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. |
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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 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. Learn more about organization roles.Learn more about organization roles
Go to the Make integration page.
Click the Install button.
Follow the on-screen instructions to complete the setup.
Connect Workiz and Make
To get started, you must first create a connection between Workiz and Make, 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 Make
Log in in your Make account, add the Workiz module to your scenario, 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 applicationConnect an application. page.
Workiz modules
After connecting to the Workiz app, you can choose from a list of available modules to build your scenarios.
Templates
You can look for more templates in Make's template gallery, where you'll find thousands of pre-created scenarios.
Workiz resources
You can have access to more resources related to this app on the following links :