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WorkflowMax Lite Private Previewlink
WorkflowMax is a project management platform.
Featureslink
Feature Name | Supported | Notes |
---|---|---|
Capture deletes | check | We infer deletes for the CLIENT table. |
Custom data | ||
Data blocking | check | Column level |
Column hashing | check | |
Re-sync | check | Connector level |
History | ||
API configurable | check | API configuration |
Priority-first sync | ||
Fivetran data models | ||
Private networking |
Setup guidelink
Follow our step-by-step WorkflowMax setup guide to connect WorkflowMax with your destination using Fivetran connectors.
Sync overviewlink
To capture new records, we incrementally sync the following tables and their child tables:
INVOICE
JOB
LEAD
ORDERS
QUOTE
TIME_SHEET
We also re-import these tables once a week to capture updates and deletes.
Schema informationlink
This schema applies to all WorkflowMax connectors.
To zoom, open the ERD in a new window.