Workiz by Maxmel Tech

workiz is an all in one field service management platform for scheduling, dispatch, job management, payments, and communications integrating with make com enables automated workflows, connecting field operations with other business tools for improved efficiency and streamlined processes this is ai generated content based on official workiz documentation the content may still contain errors—please verify important information if you have questions, contact https //help workiz com/hc/en us/articles/18053050990737 getting help with workiz directly how to get support on workiz workiz is a community developed application and is subjected to the developer's terms and conditions, which may include applicable fees make does not maintain or support this integration for assistance, please https //f make com/r/reachout?app name=workiz\&app slug=workiz community\&app unique id=workiz qjn6e1 requirements to use the workiz app in make, you must have an active workiz account and access to your api credentials, https //app workiz com app installation to install this app, you need admin, owner, or app developer permissions docid foycaspyp9uykgm7lqpb go to the https //www make com/en/integrations/workiz community/ click the install button follow the on screen instructions to complete the setup connect workiz and {{product name}} to get started, you must first create a connection between workiz and {{product name}} , allowing the two services to communicate you can connect using the following method api token and api secret api token and api secret instructions you need to retrieve your api token and api secret from your account settings login to your workiz account using your credentials navigate to the settings section select the api & integrations option locate the api credentials section copy your api token and api secret some community developers require an additional specific api key retrieve the required api key from the community developer's dashboard, generally found under settings/api for more info, please https //f make com/r/reachout?app name=workiz\&app slug=workiz community\&app unique id=workiz qjn6e1 create the connection in {{product name}} https //www make com/en/register , add the workiz module to your {{scenario singular lowercase}} , and click create a connection if you add a module with an instant tag, click create a webhook , then create a connection optional in the connection name field, enter a name for the connection enter the authentication credentials you copied from your workiz or follow the on screen instructions to create the connection you must also enter any required third party api keys obtained earlier for detailed information on connecting an application, see docid\ so88fm6pkt0g adkddfzz page workiz modules after connecting to the workiz app, you can choose from a list of available modules to build your {{scenario plural lowercase}} assign a user to a job assigns a specific user to a job that already exists, making them responsible for that task create a job creates a brand new job entry in your system, allowing you to start tracking and managing a specific task or project from scratch create a lead adds a brand new lead to your system, allowing you to capture and manage potential customer information efficiently get a job fetches detailed information about a specific job using its unique id make an api call allows you to make a custom api request to the service using your authorized account, giving you flexibility to access features or endpoints not covered by the standard modules mark a lead as active this module updates a lead’s status to mark them as active, indicating that the lead is currently engaged or being worked on mark a lead as lost this module updates a specific lead in your system to indicate that it has been marked as lost, helping you keep track of leads that are no longer active or moving forward search jobs allows you to find jobs that match your chosen criteria, helping you quickly locate relevant job listings based on your preferences search leads finds leads that match the criteria you set, helping you quickly locate potential customers based on your chosen filters unassign an user removes a user from a specific job, so they are no longer assigned to that task update a job updates the details of a specific job using its unique id update a lead updates the details of an existing lead using its unique id watch new jobs monitors your account for any newly posted jobs and triggers when a new job appears watch new leads monitors your account for any new leads and triggers when a new lead is detected templates you can look for more templates in https //www make com/en/templates , where you'll find thousands of pre created {{scenario plural lowercase}} workiz resources you can have access to more resources related to this app on the following links https //community make com/search?q=workiz https //app workiz com https //help workiz com/hc/en us https //developer workiz com/ https //www make com/en/integrations/workiz community