Workiz for AI agents
Agents read Workiz at once. Changes and sends are held for a person's approval by default.
About Workiz
Workiz is a field service management platform for scheduling jobs, managing leads and teams, and recording payments.
What an agent can do in Workiz
Every Workiz action is classed by the platform as a read, a change or a send. Reads run at once. Changes and sends are held for a person by default.
Runs at once (reads)
Looks things up in Workiz without asking first. 11 actions.
- Get ClientRetrieve one Workiz client with service and billing addresses, contacts, tags, notes, custom fields, and other detail fields.
- Get Invoice or EstimateRetrieve one Workiz invoice or estimate with line items, payments, client and job links, totals, and status.
- Get Job or LeadRetrieve one Workiz job or lead, selected by record_type, including its client, schedule, status, and resource-specific detail fields.
- List Assigned TechniciansList one page of technicians assigned to a Workiz job or lead.
- List Client NotesList one page of notes recorded on a Workiz client, ordered by creation date descending.
- List ClientsList and search Workiz clients with balance, tag, created-date, and sort filters. Returns one page and a cursor for controlled continuation.
- List Invoices or EstimatesList Workiz invoices or estimates with optional created or updated date filtering. Returns one page and a continuation cursor.
- List Jobs or LeadsList one page of Workiz jobs or leads, selected by record_type, with optional open-state, date, and sort filters, and return a continuation cursor.
- List Workiz Reference DataList IDs and names needed to create or update Workiz records, such as job types, ad groups, tags, statuses, and custom fields.
- List UsersList Workiz users and technicians for assignment and attribution workflows. Returns one page and a cursor for controlled continuation.
- Search Workiz RecordsSearch jobs, leads, clients, and invoices by a name, phone, email, address, serial number, or custom-field value.
Held for approval by default (changes and sends)
Held for a person's approval by default. The approval is recorded and the action is sent once, never twice, with 10 seconds to undo. 10 actions.
- Add Client NoteAdd a text note to a Workiz client and optionally pin it.
- Assign TechnicianAssign a technician to a Workiz job or lead, optionally replacing the existing technician when the account disallows multiple technicians.
- Assign TechniciansAssign up to 25 technicians to one Workiz job or lead on a multi-technician account and return a separate success or failure result for each technician.
- Convert Lead to JobIrreversibly convert an existing Workiz lead into a job and return the resulting job. This operational transition cannot be undone and creates a persistent job record. Never use this action merely to
- Create JobCreate a scheduled or unscheduled Workiz job for an existing client, or match or create an inline client and create the job for them.
- Create LeadCreate a scheduled or unscheduled Workiz lead for an existing client, or match or create an inline client and create the lead for them.
- Remove TechnicianRemove a technician assignment from a Workiz job or lead.
- Set Primary TechnicianMake an already assigned technician the primary technician on a Workiz job or lead. All other assigned technicians become non-primary.
- Update JobUpdate only the selected fields of an existing Workiz job. Unspecified fields remain unchanged.
- Update LeadUpdate only selected fields of an existing Workiz lead, including status, schedule, client details, tags, and custom fields. Unspecified fields remain unchanged.
Changes wait in Needs you
Changes and sends in Workiz are held for a person's approval by default. The approval is recorded, and the action is sent once, never twice, with 10 seconds to undo.
Related connectors
Workiz questions
Can an agent change data in Workiz on its own?
Not by default. Changes and sends in Workiz are held for a person's approval. The approval is recorded, and the action is sent once, never twice, with 10 seconds to undo.
What can an agent read in Workiz?
This connector lists 11 read actions. Reads run at once, without waiting for approval.
How does Workiz connect?
It connects with API key. Connectors are built and maintained by third-party developers; availability is confirmed during scoping.