Markate Integration

Manage customers, leads, estimates, invoices, work orders, expenses and timesheets in Markate field service software. Sync Markate tasks, statuses, and assignees with chat, CRM, and documentation tools. When Watch Addresses fires, automatically continue with Get a Category or Get a Customer.

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Supported triggers and actions for Markate integration

Triggers can detect changes in Markate and run actions that can create, search or modify data inside Markate automatically [3] — exactly how you set them.

Watch AddressesTriggers when a new customer address is added.
Watch Customer SourcesTriggers when a new customer source is created.
Watch CustomersTriggers when a new customer is created.
Watch EmployeesTriggers when a new employee is added.
Watch Estimate AttachmentsTriggers when a new attachment is added to an estimate.
Watch EstimatesTriggers when a new estimate is created.
Watch EventsTriggers when a new event is added to the calendar.
Watch Expense AttachmentsTriggers when a new attachment is added to an expense.
Watch ExpensesTriggers when a new expense is created.
Watch Inventory ItemsTriggers when a new inventory item is created.
Watch Invoice AttachmentsTriggers when a new attachment is added to an invoice.
Watch Invoice PaymentsTriggers when a new payment is recorded on an invoice.
Watch InvoicesTriggers when a new invoice is created.
Watch Lead AttachmentsTriggers when a new attachment is added to a lead.
Watch LeadsTriggers when a new lead is created.
Watch Timesheet EntriesTriggers when a new timesheet entry is created.
Watch Work Order AttachmentsTriggers when a new attachment is added to a work order.
Watch Work OrdersTriggers when a new work order is created.
Get a CategoryRetrieves a single expense category by its ID.
Get a CustomerRetrieves a single customer by its ID.
Get a LeadRetrieves a single lead by its ID.
Get a SourceRetrieves a single customer source by its ID.
Get a Tax RateRetrieves a single tax rate by its ID.
Get a VendorRetrieves a single expense vendor by its ID.
Get a Work OrderRetrieves a single work order by its ID.
Get an AddressRetrieves a single customer address by its ID.
Get an EmployeeRetrieves a single employee by its ID.
Get an EntryRetrieves a single timesheet entry by its ID.
Get an EstimateRetrieves a single estimate by its ID.
Get an EventRetrieves a single event by its ID.
Get an ExpenseRetrieves a single expense by its ID.
Get an InvoiceRetrieves a single invoice by its ID.
Get an Invoice PaymentRetrieves a single payment of an invoice by its ID.
Get an ItemRetrieves a single inventory item by its ID.
List AddressesRetrieves the addresses of a customer, optionally filtered by a search term.
List CategoriesRetrieves the expense categories.
List Customer SourcesRetrieves the customer sources.
List CustomersRetrieves a list of customers, optionally filtered by status, service type or contact details.
List EmployeesRetrieves a list of employees.
List EntriesRetrieves a list of timesheet entries, optionally filtered by employee, work order or dates.
List Estimate AttachmentsRetrieves the attachments of an estimate.
List EstimatesRetrieves a list of estimates, optionally filtered by customer or status.
List EventsRetrieves the events within a date range, optionally filtered by work order or employee.
List Expense AttachmentsRetrieves the attachments of an expense.
List ExpensesRetrieves a list of expenses, optionally filtered by type, customer or issue date.
List Inventory ItemsRetrieves a list of inventory items.
List Invoice AttachmentsRetrieves the attachments of an invoice.
List Invoice PaymentsRetrieves all the payments recorded for an invoice.
List InvoicesRetrieves a list of invoices, optionally filtered by customer or status.
List Lead AttachmentsRetrieves the attachments of a lead.
List LeadsRetrieves a list of leads, optionally filtered by status, contact details, label or stage.
List Tax RatesRetrieves all tax rates.
List VendorsRetrieves the expense vendors.
List Work Order AttachmentsRetrieves the attachments of a work order.
List Work Order ChecklistRetrieves the checklists or checklist items under a parent checklist.
List Work OrdersRetrieves a list of work orders, optionally filtered by customer, status or name.
Accept an EstimateMarks an estimate as accepted by its ID.
Create a CategoryCreates a new expense category.
Create a Checklist ItemCreates a new work order checklist or checklist item under a parent.
Create a CustomerCreates a new customer with contact details and address.
Create a LeadCreates a new lead with contact details, source and label.
Create a SourceCreates a new customer source.
Create a Tax RateCreates a new tax rate.
Create a VendorCreates a new expense vendor.
Create a Work OrderCreates a new work order for a customer with its line items.
Create an AddressCreates a new address for a customer.
Create an EntryCreates a new timesheet entry for an employee on a work order.
Create an EstimateCreates a new estimate for a customer.
Create an EventCreates a new calendar event for a customer, optionally assigned to an employee.
Create an ExpenseCreates a new expense, either a standard expense or a mileage expense.
Create an InvoiceCreates a new invoice for a customer with its line items and payment methods.
Create an ItemCreates a new inventory item.
Delete a CategoryDeletes an expense category by its ID.
Delete a Checklist ItemDeletes a work order checklist or checklist item by its ID.
Delete a CustomerDeletes a customer by its ID.
Delete a LeadDeletes a lead by its ID.
Delete a Lead AttachmentDeletes an attachment from a lead.
Delete a SourceDeletes a customer source by its ID.
Delete a Tax RateDeletes a tax rate by its ID.
Delete a VendorDeletes an expense vendor by its ID.
Delete a Work Order AttachmentDeletes an attachment from a work order.
Delete an AddressDeletes a customer address by its ID.
Delete an EntryDeletes a timesheet entry by its ID.
Delete an EstimateDeletes an estimate by its ID.
Delete an Estimate AttachmentDeletes an attachment from an estimate.
Delete an EventDeletes an event by its ID.
Delete an ExpenseDeletes an expense by its ID.
Delete an Expense AttachmentDeletes an attachment from an expense.
Delete an InvoiceDeletes an invoice by its ID.
Delete an Invoice AttachmentDeletes an attachment from an invoice.
Delete an ItemDeletes an inventory item by its ID.
Make an API CallPerforms an arbitrary authorized request to the Markate API.
Send an EstimateSends an estimate to the customer by its ID.
Send an InvoiceSends an invoice to the customer by its ID.
Update a CategoryUpdates an expense category by its ID.
Update a Checklist ItemUpdates a work order checklist or checklist item by its ID.
Update a CustomerUpdates a customer by its ID.
Update a LeadUpdates a lead by its ID.
Update a SourceRenames a customer source.
Update a Tax RateUpdates a tax rate by its ID.
Update a VendorRenames an expense vendor.
Update a Work OrderUpdates a work order and its line items by its ID.
Update a Work Order StatusChanges the status of a work order, with an optional message.
Update an AddressUpdates a customer address by its ID.
Update an EntryUpdates a timesheet entry by its ID.
Update an EstimateUpdates an estimate and its line items by its ID.
Update an EventUpdates a calendar event by its ID.
Update an ExpenseUpdates an expense by its ID.
Update an InvoiceUpdates an invoice and its line items by its ID.
Update an ItemUpdates an inventory item by its ID.
Update Lead Status to LostSets the status of a lead to lost.
Update Lead Status to OpenSets the status of a lead to open.
Update Lead Status to WonSets the status of a lead to won.
Upload a Lead AttachmentUploads a file as an attachment to a lead.
Upload a Work Order AttachmentUploads a file as an attachment to a work order.
Upload an Estimate AttachmentUploads a file as an attachment to an estimate.
Upload an Expense AttachmentUploads a file as an attachment to an expense.
Upload an Invoice AttachmentUploads a file as an attachment to an invoice.

