Connecteam + WorkflowMax Integrations, Built by an AI Agent

Triggers when a user clocks in (punches in) to start a shift.

Triggers when a user clocks out (punches out) to end a shift (this event captures also the clock in data).

Triggers when a manager field is updated on a specified form submission. In case the event is triggered, all the existing manager fields of the form will be sent.

Triggers when a new form is submitted. This trigger is in real-time (replaces the deprecated form submission trigger which was polling based).

Triggers when a new shift is created under the specified scheduler (real time trigger). Please note that this trigger doesn't support group shifts.

Triggers when an existing shift is updated under the specified scheduler (real time trigger). Please note that this trigger doesn't support group shifts.

Archive a single user in the system. Please note that you can only archive users who have the 'user' user type.

Record the start time for the work period of an employee. The start time is automatically captured when the call is executed.

Record the end time for the work period of an employee. The end time is automatically captured when the call is executed. The clock-out will be associated with the current open shift.

Creates a new job in the app.

Creates a job with nested sub-jobs (with line items support)

Creates a new shift in a scheduler

Triggers when a job category is created in job settings.

Triggers when a cost is added to a job.

Triggers when a document is added to a job.

Triggers when a task is added to a job.

Triggers when a job task is completed.

Triggers when a job is updated.

Creates a new client.

Creates a cost in cost admin.

Creates a new job.

Creates a cost on a job using either the job number or the job uuid.

Creates a task on a job using either the job number or the job uuid.

Creates a new lead.