Job management and professional services automation for agencies, consultancies, and service businesses.
View and manage jobs, tasks, and deadlines
Access client information and history
View and track quotes and proposals
Log time entries against jobs and tasks
Have AI summarize job status and deadlines
Automatically log time based on calendar events
Generate client reports from job data
Track project profitability in real-time
Sign up for The Proxies
Go to Settings > Integrations
Click "Connect WorkflowMax" and authorize
Select your WorkflowMax organization
This integration works best with these helper categories:
Your connection to WorkflowMax uses industry-standard OAuth 2.0 authentication. We never see or store your passwords. API tokens are encrypted at rest, and you can revoke access at any time from your dashboard.
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