Workiz integration

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. This operational transition cannot be undone and creates a persistent job record. Never use this action merely to inspect a lead.

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 Invoice or Estimate

Retrieve one Workiz invoice or estimate with line items, payments, client and job links, totals, and status.

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. Returns one page and a cursor for controlled continuation.