We need the ability for a customer clicking the appointment or job confirmation link to trigger automations inside Workiz.
Right now, when a customer confirms through the confirmation link, there should be an option for Workiz to automatically update the record instead of us having to do it manually.
Requested automation options:
Change lead or job status automatically
Add or remove tags automatically
Update booking status automatically
Trigger internal notifications to the team
Trigger follow-up automations based on the confirmation
Example use case:
If a customer clicks the confirm link for a scheduled appointment, Workiz should be able to automatically:
change the status to Appointment Confirmed
add a Confirmed tag
remove any Pending Confirmation tag
notify the assigned user or office team
Why this matters:
Reduces manual admin work
Keeps statuses and tags accurate
Makes automations more useful
Helps teams respond faster and stay organized
Prevents confirmed appointments from being missed or left in the wrong status
This would make the confirmation workflow much more powerful and help businesses automate what happens after a customer confirms.