Workiz
Workiz is a field service management platform for scheduling jobs, managing leads and teams, and recording payments.
21 actionsAPI key
What your bot can do in Workiz
Looks up
- Get ClientRetrieve one Workiz client with service and billing addresses, contacts, tags, notes, custom fields, and other detail fields.
- Get Invoice or EstimateRetrieve one Workiz invoice or estimate with line items, payments, client and job links, totals, and status.
- Get Job or LeadRetrieve one Workiz job or lead, selected by record_type, including its client, schedule, status, and resource-specific detail fields.
- List Assigned TechniciansList one page of technicians assigned to a Workiz job or lead.
- List Client NotesList one page of notes recorded on a Workiz client, ordered by creation date descending.
- List ClientsList and search Workiz clients with balance, tag, created-date, and sort filters.
- List Invoices or EstimatesList Workiz invoices or estimates with optional created or updated date filtering.
- List Jobs or LeadsList one page of Workiz jobs or leads, selected by record_type, with optional open-state, date, and sort filters, and return a…
- List UsersList Workiz users and technicians for assignment and attribution workflows.
- List Workiz Reference DataList IDs and names needed to create or update Workiz records, such as job types, ad groups, tags, statuses, and custom fields.
Show 1 more
- Search Workiz RecordsSearch jobs, leads, clients, and invoices by a name, phone, email, address, serial number, or custom-field value.
Takes action
- Add Client NoteAdd a text note to a Workiz client and optionally pin it.
- Assign TechnicianAssign a technician to a Workiz job or lead, optionally replacing the existing technician when the account disallows multiple technicians.
- Assign TechniciansAssign up to 25 technicians to one Workiz job or lead on a multi-technician account and return a separate success or failure result for…
- Convert Lead to JobIrreversibly convert an existing Workiz lead into a job and return the resulting job.
- Create JobCreate a scheduled or unscheduled Workiz job for an existing client, or match or create an inline client and create the job for them.
- Create LeadCreate a scheduled or unscheduled Workiz lead for an existing client, or match or create an inline client and create the lead for them.
- Remove TechnicianRemove a technician assignment from a Workiz job or lead.
- Set Primary TechnicianMake an already assigned technician the primary technician on a Workiz job or lead.
- Update JobUpdate only the selected fields of an existing Workiz job.
- Update LeadUpdate only selected fields of an existing Workiz lead, including status, schedule, client details, tags, and custom fields.
