What actions can I run in JobLogic?

81 actions are available, including "Get a Contact", "Get a Contact by Unique Entity ID", and "Get a Cost", and more. Run them from any trigger in your automation stack — map fields once and they execute automatically.

Do I need to write code to automate this?

No. Most automations are built visually on the canvas by picking triggers, actions, and mapping fields. You can add custom JavaScript with Functions when advanced logic is needed — but it is never required.

Is the integration secure?

Yes. Connections are authenticated per account, credentials are encrypted at rest, and you can enforce approvals and team-level access controls on any automation.

JobLogic Integrations

Field service management software for jobs, customers, quotes, and technician workflows. When JobLogic work moves, update stakeholders or kick the next automation.

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Watch ContactsTriggers when a new contact is created.
Watch CustomersTriggers when a new customer is added.
Watch InvoicesTriggers when a new invoice is created.
Watch Job ConditionsTriggers when job conditions are detected.
Watch Purchase OrdersTriggers when a new purchase order is created.
Watch QuotesTriggers when a new price quote is created.
Watch TasksTriggers when a new task is created.
Get a ContactRetrieves a contact by its unique ID.
Get a Contact by Unique Entity IDRetrieves a contact using a unique entity ID.
Get a CostRetrieves cost information from a service based on a provided quote.
Get a Customer by IDRetrieves a customer using a unique ID.
Get a Customer by IDRetrieves a customer using their unique ID.
Get a JobRetrieves job details by a unique ID (GUID).
Get an InvoiceRetrieves an invoice.
Get an InvoiceRetrieves an invoice using the specified parameters.
Get a Purchase OrderRetrieves a purchase order from the service.
Get a Purchase Order by Job IDRetrieves a purchase order by the specified Job ID.
Get a Purchase Order Line ItemRetrieves a purchase order line item from the server using a specified resource.
Get a TaskRetrieves a task using its unique ID.
Get Contract DetailsRetrieves detailed information for a specific contract using either its internal ID, a unique GUID, or both.
Get Costs by TypeRetrieves costs categorized by grouped line type.
Get Customer Contract by Site IDRetrieves all contracts associated with a specific site.
Get Invoice DetailsRetrieves details for a specific invoice.
Get Job DetailsRetrieves details of a specific job.
Get Non-Productive TypesGets a list of non-productive types from the service.
Get Purchase Order DetailsRetrieves the details of a specific purchase order.
Get Quote DetailsRetrieves details of a specific quote.
Get Staff Approval LimitationRetrieves information about the approval limit of an existing staff based on their unique ID.
Get Staff DetailsRetrieves details of a staff member using their ID.
Get Supplier Invoices by Purchase Order IDRetrieves supplier invoices associated with a specific purchase order ID.
Get Timesheet DetailsRetrieves timesheet details for a specified entry.
List Job TasksRetrieves all job tasks.
Search ContactsAllows the user to search for contacts based on various criteria.
Search CustomersSearches for customers based on various criteria.
Search InvoicesSearches for invoices using a specific keyword.
Search Job ReferencesRetrieves job references based on specific criteria.
Search Jobs by ConditionSearches jobs based on specific conditions provided.
Search Purchase OrdersSearches for purchase orders based on specified conditions.
Search QuotesSearches for quotes by keywords.
Search TasksSearches for tasks based on a keyword.
Search TimesheetsRetrieves timesheets based on specified criteria.
Search TradesSearches and retrieves trades filtered by a search term.
Add a Job TaskAdds a job task.
Add a Task LibraryAdds a task library to the system.
Add Customer Contact to JobAssigns multiple site and customer contacts to a job.
Add Non-Productive DataAdds non-productive data to the system for a specified entity.
Approve a Purchasing OrderApproves an order for purchase.
Approve a QuoteApproves a quote, indicating the user's decision to proceed with the purchase after reviewing the details.
Assign a Customer to a QuoteAssigns a customer contact to a specific quote.
Cancel a QuoteCancels a specific quote in the system.
Complete a Delivery Purchase Order Line ItemCompletes a delivery purchase order line item for the specified order.
Create a ContactCreates a new contact.
Create a Contact with Email NotificationsCreates a new contact for a job and automatically subscribes them to all available email notification events.
Create a CustomerCreates a new customer in the system.
Create a JobsheetGenerates a URL that can be used to download a jobsheet (valid for 7 days).
Create an InvoiceCreates a new invoice in the system.
Create a Purchase OrderCreates a new order for purchase.
Create a Purchase Order Line ItemCreates a purchase order line item in the system.
Create a QuoteCreates a new quote in the system.
Create a Supplier Invoice/Credit Purchase OrderCreates a supplier invoice or credit purchase order for accounting purposes.
Create a TimesheetCreates a new timesheet using the API endpoint.
Create Multiple Invoice Lines for a Supplier's Purchase OrderCreates several invoice lines for a specific purchase order from a supplier.
Delete a ContactRemoves a contact identified by a unique ID from the service.
Delete a ContactDeletes a contact from the service.
Delete a CustomerDeletes a customer from the service.
Delete a JobDeletes a specific job from the system.
Delete an InvoiceDeletes an invoice from the system using the specified invoice ID.
Delete a Purchase OrderDeletes a purchase order from the system.
Delete a Purchase Order Line ItemDeletes a specific line item from a purchase order.
Delete a QuoteDeletes a quote in the system.
Delete a Supplier InvoiceDeletes a specified supplier invoice from the system.
Delete CostsDeletes costs from the database or service.
Make an API CallPerforms an arbitrary authorized API call.
Mark a Purchase Order as SentMarks a purchase order as sent using the POST request method.
Reject a QuoteRejects a quote in the system, changing its status accordingly.
Reject a QuoteRejects a provided quote, indicating disapproval or need for revision.
Resolve a Purchase OrderResolves a purchase order to finalize or update its status.
Restore Completed JobsRestores required revisit jobs that have been previously completed.
Update a ContactUpdates an existing contact.
Update a CostUpdates a cost for a specific entry.
Update a CustomerUpdates a customer in the database.
Update a JobUpdates a job with new details or status.
Update an InvoiceUpdates an existing invoice in the system.
Update a Purchase OrderUpdates the details of a specific purchase order.
Update a Purchase Order Line ItemUpdates a purchase order line item in the system with new details or modifications.
Update a QuoteUpdates a quote with new information or changes.
Update a Supplier InvoiceUpdates the invoice of a specific supplier.
Update a TimesheetUpdates a timesheet for a specific user or project.

