All content on these pages are related to the latest supported release of the Go Connect client.

WorkflowMax

Integration Type

Client Add-in

Add-in Classification

Controlled

Product / License Type

CRM

FOR BOTH STANDARD AND CONTROLLED, ALWAYS CHECK THE ADVISORY SECTION FOR ADDITIONAL CHARGES OR EXCEPTIONAL CONDITIONS THAT MAY APPLY.

Application Information

Manufacturer:

Xero

Application:

WorkflowMax

Market:

Logistics/ERP

Supported Features (related to latest supported release)

Address Book Search:

Click to dial via Go Connect:

Click to dial via business application:

Caller details preview:

Manual screen pop:

Auto screen pop:

Automatic call activity logging:

Manual call activity logging:

Additional features

Integration with Notes

Notes / Advisories

Will require the WorkflowMax API Key and Account Key which is provided by WorkflowMax software maintainer.   The method of integration we use for WorkflowMax is to periodically (daily / hourly) 'cache' the contact data which would then be available to identify the caller. This 'cached' contact data is used to identify callers therefore would not be 'live' data. 

If the integration supports caching, please note that cached integrations support up to 30,000 contacts. The live mode method would need to be used for larger directories. Performance will then be determined by a number of additional factors including network speed and application API specification.

Other Information

Operating System:

Windows

Installation Options:

Mandatory remote installation required.

References

  1. WorkflowMax (Product Website)
  2. Xero (Manufacturer Website)