

Field	Type
JobRequired	choice
TitleRequired	text
FilenameRequired	text
FileRequired	text
Note	text

Output fields[3]

Field	Type
UUID	text
Title	text
File Name	text
File Size	number
Note	text
Phase	object
UUID	text
Name	text
Download URL	text
Uploaded By	object
UUID	text
First Name	text
Last Name	text
Created At	date
Updated At	date

Upload Lead DocumentAction

Input fields[3]

Field	Type
Lead UUIDRequired	choice
TitleRequired	text
FilenameRequired	text
FileRequired	text
Note	text
Phase	text

Output fields[3]

Field	Type
UUID	text
Title	text
File Name	text
File Size	number
Note	text
Phase	text
Download URL	text
Uploaded By	object
UUID	text
First Name	text
Last Name	text
Created At	date
Updated At	date

Upload Purchase Order DocumentAction

Input fields[3]

Field	Type
Purchase Order IdentifierRequired	choice
TitleRequired	text
FilenameRequired	text
FileRequired	text
Note	text
Purchase Order Phase	text

Output fields[3]

Field	Type
UUID	text
Title	text
File Name	text
File Size	number
Note	text
Phase	object
UUID	text
Name	text
Download URL	text
Uploaded By	object
UUID	text
First Name	text
Last Name	text
Created At	date
Updated At	date

Upload Quote DocumentAction

Input fields[3]

Field	Type
Quote UUIDRequired	choice
TitleRequired	text
FilenameRequired	text
FileRequired	text
Note	text
Phase	text

Output fields[3]

Field	Type
UUID	text
Title	text
File Name	text
File Size	number
Note	text
Phase	text
Download URL	text
Uploaded By	object
UUID	text
First Name	text
Last Name	text
Created At	date
Updated At	date

Upload Supplier DocumentAction

Input fields[3]

Field	Type
Supplier UUIDRequired	choice
TitleRequired	text
FilenameRequired	text
FileRequired	text
Note	text
Phase	text

Output fields[3]

Field	Type
UUID	text
Title	text
File Name	text
File Size	number
Note	text
Phase	text
Download URL	text
Uploaded By	object
UUID	text
First Name	text
Last Name	text
Created At	date
Updated At	date

Templates

Look for WorkflowMax templates in the WEXTL template library.

Browse templates →

Explore alternative apps

More apps in Project Management category →

References

WEXTL® WorkflowMax Source Code connector implementation.
Our users use cases and automations.
Official API Documentation for WorkflowMax.
WEXTL® visual workflow builder data.

Last updated: Aug 19, 2026 08:41

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