STEP 1
Select Kickserv in workflow
Pick Kickserv app in the workflow builder [4] - just one click to select the app.
Kickserv Integration
Field service management software for jobs, customers, and service scheduling. Sync Kickserv tasks, statuses, and assignees with chat, CRM, and documentation tools. When Get a Customer fires, automatically continue with Search Customers or Search Jobs.
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Supported triggers and actions for Kickserv integration
Triggers can detect changes in Kickserv and run actions that can create, search or modify data inside Kickserv automatically [3] — exactly how you set them.
- 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.
How to integrate Kickserv in automation workflow?
3 simple steps to make your Kickserv connected with other apps in automation workflows on WEXTL. Up to 10 minutes integration set up.
STEP 2
Connect Kickserv
When prompted, authorize access to Kickserv in WEXTL once. Kickserv credentials are encrypted and never shared with WEXTL. Authorization will be reused in any future API calls [3].
WEXTL wants to integrate with your Kickserv account. Approve?
STEP 3
Build a workflow
Build your workflow with Kickserv yourself or with WEXTL® AI Builder. Connect Kickserv to any available integrations [5], or use HTTP node to go beyond them.
Kickserv
How Kickserv connects and integrates with WEXTL
Save and approve your credentials once — WEXTL® stores authorization information encrypted and reuses the authentication whenever Kickserv app is called in workflows. That allows your project management automations to run without your attention, per defined schedule [7]. Explore documentation [6] for a detailed list of fields that Kickserv supports.
The following table illustrates what fields Kickserv integration require during authorization flow inside our workflow builder [4].
Video slide demonstrates how Kickserv is connected in WEXTL builder [4].
| Field | Type | Help |
|---|---|---|
Account IDRequired | text | account ID can be obtained from your browser URL: https://app.kickserv.com/ |
API TokenRequired | text | API Key can be obtained from employee settings page. Typically, |
Connect Kickserv to popular apps on WEXTL
Enter a name of the other app you want to sync with Kickserv below. Click on selected app to explore integration options with Kickserv. If the app you search for is not available in WEXTL yet, you can use HTTP node [10] instead to integrate it directly.
Example automation with Kickserv integration
Select Search Customers action from Kickserv - this will be a starting point in your automation. Whenever event happens in Kickserv, workflow will start [7] from Search Customers node.
Search for Create a Customer Note, connect it as the next step of integration sequence. You can use filters between Search Customers and Create a Customer Note, so only important data pass from Search Customers to the next step. WEXTL gives you full control over the process of Kickserv automation. All parts of workflow are visible on the canvas [4].
Kickserv on WEXTL has 8 modules for building project management automations. Explore Kickserv documentation for more.
Video slide demonstrates how Search Customers and Create a Customer Note [6] nodes are used in Kickserv workflow.
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.
Integration has 8 actions, including "Get a Customer", "Search Customers", and "Search Jobs", and more. Refer to our Kickserv Documentation for detailed inputs and outputs.
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 our customers do that in rare cases [4].
Yes. Connections are authenticated per account, credentials are encrypted at rest, and you can enforce approvals and team-level access controls on any automation.
The Kickserv integration on WEXTL runs directly on its vendor public API — every field name, authentication method, and rate limit is controlled by Kickserv official API and covered in documentation [3]. WEXTL handles the request signing and pagination for you.
Absolutely. Where Kickserv provides native webhooks, you can use instant triggers to eliminate polling delay. For custom webhooks, WEXTL offers Custom Webhook node, so you can start automation whenever Kickserv or any other service sends event to webhook URL.
WEXTL is an AI-first visual canvas. The platform allows you to describe automation in plain text — and AI will wire nodes for Kickserv inside the workflow builder [4]. You can also use built-in workflow nodes (AI Agent, Human in the Loop, Condition, Aggregate Results) in pair with Kickserv modules to craft complex integration flows with branches, filtering, and conditional logic. There are absolutely no limits of what you can build.
References
List of sources used to gather information about the Kickserv integration.
- Kickserv integration source code, module specs and credentials implementation.
- Internal Kickserv integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official Kickserv vendor API documentation — 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.
- WEXTL® Apps Library
- WEXTL® Kickserv App Documentation
- WEXTL® Workflow Scheduler
- WEXTL® HTTP node documentation