Requirements
Before you set up the credential, make sure you have an active Workiz account and an API access token from your account settings ready.[3]
Get your Workiz credentials
- API TokentextRequired
Follow the steps to generate API Token: 1. Go to Workiz Developers and switch
[1]Developer APItoActiveon the right side. 2. Go to Developer API Settings and clickGenerate API Credentials. Follow the Official Instruction for more. - API SecrettextRequired
Connect Workiz in WEXTL
- Log in to your WEXTL account, add the Workiz 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 Workiz 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 →
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 →
Workiz node modules
The list below is a reference of every Workiz node module the integration supports. You will be able to pick any of them on the workflow canvas while building automations.
Each Workiz node module below opens to reveal its input parameters, outputs, and connection requirements.
Watch New JobsTrigger
Output fields[3]
| Field | Type |
|---|---|
| UUID | text |
| Serial ID | number |
| Job Date Time | date |
| Job End Date Time | date |
| Created Date | date |
| Job Total Price | number |
| Job Amount Due | number |
| Sub Total | number |
| Item Cost | number |
| Tech Cost | number |
| Client ID | number |
| Status | text |
| Sub Status | text |
| Payment Due Date | date |
| Phone | text |
| Second Phone | text |
| Phone Ext | text |
| Second Phone Ext | text |
| text | |
| Comments | text |
20other output fields
Watch New LeadsTrigger
Output fields[3]
| Field | Type |
|---|---|
| UUID | text |
| Serial ID | number |
| Job Date Time | date |
| Job End Date Time | date |
| Created Date | date |
| Job Total Price | number |
| Job Amount Due | number |
| Sub Total | number |
| Item Cost | number |
| Tech Cost | number |
| Client ID | number |
| Status | text |
| Sub Status | text |
| Payment Due Date | date |
| Phone | text |
| Second Phone | text |
| Phone Ext | text |
| Second Phone Ext | text |
| text | |
| Comments | text |
20other output fields
Get a JobAction
Input fields[3]
| Field | Type |
|---|---|
Job IDRequired | text |
Output fields[3]
| Field | Type |
|---|---|
| UUID | text |
| Serial ID | number |
| Job Date Time | date |
| Job End Date Time | date |
| Created Date | date |
| Job Total Price | number |
| Job Amount Due | number |
| Sub Total | number |
| Item Cost | number |
| Tech Cost | number |
| Client ID | number |
| Status | text |
| Sub Status | text |
| Payment Due Date | date |
| Phone | text |
| Second Phone | text |
| Phone Ext | text |
| Second Phone Ext | text |
| text | |
| Comments | text |
20other output fields
Search JobsSearch
Input fields[3]
| Field | Type |
|---|---|
| Start Date | date |
| Only Open Jobs | boolean |
| Job Statuses | choice |
| Limit | number |
Output fields[3]
| Field | Type |
|---|---|
| UUID | text |
| Serial ID | number |
| Job Date Time | date |
| Job End Date Time | date |
| Created Date | date |
| Job Total Price | number |
| Job Amount Due | number |
| Sub Total | number |
| Item Cost | number |
| Tech Cost | number |
| Client ID | number |
| Status | text |
| Sub Status | text |
| Payment Due Date | date |
| Phone | text |
| Second Phone | text |
| Phone Ext | text |
| Second Phone Ext | text |
| text | |
| Comments | text |
20other output fields
Search LeadsSearch
Input fields[3]
| Field | Type |
|---|---|
| Start Date | date |
| Only Open Leds | boolean |
| Statuses | choice |
| Limit | number |
Output fields[3]
| Field | Type |
|---|---|
| UUID | text |
| Serial ID | number |
| Lead Date Time | date |
| Lead End Date Time | date |
| Created Date | date |
| Client ID | number |
| Status | text |
| Sub Status | text |
| Payment Due Date | date |
| Phone | text |
| Second Phone | text |
| Phone Ext | text |
| Second Phone Ext | text |
| text | |
| Comments | text |
| First Name | text |
| Last Name | text |
| Company | text |
| Address | text |
| City | text |
12other output fields
Assign a User to a JobAction
Create a JobAction
Input fields[3]
| Field | Type |
|---|---|
Job Date TimeRequired | date |
First NameRequired | text |
AddressRequired | text |
CityRequired | text |
StateRequired | text |
Postal CodeRequired | text |
Job TypeRequired | choice |
| Client ID | number |
| Phone | text |
| Last Name | text |
| Referral Company | text |
| Timezone | text |
| Job Source | text |
| Job Notes | text |
| Created By | text |
| Service Area | text |
Output fields[3]
| Field | Type |
|---|---|
| UUID | text |
| Serial ID | text |
| Client ID | text |
| Link | url |
Create a LeadAction
Input fields[3]
| Field | Type |
|---|---|
First NameRequired | text |
| Phone | text |
| Lead Date Time | date |
| Lead End Date Time | date |
| Client ID | number |
| Second Phone | text |
| Phone Extension | text |
| Second Phone Extension | text |
| Comments | text |
| Last Name | text |
| Company | text |
| Address | text |
| City | text |
| State | text |
| Postal Code | text |
| Country | text |
| Unit | text |
| Job Type | text |
| Referral Company | text |
5other input fields
Output fields[3]
| Field | Type |
|---|---|
| UUID | text |
| Serial ID | text |
| Client ID | text |
| Link | url |
Make an API Calluniversal
Mark a Lead as ActiveAction
Mark a Lead as LostAction
Unassign an UserAction
Update a JobAction
Input fields[3]
| Field | Type |
|---|---|
Job IDRequired | text |
| Job Date Time | date |
| First Name | text |
| Address | text |
| City | text |
| State | text |
| Postal Code | text |
| Job Type | choice |
| Client ID | number |
| Phone | text |
| Last Name | text |
| Referral Company | text |
| Timezone | text |
| Job Source | text |
| Job Notes | text |
| Created By | text |
| Service Area | text |
Output fields[3]
| Field | Type |
|---|---|
| UUID | text |
| Serial ID | text |
| Client ID | text |
| Link | url |
Update a LeadAction
Input fields[3]
| Field | Type |
|---|---|
Lead IDRequired | text |
| Status | text |
| First Name | text |
| Phone | text |
| Lead Date Time | date |
| Lead End Date Time | date |
| Client ID | number |
| Second Phone | text |
| Phone Extension | text |
| Second Phone Extension | text |
| Comments | text |
| Last Name | text |
| Company | text |
| Address | text |
| City | text |
| State | text |
| Postal Code | text |
| Country | text |
| Unit | text |
8other input fields
Output fields[3]
| Field | Type |
|---|---|
| UUID | text |
| Serial ID | text |
| Client ID | text |
| Link | url |
Templates
Look for Workiz templates in the WEXTL template library.
Browse templates →Explore alternative apps
- AroFlo[2]Field service job management for trades — scheduling, quoting, invoicing, and crews.
- AspireField service management for landscaping — estimating, scheduling, production, and billing.
- AcculynxRoofing business management CRM for jobs, leads, estimates, and field production.
- BlueFolderField service management software for work orders, technicians, customers, and service history.
- ActiveCollabProject management for tasks, collaboration, and team workloads.
References
- WEXTL® Workiz Source Code connector implementation.
- Our users use cases and automations.
- Official API Documentation for Workiz.
- WEXTL® visual workflow builder data.
Last updated: Jul 24, 2026 18:13