In this page, replace all the instances of WorkFlowMax by the name of the app

The title should be "Which data is shared between WorkFlowMax and other apps"

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

Add here a list of workflows that the user will be able to accomplish with other apps, e.g.:

You can create your contact in vTiger, and attach an invoice to this contact in vTiger, then change the status of the invoice to "Paid" in Quickbooks

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

In following sections, add the data shared with Connec! and other apps on the platform:

- Column "Entity shared" => use the name of the entity displayed for the user in the application, update entities or add new entities if necessary

- Columns "From WorkFlowMax to other apps" and "From other apps to WorkFlowMax" => add the corresponding sign to indicate if the data is pushed/pulled to Connec! 

FAQ

In the following section add the main limitations / specific information regarding the data mapping of the specific entity as a Question/Answer   

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.

My contact name is not displayed correctly in other apps

Worklowmax only has a field "name" for contacts. As we can not guess in that name which is the first name and the last name, we are creating a contact with only a last name.

Team Work 

All the apps available on Maestrano marketplace share data with WorkFlowMax

However, these three apps are the best matching for WorkFlowMax