Guide to Integrating WorkflowMax

OneSaas can import contacts out of WorkflowMax for integrations with other contacts management or email marketing systems.

Connecting OneSaas to WorflowMax

  1. On the OneSaas Dashboard select “New Connection” and then select WorkflowMax from the popup 
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  2. In a separate browser tab Login to your WorkflowMax and navigate to Admin > Interfaces > Connectors to enable OneSaas Access (https://my.workflowmax.com/admin/connectors.aspx)
  3. Click on Generate Key next to OneSaas 
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  4. Copy the generated Key in your clipboard
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  5. Paste the Key in the OneSaas Connect to WorkflowMax screen:
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  6. Click Apply
  7. Select the type of data you want integrated and the direction for integration 
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