What actions can I run in Kickserv?

8 actions are available, including "Get a Customer", "Search Customers", and "Search Jobs", 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.

Kickserv Integrations

Field service management software for jobs, customers, and service scheduling. Sync Kickserv tasks, statuses, and assignees with chat, CRM, and docs.

Explore Documentation

GDPR
Data Encryption
2FA
Local Data Region

Get a CustomerRetrieves a single customer by customer number.
Search CustomersSearches for customers by specified criteria.
Search JobsSearches for jobs by specified criteria.
Create a CustomerCreates a new customer.
Create a Customer NoteCreates a new note to an existing customer.
Delete a CustomerDeletes a customer by its id.
Make an API CallPerforms an arbitrary authorized API call.
Update a CustomerUpdates an existing customer by its id.

When to use Kickserv

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

Automate "Get a Customer" in Kickserv as a workflow step — combine it with triggers, filters, and AI steps for full-pipeline coverage.
Run "Search Customers" in Kickserv from any upstream event — map fields once and let the automation handle the rest.
Layer "Search Jobs" from Kickserv with filters, transforms, and AI steps to build automations that match your exact business logic.

How to connect

Paste your credentials once — WEXTL® stores them encrypted and reuses the connection across every workflow that needs it.

Full API documentation

Enter your credentials below. WEXTL stores them encrypted and uses them only to call the API on your behalf.

Connecting Kickserv to WEXTL®

Field	Type	Help
Account IDRequired	text	account ID can be obtained from your browser URL: https://app.kickserv.com/`cd4c6c`/dashboard, where `cd4c6c` is the Account ID value. You should pass account ID `only` in this field.
API TokenRequired	text	API Key can be obtained from employee settings page. Typically, `https://app.kickserv.com/`YOUR_ACCOUNT_CODE`/employees/1` - first employee is an account owner. API Token looks like that: `K5Ncm2CM3zaQbLma9-KL`.

Use in workflow automation

Start from Kickserv’s Search Customers step and wire it straight into the run — one node on the canvas, no glue script.

Add Create a Customer Note 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 8 ready-made steps for project management work, and every run records what went in and what came back.

Kickserv workflow on the canvas: Search Customers then Create a Customer Note

Frequently asked questions

Common questions about automating Kickserv in your workflows.

Kickserv has no triggers, but it provides 8 actions including "Get a Customer", "Search Customers", and "Search Jobs". Pair them with triggers from other apps to automate Kickserv tasks.

Field

Type

Help

Account IDRequired

text

account ID can be obtained from your browser URL: https://app.kickserv.com/cd4c6c/dashboard, where cd4c6c is the Account ID value. You should pass account ID only in this field.

API TokenRequired

text

API Key can be obtained from employee settings page. Typically, https://app.kickserv.com/YOUR_ACCOUNT_CODE/employees/1 - first employee is an account owner. API Token looks like that: K5Ncm2CM3zaQbLma9-KL.

Use in workflow automation

Start from Kickserv’s Search Customers step and wire it straight into the run — one node on the canvas, no glue script.

Add Create a Customer Note 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 8 ready-made steps for project management work, and every run records what went in and what came back.

Kickserv Integrations

When to use Kickserv

How to connect

Use in workflow automation

Frequently asked questions

Kickserv Integrations

When to use Kickserv

How to connect

Connect Kickserv to any app in workflows

Use in workflow automation

Frequently asked questions

Connect Kickserv to any app in workflows

Connect Kickserv to any app in workflows

Connect Kickserv to any app in workflows

Kickserv Integrations

Kickserv triggers and actions

When to use Kickserv

How to connect

Use in workflow automation

Frequently asked questions

What triggers does Kickserv support?

What actions can I run in Kickserv?

Do I need to write code to automate this?

Is the integration secure?

Kickserv Integrations

Kickserv triggers and actions

When to use Kickserv

How to connect

Connect Kickserv to any app in workflows

Use in workflow automation

Frequently asked questions

What triggers does Kickserv support?

What actions can I run in Kickserv?

Do I need to write code to automate this?

Is the integration secure?

Connect Kickserv to any app in workflows

Connect Kickserv to any app in workflows

Connect Kickserv to any app in workflows