Workflow Max
Workflow Max is a project and client management platform built to help teams stay organized around ongoing work. It’s designed to structure client-related activity so teams can consistently reference the same project context, making it easier to coordinate work, keep client data tidy, and reduce manual admin.
With Workflow Max connected, BOBs can proactively manage your client group structure so it reflects your current project reality. Instead of relying on someone to manually keep groupings correct, BOBs can update client groups as project assignments and grouping rules change—helping teams avoid outdated lists, mismatched ownership, and messy onboarding.
This makes it a strong fit for operations that depend on consistent client segmentation (e.g., client onboarding batches, segmented reporting, internal routing, or project-based coordination). Once client groups are maintained in Workflow Max, connected tools can use those groupings as the source of truth for downstream steps like notifications, task distribution, and client communications—without extra manual cleanup.
What can BOBs do with Workflow Max?
Perform actions
- Create Client Group
- Delete Client Group
- List Client Group Options
- List Client UUID Options