Productivity · Integration
WorkflowMax by BlueRock
Add WorkflowMax by BlueRock to your product for your customers, and give your AI agents governed access to it.
WorkflowMax is job management for professional services firms, where the unit of work is a job: it belongs to a client, carries tasks, absorbs the time people book against it, accumulates costs, and turns into a quote and eventually a bill. The lineage matters before you build anything. Xero retired its version of WorkflowMax in June 2024, and the product sold under that name now is WorkflowMax by BlueRock, rebuilt by a different company, so an integration written against the older interface is not what you are connecting to. An embedded integration reads and creates jobs and their tasks, posts time entries against them, reads clients and staff, and pulls quotes and costs so profitability is visible where the work is managed rather than at month end. Job states, task templates and custom fields are defined per firm. fastn keeps each customer's credentials per tenant.
In your product
Embedded for your customers. Per-tenant auth, no per-customer code, maintained by fastn.
Let each customer connect their own WorkflowMax account so jobs your product creates land in the system their team already bills from.
Create a job and its tasks when your product records work being won, filed under the client it belongs to.
Post time entries so hours captured in your product count towards job cost instead of being rekeyed on Friday.
Read job state, quotes and costs so your product can say whether a job is still inside the number that was quoted.
For your AI agents
Governed, audited access for the agents you build, through the MCP server.
An agent reports which jobs have booked more hours than were quoted, and by how much.
An agent opens a job or books time inside scoped permissions, and the staff member it booked against is recorded.
An agent summarises what is outstanding for one client across their open jobs.
Example prompt
Which open jobs for this client have gone past their quoted hours, and what is driving it?
Set up WorkflowMax by BlueRock in 4 steps
- 01Enable the WorkflowMax connector in your fastn dashboard.
- 02Have each customer authorise their own account, confirming they are on the current BlueRock platform rather than the retired Xero one.
- 03Map that firm's job states, task templates and custom fields, then enable the time and job actions you need.
- 04Call it from your product and expose the same connection to your agents through the MCP gateway.
Why teams use the WorkflowMax by BlueRock integration
What you get by embedding it with fastn instead of building it yourself.
- Ship a WorkflowMax by BlueRock integration without building it. Your customers connect their own WorkflowMax by BlueRock account inside your product and work their work items, assignees and due dates there, with no per-customer code on your side.
- Handle the part that actually costs time: every team configures its own fields, statuses and workflow stages. fastn owns the auth, token refresh, rate limits, pagination and breaking-change fixes, so a WorkflowMax by BlueRock update is not your on-call problem.
- One integration serves your product and your agents. The same governed WorkflowMax by BlueRock connection powers in-product features and gives AI agents scoped, audited access, so you keep work items in step with what happens in your product without wiring it twice.
Used by these teams
Compare with
Wrike
Adobe WorkfrontWorks well with
XeroOften used alongside
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How do I add a WorkflowMax by BlueRock integration to my product?
Enable the WorkflowMax by BlueRock connector in your fastn dashboard, then let each customer authenticate their own WorkflowMax by BlueRock account. fastn handles the OAuth flow, token storage and refresh per tenant, so there is no WorkflowMax by BlueRock client code in your app and no per-customer branch in your codebase. Setup is 4 steps.
Do my customers each connect their own WorkflowMax by BlueRock account?
Yes. Every connection is scoped to the individual customer, so each authorises their own WorkflowMax by BlueRock account and only ever sees their own work items, assignees and due dates. That per-tenant isolation is the point of an embedded integration: you support the long tail of customer setups without maintaining an integration per customer.
Can AI agents use this WorkflowMax by BlueRock integration?
Yes. The same connection is exposed to your agents through the fastn MCP gateway, with permissions scoped per tenant and every call audited. An agent reports which jobs have booked more hours than were quoted, and by how much.
Who maintains the WorkflowMax by BlueRock integration?
fastn does. When WorkflowMax by BlueRock changes an endpoint, deprecates a field or alters its auth, the fix lands in the connector rather than in your backlog, and your customers' connections keep working.
Can my product create and update work in WorkflowMax by BlueRock automatically?
Yes. Items can be created, updated, assigned and transitioned from your product, and changes made in WorkflowMax by BlueRock can trigger your workflows in return.
Does it adapt to each team's own WorkflowMax by BlueRock setup?
Yes. However a team has configured WorkflowMax by BlueRock, whether that is custom fields, statuses and workflow stages or its own calendars and working hours, those are mapped per customer, so an unusual setup works without custom code from you.
What can I build with the WorkflowMax by BlueRock integration?
A common starting point: let each customer connect their own WorkflowMax account so jobs your product creates land in the system their team already bills from. Teams also use it for the other use cases listed above, and expose it to agents for governed reads and writes.
How much does the WorkflowMax by BlueRock integration cost?
It is included. Pricing is based on connected accounts, not on how many connectors you enable, so adding WorkflowMax by BlueRock does not change your per-connector cost. You can start free with 3 connected accounts.
Add WorkflowMax by BlueRock to your product
Start free with 3 connected accounts. No sales call required, and no per-customer integration code.