Workiz by Maxmel Tech

workiz is a field service management platform offering tools for scheduling, payments, automations, and integrations integrating with make com enables users to automate workflows, sync data, and streamline business operations across various apps and services 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 workiz support 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, create your account on workiz app installation to install this app, you need admin, owner, or app developer permissions organizations go to the make integration page 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 keys api keys instructions you need to retrieve your api credentials from your workiz account login to your workiz account navigate to the settings section locate the api section within the settings find and note your api key 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}} log in in your make account , 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 connect an application 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, helping you manage team responsibilities more efficiently create a job creates a brand new job entry in your selected system, allowing you to start tracking and managing a new task or position from scratch create a lead adds a new lead to your system, allowing you to capture and track potential customer information 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 own parameters and authorization, giving you flexibility to access features or data not covered by the standard modules mark a lead as active sets the status of a selected lead to active, indicating that the lead is now engaged and ready for follow up mark a lead as lost this module updates a lead's status to "lost," helping you keep track of leads that are no longer active or have not resulted in a sale search jobs finds jobs that match the criteria you set, helping you quickly locate relevant job listings based on your preferences search leads searches for leads that match the criteria you define, helping you quickly find potential customers based on your specific requirements 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 a specific lead using its unique id watch new jobs monitors and detects when new job postings are added, so you can stay updated with the latest opportunities as soon as they become available watch new leads monitors your account for any newly created leads and notifies you when a new lead is added templates you can look for more templates in make's template gallery , 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 workiz topics on make community workiz website workiz documentation workiz api documentation workiz page on make