Workiz integration
Workiz is the #1 all-in-one management platform for fieldservice businesses, including hvac, plumbing, garagedoor, electrcialcontracting, and more.
What your agents can do with Workiz
4 pre-built Workiz tool steps, ready to drop into any agent. Anything they do not cover, an agent can reach with an authenticated API call.
Actions (2)
Create Lead
Create a new lead in Workiz.
Create Job
Creates a new job in Workiz.
Triggers (2)
New Lead Created
Emit new event when a new lead is created in Workiz.
New Job Created
Emit new event when a new job is created in Workiz.
Set up Workiz in Relevance AI
Do this once. Every agent in your workspace can then use the connection.
Create a Relevance AI account
Sign in, or create a free account. You do not need to be a developer to set this up.
Connect your Workiz account
In Relevance AI, open Integrations and add Workiz, then paste your API Token and API Secret. You will find it in your Workiz account settings.
Use Workiz in an agent
Create a tool, add a Workiz tool step, and connect it to an agent. The agent fills in the step's inputs each time it runs.
Put Workiz to work in your agents
Connect Workiz alongside 1,800+ other integrations and let your agents run the busywork.