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Query the WorkflowMax API using regular SQL

You're a developer. You're perfectly capable of connecting to the WorkflowMax API and pulling down data. But why waste your time building an API integration when your skills and time are better spent elsewhere?

API integrations are hard to build and maintain. But with SyncHub, you can query your data source using a language you know and love - SQL.

How it works

Get your WorkflowMax data into your favourite reporting tool in just two minutes and three easy steps.

1 2 3 Connect WorkflowMax to SyncHub

Securely connect your cloud software to SyncHub and we'll do the rest.

1 2 3 We sync your data automatically

SyncHub incrementally syncs your data and stages it in a managed data warehouse. We check for changes so you don't have to.

1 2 3 Connect your reporting tool

Query and share your data using our built-in Insights platform, or use your own reporting tool - such as like Excel, Tableau or Power BI.

No ODBC driver required

SyncHub runs in the cloud, 24×7. There are no ODBC drivers to install or maintain, and no local computer required to cache your results. Just securely connect SyncHub to your WorkflowMax account and you can be querying your data in just a couple of minutes.

BYOD

Want more power? How about views, stored procedures or triggers? No problem - SyncHub's Bring Your Own Database feature gives you complete control over your database.

Real-time data*

Make a change in WorkflowMax and query it via SQL within minutes. Our feed is so quick, you'll think you're querying WorkflowMax directly!

Your data is secure

Your WorkflowMax data is stored using best-practice security protocols. But if you're still concerned, no worries - just use our BYOD (Bring Your Own Database) option when setting up your account.

Frequently asked questions

Not directly, no. But SyncHub's ERD model, combined with the real-time* sync from WorkflowMax, means that it is essentially the same as querying directly.
No. Our solution is cloud-hosted, meaning no installs are required on your own computers. Furthermore, because it is cloud-hosted, SyncHub runs in the background 24-7, keeping your data up to date while you sleep.
If your SQL skills are a little rusty, we've got you covered too. Our AI-powered Query Assistant uses knowledge of your WorkflowMax data model to create SQL queries for you - just describe your problem and watch the magic happen.
SyncHub can poll WorkflowMax as frequently as every five minutes, however this capability may be limited by the amount of data you have and/or the type of plan you have with WorkflowMax. The best way to find out is to simply grab a free trial of SyncHub, connect WorkflowMax, then see for yourself.
No. SyncHub is a reporting tool and cannot reflect changes back to your cloud application.
We currently sync Category, Client custom field, Client details, Client document, Client group details, Contact, Cost, Custom field definition, Invoice, Job cost, Job cost custom field, Job custom field, Job details, Job task custom field, Lead, Lead custom field, Purchase order details, Quote, Staff, Supplier, Supplier custom field, Task, Template, Time, Time custom field, Client contact, Client, Custom field definition option, Invoice task, Invoice cost, Invoice payment, Job task, Milestone, Note, Job assignee, Purchase order details cost, Quote task, Quote cost, Quote option, Job task assignee and Comment (see our Data Model for full details). If there's something else you need just ask.
Your WorkflowMax data is stored in its own dedicated data warehouse, hosted in our Microsoft Azure Sydney Data Center. If you'd like it stored somewhere else (even your own servers), just enquire about our BYOD (bring-your-own-database) option.
Absolutely. Every customer gets their very own isolated data warehouse. Database credentials are salt-encrypted...multi-factor authentication can be activated for your account...we take security very seriously. You can read more about our security best practices here.

Example queries

Check out these example queries for some inspiration

  • select c.NoteUUID, c.CreatedBy, n.CreatedBy, n.Date from [workflowmax].Comment c left join [workflowmax].Note n on c.NoteRemoteID = n.RemoteID
  • select jta.AllocatedMinutes, jta.JobTaskID, jt.PartnerUUID, jt.ManagerUUID from [workflowmax].JobTaskAssignee jta left join [workflowmax].JobTask jt on jta.TaskRemoteID = jt.RemoteID
  • select qo.AmountIncludingTax, qo.AmountTax, q.ContactUUID, q.ClientUUID from [workflowmax].QuoteOption qo left join [workflowmax].Quote q on qo.QuoteRemoteID = q.RemoteID
  • select top 4 Name, UUID, WhenModified, WhenCreated, IsDeleted, WhenUpsertedIntoDataStore from [workflowmax].Category order by Name
  • select top 4 Text, Boolean, Number, Decimal, DecimalLocalized, Date from [workflowmax].ClientCustomField order by Text
  • select top 17 BankAccountNumber, BankAccountName, BankBSB, BalanceMonth, ClientCode, ActiveAtoClient from [workflowmax].ClientDetails order by BankAccountNumber
* Realtime

SyncHub's engine polls for changes every 5 minutes. However, different APIs, and different endpoints within those APIs, may impose restrictions beyond our control - thereby reducing the fidelity of your real-time feed.