WorkflowMax + Microsoft Exchange Integrations, Built by an AI Agent
Put WorkflowMax + Microsoft Exchange to work with AI and enterprise-grade automation
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Workflows you can build between WorkflowMax and Microsoft Exchange
See the kind of workflows teams build with WorkflowMax and Microsoft Exchange below — describe the exact one you want above and the Agent builds it on demand.
WorkflowMax + Microsoft Exchange
When a job is updated in WorkflowMax, send an update email via Microsoft Exchange.
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Notify stakeholders by email when project tasks finish
When a milestone task is marked as complete in WorkflowMax, automatically dispatch a confirmation email via Microsoft Exchange to keep stakeholders informed.
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Draft follow-up emails for upcoming task deadlines
When a task deadline is approaching in WorkflowMax, generate an email draft in Microsoft Exchange so project leads can quickly send status reminders.
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Browse the full workflow library →
Looking to achieve something else with WorkflowMax and Microsoft Exchange?
Just describe what you need — the Agent researches both APIs and builds the real automation on demand.
Try Knit FreeTriggers & actions for WorkflowMax and Microsoft Exchange
Everything WorkflowMax and Microsoft Exchange can do inside a workflow — the triggers that start one and the actions that run when it fires.
WorkflowMax Explore WorkflowMax →
A project management software tool that handles job costing, time tracking, invoicing, and reporting for service businesses.
TriggersTriggers 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.
Microsoft Exchange Explore Microsoft Exchange →
An enterprise email, calendar, and contact server software platform hosted on premises or in the cloud.
TriggersTriggers at a specified time before an event in your calendar starts.
Triggers when a new email with attachments arrives.
Triggers when a new event is created in your calendar.
Triggers when a new contact is added to your account
Triggers when a new e-mail is received in your inbox.
Triggers when a new e-mail is received in your inbox that matches a search.
Adds attendees to a calendar event.
Sets the categories applied to an email.
Adds a user to a distribution list or group. Only available in Microsoft 365 Business accounts that have organizational directories.
Create a copy of an email in another folder.
Create an event in the calendar of your choice.
Creates a new contact.
Other Project Management apps on Knit
Explore more Project Management integrations you can automate with Knit — or describe a custom workflow and the Agent builds it.
10,000ft
A high-level resource management and project planning software designed to help businesses manage team capacity and project forecasts.
1st things 1st
1st things 1st is prioritization software designed to help teams analyze, rank, and organize project goals and tasks.
Accelo
Accelo is a cloud service operations platform designed to automate client work, retainers, and business management workflows.
ActiveCollab
A project management and collaboration software that helps teams organize work tasks, track time, and invoice client work.
Acute
Acute is a product feedback management software that allows SaaS teams to collect feature requests, prioritize roadmaps, and engage users.
AdaptiveWork
AdaptiveWork is an enterprise project and portfolio management solution that helps teams track work, resources, and project status.
Aero Workflow
A practice management and workflow automation application built specifically for accounting professionals and bookkeeping firms.
Agiled
An all-in-one business management platform offering project planning, client management, invoicing, time tracking, and HR management.
Other Email apps on Knit
Explore more Email integrations you can automate with Knit — or describe a custom workflow and the Agent builds it.
ActiveCampaign Postmark
ActiveCampaign Postmark is a transactional email delivery service designed to help developers send application emails and monitor delivery performance.
Amazon SES
A cloud-based email sending service designed to send transactional, notification, and bulk marketing emails reliably.
Autoklose
Autoklose is an email sales automation platform designed to manage contacts, automate outreach campaigns, and engage prospects.
Bluetick.io
Bluetick.io is an automated email follow-up platform designed to help sales teams engage prospects and streamline outreach.
Connect 365
Connect 365 is an automated email outreach application that delivers personal cold prospect messaging directly through web email accounts.
EcoSend
EcoSend is a climate-conscious email platform designed to help businesses send marketing campaigns and transactional emails sustainably.
Elastic Email
Elastic Email is an email marketing and transactional email delivery platform featuring SMTP relay and email API services.
Gmail
Gmail is a free email service developed by Google that allows users to send, receive, and manage messages.
Customer Stories
See how leading technology firms are scaling their operations
Amazing Product With Exceptional Support from the team. By using Knit we managed to speed up our development by orders of magnitude.
A brilliant tool to let you seamlessly integrate with many different systems. It is very easy to integrate with and customer support is next level.
Seamless integration experience. Well-documented, self-explanatory APIs, and excellent service and support.
Easy to integrate. Knit's dashboard is intuitive for setting up and testing integrations, and the sandbox is extremely useful during development.
Knit shipped a brand-new Timesheet API in a week and handed us a ready-to-use NetSuite sandbox. That velocity is priceless when you're running payroll in 40+ countries.
#1 in Ease of Integrations
4.9 out of 5 stars on G2
Common questions about WorkflowMax + Microsoft Exchange
Is there a pre-built WorkflowMax + Microsoft Exchange automation?
Not yet, but Knit's Integrations Agent can build one — describe what you want and it researches WorkflowMax and Microsoft Exchange's public API docs (or your own uploaded docs) and builds a working automation.
Does this require a pre-built WorkflowMax or Microsoft Exchange connector?
No. The Agent works whether or not WorkflowMax or Microsoft Exchange already has a pre-built connector in Knit's catalog — it researches the real API surface either way.
How long does it take to build?
Minutes to build a first working version, not weeks — you test it against real data before it goes anywhere near production.
What's the most common Project Management + Email automation?
Creating a task in WorkflowMax from a flagged or labeled email in Microsoft Exchange, with the message content and sender carried over automatically.
Can replies to that email update the task status?
Yes — the Agent can watch the same thread in Microsoft Exchange and update the linked task in WorkflowMax when a reply comes in.