Sign up with WorkflowMax and sync your clients with this integration.
You can sign up for Notud using your Xero / WorkflowMax account. Or you can add an WFM account to an existing Notud account. By doing this you can choose the option to sync your clients details and start taking digital notes in Notud.
Already have a Notud account?
- Sign in to Notud
- Go to the teams page
- Click 'New WorkflowMax Team'
- Follow the rest of the steps below - Enter your credentials (Xero 1/3)
Don't have a Notud account? Sign up using your WFM login
- Go to Create new account
- Select 'WorkflowMax' (WFM) when creating a new account
Enter your credentials (Xero 1/3)
You will be redirected to log in with your Xero credentials.
Enter Authenticator code (Xero 2/3)
If requested, enter your authenticator code
User account information (Xero 3/3)
Click allow so you can use your Xero login to access your Notud account.
Setup your Notud Account
If you choose not to sync your clients at this stage you'll only use your Xero/WorkflowMax account to log into your Notud Account. You'll have to create a new Notud account to sync your WorkflowMax clients.
Select allow access
Finalise Notud settings (Notud 1/3)
Your almost there!
Setup your timezone and language preference (Notud 2/3)
Add a logo and select the default template (Notud 3/3)