What actions can I run in Workyard?

65 actions are available, including "Approve Time Cards", "Create or Update Multiple Checklist Items", and "Get a Form Submission", and more. Run them from any trigger in your automation stack — map fields once and they execute automatically.

Do I need to write code to automate this?

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 it is never required.

Is the integration secure?

Yes. Connections are authenticated per account, credentials are encrypted at rest, and you can enforce approvals and team-level access controls on any automation.

Workyard Integrations

Construction time tracking and job costing for field crews and payroll. Connect Workyard to workflows that keep people data consistent without re-entry.

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Watch CustomersTriggers when a new customer is created.
Watch EmployeesTriggers when a new employee is added or an existing employee is updated.
Watch GeofencesTriggers when a geofence event occurs.
Watch ProjectsTriggers when new projects are created or updated.
Watch Project TasksTriggers when a new project task is created or updated.
Watch Smart FormsTriggers when a new smart form is submitted.
Watch Smart Forms SubmissionsTriggers when a smart form submission is received.
Watch Task ActivityTriggers when there is new task activity.
Watch Task ChecklistTriggers when a task checklist is updated.
Watch TasksTriggers when a new task is created.
Watch Time CardsTriggers when a time card is created or updated.
Watch Time Off RequestsTriggers when a new time off request is submitted.
Approve Time CardsApproves a list of time cards.
Create or Update Multiple Checklist ItemsBulk creates or updates task checklist items.
Get a Form SubmissionRetrieves a form submission by ID.
Get an OrganizationRetrieves a specific organization.
Get a ProjectRetrieves a specific project by its ID.
Get a Smart FormRetrieves a specific form.
Get a Time Off RequestRetrieves a specific time off request.
Get Time Card Activity SegmentsRetrieves time card activity segments.
Get Time Cards and Segment ActivitiesReturns time cards and activity segments.
List Active GeofencesReturns all active geofences with limited data.
List Cost CodesRetrieves cost codes.
List CustomersRetrieves a list of customers.
List EmployeesRetrieves a list of employees in an organization with the option to apply filters.
List Form SubmissionsLists submissions for a given form.
List Geofence ProjectsLists projects for a geofence.
List GeofencesRetrieves a list of geofences.
List OrganizationsRetrieves a list of organizations.
List ProjectsRetrieves a list of projects.
List Project TasksLists tasks for a project.
List Smart FormsRetrieves forms from the service.
List TagsRetrieves tags from the service.
List Task ActivityGets the paginated activity feed (task logs and task notes) for a task.
List Task ChecklistsRetrieves a list of task checklists from the service for review or analysis.
List TasksRetrieves a list of tasks.
List Time ApproversRetrieves a list of time approvers in the system.
List Time CardsRetrieves a list of time cards.
List Time Off RequestsRetrieves time off requests.
Update ProjectsApplies one update operation to a number of projects.
Approve a Time CardApproves a time card for a specific employee.
Create a Cost CodeCreates a new cost code.
Create a CustomerCreates a new customer.
Create a File AttachmentCreates a file attachment via a downloadable file URL.
Create a Form SubmissionCreates a submission for a given form.
Create a GeofenceCreates a new geofence.
Create a Multi-Part UploadCreates a file attachment via a multi-part upload.
Create a ProjectCreates a new project.
Create a TaskCreates a new task.
Create a Task NoteCreates a task note in the system.
Create a Time Card NoteCreates a time card note for a specific entry.
Create or Update Task EmployeesBulk creates or updates task employees as assignees or watchers.
Delete a CustomerDeletes a customer record from the system.
Delete a GeofenceDeletes a geofence from the system.
Delete a ProjectDeletes a project.
Delete a TagDeletes a tag from the system.
Delete a TaskDeletes a task from a specified project or list.
Delete a Task ChecklistDeletes a task checklist.
Delete a Time CardDeletes a time card note.
Delete Task EmployeesDeletes task employees in bulk, whether they are assignees or watchers.
Enable or Disable an EmployeeEnables or disables an employee.
Invite an EmployeeInvites an employee to the system.
Make an API CallPerforms an authorized request to the specified API endpoint.
Manage Multiple TagsCreates, updates, or deletes multiple tags in bulk.
Remove an EmployeeRemoves an employee from the system.
Send Task NotificationsSends task notifications for all tasks within a given date range.
Update a Cost CodeUpdates a cost code with the specified details.
Update a CustomerUpdates a customer's details in the system.
Update a GeofenceUpdates a geofence with new parameters.
Update an Employee InviteUpdates an employee invite with new details or statuses.
Update a ProjectUpdates a project with new information or changes existing details.
Update a TaskUpdates a task.
Update a Task Checklist and ItemsUpdates a task checklist and its items.
Update a Task NoteUpdates a task note with new information.
Update a Time CardUpdates a time card for a specific user.
Update EmployeeUpdates employee details in the system.
Update Task EmployeesUpdates the employees assigned to a specific task.

When to use Workyard

Common scenarios where Workyard automation saves time and reduces manual work.

Trigger workflows automatically when "Watch Customers" fires in Workyard — start multi-step automations without polling or manual checks.
Use "Create or Update Multiple Checklist Items" as an automated action in Workyard so records stay consistent whenever something changes elsewhere in your stack.
Layer "Watch Geofences" from Workyard with filters, transforms, and AI steps to build automations that match your exact business logic.

Use in workflow automation

Start from Workyard’s Watch Project Tasks trigger and the run begins the moment there’s something new — no cron job to babysit, no one remembering to check.

Add Create a Project as the next step, then branch, filter or hand off to the rest of your stack. The whole path stays on one canvas your team can read.

This integration brings 77 ready-made steps for HR work, and every run records what went in and what came back.

Workyard workflow on the canvas: Watch Project Tasks then Create a Project

Frequently asked questions

Common questions about automating Workyard in your workflows.

Workyard has 12 triggers, including "Watch Customers", "Watch Employees", and "Watch Geofences", and more. Use them to start workflows the moment Workyard events fire — no polling required.

Use in workflow automation

Start from Workyard’s Watch Project Tasks trigger and the run begins the moment there’s something new — no cron job to babysit, no one remembering to check.

Add Create a Project as the next step, then branch, filter or hand off to the rest of your stack. The whole path stays on one canvas your team can read.

This integration brings 77 ready-made steps for HR work, and every run records what went in and what came back.

Workyard Integrations

When to use Workyard

Use in workflow automation

Frequently asked questions

Workyard Integrations

When to use Workyard

Connect Workyard to any app in workflows

Use in workflow automation

Frequently asked questions

Connect Workyard to any app in workflows

Connect Workyard to any app in workflows

Connect Workyard to any app in workflows

Workyard Integrations

Workyard triggers and actions

When to use Workyard

Use in workflow automation

Frequently asked questions

What triggers does Workyard support?

What actions can I run in Workyard?

Do I need to write code to automate this?

Is the integration secure?

Workyard Integrations

Workyard triggers and actions

When to use Workyard

Connect Workyard to any app in workflows

Use in workflow automation

Frequently asked questions

What triggers does Workyard support?

What actions can I run in Workyard?

Do I need to write code to automate this?

Is the integration secure?

Connect Workyard to any app in workflows

Connect Workyard to any app in workflows

Connect Workyard to any app in workflows