AA Rodrigues
THE PROBLEM: Right now, Zapier only works with Jobs and Leads. That's it.
We can't automate statuses, tags, tasks, payments, service plans, communications, or most other Workiz features. This forces us to either do things manually or build hacky workarounds.
Currently Available:
  • 5 triggers (New Job, New Lead, Job Status Change, Lead Status Change, Job Is Done)
  • 2 actions (Create Job, Create Lead)
WHAT'S MISSING: What We Need Exposed!
  1. OBJECTS
  • Jobs, Leads, Clients, Estimates, Invoices, Payments, Tasks, Service Plans, Tags, Custom Fields, Calendar Events, Equipment, Service Areas, Communications
  1. TRIGGERS
  • New/updated record for each object
  • Status changed on any record
  • Tag added or removed
  • Custom field updated
  • Payment created, failed, or refunded
  • Service plan created, renewed, or canceled
  • Task created, completed, or overdue
  • Calendar event created or updated
  • Inbound/outbound call, missed call, voicemail received
  • SMS received or sent
  1. ACTIONS
  • Create or update any record type
  • Change status on any record
  • Add or remove tags
  • Update custom fields and notes
  • Create tasks and calendar events
  • Send SMS or initiate calls via Workiz
  • Convert lead to job
THE GAP
Workiz has powerful features: service plans, tasks, price book, equipment tracking, reporting, commissions, and a full communication hub.
None of these are exposed to Zapier.
We can't trigger automations from:
  • Service plan renewals or cancellations
  • Equipment changes
  • Report results
  • Commission events
  • Incoming calls or texts
We can't use Zapier to:
  • Update custom fields across all objects
  • Add or remove tags on clients, invoices, or estimates
  • Change statuses on anything except jobs and leads
  • Log communication events to external systems
REAL-WORLD USE CASES WE CAN'T BUILD
  1. PAYMENT WORKFLOWS
When payment fails → update invoice to "Past Due" → tag client as "Payment Issue" → create "Collect Payment" task → notify accounting in Slack → log to QuickBooks
  1. REVIEW AND MARKETING FLOWS
When job marked done → send to review platform → update CRM → trigger email sequence → set "Review Requested" field → log to Google Sheets
  1. SERVICE PLAN MANAGEMENT
30 days before renewal → create follow-up task → send email sequence via ActiveCampaign → update "Renewal Stage" field → log to CRM → alert sales team
  1. COMMUNICATION TRACKING
When call is missed or voicemail received → create callback task → tag client → log to CRM → send internal Slack alert
  1. OPERATIONS AND PRIORITY RESPONSE
When "Urgent" tag added → create high-priority task → assign to senior tech → send Slack alert → update external dashboard
  1. REPORTING AND KPIS
When invoice paid → log to BI dashboard → update revenue sheet → send daily summary to leadership → track by source and service type
THE ASK
Make Workiz a complete Zapier app.
  • Expose ALL major objects, triggers, and actions
  • Let users automate across the entire platform, not just jobs and leads
  • Enable the community to build advanced workflows that are too specific or niche to ever be built natively
This unlocks Workiz's full potential without your team having to build every automation use case into the product.
Workiz_Zapier_Feature_Request

Workiz_Zapier_Feature_Request

Workiz_Zapier_Feature_Request-Part 1

Workiz_Zapier_Feature_Request-Part 1