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WFMCRM - Salesforce to WorkflowMax and Xero Practice Manager Connector
Connect Salesforce to WorkflowMax or Xero Practice Manager
- Business Need
- Integration
Unlock the power of Salesforce CRM with the simplicity of Workflowmax.com professional service quote, job and invoice management. Send Salesforce accounts, contacts and opportunities to WorkflowMax or Xero Practice Manager clients, contacts and jobs.
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Showing 2 of 2 Reviews
DO NOT DOWNLOAD THIS APP!
Do not download this App - they ask for a credit card and once you have added your details there is no way to cancel the trial and then, as they have your credit card details, they take the monthly subscription. Phone number is disconnected and website is for another business. No response to my email to refund my money. The worst thing is that the App doesn't work with Workflow Max as Xero has changed its API details.
Easy implementation and management; setup and forget
great application, with simple integration and management. we have a complex installation of salesforce through our business lines and this app gave us the ability to simply make changes to our object trigger code to adapt this product to our system. worked first time and have not add a problem since, setup and forget. the only reason i did not give five star to this product, was it does not handle custom WorkFlowMax fields. yet with my experience in WorkFlowMax this is due to their limited API's.
Hi Tristan, thanks for the feedback. Just to let you know we are working on custom field integration and hoping to be able to release that during our next updates. We've got custom field management on the roadmap. Thanks