STEP 1
Connect ActiveCollab and Workiz
Save credentials in WEXTL once. We store them encrypted and reuse the authorization across every workflow [3]. No coding or API skills required.
ActiveCollab and Workiz Integration
Build project management workflows between ActiveCollab and Workiz on a visual canvas — set up data fields sync between apps once and let data flow when events come automatically. Integration will work without code and your team will see the workflow inside WEXTL® builder.
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Learn about ActiveCollab and Workiz
Detailed info you need to know about ActiveCollab and Workiz integrations in WEXTL. Explore which modules apps support and how you connect them.
ActiveCollab
Project management for tasks, collaboration, and team workloads. [5]
How to connect ActiveCollab to Workiz
Set up your ActiveCollab and Workiz integration in 3 simple steps [2] — no coding required. Up to 10 minutes setup.
STEP 2
Build a workflow
Paste selected ActiveCollab and Workiz nodes onto the canvas [4], or describe what you want and WEXTL wires the flow together with AI Builder.
STEP 3
Map your data
Choose which fields need to sync between ActiveCollab and Workiz. Use filters or leverage a JS custom code step in between — everything is on the canvas.
How does the integration between ActiveCollab and Workiz work in WEXTL?
WEXTL exposes actions and triggers for ActiveCollab and Workiz that help you connect apps and automate repetitive tasks [1]. A trigger is an event that happens, an action — a step that performs when the event has occurred.
ActiveCollab triggersWorkiz actions
ActiveCollab modules
- Archive a CompanyArchives a company, making it inactive and preserving its information for future reference or audit purposes.
- Archive a UserArchives a user in the system.
- Cancel an InvoiceCancels an existing invoice in the system.
- Create a CompanyCreates a new company record.
- Create a PaymentCreates a payment in the system.
- Create a ProjectCreates a new project in the specified service.
- Create a UserCreates a new user in the system.
- Create an InvoiceCreates an invoice in the system.
- Delete a PaymentDeletes a payment from the system.
- Delete a UserDeletes a user from the database.
- Delete an InvoiceDeletes a specific invoice from the service.
- Duplicate an InvoiceDuplicates an existing invoice within the system.
- Export an InvoiceExports an invoice in PDF format.
- Export Invoice ReportExports an invoice report to the specified format or location.
- Get a CompanyRetrieves details of a specific company.
- Get a ProjectRetrieves information about a specific project.
- Get a UserRetrieves a user from the service by user ID.
- Get an InvoiceRetrieves the details of a specific invoice from the service.
- Get Invoice Private NotesRetrieves private notes associated with a specific invoice.
- List Archived InvoicesRetrieves a list of archived invoices.
- List CompaniesRetrieves a list of all companies.
- List CompaniesRetrieves a list of companies from the service.
- List Company InvoicesRetrieves a list of invoices for a company.
- List InvoicesRetrieves a list of invoices from the service.
- List PaymentsRetrieves a list of payments.
- List ProjectsRetrieves a list of projects.
- List UsersRetrieves a list of all users.
- List UsersRetrieves a list of users from the service.
- Make an API CallMakes an arbitrary API call.
- Remove a Client from a ProjectRemoves a specified client from an existing project.
- Run Invoice ReportGenerates an invoice report based on the specified criteria.
- Send an InvoiceSends an invoice to a specified recipient.
- Trash a CompanyDeletes a company record from the database.
- Update a PaymentUpdates a payment with the specified details.
- Update a ProjectUpdates a project with new details or changes in the service.
- Update a UserUpdates a user's profile information.
- Update an InvoiceUpdates an invoice with new details or information.
- Watch CompaniesTriggers when a new company is added or an existing company is updated.
- Watch InvoicesTriggers when an invoice is created or updated.
- Watch PaymentsTriggers when a payment is made or updated.
- Watch ProjectsTriggers when a new project is created or updated.
- Watch UsersTriggers when a user event occurs.
Workiz modules
- Assign a User to a JobAssigns an user to an existing job.
- Create a JobCreates a new job.
- Create a LeadCreates a new lead.
- Get a JobRetrieves an existing job by id.
- Make an API CallPerforms an arbitrary authorized API call.
- Mark a Lead as ActiveMarks an existing lead as active.
- Mark a Lead as LostMarks an existing lead as lost.
- Search JobsSearches for jobs by specified criteria.
- Search LeadsSearches for leads by specified criteria.
- Unassign an UserUnassigns an user to an existing job.
- Update a JobUpdates an existing job by id.
- Update a LeadUpdates an existing lead by id.
- Watch New JobsWatches for new jobs.
- Watch New LeadsWatches for new leads.
Explore alternative integrations
There are other apps [9] supported by WEXTL that can be paired with ActiveCollab and Workiz integrations. Pick any from the list below if the current combination isn't the one you need.
Frequently asked questions
Common questions about connecting ActiveCollab and Workiz.
Connect your ActiveCollab and Workiz accounts once, pick a trigger in one app and an action in the other, then map the fields so data flows automatically between them. [3]
Example: when ActiveCollab's "Watch Companies" fires, WEXTL can "Assign a User to a Job" in Workiz. ActiveCollab has 5 triggers (including Watch Companies, Watch Invoices, and Watch Payments); Workiz has 12 actions (including Assign a User to a Job, Create a Job, and Create a Lead). Add filters and transforms between steps when you need them. [1]
Yes — the integration works in both directions. Use each app's triggers to start a workflow and the other app's actions to update it. [2]
No. ActiveCollab-to-Workiz automations are built visually on the canvas. You can optionally add custom JavaScript with Functions when you need advanced logic. [4]
Yes. Trigger-based automations start the moment ActiveCollab (or Workiz) fires a new event — webhook-backed apps run within seconds, and polling-only apps re-check on a schedule you control. [7]
A first automation typically takes 5–10 minutes: connect each app's credential once, drop a trigger + action onto the canvas, map the fields, and turn the workflow on.
You can build your ActiveCollab + Workiz automation on a 3-day trial with every feature unlocked. Cancel anytime. For your protection, a small deposit is charged to your card when your trial starts. It counts toward your first payment and is non-refundable. [8]
References
List of sources used to gather information about the ActiveCollab and Workiz integration.
- ActiveCollab and Workiz integration source code, module specs and credentials implementation.
- Our ActiveCollab and Workiz integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official vendor API documentation for ActiveCollab and Workiz — used to verify field meanings, authentication flows, and anything our own specs don't fully capture.
- WEXTL® visual workflow builder, anonymized data from our technical support team.
- ActiveCollab integration information
- Workiz integration information
- WEXTL® Scheduling
- WEXTL® Pricing and Trial
- WEXTL® Apps Library