Workiz
Field-service management API for scheduling, dispatching, and billing jobs and leads (garage door, locksmith, appliance repair, cleaning, junk removal).
Three ways to use Workiz
Chat with Geni
Ask Geni to pull data, take actions, or answer questions using this integration in a conversation.
Build a workflow
Create automated workflows that trigger on events, run on a schedule, or chain multiple tools together.
Power an app
Use this integration as a data source or action layer behind a dashboard, form, or internal tool.
Supported tools
Actions your AI agents can perform with Workiz.
Activate Lead
Reactivate a lost lead.
Add Payment to Job
Record a payment against a job.
Assign User to Job
Assign a team member to a job.
Assign User to Lead
Assign a team member to a lead.
Convert Lead to Job
Convert a lead into a job.
Create Job
Create a new job.
Get started automating Workiz
Ready-to-use workflows
Prompts using Workiz
Win back quiet Workiz leads with automated follow-ups
Every weekday morning we find the Workiz leads that never became jobs, email each one a personal nudge, and recap the whole run in Slack.
Weekly lead source ROI report for Workiz and Google Ads
Every Monday, match last week's ad spend to the jobs you actually booked in Workiz, then get the winners, losers, and where to move budget in Slack.
Turn finished Workiz jobs into text review requests
Every day at 5pm we text your finished customers for a review, skip anyone who seemed unhappy, and send those to Slack so a manager can call first.
Catch unassigned Workiz jobs with Slack dispatch alerts
Every 30 minutes on weekdays, we scan today's Workiz board and post a Slack alert for any job with no technician or still sitting unscheduled.