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2024-05-07 12:00:00
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Automate workflows your way

Automate within WorkflowMAX
Kick off new jobs automatically from forms, emails, or activity - no manual entry. Keep jobs accurate with automatic status updates, time logging, and event tracking. Send reminders or team notifications so nothing slips through the cracks.

Automate with Your Business Tools
Connect WorkflowMAX with your favourite business apps:

  • Sync quotes, jobs, and activity with your CRM - no double-handling.
  • Automatically notify finance teams when jobs are ready to invoice.
  • Push timesheets to spreadsheets for payroll review.
  • Send instant chat alerts or trigger e-signature requests as soon as documents are ready.
Build reliable, integrated workflows that save time, reduce mistakes, and keep your business in sync.

How to connect Zapier with WorkflowMAX


  1. Create or log in to your Zapier account.
  2. Select WorkflowMAX as the app you want to connect in Zapier. 
  3. Set up your automation (called a Zap) by following the on-screen prompts.
  4. Test your Zap to make sure it works as expected.
  5. That’s it – let WorkflowMAX and Zapier take care of the repetitive tasks so you can focus on your projects and clients.
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What is Zapier?

Zapier is a no-code automation platform that automates workflows between WorkflowMAX and thousands of other apps, without writing a single line of code.

Ready to automate your WorkflowMAX workflows?

Join our open beta program today or start a free trial to see how automation can save your business time and reduce errors.

Frequently asked questions

What is Zapier and how does it work with WorkflowMax?

Zapier is an online automation tool that connects your favourite apps, like WorkflowMax, Xero, Google Drive and more. When you connect WorkflowMax to Zapier, you can automatically pass information between WorkflowMax and 6,000+ other apps - no coding needed.

Why should I connect WorkflowMax to Zapier?

Connecting WorkflowMax to Zapier saves you time and reduces manual effort. You can set up automations (called "Zaps") that streamline job management, eliminate double-handling, and keep your data in sync across all your business tools.

What are some examples of things I can automate?

You can create automations such as:

  • Creating a new job in WorkflowMax when a lead is added in your CRM (like HubSpot)
  • Sending a Slack or Teams message when a job status changes
  • Saving WorkflowMax invoices or documents to Google Drive or Dropbox
  • Creating tasks in project management tools when jobs are created in WorkflowMax

Do I need to know how to code to use Zapier with WorkflowMax?

Not at all! Setting up a Zap between WorkflowMax and other apps is quick and code-free. Just use Zapier’s simple steps to choose your triggers and actions, then turn on your Zap.

Is the WorkflowMax Zapier integration secure?

Yes. Zapier uses strong encryption and security practices to keep your data safe as it moves between WorkflowMax and your other apps.

How do I get started with integrating WorkflowMax and Zapier?

You’ll need a WorkflowMax account and a Zapier account. Log in to Zapier, search for WorkflowMax, and start creating your first Zap - or use the pre-made Zaps to get started even faster.

Will integrating with Zapier cost extra?

Connecting WorkflowMax with Zapier is free from our side, but you might need a Zapier subscription depending on your usage. Check Zapier pricing for more details.

What should I do if I need help setting up a Zap?

If you get stuck or want advice on the best automations for your business, our support team is here to help. Explore our help centre or contact us directly for support.