Extend WorkflowMAX

API

• About the WorkflowMAX API
• API authentication

Customise WorkflowMAX

• About customising WorkflowMAX

• Custom billing rates
• Custom fields
• Custom print templates
• Custom reports

Integrations

• Set up the Zapier integration
• Set up the QuickBooks interface
• Set up HubSpot integration
• Set up Airwallex integration

Notifications

• About notifications
• Add or edit custom notifications
• Edit default notifications
• Enable or disable email notifications

Templates

• About templates

• Custom print templates
• Job templates
• Lead templates

To-do items

• About to-do items
• Add a to-do item
• Delete a to-do item
• Reorder to-do items
• Tick off completed to-do items