About this integration
Field service management for scheduling jobs, dispatch, and invoicing. This integration exposes its full API as workflow modules.
The integration includes 2 triggers, 3 search modules and 9 actions. Connections use basic authentication.
How to connect
The credential form asks for API Token and API Secret.
Prefer the interactive builder form? Open it on the app page.
Enter your credentials below. WEXTL stores them encrypted and uses them only to call the API on your behalf.
| Field | Type | Help |
|---|---|---|
API TokenRequired | text | Follow the steps to generate API Token: 1. Go to Workiz Developers and switch |
API SecretRequired | text | — |
Use it in workflow automation
Start with Watch New Jobs, then add Assign a User to a Job.
The canvas below runs Watch New Jobs into Assign a User to a Job — watch the video, then drop a node onto the canvas.
Select the Watch New Leads trigger and the workflow fires automatically when the event occurs — no polling required.
Then add Mark a Lead as Active as the next node. Branch, filter, or hand off to other integrations from there.
The integration includes 11 ready-made modules for project management work — each run logs its inputs and outputs for debugging.
Workiz workflow on the canvas: Watch New Leads then Mark a Lead as Active
Triggers, searches and actions
Browse every Workiz module field below: 2 triggers, 3 searchs, and 9 actions you can drop onto the canvas.
Triggers
This integration includes 2 triggers — start a workflow the moment something changes in the app.
- Watch New Jobs
- Watch New Leads
Searches
Use any of 3 search modules to retrieve records without leaving the workflow canvas.
- Get a Job
- Search Jobs
- Search Leads
Actions
This integration includes 9 action modules — create, update, or delete records as part of any workflow.
- Assign a User to a Job
- Create a Job
- Create a Lead
- Make an API Call
- Mark a Lead as Active
Explore the fields available for each Workiz trigger, search, and action.
Triggers
| 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 |
Email | text |
Comments | text |
| 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 |
Email | text |
Comments | text |
Searches
| Field | Type |
|---|---|
Job IDRequired | text |
| 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 |
Email | text |
Comments | text |
| Field | Type |
|---|---|
Start Date | date |
Only Open Jobs | boolean |
Job Statuses | choice |
Limit | number |
| 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 |
Email | text |
Comments | text |
| Field | Type |
|---|---|
Start Date | date |
Only Open Leds | boolean |
Statuses | choice |
Limit | number |
| 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 |
Email | text |
Comments | text |
First Name | text |
Last Name | text |
Company | text |
Address | text |
City | text |
Actions
| Field | Type |
|---|---|
Job IDRequired | text |
Assigned UserRequired | text |
Created By | text |
Service Area | text |
| Field | Type |
|---|---|
UUID | text |
Serial ID | text |
Client ID | text |
Link | url |
| 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 |
Email | |
Last Name | text |
Referral Company | text |
Timezone | text |
Job Source | text |
Job Notes | text |
Created By | text |
Service Area | text |
| Field | Type |
|---|---|
UUID | text |
Serial ID | text |
Client ID | text |
Link | url |
| Field | Type |
|---|---|
First NameRequired | text |
Email | |
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 |
| Field | Type |
|---|---|
UUID | text |
Serial ID | text |
Client ID | text |
Link | url |
| Field | Type |
|---|---|
MethodRequired | choice |
Headers | array |
Key | text |
Value | text |
Query String | array |
Key | text |
Value | text |
Body | text |
| Field | Type |
|---|---|
Body | text |
Headers | object |
Status code | number |
| Field | Type |
|---|---|
Lead IDRequired | text |
| Field | Type |
|---|---|
Flag | boolean |
Msg | text |
Code | text |
| Field | Type |
|---|---|
Lead IDRequired | text |
| Field | Type |
|---|---|
Flag | boolean |
Msg | text |
Code | text |
| Field | Type |
|---|---|
Job IDRequired | text |
Assigned UserRequired | text |
Created By | text |
Service Area | text |
| Field | Type |
|---|---|
UUID | text |
Serial ID | text |
Client ID | text |
Link | url |
| 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 |
Email | |
Last Name | text |
Referral Company | text |
Timezone | text |
Job Source | text |
Job Notes | text |
Created By | text |
Service Area | text |
| Field | Type |
|---|---|
UUID | text |
Serial ID | text |
Client ID | text |
Link | url |
| Field | Type |
|---|---|
Lead IDRequired | text |
Status | text |
First Name | text |
Email | |
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 |
| Field | Type |
|---|---|
UUID | text |
Serial ID | text |
Client ID | text |
Link | url |