Integrate Workiz's field service management API to enhance your workflow with scheduling, dispatching, invoicing, and customer management tools. Automate tasks, manage jobs, and track leads effortlessly. Gain real-time insights into job statuses and streamline business operations for improved efficiency and productivity.
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Make.comAvailable Module Types
- All Modules (14)
- Action
- Universal
- Search
- Trigger (polling)
Workiz API Integration for Make.com
Create custom Workiz automation workflows by using triggers, actions, and search modules listed below.
Action
Assign a User to a Job
Assigns an user to an existing job.
Action
Create a Job
Creates a new job.
Action
Create a Lead
Creates a new lead.
Action
Get a Job
Retrieves an existing job by id.
Universal
Make an API Call
Performs an arbitrary authorized API call.
Action
Mark a Lead as Active
Marks an existing lead as active.
Action
Mark a Lead as Lost
Marks an existing lead as lost.
Search
Search Jobs
Searches for jobs by specified criteria.
Search
Search Leads
Searches for leads by specified criteria.
Action
Unassign an User
Unassigns an user to an existing job.
Action
Update a Job
Updates an existing job by id.
Action
Update a Lead
Updates an existing lead by id.
Trigger (polling)
Watch New Jobs
Watches for new jobs.
Trigger (polling)
Watch New Leads
Watches for new leads.
Workiz Automation Use Cases
Explore potential use cases for automations using Workiz API and utilize our integration modules crafted specifically for such workflows.
2 modules
Quick New Lead Follow-Up
Trigger a follow-up action immediately upon lead creation to increase conversion chances.
Watch New Leads
Make an API Call
3 modules
Auto-Assign User to New Jobs
Automatically assign available users to new jobs as they are created to enhance workflow efficiency.
Create a Job
Watch New Jobs
Assign a User to a Job
2 modules
Lead Activation Workflow
When a new lead is created, mark it as active to ensure immediate follow-up by sales personnel.
Create a Lead
Mark a Lead as Active
2 modules
Job Update Notification
Notify the assigned user whenever a job they are responsible for is updated, ensuring they always have the most recent information.
Update a Job
Get a Job
2 modules
Lead Lost Evaluation
Run a periodic check to identify and mark leads as lost if no interaction is recorded within a specified time frame.
Mark a Lead as Lost
Search Leads
2 modules
User Unassignment from Finished Jobs
Automatically unassign users from jobs once they are marked as completed to free up resources.
Search Jobs
Unassign an User
2 modules
Weekly Jobs Report Generation
Generate and send a weekly report of all jobs to management for appraisal and analysis.
Search Jobs
Make an API Call
1 module
Automated Job Search Based on Criteria
Search and list jobs that fit specific criteria regularly to assist in better resource allocation.
Search Jobs
2 modules
Lead Status Monitoring
Monitor incoming new leads and apply rules to update their status, optimizing lead management.
Watch New Leads
Update a Lead
Supported Platforms
- Make.com
How to start with Workiz on Make.com?
Follow our step-by step guides on setting this API integration on Make.com no-code platform.
Our team of experts needs to know your concern. Please, report any issues you notice during app execution.
Recently reported issues
Below you can find issues that were reported already by other users. Try avoid duplicates.
Hi, I'm trying to to use the create a new lead in Make.com.
No matter what i do the module returns an error of 'DataError'
Resolution: A fix has been implemented.