WorkflowMax Integration
      Back to home
      1. Help Centre
      2. Integrations
      3. WorkflowMax Integration

      Setting up the WorkflowMax integration

      This article covers the setup steps for the WorkflowMax integration which need to be completed in both WorkflowMax and SuiteFiles by an Admin

      This article covers

      Overview

      Integration between SuiteFiles and WorkflowMax (WFM) is two-way. That is, WFM pulls file data back from SuiteFiles to display in their interface. SuiteFiles also pulls client information from WFM and uses this to pre-populate document and email templates.

      1. You’ll need to be a SuiteFiles Administrator, who is also a WFM Administrator in order to complete the steps below.
      2. If you need to make your WFM Administrator a SuiteFiles Administrator so that they can complete this reconnection process, please have one of your existing SuiteFiles Administrators follow the steps here.
      3. Only one person needs to complete this for your SuiteFiles site. Once connected, the changes will be reflected for all users.

      WorkflowMax setup

      First, in WFM, authorize yourself to have permission to connect 3rd party systems

      1. Go to Settings

      2. Click Staff
      3. Select your name
      4. Scroll to the API Access section
      5. Under Authorize 3rd Party Full Access, select Full Access
      6. Click Save
      7. Now go to Business > Settings
      8. Under the Integrations section, select Document Storage
      9. On the SuiteFiles tile, click Setup Integration

      10. Click Setup Integration
      11. Follow the on-screen prompts to sign into your SuiteFiles site. If you're not sure what your Site URL is, please check under Admin Settings in SuiteFiles
      12. You’ll be redirected to the Document Storage screen in WFM where the SuiteFiles option will be toggled on.  This means you've successfully connected your integration
      13. Everyone in your team must now refresh their SuiteFiles site by clicking the refresh button in their browser, or by pressing CTRL + F5 on their keyboard. This will refresh all Client and Contact lists in SuiteFiles, allowing you to utilize them in File and Email templates. Additionally, you'll be able to easily search for contacts to send documents for signing and collaborate with them through the Connect client portal.

      SuiteFiles setup

      1. In SuiteFiles, navigate to your name in the top right corner and select Integrations
      2. Click Connect under WorkflowMax 
      3. Follow the on-screen prompts to log into your WFM account
      4. Click Authorize

        NB: If you have more than one Organisation/Account you'll need to select the correct one to integrate with from the drop-down above
      5. You’ll be redirected to the Integrations screen in SuiteFiles and see the message "Your SuiteFiles site has been successfully connected"
      6. Click Close.

      Congrats! You and your team are now ready to use the WFM integration!