How to integrate Markate in automation workflow?

3 simple steps to make your Markate connected with other apps in automation workflows on WEXTL. Up to 10 minutes integration set up.

STEP 1

Select Markate in workflow

Pick Markate app in the workflow builder [4] - just one click to select the app.

STEP 2

Connect Markate

When prompted, authorize access to Markate in WEXTL once. Markate credentials are encrypted and never shared with WEXTL. Authorization will be reused in any future API calls [3].

WEXTL wants to integrate with your Markate account. Approve?

STEP 3

Build a workflow

Build your workflow with Markate yourself or with WEXTL® AI Builder. Connect Markate to any available integrations [5], or use HTTP node to go beyond them.

Markate

How Markate connects and integrates with WEXTL

Save and approve your credentials once — WEXTL® stores authorization information encrypted and reuses the authentication whenever Markate 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 Markate supports.

Full Markate API documentation

The following table illustrates what fields Markate integration require during authorization flow inside our workflow builder [4].

Demonstration of Markate connection step inside WEXTL Workflow Builder [4].

Field	Type	Help
Client IDRequired	text	Contact Markate support team at [email protected] to obtain your credentials
Client SecretRequired	password	Contact Markate support team at [email protected] to obtain your credentials

Connect Markate to popular apps on WEXTL

Enter a name of the other app you want to sync with Markate below. Click on selected app to explore integration options with Markate. 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 Markate integration

Select Watch Invoice Attachments trigger from Markate - this will be a starting point in your automation. Whenever event happens in Markate, workflow will start [7] from Watch Invoice Attachments node.

Search for Create an Invoice, connect it as the next step of integration sequence. You can use filters between Watch Invoice Attachments and Create an Invoice, so only important data pass from Watch Invoice Attachments to the next step. WEXTL gives you full control over the process of Markate automation. All parts of workflow are visible on the canvas [4].

Markate on WEXTL has 118 modules for building project management automations. Explore Markate documentation for more.

Markate

Watch Invoice Attachments

BigChange

Performs action

BigChange

Triggers

Markate

Create an Invoice

Demonstration of how visual Markate automation [6] looks in WEXTL.

Frequently asked questions

Common questions about automating Markate in your workflows.

Markate has 18 triggers, including "Watch Addresses", "Watch Customer Sources", and "Watch Customers", and more. Triggers are start points of the workflow, and automations may start from them.

Integration has 100 actions, including "Get a Category", "Get a Customer", and "Get a Lead", and more. Refer to our Markate 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 Markate integration on WEXTL runs directly on its vendor public API — every field name, authentication method, and rate limit is controlled by Markate official API and covered in documentation [3]. WEXTL handles the request signing and pagination for you.

Absolutely. Where Markate 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 Markate 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 Markate 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 Markate 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 Markate integration.

Markate integration source code, module specs and credentials implementation.
Internal Markate integration documentation, structured input and output parameters, scopes, and authentication methods.
Official Markate 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® Markate App Documentation
WEXTL® Workflow Scheduler
WEXTL® HTTP node documentation

Markate Integration

Supported triggers and actions for Markate integration