Dispatch + Workiz Integrations

How to connect Dispatch + Workiz

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Supported triggers and actions

What does this mean?

New Event
Triggers when an update is made to Dispatch.
Trigger
Instant
Send to Connector
Send a payload to the inbound connector.
Action
Write
Create or Update Appointment
Creates or Updates a appointment.
Action
Write
Create or Update Invoice or Estimate
Creates or Updates a New Invoice or Estimate. This action will also auto-create Product/Service catalog items on the fly if they do not exist already.
Action
Write
Create or Update Product or Service
Creates or Updates Products and Services.
Action
Write
Create or Update Calendar Event
Creates or Updates a Calendar Event.
Action
Write
Create or Update Customer
Creates or Updates a customer.
Action
Write
Update Organization Offer Status
Updates the offer status for an organization e.g.
Action
Write
Dispatch
Create or Update a job.
Scheduled
Action
Dispatch
Creates or Updates a Job Offer. This requires elevated privileges i.e. authentication using the "Client ID" - if you require access to this API please reach out to
Scheduled
Action
Dispatch
Creates a new note.
Scheduled
Action
Dispatch
Creates or Updates an organization. This requires elevated privileges i.e. authentication using the "Client ID" - if you require access to this API please reach out to
Scheduled
Action
Dispatch
Sends an organization an offer reminder.
Scheduled
Action
Dispatch
Creates or Updates a user (field worker or dispatcher).
Scheduled
Action
Dispatch
Finds an existing appointment.
Scheduled
Action
Dispatch
Finds an existing Invoice or Estimate.
Scheduled
Action
Dispatch
Finds an existing product or service.
Scheduled
Action
Dispatch
Finds an existing customer.
Scheduled
Action
Dispatch
Finds an existing job.
Scheduled
Action
Dispatch
Finds an existing job offer.
Scheduled
Action
Dispatch
Finds an existing organization. If you only dispatch jobs to a single organization you will not need to use this search as the organization will default.
Scheduled
Action
Dispatch
Finds an existing technician or dispatcher.
Scheduled
Action
Workiz
Triggers when a job is completed and status has changed to Done
Scheduled
Trigger
Workiz
Triggers when a job status is changed
Scheduled
Trigger
Workiz
Triggers when a lead status is changed
Scheduled
Trigger
Workiz
Triggers when a new job is created.
Scheduled
Trigger
Workiz
Triggers when a new lead is created.
Scheduled
Trigger
Workiz
Schedules a new job in your Workiz account.
Scheduled
Action
Workiz
Schedules a new lead in your Workiz account.
Scheduled
Action

How Dispatch + Workiz Integrations Work

Step 1: Authenticate Dispatch and Workiz.
30 seconds
Step 2: Pick one of the apps as a trigger, which will kick off your automation.
15 seconds
Step 3: Choose a resulting action from the other app.
15 seconds
Step 4: Select the data you want to send from one app to the other.
2 minutes
That’s it! More time to work on other things.

Connect apps

Connect Dispatch + Workiz

About Dispatch

Deliver exceptional customer experiences. Book, track and manage with the world's most powerful on-demand services platform.

Related categories

Scheduling & Booking

About Workiz

Workiz makes it easier than ever for service business owners to run their business, save time, make their team more efficient and their business more profitable.

Learn more

Related categories

Scheduling & Booking

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