21 available actions

What your AI agent can do in Workiz

Workiz is a field service management platform for scheduling jobs, managing leads and teams, and recording payments. This page lists every available action. Your agent only receives the actions and permissions required for the role you approve.

Common starting points

Get Invoice or EstimateRetrieve one Workiz invoice or estimate with line items, payments, client and job links, totals, and status.
Get Job or LeadRetrieve one Workiz job or lead, selected by record_type, including its client, schedule, status, and resource-specific detail fields.
Create JobCreate a scheduled or unscheduled Workiz job for an existing client, or match or create an inline client and create the job for them.
Create LeadCreate a scheduled or unscheduled Workiz lead for an existing client, or match or create an inline client and create the lead for them.
Update JobUpdate only the selected fields of an existing Workiz job.
Update LeadUpdate only selected fields of an existing Workiz lead, including status, schedule, client details, tags, and custom fields.

Browse all 21 actions by capability

Open a capability to see every supported action and its description.

Find & reviewLook up and review existing recordsView 11 actionsHide actions

Get ClientRetrieve one Workiz client with service and billing addresses, contacts, tags, notes, custom fields, and other detail fields.
Get Invoice or EstimateRetrieve one Workiz invoice or estimate with line items, payments, client and job links, totals, and status.
Get Job or LeadRetrieve one Workiz job or lead, selected by record_type, including its client, schedule, status, and resource-specific detail fields.
List Assigned TechniciansList one page of technicians assigned to a Workiz job or lead.
List Client NotesList one page of notes recorded on a Workiz client, ordered by creation date descending.
List ClientsList and search Workiz clients with balance, tag, created-date, and sort filters.
List Invoices or EstimatesList Workiz invoices or estimates with optional created or updated date filtering.
List Jobs or LeadsList one page of Workiz jobs or leads, selected by record_type, with optional open-state, date, and sort filters, and return a continuation cursor.
List Workiz Reference DataList IDs and names needed to create or update Workiz records, such as job types, ad groups, tags, statuses, and custom fields.
List UsersList Workiz users and technicians for assignment and attribution workflows.
Search Workiz RecordsSearch jobs, leads, clients, and invoices by a name, phone, email, address, serial number, or custom-field value.

Create & communicateCreate records or send supported messagesView 3 actionsHide actions

Add Client NoteAdd a text note to a Workiz client and optionally pin it.
Create JobCreate a scheduled or unscheduled Workiz job for an existing client, or match or create an inline client and create the job for them.
Create LeadCreate a scheduled or unscheduled Workiz lead for an existing client, or match or create an inline client and create the lead for them.

Update & manageChange and manage existing recordsView 6 actionsHide actions

Assign TechnicianAssign a technician to a Workiz job or lead, optionally replacing the existing technician when the account disallows multiple technicians.
Assign TechniciansAssign 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 JobIrreversibly convert an existing Workiz lead into a job and return the resulting job.
Set Primary TechnicianMake an already assigned technician the primary technician on a Workiz job or lead.
Update JobUpdate only the selected fields of an existing Workiz job.
Update LeadUpdate only selected fields of an existing Workiz lead, including status, schedule, client details, tags, and custom fields.

Remove & cancelRemove records or cancel supported workView 1 actionHide actions

Remove TechnicianRemove a technician assignment from a Workiz job or lead.

Connection record

A connection you can control.

Sign-in: Customer-managed key
Setup: Use a key you create and control. It is stored securely and limited to the work agreed for the role.
Boundaries: Only the approved role and actions.
Off switch: Revoke the connection from your account.

FAQ

Before you connect Workiz

How does the agent connect to Workiz?

With a key you create and control. It is stored securely, permissions are limited to what the agent needs, and you can revoke it at any time.

What can the agent actually do in Workiz?

The page above lists the 21 actions currently available through the Workiz connection. The role determines which of those actions the agent may use, and write access is only enabled when the workflow needs it.

Is Workiz included in my plan?

Connections are priced per tool on top of the base plan. Some are included and some are premium. See pricing for how connection charges work.

How long until Workiz is ready?

Timing depends on the sign-in method, permissions and workflow being connected. We confirm the scope and setup plan before enabling the connection.

Bring the workflow together

Ready to put Workiz to work?

Start with the responsibility you want off your plate. We’ll map the connection and the boundaries around it.

Book a setup call Browse all connections

All product names, logos, and brands are property of their respective owners and are used for identification only. ZeroToClaw is not affiliated with or endorsed by Workiz.