Workiz
Field service scheduling, dispatch, job, lead, and payment operations.
Tools
| Name | Description |
|---|---|
list_jobsList Workiz job records. | List Workiz job records. |
get_jobGet a Workiz job by UUID. | Get a Workiz job by UUID. |
create_jobCreate a Workiz job using the documented request body. | Create a Workiz job using the documented request body. |
update_jobUpdate a Workiz job. Include the UUID field required by Workiz in the body. | Update a Workiz job. Include the UUID field required by Workiz in the body. |
assign_jobAssign a Workiz team member to a job. | Assign a Workiz team member to a job. |
unassign_jobRemove a Workiz team member assignment from a job. | Remove a Workiz team member assignment from a job. |
add_job_paymentRecord a cash, credit, or check payment on a Workiz job. | Record a cash, credit, or check payment on a Workiz job. |
list_leadsList Workiz lead records. | List Workiz lead records. |
get_leadGet a Workiz lead by UUID. | Get a Workiz lead by UUID. |
create_leadCreate a Workiz lead using the documented request body. | Create a Workiz lead using the documented request body. |
update_leadUpdate a Workiz lead. Include the UUID field required by Workiz in the body. | Update a Workiz lead. Include the UUID field required by Workiz in the body. |
assign_leadAssign a Workiz team member to a lead. | Assign a Workiz team member to a lead. |
unassign_leadRemove a Workiz team member assignment from a lead. | Remove a Workiz team member assignment from a lead. |
convert_leadConvert a Workiz lead into a job. | Convert a Workiz lead into a job. |
mark_lead_lostMark Lead Lost in Workiz by exact lead UUID. | Mark Lead Lost in Workiz by exact lead UUID. |
activate_leadActivate Lead in Workiz by exact lead UUID. | Activate Lead in Workiz by exact lead UUID. |
list_team_membersList Workiz team members. | List Workiz team members. |
get_team_memberGet a Workiz team member by user ID. | Get a Workiz team member by user ID. |
list_time_offList Workiz time off entries, optionally for one user. | List Workiz time off entries, optionally for one user. |
Triggers
| Name | Description |
|---|---|
job_created_or_updatedPoll Workiz job records after an initial baseline. | Poll Workiz job records after an initial baseline. |
lead_created_or_updatedPoll Workiz lead records after an initial baseline. | Poll Workiz lead records after an initial baseline. |
automation_webhookReceive manually configured Workiz Automation Center webhooks for jobs, leads, invoices, or estimates. | Receive manually configured Workiz Automation Center webhooks for jobs, leads, invoices, or estimates. |
Quick Start
import { WeavzClient } from '@weavz-io/sdk'
const weavz = new WeavzClient({ apiKey: 'wvz_...' })
const result = await weavz.actions.execute('workiz', 'list_jobs', {
workspaceId: '550e8400-e29b-41d4-a716-446655440000',
integrationAlias: 'workiz',
input: { /* ... */ },
})Related Integrations
Works well with
Frequently Asked Questions
How do I connect Workiz to my app?
Use Weavz Hosted Connect for Custom authentication. Install the SDK, create a connection through the connect portal or API, then execute tools programmatically.
What tools does Workiz support?
Workiz supports 19 tools including List Jobs, Get Job, Create Job, Update Job, Assign Job, and more.
Can I use Workiz with AI agents?
Yes. Add Workiz to an MCP server in Tool Mode or Code Mode. Code Mode provides 3 meta-tools with on-demand API discovery so agents can compose stateful workflows without loading every action schema up front.
How do I connect Workiz to ChatGPT or Claude?
Open the Weavz connector setup, sign in, choose a workspace, and add Workiz as an approved app. ChatGPT, Claude, and other remote MCP clients can then call the scoped Workiz tools exposed by that workspace.
Does Workiz work with Claude Code, Cursor, Codex, and local agents?
Yes. Remote and local MCP clients can connect to a Weavz MCP endpoint for the workspace. Local coding agents can also use the Weavz CLI to inspect apps, discover actions, run approved Workiz work, and execute Code Mode workflows from a terminal.
What can I ask an AI agent to do with Workiz?
Workiz exposes 19 tools, including List Jobs, Get Job, Create Job, Update Job, Assign Job, and more. Use Weavz to keep credentials scoped, require approval for sensitive work, and audit what the agent did.
Can Workiz be used in stateful agent workflows?
Yes. Agents can combine Workiz tools with Filesystem, State KV, Human Gates, input partials, and other workspace integrations while keeping execution scoped to the selected workspace or end user.
What authentication does Workiz use?
Workiz uses Custom. Weavz stores credentials securely and uses them for authorized action execution.
How much does the Workiz integration cost?
The Workiz integration is included on all Weavz plans including the free tier with 20,000 actions per month. No credit card required.
What triggers does Workiz support?
Workiz supports 3 triggers including Job Created or Updated, Lead Created or Updated, Automation Webhook.
Connect Workiz in minutes
Get 20,000 free action executions every month. No credit card required.