Workiz for your voice agent

Workiz is a field service management platform for scheduling jobs, managing leads and teams, and recording payments. Use it to streamline dispatch, invoicing, and mobile team coordination for service businesses.

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The app's Connected apps page: what agents do with each app, such as booking appointments, knowing who is calling and sending emails, and whether each one is working.The app's Connected apps page: what agents do with each app, such as booking appointments, knowing who is calling and sending emails, and whether each one is working.The app's Connected apps page: what agents do with each app, such as booking appointments, knowing who is calling and sending emails, and whether each one is working.The app's Connected apps page: what agents do with each app, such as booking appointments, knowing who is calling and sending emails, and whether each one is working.

Integration record

Status
Available
Plan
Every plan, from Starter at A$49 a month
How it connects
With an API key. You create a key in Workiz and paste it on a secure page in Connected apps.
What it reads
11 actions, such as get Client, get Invoice or Estimate and get Job or Lead.
What it changes
10 actions, such as add Client Note, assign Technician and assign Technicians.
What starts an action
The agent runs an action during a call or chat when the conversation needs it. It only runs the actions you switch on.
Custom work
You choose each action from its list of 21. Anything the list doesn't cover needs a custom API tool on Scale, or a Concierge build.
Checked
Action list checked 14 November 2026. We haven't tested each action.

Workiz actions

Reads 11

  • Get Client
  • Get Invoice or Estimate
  • Get Job or Lead
  • List Assigned Technicians
  • List Client Notes
  • List Clients
  • List Invoices or Estimates
  • List Jobs or Leads
  • List Workiz Reference Data
  • List Users
  • Search Workiz Records

Changes 9

  • Add Client Note
  • Assign Technician
  • Assign Technicians
  • Convert Lead to Job
  • Create Job
  • Create Lead
  • Set Primary Technician
  • Update Job
  • Update Lead

Deletes 1

  • Remove Technician

Workiz setup

  1. Pasting a Workiz API key

    Create an API key in Workiz, choose Workiz in Connected apps and paste the key on the secure page.

  2. Choosing the actions

    Choose which of the 21 actions the agent may use. Start with lookups and add the ones that change Workiz when you're ready.

  3. Testing, then publishing

    Watch the agent use the live app in the browser tester, then publish. Voice and text agents share the connection.

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