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WorkflowMax: Getting started with WorkflowMax

Before you are able to connect your WorkflowMax organisation to Savvy Reports, you are going to require an API Account key. As Savvy Reports is currently under going certification with WorkflowMax and is in beta, you will need to contact WorkflowMax support (support@workflowmax.com) in order to gain your API account key as explained under the "working with unlisted add-ons and API connections" section provided by WorkflowMax. All that is required, is that you contact WorkflowMax support and ask them for an API account key for Savvy Reports. Once you have your API credentials, you can follow the steps below.

Add Add-on

Once logged in, navigate to the menu on the left and click on Add-ons. You can then add the WorkflowMax add-on and follow the login procedure.

Sign In

When prompted for your WorkflowMax API credentials, please input your organisation name and API account key.

Live

After submitting your WorkflowMax details, you will be redirected back to the add-ons page. Your add-on is now live and ready to be used.