Workiz

Workiz is a field service management platform for scheduling jobs, managing leads and teams, and recording payments.

What agents can do

Add client note
Add a text note to a Workiz client and optionally pin it.
Assign technician
Assign a technician to a Workiz job or lead, optionally replacing the existing technician when the account disallows multiple technicians.
Assign technicians
Assign 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 job
Irreversibly convert an existing Workiz lead into a job and return the resulting job.
Create job
Create a scheduled or unscheduled Workiz job for an existing client, or match or create an inline client and create the job for them.
Create lead
Create a scheduled or unscheduled Workiz lead for an existing client, or match or create an inline client and create the lead for them.
Get client
Retrieve one Workiz client with service and billing addresses, contacts, tags, notes, custom fields, and other detail fields.
Get financial document
Retrieve one Workiz invoice or estimate with line items, payments, client and job links, totals, and status.

13 more

Get job or lead
Retrieve one Workiz job or lead, selected by record_type, including its client, schedule, status, and resource-specific detail fields.
List assigned technicians
List one page of technicians assigned to a Workiz job or lead.
List client notes
List one page of notes recorded on a Workiz client, ordered by creation date descending.
List clients
List and search Workiz clients with balance, tag, created-date, and sort filters.
List financial documents
List Workiz invoices or estimates with optional created or updated date filtering.
List jobs or leads
List 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 reference data
List IDs and names needed to create or update Workiz records, such as job types, ad groups, tags, statuses, and custom fields.
List users
List Workiz users and technicians for assignment and attribution workflows.
Remove technician
Remove a technician assignment from a Workiz job or lead.
Search records
Search jobs, leads, clients, and invoices by a name, phone, email, address, serial number, or custom-field value.
Set primary technician
Make an already assigned technician the primary technician on a Workiz job or lead.
Update job
Update only the selected fields of an existing Workiz job.
Update lead
Update only selected fields of an existing Workiz lead, including status, schedule, client details, tags, and custom fields.

You paste an API key from Workiz on a page Composio hosts, so the key never passes through Definable.

Keep the connection to yourself or share it with your workspace. Any action that writes or sends can wait for your approval.