Sign up with WorkflowMax

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?

  1. Sign in to Notud
  2. Go to My Teams page
  3. Click 'Integrations and Connected Apps'
  4. Select 'WorkflowMax'
  5. Follow the rest of the steps below - Enter your credentials (Xero 1/3)

Integrate WFM

Don't have a Notud account? Sign up using your WFM login

  1. Go to Create new account
  2. 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

Enter your Business name (you can update this later), check I agree to the User Terms and Privacy Policy and select the option to sync your clients. 

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. 

WorkflowMax data

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)

Finished!!! Happy notetaking!