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Here you will find all the information you look for regarding the data sharing between WorkFlowMax and the other apps of the marketplace


Interesting workflow you can accomplish with WorkFlowMax on our MarketPlace

When I create a contact in my CRM it is mapped to a Contact in WorkflowMax.

When I create an Employee in my HR management system, it is mapped to a Staff in WorkflowMax

When I create an Opportunity in my CRM, it is mapped to a Lead in WorkflowMax.

When you create a sales invoices in WorkflowMax, the sales invoice is pushed to your accounting package (eg. Xero).

When you create a purchase order in WorkflowMax, your purchase order is pushed to your account package.



Data shared between WorkFlowMax and other apps


CRM and Sales data shared

Entity in ConnecEntity in WorkFlowMax

From WorkFlowMax to other apps

From other apps to WorkFlowMaxSee it on my Impac! Dashboard
ContactClient


OpportunityLead


ContactSupplier



Accounting data shared

Entity in ConnecEntity in WorkFlowMax

From WorkFlowMax to other apps

From other apps to WorkFlowMaxSee it on my Impac! Dashboard
InvoicesInvoices


All invoice widgets
QuotesQuotes



Purchase orderPurchase



HR data shared

Entity in ConnecEntity in WorkFlowMax

From WorkFlowMax to other apps

From other apps to WorkFlowMaxSee it on my Impac! Dashboard
EmployeeStaff

Employees list widget






FAQ

  

My opportunity status is not updated.

WorkflowMax does not enable opportunities to be updated outside of the application.

Opportunities created outside of WorkflowMax will appear in WorkflowMax. However, if you update the opportunity in another application, like changing its name or moving the opportunity in a sales pipeline, this update will not be shared with WorkflowMax.

My invoice is not updated in WorkflowMax 


When an invoice is marked as paid in the accounting package, the invoice is not marked as paid in WorkflowMax. You have to manually update the invoice in WorkflowMax.

Team Work 

All the apps available on Maestrano marketplace share data with WorkFlowMax

However, these three apps are the best matching for WorkFlowMax  

MYOB

Quickbooks

Xero

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