Actionist·Workiz
W

Workiz

· #420 most-used

Automate field service jobs, leads, and dispatch — from booking to follow-up

CRMSalesProjectsSchedulingAutomationPayments

Workiz is field service management software built for home and trade service businesses — HVAC, plumbing, electrical, locksmith, appliance repair, cleaning, and more. It centralizes scheduling, dispatch, invoicing, and customer communications for teams that run jobs in the field. Connect Workiz to Actionist and your agents can route inbound leads from any source directly into Workiz, convert qualified leads to booked jobs, react to job completions by triggering review requests and invoices, and broadcast status changes to CRM, accounting, and communication tools — without the dispatcher manually bridging each system.

Try Workiz with ActionistVisit Workiz
Average time saved
14 hours
per person · per month
≈ 2 workdays back

Eliminates manual work. Agents eliminate the manual cycles of entering leads, logging completed jobs, sending post-job follow-ups, reconciling invoices, and relaying status updates across field service operations.

Schedule

What your Workiz agent runs on autopilot

A week of scheduled jobs your Actionist agent will execute on your behalf.

28Scheduled jobs
7Agents at work
24/7Always on
Agents
Tue–Thu
Tue
Wed
Thu
7a
8a
9a
10a
11a
12p
1p
2p
3p
4p
5p
6p
Multi-app workflows

Workiz × every other app you use

End-to-end automations that span multiple apps — each one a real business outcome.

6Workflows
6Apps spanned
~28 hrsSaved / week
6Personas served
For operations
Featured4 apps

Job completion triggers invoicing, revenue logging, and re-booking

When a technician marks a job Done in Workiz, the agent logs the job to the revenue tracker in Google Sheets, drafts an invoice in QuickBooks, alerts the dispatch team in Slack, and creates a follow-up maintenance lead in Workiz for 12 months out — the entire post-job chain completes within minutes of the technician clicking Done.

~10 hrs

Time saved for your team — every week, on autopilot

The flow
Trigger·When a job is marked as Done in Workiz
Trigger
Step 1
W
Workiz
Job Is Done fires when technician marks job complete
write
Step 2
Google Sheets
Append completed job details to revenue tracker
write
Step 3
QuickBooks
QuickBooks Online
Create draft invoice from job details
write
Step 4
Slack
Post job completion alert to #dispatch channel
write
Step 5
W
Workiz
Create follow-up maintenance lead scheduled 12 months out
Result
Append completed job details to revenue trackerCreate draft invoice from job detailsPost job completion alert to #dispatch channelCreate follow-up maintenance lead scheduled 12 months out
The win
Saved per run
15 min
Runs / week
~40×
Zero manual steps between job done and invoice drafted
Driven byOperations Agent
ROI

Savings

What your team gets back — two angles: what you stop doing manually, and what that's worth.

Without Actionist

What you do manually today

With Actionist

What your agent runs for you

  • Sales
    45 min / week
    Manual lead entry into Workiz

    The office manually copies each inbound inquiry into Workiz, often batching entries at the end of the day — leads go hours without a response while the dispatcher is busy.

    Sales Agent
    0 min
    Agent routes every inquiry into Workiz as a lead

    When a web form, ad lead, or CRM deal arrives, the agent creates a Workiz lead with source attribution within about a minute — no inquiry is missed and every lead is tagged.

  • Marketing
    75 min / week
    Manual channel attribution tracking

    Marketing manually exports Workiz leads, assigns sources in a spreadsheet, and builds the weekly channel report by hand — a process that takes over an hour each week.

    Marketing Agent
    0 min
    Agent logs lead source and conversion data automatically

    Every new Workiz lead triggers a log entry in the attribution sheet with source, service type, and timestamp — the weekly channel report writes itself.

  • Customer Support
    60 min / week
    Manual review request follow-up

    The office calls or texts each completed-job customer individually to request a review — a process that gets skipped when the team is busy and review volume drops.

    Customer Support Agent
    0 min
    Agent sends review requests within minutes of job completion

    The Job Is Done trigger fires the review request SMS chain within about a minute of completion — no manual follow-up calls, no batching at end of day.

  • Human Resources
    30 min / week
    Manual technician performance reporting

    The operations manager pulls Workiz completion data manually at week's end, copies it into a spreadsheet, and calculates per-technician metrics before the review meeting.

    Human Resources Agent
    0 min
    Agent keeps technician performance logs current automatically

    Every job completion appends a row to the technician performance log in real time — the manager always has current completion rates without pulling a report.

  • Finance
    40 min / week
    Manual invoice reconciliation

    Finance manually compares the Workiz completed-jobs list with QuickBooks invoices each month, often discovering uninvoiced jobs only after month-end close.

    Finance Agent
    0 min
    Agent flags uninvoiced completed jobs before month-end close

    Every Friday the agent cross-checks completed jobs against the invoice log and flags any gaps — revenue never falls through the cracks to the next billing cycle.

