The WorkflowMax (WFM) integration will allow you to create SuiteFiles folders for new Quotes, Clients and Jobs.
Please note: Our WorkflowMax integration is currently unavailable. We'll have an integration with the new WorkflowMax by BlueRock available soon and will update our Release notes page and these articles once this is live.
You'll need to also have the SuiteFiles Chrome extension installed to use take advantage of the full WorkflowMax (WFM) integration.
New Clients
Once you have the Chrome extension installed, you'll be able to create new Clients via WorkflowMax, and you'll be prompted to create the SuiteFiles folder.
Documents tab
When you’re in WFM and you click on the Documents tab for either a client, a job or a quote the system will interrogate SuiteFiles looking for a client folder with the same name
Jobs
In the case of WFM Jobs, the integration looks for a folder structure that is Client Name > Jobs > Job Name; when prompted to create a Jobs folder, click Create.
Quotes
For WFM Quotes, the integration looks for a folder structure that is Client Name > Quotes > Quote Name. For new quotes, you may need to create the folder in SuiteFiles.
If you see the No Quote With This Name in SuiteFiles message, click Create in SuiteFiles.
When prompted, click Create.
