Add Client Note
Add a text note to a Workiz client and optionally pin it.
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Integrate Workiz
with your AI CRM
Workiz is a field service management platform for scheduling jobs, managing leads and teams, and recording payments.
Explore Triggers and Actions
Assign Technician
Assign a technician to a Workiz job or lead, optionally replacing the existing technician when the account disallows multiple technicians.
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Assign Technicians
Assign up to 25 technicians to one Workiz job or lead on a multi-technician account and return a separate success or failure result for each technician.
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Convert Lead to Job
Irreversibly convert an existing Workiz lead into a job and return the resulting job. This operational transition cannot be undone and creates a persistent job record. Never use this action merely to inspect a lead.
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Create Job
Create a scheduled or unscheduled Workiz job for an existing client, or match or create an inline client and create the job for them.
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Create Lead
Create a scheduled or unscheduled Workiz lead for an existing client, or match or create an inline client and create the lead for them.
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Get Client
Retrieve one Workiz client with service and billing addresses, contacts, tags, notes, custom fields, and other detail fields.
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Get Invoice or Estimate
Retrieve one Workiz invoice or estimate with line items, payments, client and job links, totals, and status.
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Get Job or Lead
Retrieve one Workiz job or lead, selected by record_type, including its client, schedule, status, and resource-specific detail fields.
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List Assigned Technicians
List one page of technicians assigned to a Workiz job or lead.
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List Client Notes
List one page of notes recorded on a Workiz client, ordered by creation date descending.
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List Clients
List and search Workiz clients with balance, tag, created-date, and sort filters. Returns one page and a cursor for controlled continuation.
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List Invoices or Estimates
List Workiz invoices or estimates with optional created or updated date filtering. Returns one page and a continuation cursor.
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List Jobs or Leads
List one page of Workiz jobs or leads, selected by record_type, with optional open-state, date, and sort filters, and return a continuation cursor.
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List Users
List Workiz users and technicians for assignment and attribution workflows. Returns one page and a cursor for controlled continuation.
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List Workiz Reference Data
List IDs and names needed to create or update Workiz records, such as job types, ad groups, tags, statuses, and custom fields.
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Remove Technician
Remove a technician assignment from a Workiz job or lead.
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Search Workiz Records
Search jobs, leads, clients, and invoices by a name, phone, email, address, serial number, or custom-field value.
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Set Primary Technician
Make an already assigned technician the primary technician on a Workiz job or lead. All other assigned technicians become non-primary.
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Update Job
Update only the selected fields of an existing Workiz job. Unspecified fields remain unchanged.
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Update Lead
Update only selected fields of an existing Workiz lead, including status, schedule, client details, tags, and custom fields. Unspecified fields remain unchanged.
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How the Workiz integration works
The Workiz integration connects your Dench AI CRM directly to Workiz, so agents can read and act on your Workiz data as part of everyday work — answering questions in chat, keeping your CRM in sync, and running automations without anyone copying data between tools.
21 actions are available for agents to invoke on your behalf. Every call runs through Workiz's own authorization, scoped to the account you connect.
Set up Workiz in Dench
- 1
Sign in to your Dench workspace and open Integrations.
- 2
Find Workiz and click Connect — you'll authorize access through Workiz's own sign-in flow. No API keys or code required.
- 3
Ask an agent to use Workiz in chat, or call it from an automation.
- 4
Manage or disconnect the connection any time from workspace settings.
Frequently asked questions
How does the Workiz integration work with Dench?
The Dench Workiz integration connects your AI CRM to Workiz, so AI agents can work with your Workiz data as part of chats, automations, and CRM workflows. You connect your account once, and every agent in your workspace can use it — governed by your workspace permissions.
What actions can AI agents perform with Workiz via Dench?
The Workiz integration currently exposes 21 actions, including Add Client Note, Assign Technician, Assign Technicians, Convert Lead to Job, Create Job, and Create Lead. Agents invoke them on your behalf from chat or from automations.
Do I need to write code to connect Workiz to Dench?
No. You connect Workiz from your Dench workspace using Workiz's own sign-in and authorization flow — no API keys to copy, no glue code to maintain.
Is the Workiz integration secure?
Connections are authorized through Workiz's own authentication flow, and Dench stores only the authorization needed to act on your behalf. You can review and disconnect the Workiz connection from your workspace settings at any time.