  • Operations
    90 min / week
    Dispatcher manually relays status updates

    The dispatcher calls or texts each affected party when a job status changes — a constant stream of manual communication that pulls attention away from booking new jobs.

    Operations Agent
    0 min
    Agent broadcasts job status changes to the right channel

    Job Status Change triggers route each status update to the appropriate app — En Route to the client, Done to the invoice system, Cancelled to the rebook workflow — without the dispatcher making manual calls.

  • Legal
    20 min / week
    Manual compliance documentation

    The office manually reviews completed jobs each week and enters regulated-service details into a compliance spreadsheet — a task that slips when the team is short-staffed.

    Legal Agent
    0 min
    Agent maintains a compliance log for regulated jobs automatically

    Every completed regulated-service job is logged with technician credentials and job date — the compliance audit trail is always current without anyone manually maintaining it.

+ 100s of other Workiz automations
Average time saved
36 hrs / person / month
Calculator

Calculate what your team saves

Team size
5 people
Hourly rate
$75 / hr
Hours saved / week
18
Hours saved / year
875
Annual ROI
$65,625

Based on Workiz's typical team usage — the visible tasks plus a few other automations the agent runs: ~3.5 hrs / person / week of admin work automated.

Connect

How to plug Workiz into Actionist

Pick the connection method that suits your environment.

Connect Workiz to Actionist using an API key generated in your Workiz account settings. The key grants Actionist permission to create jobs and leads and to receive webhook events for job and lead status changes.

1
Get your Workiz API Key

Log into your Workiz account. Navigate to Settings, then find the API or Integrations section. Generate a new API key and copy it.

2
Paste into Actionist

In Actionist's Apps tab, find Workiz and click Connect. Paste your API key into the field provided.

3
Test the connection

Actionist runs a test read to verify the connection. Once confirmed, your Workiz jobs and leads are available to all agents.

Credentials you'll need
API Key*
Workiz → Settings → API / Integrations → Generate API Key
Actions

2 actions your agent can call

Read and write operations available to your Actionist agent.

Triggers

5 events your agent can react to

Events your agent watches for, and the actions it kicks off in response.

FAQs

Questions about Workiz + Actionist

How does Actionist connect to Workiz?
Go to the Apps tab, find Workiz, and click Connect. Select the API key method. In your Workiz account, navigate to Settings and locate the API / Integrations section to generate an API token. Copy the token and paste it into Actionist. Actionist runs a test read to confirm the handshake before any agent tasks run.
What Workiz permissions does the Actionist agent need?
Actionist uses the Workiz public API, which requires an API key with permission to create and read jobs and leads. You generate this key in Workiz under Settings. The API key inherits the permissions of the account that generates it, so use an admin-level account to ensure the agent can create jobs and leads without restriction.
Can I trigger automations in other apps when a Workiz job status changes?
Yes. Workiz triggers fire within about a minute of the event occurring. When a new job is created, when a job status changes, when a job is marked done, when a new lead arrives, or when a lead status changes, Actionist receives the event and can immediately run downstream actions in any connected app — posting to Slack, updating a CRM, sending an invoice, or creating a follow-up task.
What are the most useful things to automate with Workiz?
Common patterns include: routing inbound web form submissions directly into Workiz as leads; converting a closed deal in your CRM into a scheduled Workiz job; posting a Slack notification to your dispatch channel when a job is marked done; syncing completed job data to QuickBooks for invoicing; and scheduling a follow-up job 30 days after a service call is completed. Workiz is the system of record for field operations, and Actionist connects it to the rest of your stack.
Which types of businesses get the most value from connecting Workiz to Actionist?
Workiz is designed for home and trade service businesses: HVAC, plumbing, electrical, locksmith, appliance repair, pest control, cleaning, landscaping, garage door, and junk removal. If your team dispatches technicians to job sites, tracks jobs and leads, and sends invoices from the field, Workiz and Actionist together can automate the operational and communication overhead that eats into your margin.
Can Actionist automatically send a review request when a Workiz job is completed?
Yes. When a job is marked as Done in Workiz, the Job Is Done trigger fires within about a minute. You can chain this to automatically send a review request via SMS or email, create a follow-up job in 30 days, update the client record in your CRM, or post the completed job to a Google Sheet for revenue tracking. This is one of the highest-value automations for service businesses because it removes manual post-job follow-up entirely.
What information does Actionist need to create a job in Workiz?
When you create a job via the Actionist Create Job action, you must supply the client's first name, service address, city, postal code, job start date and time, and job type. Optional fields include last name, phone, state, email, job notes, service area, and company name. These map directly to Workiz's required fields for scheduling a job, so the agent can create a fully-scheduled job from data it reads from any connected app.
Can Actionist update an existing Workiz job, or only create new ones?
Actionist cannot update or delete existing jobs and leads through the Workiz API — the available write actions are limited to creating new records. For status updates, use Workiz's native automation rules or trigger-based notifications in Workiz itself. Actionist is best used at the inbound end (routing leads, scheduling jobs from other systems) and the outbound end (reacting to job events to trigger downstream actions in other apps).