airbyte/docs/integrations/sources/workflowmax.md

Workflowmax

This directory contains the manifest-only connector for source-workflowmax.

Documentation reference:

Visit https://app.swaggerhub.com/apis-docs/WorkflowMax-BlueRock/WorkflowMax-BlueRock-OpenAPI3/0.1#/ for V1 API documentation

Authentication setup

Workflowmax uses bearer token authentication, You have to input your bearer access_token in the field of API key for authentication.

Using postman to get access token

• Move to Authorization tab of an empty http request and selected Oauth 2.0
• Set use token type as access token
• Set header prefix as Bearer
• Set grant type as Authorization code
• Check Authorize using browser
• Set Auth URL as https://oauth.workflowmax2.com/oauth/authorize
• Set Access token URL as https://oauth.workflowmax2.com/oauth/token
• Set Client ID, Client secret, Scope defined as your Workflowmax settings, Example Scope: openid profile email workflowmax offline_access
• Set state as any number, Example: 1
• Set Client Authentication as Send as Basic Auth Header Click Get New Access Token for retrieving access token

Then authorize your source with the required information.

1. Go to set up The Source page.
2. Enter your Workflowmax application's access token.
3. Click Save button.

Configuration

Input	Type	Description	Default Value
api_key_2	string	API Key.
account_id	string	Account ID. The account id for workflowmax
start_date	string	Start date.

Streams

Stream Name	Primary Key	Pagination	Supports Full Sync	Supports Incremental
stafflist	UUID	DefaultPaginator	✅	❌
clientlist	UUID	DefaultPaginator	✅	❌
clients_documents	uuid	No pagination	✅	❌
clientgrouplist	UUID	DefaultPaginator	✅	❌
costlist	UUID	DefaultPaginator	✅	❌
invoice_current	UUID	DefaultPaginator	✅	❌
invoicelist	UUID	DefaultPaginator	✅	✅
joblist	UUID	DefaultPaginator	✅	✅
job_tasks	UUID	DefaultPaginator	✅	✅
leadlist	UUID	DefaultPaginator	✅	✅
purchaseorderlist	ID	DefaultPaginator	✅	✅
tasklist	UUID	DefaultPaginator	✅	❌
quotelist	UUID	DefaultPaginator	✅	✅
supplierlist	UUID	DefaultPaginator	✅	❌
timelist	UUID	DefaultPaginator	✅	✅

Changelog

Expand to review

Version	Date	Pull Request	Subject
0.0.41	2025-12-16	70680	Update dependencies
0.0.40	2025-11-25	70185	Update dependencies
0.0.39	2025-11-18	69638	Update dependencies
0.0.38	2025-10-29	68976	Update dependencies
0.0.37	2025-10-21	68346	Update dependencies
0.0.36	2025-10-14	67955	Update dependencies
0.0.35	2025-10-07	67332	Update dependencies
0.0.34	2025-09-30	66446	Update dependencies
0.0.33	2025-09-09	65691	Update dependencies
0.0.32	2025-08-24	65492	Update dependencies
0.0.31	2025-08-09	64857	Update dependencies
0.0.30	2025-08-02	64340	Update dependencies
0.0.29	2025-07-26	64079	Update dependencies
0.0.28	2025-07-19	63627	Update dependencies
0.0.27	2025-07-12	63226	Update dependencies
0.0.26	2025-07-05	62751	Update dependencies
0.0.25	2025-06-28	62268	Update dependencies
0.0.24	2025-06-21	61750	Update dependencies
0.0.23	2025-06-15	61212	Update dependencies
0.0.22	2025-05-24	60748	Update dependencies
0.0.21	2025-05-10	59972	Update dependencies
0.0.20	2025-05-04	59550	Update dependencies
0.0.19	2025-04-26	58938	Update dependencies
0.0.18	2025-04-19	58544	Update dependencies
0.0.17	2025-04-12	58027	Update dependencies
0.0.16	2025-04-05	57381	Update dependencies
0.0.15	2025-03-29	56876	Update dependencies
0.0.14	2025-03-22	56313	Update dependencies
0.0.13	2025-03-08	55583	Update dependencies
0.0.12	2025-03-01	55141	Update dependencies
0.0.11	2025-02-22	54523	Update dependencies
0.0.10	2025-02-15	53526	Update dependencies
0.0.9	2025-02-01	53070	Update dependencies
0.0.8	2025-01-25	52441	Update dependencies
0.0.7	2025-01-18	51947	Update dependencies
0.0.6	2025-01-11	51422	Update dependencies
0.0.5	2024-12-28	50782	Update dependencies
0.0.4	2024-12-21	50324	Update dependencies
0.0.3	2024-12-14	47888	Update dependencies
0.0.2	2024-10-28	47527	Update dependencies
0.0.1	2024-10-13	46866	Initial release by @btkcodedev via Connector Builder