Automate Workiz with AI agents
Workiz is a field service management platform for scheduling jobs, managing leads and teams, and recording payments.
CRMYour own API key
What you can ask your agent
- “Add new leads from my inbox to Workiz with their company and email.”
- “Every week, remind the team on Slack about Workiz deals with no recent activity.”
- “Send me a morning brief of today's Workiz follow-ups.”
Your agent connects Workiz with your own API key, entered on a secure page, only for the agent you choose, and asks before sending, posting or deleting anything.
Automate Workiz free for 7 daysHow it works
- STEP 1Tell your agent what to do with Workiz, in plain words.
- STEP 2Connect Workiz (and any other app it needs) in a click.
- STEP 3Approve the routine: it runs on schedule, with a history of every run.