STEP 1
Select Razorsync in workflow
Pick Razorsync app in the workflow builder [4] - just one click to select the app.
Razorsync Integration
Field service management software for scheduling, dispatch, customers, and work orders. Connect Razorsync project activity to workflows that keep stakeholders and delivery tools up to date. Start from Watch Addresses, then use Create a Contact or Create a Contact Address to move work forward.
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- GDPR
- Data Encryption
- 2FA
- Local Data Region
Supported triggers and actions for Razorsync integration
Triggers can detect changes in Razorsync and run actions that can create, search or modify data inside Razorsync automatically [3] — exactly how you set them.
- Watch AddressesTriggers when a new address is added or updated.
- Watch AttachmentsTriggers when a new attachment is added or an existing one is modified.
- Watch ContactsTriggers when a contact is created or updated.
- Watch CustomersTriggers when a new customer is added or updated.
- Watch InvoicesTriggers when a new invoice is created or updated.
- Watch PaymentsTriggers when a new payment is added to the list.
- Watch QuotesTriggers when a new quote is created.
- Watch Service FormsTriggers when a new service form is submitted.
- Watch Service ItemsTriggers when new service items are available.
- Watch Service RequestsTriggers when a new service request is made.
- Watch Work OrdersTriggers when a new work order is created or an existing one is updated.
- Create a ContactAdds a new contact to the service.
- Create a Contact AddressCreates a new contact address in the service.
- Create AddressAdds a new address to the specified service.
- Create Service ItemsCreates new service items based on provided parameters.
- Get a ContactRetrieves information about a specific contact.
- Get a Customer by Customer IDRetrieves a customer by their customer ID.
- Get a Customer by Customer NumberRetrieves a customer's information using their customer number.
- Get a Customer by Display NameRetrieves a customer using their display name.
- Get a List of Contact AddressesRetrieves a list of contact addresses.
How to integrate Razorsync in automation workflow?
3 simple steps to make your Razorsync connected with other apps in automation workflows on WEXTL. Up to 10 minutes integration set up.
STEP 2
Connect Razorsync
When prompted, authorize access to Razorsync in WEXTL once. Razorsync credentials are encrypted and never shared with WEXTL. Authorization will be reused in any future API calls [3].
WEXTL wants to integrate with your Razorsync account. Approve?
STEP 3
Build a workflow
Build your workflow with Razorsync yourself or with WEXTL® AI Builder. Connect Razorsync to any available integrations [5], or use HTTP node to go beyond them.
Razorsync
How Razorsync connects and integrates with WEXTL
Save and approve your credentials once — WEXTL® stores authorization information encrypted and reuses the authentication whenever Razorsync 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 Razorsync supports.
The following table illustrates what fields Razorsync integration require during authorization flow inside our workflow builder [4].
Connect Razorsync
RazorSync - Server Name*Text
••••••••
RazorSync - Token*Text
••••••••
Demonstration of Razorsync connection step inside WEXTL Workflow Builder [4].
| Field | Type | Help |
|---|---|---|
RazorSync - Server NameRequired | text | Your portal name. You can find this in your browser's address bar when logged into your account — it is the subdomain part of the URL: https:// |
RazorSync - TokenRequired | password | Your unique API token. To obtain it, log into your portal and navigate to your API settings. |
Connect Razorsync to popular apps on WEXTL
Enter a name of the other app you want to sync with Razorsync below. Click on selected app to explore integration options with Razorsync. 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 Razorsync integration
Select Watch Service Forms trigger from Razorsync - this will be a starting point in your automation. Whenever event happens in Razorsync, workflow will start [7] from Watch Service Forms node.
Search for Create a Quote Service Item, connect it as the next step of integration sequence. You can use filters between Watch Service Forms and Create a Quote Service Item, so only important data pass from Watch Service Forms to the next step. WEXTL gives you full control over the process of Razorsync automation. All parts of workflow are visible on the canvas [4].
Razorsync on WEXTL has 130 modules for building project management automations. Explore Razorsync documentation for more.
Video slide demonstrates how Watch Service Forms and Create a Quote Service Item [6] nodes are used in Razorsync workflow.
Frequently asked questions
Common questions about automating Razorsync in your workflows.
Razorsync has 11 triggers, including "Watch Addresses", "Watch Attachments", and "Watch Contacts", and more. Triggers are start points of the workflow, and automations may start from them.
Integration has 119 actions, including "Create a Contact", "Create a Contact Address", and "Create Address", and more. Refer to our Razorsync 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 Razorsync integration on WEXTL runs directly on its vendor public API — every field name, authentication method, and rate limit is controlled by Razorsync official API and covered in documentation [3]. WEXTL handles the request signing and pagination for you.
Absolutely. Where Razorsync 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 Razorsync 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 Razorsync 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 Razorsync 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 Razorsync integration.
- Razorsync integration source code, module specs and credentials implementation.
- Internal Razorsync integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official Razorsync 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® Razorsync App Documentation
- WEXTL® Workflow Scheduler
- WEXTL® HTTP node documentation