Our Features
Work with your live WorkflowMax data directly
from Google Sheets
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Two-Way Connection between Google Sheets and WFM
Connect Google Sheets to WorkflowMax,
by-directionally. Pull data from WorkflowMax tables, such as Jobs, Quotes, Tasks, Purchase Orders, etc. Refresh data, reports, and build custom queries. Make changes and import data into WFM directly from Google Sheets. -
Build Custom Reports
Use our flexible templates to customize and generate reports such as Purchase Order Details, Purchase Order Summary, Quote Detail, Receivable Invoice Detail, Receivable Invoice Summary, etc.
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Automatic Data Refresh
Refresh your reports & dashboards automatically when you are offline using a flexible schedule: hourly, daily, weekly, monthly. Create BI dashboards by connecting your spreadsheets to Google Data Studio and setting auto-refresh.
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Import Data to WorkflowMax from Google Sheets
Create/Update/Delete Contacts, Costs, Groups, Jobs, Leads, Purchase Orders, etc. and import to WorkflowMax by simply selecting rows in Google Sheets. No hassle with CSV files. Use our workflow processor to schedule automatic data uploads from Google Sheets to WFM.
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Automatic Emails & Alerts
Automatically generate and email real-time reports to your team and clients in Excel, PDF, CSV or Google Sheets. Create and send alerts when certain criteria are met.
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Collaborate in Real-Time in Google Drive
Easily share spreadsheets and collaborate with your team and clients in Google Drive. Work as a team on a shared spreadsheet, leave comments, and track changes. Now your users without access to WorkflowMax can see live WFM data!
