STEP 1
Select Workiz in workflow
Pick Workiz app in the workflow builder [4] - just one click to select the app.
Workiz Integration
Field service management for scheduling jobs, dispatch, and invoicing. Sync Workiz tasks, statuses, and assignees with chat, CRM, and documentation tools. When Watch New Jobs fires, automatically continue with Get a Job or Search Jobs.
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Supported triggers and actions for Workiz integration
Triggers can detect changes in Workiz and run actions that can create, search or modify data inside Workiz automatically [3] — exactly how you set them.
- Watch New JobsWatches for new jobs.
- Watch New LeadsWatches for new leads.
- Get a JobRetrieves an existing job by id.
- Search JobsSearches for jobs by specified criteria.
- Search LeadsSearches for leads by specified criteria.
- Assign a User to a JobAssigns an user to an existing job.
- Create a JobCreates a new job.
- Create a LeadCreates a new lead.
- Make an API CallPerforms an arbitrary authorized API call.
- Mark a Lead as ActiveMarks an existing lead as active.
- Mark a Lead as LostMarks an existing lead as lost.
- Unassign an UserUnassigns an user to an existing job.
- Update a JobUpdates an existing job by id.
- Update a LeadUpdates an existing lead by id.
How to integrate Workiz in automation workflow?
3 simple steps to make your Workiz connected with other apps in automation workflows on WEXTL. Up to 10 minutes integration set up.
STEP 2
Connect Workiz
When prompted, authorize access to Workiz in WEXTL once. Workiz credentials are encrypted and never shared with WEXTL. Authorization will be reused in any future API calls [3].
WEXTL wants to integrate with your Workiz account. Approve?
STEP 3
Build a workflow
Build your workflow with Workiz yourself or with WEXTL® AI Builder. Connect Workiz to any available integrations [5], or use HTTP node to go beyond them.
Workiz
How Workiz connects and integrates with WEXTL
Save and approve your credentials once — WEXTL® stores authorization information encrypted and reuses the authentication whenever Workiz 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 Workiz supports.
The following table illustrates what fields Workiz integration require during authorization flow inside our workflow builder [4].
Connect Workiz
API Token*Text
••••••••
API Secret*Text
••••••••
Demonstration of Workiz connection step inside WEXTL Workflow Builder [4].
| Field | Type | Help |
|---|---|---|
API TokenRequired | text | Follow the steps to generate API Token: 1. Go to Workiz Developers and switch |
API SecretRequired | text | — |
Connect Workiz to popular apps on WEXTL
Enter a name of the other app you want to sync with Workiz below. Click on selected app to explore integration options with Workiz. 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 Workiz integration
Select Watch New Jobs trigger from Workiz - this will be a starting point in your automation. Whenever event happens in Workiz, workflow will start [7] from Watch New Jobs node.
Search for Assign a User to a Job, connect it as the next step of integration sequence. You can use filters between Watch New Jobs and Assign a User to a Job, so only important data pass from Watch New Jobs to the next step. WEXTL gives you full control over the process of Workiz automation. All parts of workflow are visible on the canvas [4].
Workiz on WEXTL has 14 modules for building project management automations. Explore Workiz documentation for more.
Video slide demonstrates how Watch New Jobs and Assign a User to a Job [6] nodes are used in Workiz workflow.
Frequently asked questions
Common questions about automating Workiz in your workflows.
Workiz has 2 triggers, including "Watch New Jobs" and "Watch New Leads". Triggers are start points of the workflow, and automations may start from them.
Integration has 12 actions, including "Get a Job", "Search Jobs", and "Search Leads", and more. Refer to our Workiz 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 Workiz integration on WEXTL runs directly on its vendor public API — every field name, authentication method, and rate limit is controlled by Workiz official API and covered in documentation [3]. WEXTL handles the request signing and pagination for you.
Absolutely. Where Workiz 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 Workiz 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 Workiz 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 Workiz 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 Workiz integration.
- Workiz integration source code, module specs and credentials implementation.
- Internal Workiz integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official Workiz 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® Workiz App Documentation
- WEXTL® Workflow Scheduler
- WEXTL® HTTP node documentation