WorkflowMax Setup Guide Lite In Dev
Follow our setup guide to connect WorkflowMax to Fivetran.
Prerequisites
To connect WorkflowMax to Fivetran, you need an active WorkflowMax account.
Setup instructions
In the connection setup form, enter your chosen Destination schema name.
Click Authorize to allow Fivetran to access your WorkflowMax account using OAuth. You will be redirected to your WorkflowMax account to authorize Fivetran's access.
Log in to your WorkflowMax account. Once you have finished, you will be redirected back to Fivetran.
Click Save & Test. Fivetran will take it from here and sync your data from your WorkflowMax account.
Related articles
description Connector Overview
account_tree Schema Information
settings API Connection Configuration