Kickserv

Field service management software for jobs, customers, and service scheduling.

3 searches5 actionsPollingAuth: API key

AI-assisted documentation7 min read

This documentation is compiled from our integration source code, internal specs for Kickserv, its official API documentation and anonymized requests logs we collect from our support team[2].

Open Kickserv on WEXTL →

Requirements

Before you set up the credential, make sure you have an active Kickserv account and an API access token from your account settings ready.[3]

Get your Kickserv credentials

Account IDtextRequired
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.
[1]
API TokentextRequired
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.
[1]

Connect Kickserv in WEXTL

Log in to your WEXTL account, add the Kickserv node module to your workflow, and click Create new credential.
Optional: In the Credential name field, enter a name for the credential.
Enter the authentication credentials you copied from your Kickserv account, or follow the on-screen instructions to create the credential.
If prompted, authenticate your account and confirm access.
If you want to make changes to your credential in the future, follow the steps in Manage credentials →

Connecting Kickserv to WEXTL® — Video slide demonstrates how to integrate Kickserv in the WEXTL visual workflow builder.[4]

Video slide demonstrates how to integrate Kickserv in the WEXTL visual workflow builder.[4]

Notes

Credentials are org-scoped; share them with teammates from the Credentials picker on any of its nodes.For detailed information on connecting an application, see Connect an application →

Kickserv node modules

The list below is a reference of every Kickserv node module the integration supports. You will be able to pick any of them on the workflow canvas while building automations.

Each Kickserv node module below opens to reveal its input parameters, outputs, and connection requirements.

Get a CustomerAction

Input fields[3]

Field	Type
Customer IDRequired	number
Include	choice

Output fields[3]

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

Search CustomersSearch

Input fields[3]

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[3]

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

Search JobsSearch

Input fields[3]

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[3]

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

Create a CustomerAction

Input fields[3]

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[3]

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

Create a Customer NoteAction

Input fields[3]

Field	Type
Customer NumberRequired	number
NoteRequired	text
Public	boolean

Output fields[3]

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

Delete a CustomerAction

Input fields[3]

Field	Type
Customer NumberRequired	number

Make an API Calluniversal

Input fields[3]

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

Output fields[3]

Field	Type
Body	text
Headers	object
Status code	number

Update a CustomerAction

Input fields[3]

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[3]

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

Templates

Look for Kickserv templates in the WEXTL template library.

Browse templates →

Explore alternative apps

More apps in Project Management category →

References

WEXTL® Kickserv Source Code connector implementation.
Our users use cases and automations.
Official API Documentation for Kickserv.
WEXTL® visual workflow builder data.

Last updated: Jul 24, 2026 18:11

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