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Connecting Workiz to other apps using Zapier
Connecting Workiz to other apps using Zapier

Learn how to use Zapier to connect Workiz to other applications your business uses.

Updated over a week ago

In this article, you will learn how to connect Workiz to other applications using Zapier.

What is Zapier?

Zapier is a third-party application designed to allow apps to talk to each other. In Workiz, Zapier is used to create automation rules between Workiz and other apps. These automation rules are known as “Zaps.”

Connecting Workiz to apps using Zapier

Enabling the Workiz API add-on

In order to connect Workiz to Zapier, you will need to have access to the developer API.

  1. From the navigation bar, select the Marketplace

  2. Under Add-ons, find Developer API and select Learn more

  3. Turn the toggle switch ON

Creating a Zap

Using a template Zap

Workiz has a handful of pre-built Zaps you can use with just a few clicks.

To access these Zaps:

  1. From the navigation bar, select Settings > Settings

  2. Under Integrations, select Zapier

  3. Find the Zap you want to use and select Use this Zap

You can also create custom Zaps using the steps below.

Creating a custom Zap

In Zapier, you have to select an app that hosts the trigger event and an app that will perform an action after the trigger event takes place.

Note: These instructions will provide general guidance on how to create a Zap with Workiz as the app that hosts the trigger event. You may also choose a different app as the one that hosts the trigger event.

  1. Log in to your Zapier account

  2. Select Create Zap

  3. For Trigger, search for and select Workiz

  4. Under Event, choose an event that will act as the trigger for this Zap (e.g., When a job is done, when a job status is changed, when a new job is created, etc.)

  5. Select Continue

  6. Under Workiz account, select Connect a new account

  7. Open the provided hyperlink in a separate window

  8. From the Developer page in Workiz, copy the API token and API secret and paste them into the corresponding fields in Zapier

  9. Select Yes, continue

  10. Select Test trigger

  11. Verify that a job was found and select Continue

  12. For Action, search for and select the app that will perform an action after the trigger event takes place (e.g., NiceJob, SurveyMonkey, Gmail, etc.)

  13. Under Event, select the event that will take place after the trigger event

  14. Connect your account and select Continue

  15. Complete the Set up action fields and select Continue

  16. Select Test & continue to test the Zap

  17. Select Publish Zap > Publish & turn on

If configured correctly, your Zap will now allow Workiz to communicate with the app you chose.

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