Workiz

Business Operations & ERP

Workiz is a field service management platform that helps service businesses manage scheduling, dispatching, invoicing, customer communications, and payments from a single system. It streamlines daily operations and improves efficiency for teams in industries such as cleaning, locksmith, HVAC, and repair services.

Total Modules (18)

Action

Add a Payment to a Job

Adds a payment to a job.

Action

Assign a Lead to a User

Assigns a lead to a user.

Action

Assign a User to a Job

Assigns an user to an existing job.

Action

Convert a Lead to Job

Converts a active lead to job.

Action

Create a Job

Creates a new job.

Action

Create a Lead

Creates a new lead.

Action

Get a Job

Get details of a specific job.

Action

Get a Lead

Get details of a specific lead.

Action

Get a Team

Get details of a specific team.

Action

Mark a Lead as Active

Marks an existing lead as active.

Action

Mark a Lead as a Lost

Marks an existing lead as lost.

Action

Unassign an User

Unassigns an user to an existing job.

Action

Update a Job

Updates a job details by uuid.

Action

Update a Lead

Updates a lead details by id.

Search

List all Jobs

Returns a list of all jobs.

Search

List all Leads

Returns a list of all leads.

Search

List all Teams

Returns a list of all teams.

Universal

Make an API Call

Performs an arbitrary authorized API call.

Action Modules (14)

Action

Add a Payment to a Job

Adds a payment to a job.

Action

Assign a Lead to a User

Assigns a lead to a user.

Action

Assign a User to a Job

Assigns an user to an existing job.

Action

Convert a Lead to Job

Converts a active lead to job.

Action

Create a Job

Creates a new job.

Action

Create a Lead

Creates a new lead.

Action

Get a Job

Get details of a specific job.

Action

Get a Lead

Get details of a specific lead.

Action

Get a Team

Get details of a specific team.

Action

Mark a Lead as Active

Marks an existing lead as active.

Action

Mark a Lead as a Lost

Marks an existing lead as lost.

Action

Unassign an User

Unassigns an user to an existing job.

Action

Update a Job

Updates a job details by uuid.

Action

Update a Lead

Updates a lead details by id.

Universal Modules (01)

Universal

Make an API Call

Performs an arbitrary authorized API call.

Missing a module? Request it here

 

Note: We do not provide API keys or platform credentials for any add-ons or third-party services.
How To Install

Follow our step-by-step instructions to set up this integration within your Make.com environment.

If you do not already have a Make.com account, you can sign up for free and receive 10,000 complimentary operation credits.
Click the link below to create your account and start building automations right away

SignUp at Make.com

After completing your payment, you will receive an email from us containing your unique access code along with a link to install the app.
Please be sure to check your inbox as well as your spam or junk folder if you do not see the email within a few minutes.
To proceed, simply follow the installation link provided in the email to integrate the app into your Organization.

To install the application in your Make organization, please click the button below

Install App

To complete the configuration process, please follow these steps:

Enter all required credentials and configuration fields (if applicable)

Start using your newly installed app and automate your workflows with confidence

Available Category Type

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