When to use JobLogic

Common scenarios where JobLogic automation saves time and reduces manual work.

React to "Watch Contacts" in JobLogic in real time: route the event into CRM, chat, ticketing, or any connected service.
Run "Get a Contact by Unique Entity ID" in JobLogic from any upstream event — map fields once and let the automation handle the rest.
Include "Watch Invoices" from JobLogic in larger multi-tool workflows to move data end-to-end without hand-offs.

How to connect

Sign in and approve access — your password is never shared with WEXTL®, and you can revoke access from the provider at any time.

Full API documentation

You’ll be redirected to sign in and approve access — your password is never shared with WEXTL.

Connecting JobLogic to WEXTL®

Field	Type	Help
Joblogic - Client IDRequired	text	Enter your Client ID. `IP whitelisting is required` before this app can connect. First, copy the Make egress IP addresses from Make IP allowlist and send them to Joblogic Support to be whitelisted. Once completed, Joblogic will provide your Client ID via the UAT portal at https://uat.joblogic.com.
Joblogic - Client SecretRequired	password	Enter your Client Secret. This secret is issued together with your Client ID and is used for OAuth 2.0 authentication. If authentication fails, confirm that `IP whitelisting is required` and that your Make IPs from Make IP allowlist have been approved by Joblogic Support. Credential setup is managed via https://uat.joblogic.com.

Use in workflow automation

Start from JobLogic’s Watch Purchase Orders trigger and the run begins the moment there’s something new — no cron job to babysit, no one remembering to check.

Add Create a Purchase Order Line Item as the next step, then branch, filter or hand off to the rest of your stack. The whole path stays on one canvas your team can read.

This integration brings 88 ready-made steps for project management work, and every run records what went in and what came back.

JobLogic workflow on the canvas: Watch Purchase Orders then Create a Purchase Order Line Item

Frequently asked questions

Common questions about automating JobLogic in your workflows.

JobLogic has 7 triggers, including "Watch Contacts", "Watch Customers", and "Watch Invoices", and more. Use them to start workflows the moment JobLogic events fire — no polling required.

Field

Type

Help

Joblogic - Client IDRequired

text

Enter your Client ID. IP whitelisting is required before this app can connect. First, copy the Make egress IP addresses from Make IP allowlist and send them to Joblogic Support to be whitelisted. Once completed, Joblogic will provide your Client ID via the UAT portal at https://uat.joblogic.com.

Joblogic - Client SecretRequired

password

Enter your Client Secret. This secret is issued together with your Client ID and is used for OAuth 2.0 authentication. If authentication fails, confirm that IP whitelisting is required and that your Make IPs from Make IP allowlist have been approved by Joblogic Support. Credential setup is managed via https://uat.joblogic.com.

Use in workflow automation

Start from JobLogic’s Watch Purchase Orders trigger and the run begins the moment there’s something new — no cron job to babysit, no one remembering to check.

Add Create a Purchase Order Line Item as the next step, then branch, filter or hand off to the rest of your stack. The whole path stays on one canvas your team can read.

This integration brings 88 ready-made steps for project management work, and every run records what went in and what came back.

JobLogic Integrations

When to use JobLogic

How to connect

Use in workflow automation

Frequently asked questions

JobLogic Integrations

When to use JobLogic

How to connect

Connect JobLogic to any app in workflows

Use in workflow automation

Frequently asked questions

Connect JobLogic to any app in workflows

Connect JobLogic to any app in workflows

Connect JobLogic to any app in workflows

JobLogic Integrations

JobLogic triggers and actions

When to use JobLogic

How to connect

Use in workflow automation

Frequently asked questions

What triggers does JobLogic support?

What actions can I run in JobLogic?

Do I need to write code to automate this?

Is the integration secure?

JobLogic Integrations

JobLogic triggers and actions

When to use JobLogic

How to connect

Connect JobLogic to any app in workflows

Use in workflow automation

Frequently asked questions

What triggers does JobLogic support?

What actions can I run in JobLogic?

Do I need to write code to automate this?

Is the integration secure?

Connect JobLogic to any app in workflows

Connect JobLogic to any app in workflows

Connect JobLogic to any app in workflows