Move Workflowmax data anywhere it matters.

Send Workflowmax stafflist, clientlist and clients documents to any warehouse, lake or AI app.

Sync Workflowmax free Read the docs

Source

Workflowmax

Snowflake
BigQuery
Postgres
Databricks
Claude

Streams: 15
Incremental streams: 7
Destinations: 50+
Standard support: 0.0.69

Overview

What is the Airbyte Workflowmax connector?

The Airbyte Workflowmax connector extracts data from Workflowmax and loads it into 50+ destinations such as Snowflake, BigQuery, Databricks or Postgres, with full refresh and incremental sync. It publishes 15 streams you can select per connection.

01
Sync to your warehouse
Land 15 Workflowmax tables in 50+ destinations on a schedule you control.
02
Incremental syncs
Pull only the records that changed since the last run instead of reloading everything.
03
One authorization
Authenticate Workflowmax once and Airbyte keeps every scheduled sync running on it.
04
Cloud or self-hosted
Run the Workflowmax connector on Cloud, OSS, Hybrid.

15 streams

Every table you can sync from Workflowmax

stafflist
Primary key UUID
Pagination DefaultPaginator
Sync modes FullIncr.
clientlist
Primary key UUID
Pagination DefaultPaginator
Sync modes FullIncr.
clients_documents
Primary key uuid
Pagination No pagination
Sync modes FullIncr.
clientgrouplist
Primary key UUID
Pagination DefaultPaginator
Sync modes FullIncr.
costlist
Primary key UUID
Pagination DefaultPaginator
Sync modes FullIncr.
invoice_current
Primary key UUID
Pagination DefaultPaginator
Sync modes FullIncr.

stafflist
Primary key	UUID
Pagination	DefaultPaginator
Sync modes	FullIncr.

clientlist
Primary key	UUID
Pagination	DefaultPaginator
Sync modes	FullIncr.

clients_documents
Primary key	uuid
Pagination	No pagination
Sync modes	FullIncr.

clientgrouplist
Primary key	UUID
Pagination	DefaultPaginator
Sync modes	FullIncr.

costlist
Primary key	UUID
Pagination	DefaultPaginator
Sync modes	FullIncr.

invoice_current
Primary key	UUID
Pagination	DefaultPaginator
Sync modes	FullIncr.

Setup

Live in three steps

Get your Workflowmax credentials from the vendor dashboard or developer settings.
Configure the source in Airbyte with the required connection fields.
Pick a destination, choose streams, set full refresh or incremental, and schedule syncs.

Configuration fields

Workflowmax configuration fields
Field	Type	Description
account_id*	string	The account id for workflowmax
start_date*	string	Not documented.
api_key_2	string	Current OAuth 2.0 access token. Optional - it is refreshed and stored automatically using the Client ID, Client Secret and Refresh Token.
client_id	string	The Client ID of your WorkflowMax OAuth 2.0 application (created in the WorkflowMax developer portal).
client_secret	string	The Client Secret of your WorkflowMax OAuth 2.0 application.
refresh_token	string	OAuth 2.0 refresh token obtained with the offline_access scope. WorkflowMax access tokens expire after 30 minutes, so the connector uses this token to request a new access token automatically.
token_expiry_date	string	The date-time at which the current access token expires. Managed automatically.

Hybrid deployment

Sovereign by architecture, not by policy.

The data plane runs in your environment. Records, credentials and keys stay with you; the control plane only receives configuration and job metadata.

Cloud
OSS
Hybrid

Your environment

DataConnectorsCredentialsKeys

↕ metadata only

Airbyte control plane

OrchestrationMonitoringUI

FAQ

Workflowmax connector questions

What data can I sync from Workflowmax with Airbyte?

15 streams, including stafflist, clientlist, clients documents, clientgrouplist, costlist, invoice current, invoicelist, joblist and more.

Does the Workflowmax connector support incremental sync?

Yes. invoicelist, joblist, job tasks, leadlist and others support incremental sync, and every documented stream supports full refresh.

Where can I run the Workflowmax connector?

Run the Workflowmax connector on Cloud, OSS, Hybrid. Hybrid deployments keep the data plane in your environment while the control plane orchestrates syncs.

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