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Kickserv Project Management API: Create a Customer

Field service management software for jobs, customers, and service scheduling. 0 triggers, 3 searches, and 5 actions including Create a Customer.

About this integration

Field service management software for jobs, customers, and service scheduling. This integration exposes its full API as workflow modules.

The integration includes 0 triggers, 3 search modules and 5 actions. Connections use basic authentication.

How to connect

The credential form asks for Account ID and API Token.

Prefer the interactive builder form? Open it on the app page.

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

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

Connecting Kickserv to WEXTL®

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 it in workflow automation

Add Create a Customer as a workflow step.

The canvas below shows the integration — watch the video, then drop a node onto the canvas.

Start with the Create a Customer step and run it on demand or on a schedule.

Then add Create a Customer Note as the next node. Branch, filter, or hand off to other integrations from there.

The integration includes 5 ready-made modules for project management work — each run logs its inputs and outputs for debugging.

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

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

Triggers, searches and actions

Browse every Kickserv module field below: 0 triggers, 3 searchs, and 5 actions you can drop onto the canvas.

Searches

Use any of 3 search modules to retrieve records without leaving the workflow canvas.

Get a Customer
Search Customers
Search Jobs

Actions

This integration includes 5 action modules — create, update, or delete records as part of any workflow.

Create a Customer
Create a Customer Note
Delete a Customer
Make an API Call
Update a Customer

Explore the fields available for each Kickserv trigger, search, and action.

Searches

Input fields

Field	Type
Customer IDRequired	number
Include	choice

Output fields

Field	Type
ID	array
Account ID	array
Customer Number	array
Origin	array
Created At	array
Name	array
Phone Number	array
Fax	array
Service Address	array
Service City	array
Service State	array
Service Zip Code	array
Billing Address	array
Billing City	array
Billing State	array
Billing Zip Code	array
Special Instructions	array
Email Address	array
Alt Phone Number	array
Parent ID	array

121other output fields

Input fields

Field	Type
Customer Number	number
Name	text
Phone Number	text
Fax	text
Email Address	email
Service Address	text
Service City	text
Service State	text
Service Zip Code	text
Service Country	text
Billing Address	text
Billing City	text
Billing State	text
Billing Zip Code	text
Billing Country	text
Include	choice
Only	text
Limit	number

Output fields

Field	Type
ID	array
Account ID	array
Customer Number	array
Origin	array
Created At	array
Name	array
Phone Number	array
Fax	array
Service Address	array
Service City	array
Service State	array
Service Zip Code	array
Billing Address	array
Billing City	array
Billing State	array
Billing Zip Code	array
Special Instructions	array
Email Address	array
Alt Phone Number	array
Parent ID	array

121other output fields

Input fields

Field	Type
Scheduled	choice
Status	choice
Employee Number	number
Job Type ID	number
Job Status ID	number
Include	choice
Only	text
Limit	number

Output fields

Field	Type
ID	array
Customer ID	array
Account ID	array
Job Number	array
Created At	array
Name	array
Scheduled On	array
Completed On	array
Ok To Sync	array
Txn ID	array
Edit Sequence	array
Ref Number	array
Subtotal	array
Tax	array
Balance Remaining	array
Estimate Type	array
Self Service	array
Custom Text 1	array
Custom Number 1	array
Custom Datetime 1	array

104other output fields

Actions

Input fields

Field	Type
NameRequired	text
Account Number	text
Alternative Contact	text
Alternative Phone Number	text
Balance	number
Billing Address	text
Billing Address 2	text
Billing City	text
Billing Country	text
Billing State	text
Billing Zip Code	text
Company	boolean
Company Name	text
Contact	text
Credit Limit	number
Customer Source ID	number
Customer Type ID	number
Customer Type Reference Full Name	text
Delivery Method	text
Email	text

57other input fields

Output fields

Field	Type
ID	array
Account ID	array
Customer Number	array
Origin	array
Created At	array
Name	array
Phone Number	array
Fax	array
Service Address	array
Service City	array
Service State	array
Service Zip Code	array
Billing Address	array
Billing City	array
Billing State	array
Billing Zip Code	array
Special Instructions	array
Email Address	array
Alt Phone Number	array
Parent ID	array

121other output fields

Input fields

Field	Type
Customer NumberRequired	number
NoteRequired	text
Public	boolean

Output fields

Field	Type
ID	array
Account ID	array
Created At	array
Created By	array
Modified By	array
Noteable ID	array
Noteable Type	array
Note	array
Public	array
Updated At	array

Input fields

Field	Type
Customer NumberRequired	number

Input fields

Field	Type
MethodRequired	choice
Headers	array
Key	text
Value	text
Query String	array
Key	text
Value	text
Body	text

Output fields

Field	Type
Body	text
Headers	object
Status code	number

Input fields

Field	Type
Customer NumberRequired	number
Name	text
Account Number	text
Alternative Contact	text
Alternative Phone Number	text
Balance	number
Billing Address	text
Billing Address 2	text
Billing City	text
Billing Country	text
Billing State	text
Billing Zip Code	text
Company	boolean
Company Name	text
Contact	text
Credit Limit	number
Customer Source ID	number
Customer Type ID	number
Customer Type Reference Full Name	text
Delivery Method	text

58other input fields

Output fields

Field	Type
ID	array
Account ID	array
Customer Number	array
Origin	array
Created At	array
Name	array
Phone Number	array
Fax	array
Service Address	array
Service City	array
Service State	array
Service Zip Code	array
Billing Address	array
Billing City	array
Billing State	array
Billing Zip Code	array
Special Instructions	array
Email Address	array
Alt Phone Number	array
Parent ID	array

121other output fields